Chief Insights

About the show

Chief Insights is a Cohen & Company podcast designed to help C-level executives, board members and other top decision makers drive successful, dynamic companies. In this series, entrepreneurial-minded CPAs, consultants and specialists offer their expertise and stories from the field regarding business best practices and opportunities. Listen and share!

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Episodes

  • Episode 17: Managing Unrelated Business Income Tax for Your Not-for-Profit

    March 12th, 2020  |  18 mins 20 secs
    accounting, cohen & company, nonprofit, tax

    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 to identify potential triggers and how to minimize potential tax (and why UBIT may not always be such a bad thing).

  • Episode 16: Using Technology to Transform Your Back Office

    February 20th, 2020  |  17 mins 14 secs
    business, cohen & company, rpa

    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. Learn what drives the decision for transformation, what tools could help and what else you need to be successful.

  • Episode 15: 2 Ways the SECURE Act Will Impact Your Retirement Accounts

    January 28th, 2020  |  19 mins 14 secs
    cohen & company, personal tax planning, secure act

    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 Minimum Distribution age and the elimination of the stretch provision. Learn how tax bracket management, trust planning and other proactive steps may be necessary to align your retirement goals.

  • Episode 14: How You Can Minimize Your Tax Burden Before Year End

    December 11th, 2019  |  20 mins 52 secs
    accounting, business tax planning, cohen & company, personal tax planning

    Listen to year-end tax planning ideas that businesses and individuals can still take advantage of before December 31, 2019. Tax Partners Phil Baptiste and Scott Swain discuss how tax reform has changed the planning landscape and offer practical tips surrounding items such as entity structure, bonus depreciation, charitable contribution strategies, gifting and more.

  • Episode 13: SOC Reports: What Are They and Can Your Business Benefit from One?

    October 31st, 2019  |  20 mins 9 secs
    accounting, cohen & company, soc report

    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 types of companies need a SOC report and how it can offer credibility for your organization and help retain and attract customers.

  • Episode 12: How the AICPA’s Dynamic Audit Solution is Creating the Audit of the Future

    October 8th, 2019  |  22 mins 39 secs
    accounting, audit, cohen & company, dynamic audit solution

    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 & Company, discuss audit quality, new technologies and enhanced insights expected from the audit of the future — and when we can expect to experience it.

  • Episode 11: Life After Wayfair: Nexus and the New Reality

    August 30th, 2019  |  18 mins 23 secs
    accounting, business tax planning, cohen & company, sales tax, wayfair

    A lot has changed since the Wayfair sales tax decision was handed down in June 2018. Join Cohen & Company to learn about sales tax liability, including how states are responding, the impact on financial statements, M&A activities, online marketplaces, and information and reporting requirements.

  • Episode 10: Current Trends in Investment Industry M&A

    July 31st, 2019  |  20 mins 24 secs
    accounting, cohen & company, investment industry, mergers and acquisitions

    The investment industry continues to experience growth and change via significant transaction activity. Cohen & Company leaders Chris Bellamy and Jim Lisy talk M&A trends from this specific industry's perspective - from what's driving activity to advice for companies considering a transaction.

  • Episode 9: Can the Precidian ActiveShares® ETF Structure Work for You?

    June 19th, 2019  |  15 mins 35 secs
    accounting, cohen & company, investment industry, tax

    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. Hear how this new type of structure works, how it differs from traditional ETFs, and the benefits and shortfalls fund managers should evaluate closely.

  • Episode 8: What You Need to Know Before, During & After the Sale of Your Private Company

    May 23rd, 2019  |  21 mins 37 secs
    accounting, business, business succession, chief insights, cohen & company

    What does it really take to prepare for and sell your company? From following your financial plan, to navigating the sale process, to prioritizing what needs to be done when, listen to how entrepreneurs can plan for and execute a successful business exit.

  • Episode 7: Why You Should Have Your Business Valued — Even When You Don’t Have to

    April 18th, 2019  |  21 mins 44 secs
    accounting, business, business valuation, chief insights, cohen & company

    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 improved profits, minimized risks and a stronger plan for the future.

  • Episode 6: Challenges to Consider When Investing in Digital Assets

    March 19th, 2019  |  23 mins 8 secs
    accounting, business, cohen & company, cryptocurrency, digital assets

    Are you investing in digital assets? Hear about the key considerations when it comes to the custody of digital assets as well as the related accounting and tax concerns associated with this unique type of investing.

  • Episode 5: The Real Impact of the New Lease Standard

    February 19th, 2019  |  10 mins 19 secs
    accounting, business, cohen & company, lease standard

    Marie Brilmyer and Phil Ryan, partners in the firm’s A&A Department, dig into the new lease standard for financial reporting to reveal how it may impact important financial metrics, such as working capital and EBITDA, and ultimately how that could impact your business.

  • Episode 4: Making ‘Big Data’ Mean Something

    January 15th, 2019  |  16 mins 57 secs
    accounting, business, cohen & company

    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 sizes can deliver the right information, to the right people, to make better-informed decisions.

  • Episode 3: Why RICs Should Consider Using Tax Equalization

    December 13th, 2018  |  18 mins 34 secs
    accounting, business, cohen & company, tax

    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 technique works and why today’s market conditions are causing funds to take another look.

  • Episode 2: Wayfair Creates a New Normal for State Sales Tax

    November 27th, 2018  |  11 mins 39 secs
    accounting, business, cohen & company, tax

    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 and what you should do now to protect your company from liability.