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Are you a high-net-worth individual with a complex financial situation? Understanding trusts and their tax implications is essential to protecting your assets and future beneficiaries. Our Guide to Understanding Trusts & Taxes, designed for those with intricate financial situations, explains the most common trust structures and related tax strategies that can potentially help avoid probate, minimize estate and gift taxes, protect assets and provide a smooth transition of wealth after death. Learn more in Cohen & Co’s complimentary white paper and gain valuable insights for your financial future.

Scaling your finance function effectively means understanding the right support for your business. Cohen & Co clarifies the distinctions between managed accounting, outsourced controller and outsourced CFO services. Learn how each offers unique benefits, from handling daily operations and ensuring process efficiency to providing high-level strategic leadership, crucial for exit planning and M&A. Read more in Cohen & Co’s insight and discover which solution best aligns with your growth strategy and operational needs.

Is your finance function ready for all that’s about to change? New expense disaggregation rules, first-ever U.S. GAAP government grant guidance, expanded share-based compensation scope, broader tax disclosures and a wave of proposed SEC rule changes … What do they mean for your company’s financial reporting? If you are a finance leader at a public, private, or private equity–backed company, the next few reporting cycles will see dynamic changes to your footnote disclosures and potentially to the face of your financial statements. Learn what is changing, who it affects and where to start. https://lnkd.in/gK8ZasJE