Chief Insights

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.

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 digital assets. In addition, learn about the related accounting and tax concerns associated with this unique type of investing.

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 leases on their balance sheets. 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.

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.

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.

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.

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 from this financial and business podcast series.