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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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White Paper: 7 Questions to Ask Before Selling Your Closely Held Business

While a solid advisory team will guide you through the sale process, going into it with a fundamental understanding of key considerations is a must.

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Our Featured Insights

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4 Tax Planning Areas Impacting Real Estate Developers in 2024 and Beyond

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Key Year-End Tax Areas for Real Estate and Private Equity Funds

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6 Ways Your Digital Asset Fund Can Meet Its Financial Reporting Deadline

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In-Depth: Beneficial Ownership Information Reporting

Beneficial Ownership Information Reporting Resource Center

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.

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What Our Clients are Saying

The tax, management consulting and transaction services groups have done great work for us.
Gardiner Service Company, LLC
The Cohen & Co team is a professional, easy to work with group of experienced folks. They are responsive and adaptive to our unique needs. We are very proud to have Cohen & Co as a partner.
North American Breweries Holdings, LLC
Our team has all highly responsive and great partners. They truly value our relationship and provide excellent service.
Twain Financial Partners

National-Level Expertise, Hands-on Partners & Personal Attention

Our top-tier tax, assurance and advisory services help private companies; public and private funds, advisers and fund service providers; and Fortune 1000 enterprises. Learn more.

Assurance

Our Assurance Practice is dedicated to understanding the intricacies of your entity’s compliance needs, whether private sector or part of an investment company.

Tax

Our tax practitioners work with and advocate for businesses and the individuals who lead them. As specialists, we go deep to understand and apply federal, state and local tax laws.

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Our advisory team understands the balancing act owners, management teams and investors face. Whether valuing your business or planning a transaction, we can help.
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Cohen & Co is a unique place to grow your career, whether just starting out or looking for a change. From our national standing in the industry, to our flexible environment, to our total rewards package, we invite you to see all we have to offer.

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