Does your not-for-profit conduct revenue generating activities that may trigger the unrelated business income tax, or UBIT? From advertising and fundraising to events and leases — Marie Brilmyer and Cathy Lorenz of Cohen & Company discuss how t

Using Technology to Transform Your Back Office

Feb 20th, 2020 17m 14s

HR, accounting and IT are a few of the areas that can benefit from transformative technologies like digital and robotic process automation. But it’s not just about the tools; it’s about changing the way you work to be smarter and more efficient

2 Ways the SECURE Act Will Impact Your Retirement Accounts

Jan 28th, 2020 19m 14s

More than 85 million Americans have IRAs — and the SECURE Act stands to affect all of those plans and more. Scott Swain of Cohen & Company and Leon LaBrecque of Sequoia Financial Group give real-world examples of the impact of the new Required

How You Can Minimize Your Tax Burden Before Year End

Dec 11th, 2019 20m 52s

Listen to year-end tax planning ideas that businesses and individuals can still take advantage of before December 31, 2019. Cohen & Company Tax Partners Phil Baptiste and Scott Swain discuss how tax reform has changed the planning landscape and

SOC Reports: What Are They and Can Your Business Benefit from One?

Oct 31st, 2019 20m 9s

Listen as we demystify the various types of Service Organizational Control (SOC) reports and the process to obtain one. Steve Guarini, assurance partner, and Michelle Chopper, a director of audit and advisory, also offer insights into which typ

How the AICPA’s Dynamic Audit Solution is Creating the Audit of the Future

Oct 8th, 2019 22m 39s

Responding to a long-awaited call for change to the traditional audit process, the AICPA has created the Dynamic Audit Solution. Audit Partner Nevin Nussbaum and Jeff Kovacs, one of the initial members of the DAS and an audit partner at Cohen &

Life After Wayfair: Nexus and the New Reality

Aug 30th, 2019 18m 23s

A lot has changed since the Wayfair sales tax decision was handed down by the Supreme Court in June 2018. Join Hannah Prengler and Sara Britt, leaders in the State and Local Taxation Group, as they discuss everything from sales tax liability an

Current Trends in Investment Industry M&A

Jul 31st, 2019 20m 24s

The investment industry continues to experience growth and change via significant transaction activity. Chris Bellamy, Co-President of Cohen & Company's Investment Industry Services Division, and Jim Lisy, Director of M&A Advisory, talk M&A tre

Can the Precidian ActiveShares® ETF Structure Work for You?

Jun 19th, 2019 15m 35s

The SEC’s approval of the Precidian ActiveShares® ETF structure stands to change the landscape for active fund managers who have historically avoided the ETF space. Investment Industry Partners Brett Eichenberger and Jeff Haneline sit down to d

What You Need to Know Before, During & After the Sale of Your Private Company

May 23rd, 2019 21m 37s

What does it really take to prepare for and sell your company? From following your financial plan, finding the right buyer and navigating the sale process, to communicating with family and prioritizing what needs to be done when, Randy Myeroff

Why You Should Have Your Business Valued — Even When You Don’t Have to

Apr 18th, 2019 21m 44s

Josh Lefcowitz and Aaron Caya, partners in Cohen & Company’s Business Valuation Group, discuss the benefits of proactively valuing your business. Learn about the compelling information this type of valuation can produce and how it could lead to

Challenges to Consider When Investing in Digital Assets

Mar 19th, 2019 23m 8s

Are you investing in digital assets? Corey McLaughlin, co-president of the Investment Industry Services Division, and Will Coleman, director of technology services, walk investors through the key considerations when it comes to the custody of d

The Real Impact of the New Lease Standard

Feb 19th, 2019 10m 19s

Accounting Standards Update (ASU) No. 2016-02, Leases (Topic 842), will affect companies that lease real estate, vehicles, construction and manufacturing equipment, and other assets. The standard requires these businesses to recognize most leas

Making ‘Big Data’ Mean Something

Jan 15th, 2019 16m 57s

Jim Boland, Holly James and John Cavalier, leaders in the firm’s Management Consulting Group, help businesses understand how to get value from one of their most important assets — their data — and where to start. Learn how companies of all size

Why RICs Should Consider Using Tax Equalization

Dec 13th, 2018 18m 34s

Ravi Singh and Jay Laurila, partners in Cohen & Company’s tax department and dedicated to the investment industry, pull back the curtain on tax equalization — a less commonly used but highly beneficial tax strategy. They discuss how this techni

Wayfair Creates a New Normal for State Sales Tax

Nov 27th, 2018 11m 39s

Sara Britt and Olivia Ringler of Cohen & Company’s Tax Department highlight what every business owner needs to know about the game-changing Wayfair decision — including how the decision alters the sales tax landscape for all multi-state sellers

Welcome to Chief Insights

Nov 16th, 2018 2m 6s

Cohen & Company CEO Randy Myeroff kicks-off the firm’s Chief Insights podcast series and gives C-level executives, board members and other top decision makers in private companies and the investment industry an overview of what they can expect

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