Posted by Jen Baker, Ariel Chester and Jonathan WilliamsonWith 2024 coming to a close, it is time to shift gears to focus on wrapping up 2024 tax items and planning for 2025. Now is a perfect time for your real estate or private equity fund to complete any necessary maintenance, as well as a bit...
Read MorePosted by Jake Biondo and Colin McLaughlinOne of the most important aspects of managing and advising investment funds is to protect those who invest in your fund. This includes providing them with timely audited financial statements to assist them in making critical investment decisions and...
Read MoreAs a registered investment adviser (RIA) managing a private fund, it’s crucial to navigate regulatory requirements effectively, including the question of whether or not you need a financial statement audit. While audits can be a valuable tool for transparency and accountability, they also...
Read MoreInterval and tender offer funds — new kids on the block? Not quite. Believe it or not, interval funds have been around since Michael Jordan and the Chicago Bulls delivered their first three-peat of NBA Championships. That was a little over three decades ago! Tender offer funds, on the other...
Read MoreYou don’t often hear the phrase “you can never have too much of a good thing” when talking about tax-related announcements. However, recent revenue rulings from the IRS provide a positive outcome to the managed futures industry — and particularly to Commodity Trading...
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 non...
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 & Co welcomes a new partner class of seven: Kelly Anzevino, Ryan Boylan, Dave Gonano, Lisa Long, Jeffrey McMichael, Jonathan Williamson and...
Read MoreOn January 12, 2024, the U.S. Department of the Treasury released a new fact sheet that in part reiterates, and revamps, the IRS’ commitment to their initiative of auditing limited partnerships. The release comes after five years of scrutiny in this area and an important court case...
Read MoreCohen & Co is pleased to announce Camille Clemons has been named Market Leader, Alternative Investments, effective January 15, 2024. Clemons brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm’s nationally recognized team...
Read MoreAt the Investment Company Institute (ICI) 2023 Tax and Accounting Conference held recently in San Antonio, regulatory readiness, the swift pace of the regulatory agenda and exploring investment alternatives were key focal points of the event. Panel after panel touched on regulatory change and...
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