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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Tax Services

Tax Credits & Incentives

Tax Credit Experts with National Reach & Local Impact

We immerse ourselves in opportunities related to critical federal, state and local tax credits and incentives so we can help you lower your overall tax burden — whether as part of an overall business tax strategy, or due to an economic disruption, business relocation or expansion, or sizable transaction.

With a diverse background in tax, audit, real estate, technology and energy, our national-reaching practice helps companies maximize opportunities across the U.S. We work with entities in all industries, from manufacturing and technology to real estate and energy, and our clients range from start-ups commercializing an idea to developers building their capital stack with tax equity. Using our deep expertise in federal, state and local taxation, we have helped companies claim credits ranging anywhere from $5,000 in research and development (R&D) tax credits to more than $20 million in Historic Tax Credits (HTCs). We are also heavily involved in helping clients interpret and leverage the Coronavirus Aid, Relief, and Economic Security (CARES) Act, including the Paycheck Protection Program (PPP) and Main Street lending program.

Tax Credits & Incentives Opportunities

Below are just a few of the numerous credits and incentive programs that often offer the most opportunity for private businesses and their owners: 

  • Paycheck Protection Program (PPP)

  • Main Street Lending Program

  • Research & Development (R&D) Tax Credit

  • Renewable Energy Tax Credits

  • Historic Tax Credits (federal and state)

  • New Markets Tax Credit (federal and state)

  • Work Opportunity Tax Credit (WOTC)

  • Qualified Opportunity Zones

Meet Our Leadership

Mike McGivney, CPA, MSA

Service Leader
mmcgivney@cohencpa.com
216.774.1105

Understanding Qualified Opportunity Zones (QOZs)

Designed to incentivize long-term investment in low-income and economically distressed communities, QOZs allow taxpayers to defer paying tax on capital gains by investing in qualified opportunity funds.

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Related Insights

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Don’t Miss The Final 2022 Windows to Apply for Ohio TechCred Program

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How to Claim Ohio Opportunity Zone Tax Credits in 2022

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2 Ways Pennsylvania’s Act 25 Will Impact Keystone Innovation Zone and State R&D Credits

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