Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.
Learn MoreWhile not-for-profits such as schools, housing agencies and local charitable organizations commonly receive federal grants in many capacities, these dollars are available to many types of entities, including for-profit entities. Often, grants are made to for-profit organizations from agencies...
Read MoreIf you’re one of many companies due to file their beneficial ownership information (BOI) reports by January 1, 2025, you might be wondering, “When do I really need to start this process?” Similar to other regulatory reporting requirements, it’s always best start data collection and file as soon as...
Read MoreThe beneficial ownership information reporting obligations under the federal Corporate Transparency Act require a reporting company to provide certain information about their organization and each beneficial owner and applicant. If you’re the reporting company, you must provide full legal name;...
Read MoreOn March 29, 2024, the IRS released Private Letter Ruling 202413004, providing its first piece of guidance regarding whether a REIT may receive income from electric vehicle (EV) charging stations at its rental properties without detrimentally impacting its REIT status. With the proliferation of...
Read MoreCohen & Company is pleased to announce Mike Dellavalle has been named Market Leader, Technology & Life Sciences, effective June 1, 2024. This highly technical industry group of assurance, tax and advisory professionals works with the digital asset ecosystem of funds, fund managers and...
Read MoreOne of the most dreaded replies coming from a professional services provider is, “it depends.” Unfortunately, that’s truly the case when the issue involves the most optimal tax structure for your transaction. This is because, like most things in life, there are many variables — tax and non-tax —...
Read MoreAt the Investment Company Institute’s 2024 Leadership Summit, the rise of exchange-traded funds (ETFs) was the focal point for many participants and panelists. As part of the event, Board IQ took a few moments to interview Registered Funds Market Leader Brett Eichenberger alongside other ETF and ’40...
Read MoreIn a somewhat unexpected ruling this past Wednesday, a Louisiana U.S. appeals court overturned in its entirety an SEC finalized rule adopted in August 2023. The rule, which amended the Investment Advisers Act of 1940, was intended to provide more protection to investors and transparency into...
Read MoreWe are pleased to announce several exciting leadership updates, effective at the beginning of the firm’s new fiscal year on June 1. Cohen & Company welcomes a new partner class of seven: Kelly Anzevino, Ryan Boylan, Dave Gonano, Lisa Long, Jeffrey McMichael, Jonathan Williamson and Stacey...
Read MoreCohen & Company is excited to announce Corey McLaughlin, formerly partner in charge of People & Culture, has been named chief operating officer for the firm as of June 1, 2024. In his new role, McLaughlin will have broad oversight of the firm’s assurance, tax and advisory service lines, as well as...
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