Cohen & Co is proud to be honored by With Intelligence Fund Operations and Services Awards as the best in accounting and audit services for the registered funds industry in 2025. This is the second consecutive year Cohen & Co has earned this distinction.Recognizing excellence and...
Read MoreRecently, we were fortunate to participate on a webinar for the Alternative Investment Management Association (AIMA) discussing the hot topic of converting an existing private fund to a registered fund, versus launching an entirely new one.Below are a few of the critical variables the panel...
Read MoreThis is an exciting time in the world of registered funds — there are new products frequently entering the marketplace in a myriad of ways! Historically we have seen many registered funds, including mutual funds, exchange-traded funds and closed-end funds, come to market by way of a cash...
Read MoreJay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and...
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...
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 MoreTax equalization is one of the most tax-efficient strategies available to a regulated investment company (RIC). The strategy can reduce or even potentially eliminate a capital gain distribution requirement for your fund and your shareholders — yet not everyone uses it. While there...
Read MoreKeeping the momentum of a record breaking 2023 — when the PCAOB was more active with standard setting and rulemaking than it had been over the past 10 years — the oversight body issued its second and third proposals of 2024 on April 9. PCAOB Release No. 2024-004, Firm and Engagement...
Read MoreCohen & Co received the distinction of “Best Accounting and Audit Services” in the 2024 With Intelligence Fund Operations and Services Awards. The annual awards ceremony recognizes and rewards fund service providers who have demonstrated exceptional client service...
Read MorePosted by Claire Toraason Regulated Investment Companies (RICs) are common and very popular investment vehicles for many reasons. However, the tax code restricts the types of investments RICs can make, therefore limiting options for both funds and their investors. The use of blocker entities is...
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