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 MoreIn the complex landscape of financial reporting, entities in the U.S. must navigate a unique set of standards and regulations. Our recent CPE seminar on financial reporting for private companies shed light on not only the governing bodies that create these unique reporting requirements, but also on...
Read MoreWhen your entity receives federal funds, any purchases you make with federal funds, whether goods or services, must adhere to the Uniform Guidance rules outlined in the Code of Federal Regulations (CFR), specifically 2 CFR Part 200. These rules are designed to ensure procurement processes are...
Read MoreCohen & Company is pleased to announce Stephen Fisher, JD, LLM, an independent contractor working with the firm’s Investment Company Tax Group, will help serve Cohen & Company’s growing registered funds client base as a Senior Consultant, Tax. One of the top experts and nationally recognized...
Read MoreCohen & Company is pleased to announce the following promotions within the firm.
Read MoreNot-for-profit entities are typically well-versed in the need to track grant expenditures, and may have robust accounting systems or policies and procedures in place. However, for-profit entities may not be as familiar with the importance of tracking grant expenditures separately. Grant...
Read MoreCohen & Company is pleased to announce Trinette Simon has been named to Director, Inclusion & Equity for the firm. With a goal of ensuring inclusion is and remains an integral part of the firm’s culture, Trinette will work closely with the firm’s partners, leaders, managers and IDEA (Inclusion,...
Read MoreJay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and private...
Read MoreCohen & Company congratulates Jami Blake, assurance partner and technical director for the firm’s privately held clients, on her recent appointment to the American Institute of CPAs’ (AICPA) Accounting and Review Services Committee. The AICPA Accounting and Review Services Committee (ARSC) is the...
Read MoreLeadership Akron has selected Tax Partner Adam Fink as one of the 44 members chosen for the organization’s Signature Class 41. The program, which begins in July, aims to help community leaders finds way to have an even greater impact on Akron and the surrounding area. Recognized as a community...
Read MoreThe Ohio Society of CPAs (OSCPAs) has selected Assurance Partner Marie Brilmyer as a 2024 Power of Change honoree, celebrating her role in shaping the accounting profession for women leaders through extraordinary leadership, community involvement, mentorship and innovation. Brilmyer has spent her...
Read More