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 MoreCohen & Company, a nationally recognized assurance, tax and business advisory firm is pleased to announce a strategic growth investment by Lovell Minnick Partners (LMP). LMP is a private equity firm focused on investments in financial services, business services and financial technology companies....
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 MoreCohen & Company is pleased to share that CEO Chris Bellamy has been recognized by Crain’s Cleveland Business as a notable leader in accounting.
Read MoreWhat can we do to help employees engage in an increasingly virtual world? This is a question I’m sometimes asked, and often ask myself — particularly over the past few years as our work environment has gone from essentially 100% in the office, to 100% home office, to now a hybrid...
Read MoreCohen & Company, one of the country’s top tax and accounting firms featuring a nationally recognized Investment Industry Services Group, announced today it will acquire BBD’s Investment Management Group.
Read MoreAfter spending more than 20 years at this firm, I’ve seen and learned a lot. The leaders that came before me have all impacted me greatly — former CEOs, partners and, of course, our founder. But I also realize the valuable lessons I learn every day from my peers and the generations on their way...
Read MoreAs one of his first acts of business after becoming CEO on June 1, Chris Bellamy reaffirmed Cohen & Company’s commitment to create an inclusive and empowered workplace by signing the CEO Pledge as part of the CEO Action for Diversity & Inclusion™ initiative. The program is the largest CEO-driven...
Read MoreCohen & Company, an award-winning, national accounting and advisory firm, is pleased to announce that Chris Bellamy has been selected as the firm’s next chief executive officer (CEO) effective June 1, 2022. Bellamy will succeed Randy Myeroff who joined Cohen & Company in 1985 and has served as CEO...
Read MoreWe were honored again to host our annual Cohen Client Conference this past week. While the event was virtual, we had several hundred attendees join us online over two days, representing mutual funds, investment advisers, hedge funds, ETFs, digital asset funds and more. This year more than ever,...
Read More