Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.
Learn MoreThe iconic Drake hotel ballroom in Chicago was bustling with chatter during our recent Cohen Client Conference — not from the sounds of past famous heads of state and celebrities who have stayed there and left their mark — but with the excitement of asset managers, board members, attorneys and...
Read MorePosted by Jack Taylor and Tom Cummings There has been growing buzz around the undeniable surge in the ETF share class and digital asset ETF applications within the Investment Company Act of 1940 (’40 Act) and 1933 Act Securities Act (’33 Act) structures. As these innovative offerings gain...
Read MoreIndependent directors in the registered fund arena play a critical role in fund governance and protecting shareholder interests. The Independent Directors Council’s 2024 Annual Review noted that as of September 30, 2024, there were just over 1,600 independent directors overseeing approximately...
Read MoreCollective investment trusts (CITs) aren’t new — but they’ve quietly positioned themselves for the next major evolution in the retirement investment landscape. According to reports from the SEC and ICI, as of December 31, 2024, CITs accounted for $7 trillion of the $12.4 trillion in defined...
Read MoreThe House of Representatives’ reconciliation bill — The One, Big, Beautiful Bill (TOBBB) — took another step forward this past week when the House Budget Committee advanced the bill by a vote of 17-16. TOBBB will now go to the House Rules Committee, where changes are expected ahead of making its way...
Read MoreThe investment management industry is constantly evolving, driven by regulatory changes, market dynamics and innovative financial products. At the recent Cohen Client Conference, we explored several key tax trends impacting mutual funds, ETFs, private equity and hedge funds. Below is an update on...
Read MoreTokenization is reshaping the financial landscape, offering innovative ways to represent and trade assets in a digital world. A panel discussion at the recent Cohen Client Conference shed light for audience members on what tokenized funds are, their benefits, challenges and the path to adoption....
Read MoreThe SEC is undergoing a transformative phase under the leadership of Chairman Paul Atkins, who returned to the SEC in 2025 after serving as a commissioner from 2002 to 2008. The SEC is critical to our clients and anyone in the investment industry, so we focused one of our Cohen Client Conference...
Read MoreAt our recent Cohen Client Conference focused on the investment industry, our “Navigating Trends: M&A in Asset Management” panel provided a glimpse into what we are seeing, and what we can expect, regarding new mergers and acquisitions in the asset management space. And it looks like all signs are...
Read MoreCongratulations on the purchase of your new property! Whether this is your first time in the commercial real estate market or your team’s 100th acquisition, the fun really begins the day after the purchase, at least for your accounting team. As your asset management team moves on to the next...
Read More