We found 10 episodes of Chief Insights with the tag “accounting”.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.