We’ve created this page to help provide you with seamless, convenient access to continue your relationship with us — and to get to know Cohen & Co better — as we navigate this transition.
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We are excited to offer you enhanced private client services. Learn more about Cohen & Co below and throughout the rest of our site. Feel free to reach out to your client engagement partner directly with any specific questions.
Cohen & Co, founded in 1977, offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm:
>> Read more about the Cohen & Co transaction from Brian Gothot and Chris Bellamy
We aim to provide ongoing, timely and practical thought leadership specifically targeted toward the complex tax concerns of business owners, ultra-high-net-worth individuals and their families. View some of our most recent insights and perspectives.
An underlying theme in year-end tax planning for individuals in 2023 was the impending sunset of the 2017 Tax Cuts and Jobs Act (TCJA). That theme continues with 2024 year-end tax planning, albeit with even more uncertainty. Listen to our recent webinar for insights and ideas addressing impactful areas related to income tax, estate and gift, retirement, investment tax planning and more.