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Learn MoreConsidering the Super Bowl is in less than a week, and the NCAA March Madness Tournament is right around the corner, it’s a fitting time to highlight a few important tax items to keep in mind if you’re engaged in sports betting in Ohio. For individuals placing bets, it’s important to be aware of...
Read MoreCohen & Co, 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 MoreWith the enactment of A.B. 4295 on December 22, 2022, New Jersey became the latest state to amend their tax laws to automatically conform to the federal S corporation election. Historically, most states have recognized the federal S corporation election. New Jersey, however, has required a...
Read MoreOn December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023 (CAA). In addition to serving as the legislative vehicle to fund the federal government for fiscal year 2023, the CAA also includes the SECURE 2.0 Act of 2022. SECURE 2.0 is a continuation of the...
Read MoreAs the digital asset and registered fund spaces continue to intersect — with the first Bitcoin (BTC) regulated fund launching just over a year ago — there is much to sort through and many ongoing lessons to learn as to which products make sense for which types of investors. From crypto winters and...
Read MoreSelling your business isn’t just about the business. That takes center stage of course, but it’s also just as much about you, the owner, and how financially prepared you’ll be in the next phase of your life. That’s where modeling the sale of your business and the impact it will have on your income...
Read MoreFor the 2022 tax year, the IRS has released updated instructions for schedules K-2 and K-3, which include the domestic filing exception.
Read MoreWhile there are many ways to sell your company, one lesser-known but worthy option is to sell to an Employee Stock Ownership Plan, or ESOP. An ESOP, which is a qualified defined contribution plan set up as a trust, allows a company’s employees to buy portions of the company by acquiring shares of...
Read MoreCohen & Co has named Kristen deMoulpied, CPA, MBA, MST, as the new partner in charge of tax for the firm, effective January 1, 2023.
Read MoreAs we usher in 2023 with gratitude and excitement for the year ahead, we can’t help but take a moment to look back. It was certainly an eventful year for businesses and industries, from an active M&A market and sweeping energy legislation, to new regulations impacting federal and state taxes, not to...
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