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January 23, 2020 | Business & Individual Taxation | Wealth Management

7 Key Tenets of the SECURE Act — Including the Elimination of the Stretch IRA

by Scott Swain

December 13, 2019 | M&A Advisory | Transaction Services | Wealth Management

M&A Essentials: Making Charity Part of Your Sale


November 25, 2019 | Business & Individual Taxation | Transaction Services | Wealth Management

5 Gems — Uncovered — at Cohen & Company’s CPE 360

by Beth Reho

November 15, 2019 | M&A Advisory | Transaction Services

M&A Essentials: The Sale Process Part II — The Key Stages

by Jim Lisy

November 07, 2019 | Management Consulting

Digital Automation Deployment Strategies


October 04, 2019 | Audit & Attest | Business Valuations | Manufacturing | Transaction Services

3 Steps to Estimate the Fair Value of Inventory in an Acquisition

by Russ Burgett

October 01, 2019 | M&A Advisory | Real Estate & Construction

5 Questions to Consider When Evaluating the Purchase of a Real Estate “Bargain”


September 12, 2019 | M&A Advisory | Transaction Services

M&A Essentials: The Sale Process Part I — Cast of Players

by Jim Lisy

September 04, 2019 | Alternative Investment Funds | Business Valuations | Investment Advisors | Mutual Funds | Private Equity Investor

2 Topics Investment Companies Should Understand in AICPA’s New Valuation Guidance

by Alex Hocking

August 07, 2019 | M&A Advisory | Management Consulting | Transaction Services

State of the M&A Deal in 2019