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Learn MoreOn December 28, 2022, the IRS issued proposed regulation REG-100442-22, which may change real estate investment trusts’ (REITs) domestically controlled status. This change could cause non-U.S. investors in these structures to pay potentially significant U.S. tax on any gains realized upon sale of...
Read MoreDuring boom times, M&A activity can be one of the most challenging strategies for organizations to successfully execute, often with high rates of failures. In a challenging environment, say, of rising inflation and interest rates, that challenge becomes even greater. And while pre-deal activities,...
Read MoreThe pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen &...
Read MoreSelling a business can be an exciting time, but there are numerous hurdles to overcome well in advance of the finish line to ensure a smooth transaction and to enhance the ultimate market price of the business. A successful sale does not occur overnight, and careful planning and preparation will...
Read MoreA solid system of internal controls for any organization translates into more reliable financial reporting and can help companies prevent, detect and correct financial misstatements. In contrast, weak controls can result in costly errors — and even fraud. And while internal controls are certainly...
Read MoreWith the release of Revenue Procedure (Rev. Proc.) 2023-9 on January 27, 2023, the IRS has simplified the process for real estate developers that incur common improvement costs to switch to the Alternative Cost Method of accounting. This change, which goes into effect for tax years beginning on or...
Read MoreCohen & Company finalized the acquisition of BBD’s Investment Management Group (BBD-IMG), effective today.
Read MoreFor the second year in a row Cohen & Company has been named the best audit provider by Hedgeweek in their second annual 2023 U.S. Digital Assets Awards.
Read MoreThe Inflation Reduction Act reinstated Section 48C, which offers $10 billion in tax credits for qualified investments in new, expanded or re-equipped manufacturing facilities that produce certain emissions-reducing technologies. Recently, the IRS provided initial guidance via Notice 2023-18 on...
Read MoreCohen & Company is pleased to share that CEO Chris Bellamy has been recognized by Crain’s Cleveland Business as a notable leader in accounting.
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