Cohen & Company finalized the acquisition of Szymkowiak & Associates CPAs (Szymkowiak) and PEAR Consultants, LLC (PEAR), effective today. As a result of the transaction, Cohen & Company has expanded their services into Western New York for closely held and private equity-owned...
Read MoreWith interest rates and inflation both on the rise, tax planning is as important as ever for businesses. We’ve compiled some of the key areas that can help business decision makers and entrepreneurs alike manage cash flow for their enterprise, and stay up to date on prominent changes to tax...
Read MoreIf you have recently sold, are looking to sell or even considering an investment in C corporation stock in a small business, you may want to consider your eligibility for the benefits under Internal Revenue Code Section 1202. Section 1202 of the tax code allows taxpayers to exclude some or...
Read MorePosted by Joe Webb and Matt Rager
Read MoreThis year our fall CPE conference took on a slightly different shape. We of course had technical-focused educational sessions on topics geared toward private companies, but we also had the opportunity to join our investment industry colleagues and clients for extended networking and some...
Read MoreSzymkowiak & Associates CPAs and PEAR Consultants, LLC are joining Cohen & Company, one of the top tax and accounting firms in the U.S.
Read MoreThe U.S. Court of Federal Claims recently determined that a U.S. couple living abroad could claim a foreign tax credit against the tax liability imposed by the net investment income (NII) tax. This is a significant decision for taxpayers living outside of the U.S., as it means those with foreign...
Read More** This blog was last updated 12/6/23 **Congress passed the Corporate Transparency Act of 2021 (CTA) to enhance transparency and combat illicit activities such as money laundering, terrorism financing and tax evasion. As part of this legislation, some businesses may soon be required to...
Read MoreWhat does it mean to have your books in order before you sell your company? Everything. When it's time to sell your business, you've likely invested great effort and resources into making it a valuable asset. However, inadequate accounting practices can significantly diminish the...
Read MoreCharitable giving has been a part of our society since ancient times, dating back to when the Egyptians built the pyramids. But it was only in 1954 that the modern tax code caught up and began recognizing public charitable organizations — vehicles bringing critical aid to those in need...
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