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About Our Services

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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Assurance Services

Employee Benefit Plan Audits Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

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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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Due Diligence Gateway

Information to Assist You in Your Due Diligence Process

For more information on our firm and investment industry experience, please click here.

Public Company Audit Practice (Public Funds) - As a registered public accounting firm, we are subject to PCAOB oversight and their regular on-site inspection process over our public company audit practice. For additional information regarding the scope of the PCAOB inspection program, listing of all registered public accounting firms, results of audit firm PCAOB inspection reports, and other Board public reports and rules, please see our PCAOB report here.

Non-Public Company Practice (Private Funds) – To comply with AICPA peer review requirements, we are subject to a Peer Review by another independent public accounting firm once every three years over the portion of our practice which is not subject to PCAOB inspections (non-issuers). For additional information regarding our results of the audit firm Peer Review report, please see our Peer Review Report here.

Custody Rule Requirements – Are investment funds subject to the custody rule requirements (as amended, effective date March 12, 2010), that rely on the annual audit provision for pooled investment vehicles, required to be audited by an audit firm registered with and subject to regular inspection by the Public Company Accounting Oversight Board (PCAOB)? Yes, the audit firm must be registered with and subject to regular inspection by the PCAOB.

Cohen & Company is committed to strategic, effective, and efficient use of technology. Relying on a broad range of technologies and processes, backed by a robust in-house IT team as well as strategic partnerships with outside vendors, we deliver industry leading business solutions. Please see here for more information on client security and cybersecurity.

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