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Featured Insights

Article

Proposed Regulations for Domestically Controlled REITs Could Result in More Tax for Foreign Investors

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Article

5 Factors to Help You Achieve M&A Integration Success

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Article

Investment Industry Wire | March 2023

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February 07, 2023

Your Tax Playbook as Legal Sports Betting Kicks Off in Ohio

Considering the Super Bowl is in less than a week, and the NCAA March Madness Tournament is right around the corner, it’s a fitting time to highlight a few important tax items to keep in mind if you’re engaged in sports betting in Ohio.  For individuals placing bets, it’s important to be aware of...

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February 01, 2023 Gregg Dektor, Karen Raghanti

New Jersey Eliminates Separate S Corporation Election; Businesses Must Reevaluate Options 

With the enactment of A.B. 4295 on December 22, 2022, New Jersey became the latest state to amend their tax laws to automatically conform to the federal S corporation election.  Historically, most states have recognized the federal S corporation election. New Jersey, however, has required a...

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January 27, 2023 Michael Boncher

10 Ways SECURE 2.0 May Impact Your Retirement Savings

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023 (CAA). In addition to serving as the legislative vehicle to fund the federal government for fiscal year 2023, the CAA also includes the SECURE 2.0 Act of 2022. SECURE 2.0 is a continuation of the...

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January 25, 2023 Matt Romano

The Comingling of Digital Assets and Registered Funds: Can It Be Successful?

As the digital asset and registered fund spaces continue to intersect — with the first Bitcoin (BTC) regulated fund launching just over a year ago — there is much to sort through and many ongoing lessons to learn as to which products make sense for which types of investors. From crypto winters and...

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January 19, 2023 Alane Boffa

How Will Selling Your Company Impact Your Personal Income Tax and Subsequent Cash Flow?

Selling your business isn’t just about the business. That takes center stage of course, but it’s also just as much about you, the owner, and how financially prepared you’ll be in the next phase of your life. That’s where modeling the sale of your business and the impact it will have on your income...

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January 13, 2023 Robert Venables

IRS Offers New Filing Exception for Schedule K-2 & K-3 for 2022 Tax Year

For the 2022 tax year, the IRS has released updated instructions for schedules K-2 and K-3, which include the domestic filing exception.

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January 05, 2023 Mike Demko

The Pros and Cons of Selling Your Business to an ESOP

While there are many ways to sell your company, one lesser-known but worthy option is to sell to an Employee Stock Ownership Plan, or ESOP. An ESOP, which is a qualified defined contribution plan set up as a trust, allows a company’s employees to buy portions of the company by acquiring shares of...

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January 03, 2023

Cohen & Company’s Best of the Blogs 2022

As we usher in 2023 with gratitude and excitement for the year ahead, we can’t help but take a moment to look back. It was certainly an eventful year for businesses and industries, from an active M&A market and sweeping energy legislation, to new regulations impacting federal and state taxes, not to...

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December 16, 2022

4 Common Alternatives for Converting Your Ownership Equity Into Liquidity

As a business owner, your personal wealth is likely concentrated in the equity ownership of your company — meaning your financial security is largely dictated by the company’s performance and continued success. This exposes you to a large amount of risk should any unfavorable events, such as...

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December 14, 2022 Julie Lowry

Investment Industry Wire | December 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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