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Featured Insights

Article

Investment Industry Wire | June 2022

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Article

Ohio Green Lights Pass-Through Entity Tax and the Business Income Deduction Treatment on Qualifying Equity Sales

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IRS Raises Standard Mileage Rate for Remainder of 2022

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April 20, 2022 Mike Kolk

3 Steps to Begin Preparing for an IRS Audit

With the April 18th tax deadline just behind us, it’s timely to note that filing a return is not the end of the story for taxpayers who have “their number” called for an IRS examination. While in recent years there has been a severe staffing shortage at the IRS, followed by the perceived notion...

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April 18, 2022 Lindsay Selick, Deborah Hogan

6 Trends & Reminders in Today’s Evolving Investment Industry

After recently attending the 2022 ICI Conference in Palm Desert, we walked away with a definite sense of priorities for the industry. From rule making and implementation to cybersecurity and climate, it’s clear our evolving industry has much to sort through, and look forward to, in the near future....

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April 12, 2022 Maria Revello, Lisa Metzinger

5 Differences Between Income Tax Basis and GAAP for Real Estate Investors

How an entity’s financial statements are presented is often governed by bank documents or investor agreements, leaving owners of real estate firms without much of a choice in the matter. However, in some instances, you may have a choice between using income tax basis or GAAP to present your...

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March 31, 2022

Tax-Bracketology: The March Madness of Your Tax Bracket

It’s March, when thoughts turn to NCAA tournament brackets as well as tax brackets. Did you know you have a 1 in 9.2 quintillion chance of guessing the perfect NCAA bracket? And did you know that, even though your tax bracket is knowable, many people just guess at what it might be, and make planning...

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March 24, 2022 Phil Baptiste

Employee vs. Independent Contractor: 20 Questions to Help You Figure It Out

Properly classifying workers as employees or independent contractors has always been a recurring tax issue for many business owners, but it’s likely even more important in our current environment. With a tight labor market forcing many businesses to use independent contractors to address staffing...

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March 17, 2022 Will Coleman

4 Key Internal Control Challenges for Cryptocurrency Mining Operations

Cryptocurrency mining refers to the process of participating in a consensus mechanism that includes Proof of Work components. Generally, this is done to collect mining rewards from the network. In other words, cryptocurrency mining is the process of contributing computing power to the network in...

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March 16, 2022 Alane Boffa

Why Creating a Basic Estate Plan is Necessary — At Any Age

At 16, you can drive a car. At 18, you can vote and serve in the military. And at 21, you can order a drink in a bar. But when is the right time to create an estate plan? When should you create the basic documents that will help you and your family make important decisions in the face of an...

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March 10, 2022 Julie Lowry

Investment Industry Wire | March 2022

The pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen &...

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March 09, 2022 Chris Madison

7 Questions to Help Build the Right Advisory Team for Your Private Company

The help of the trusted business adviser has never been more in demand than it is today. From sorting through the multitude of government financial incentives (think: paycheck protection program, employee retention tax credits and a host of others) and complying with government health mandates, to...

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March 02, 2022 Nicki Rococi

Tax Ramifications of Gifting and Loaning Money to Family Members

It’s natural for families to help each other out, sharing their good fortune with those they love. So, what if a child or grandchild wants to purchase a home or car and needs some help? Should you gift them the money, or is a loan the better option? There may be business, personal or financial...

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