Cohen & Company’s national Assurance Practice is dedicated to understanding the intricacies of your entity’s compliance needs, whether you are in the private sector or part of an investment company. Our practitioners are recognized throughout the U.S. for their expertise and technical ability, which means you will receive a top-quality product and guidance to remain compliant in a complex regulatory environment.
Our holistic approach to assurance services means we also look to add value to your organization in any way we can — whether sharing perspectives gleaned from an audit, or providing thought leadership, CPE and other professional development opportunities.
We serve registered and non-registered funds, investment advisers and service providers across the U.S., including newly seeded funds to well-established, multiple-fund families.
Learn MoreOur deep expertise related to internal control concepts and practices has helped a wide range of companies improve their internal control environments and mitigate risks.
Learn MoreWe deliver value beyond the financial statement or report, sharing perspective in areas such as tax, business operations and even estate planning opportunities for owners.
Learn MoreOur team understands the importance of SOC reports, which can help you improve the operational excellence of your business and build trust with external audiences.
Learn MoreOur dedicated team conducts audits of 401(k)s, employee stock ownership plans (ESOPs), defined benefit plans (frozen and active), and 403(b)s for companies of all sizes.
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