CPAs
Cohen & Company (Real Estate)
Cohen & Co is a national tax, assurance and advisory firm. It serves privately held companies and their owners, public and private funds, advisers and fund service providers in the asset management industry, and Fortune 1000 multinational enterprises, and it runs a Real Estate & Construction industry group.
Assurance work includes private company audits, investment company audits and employee benefit plan audits. Tax work covers federal tax planning and compliance, transaction tax planning, international filings and structuring, investment company tax, tax credits and incentives, and high net worth and wealth transfer planning. Advisory work includes managed accounting services, technical and financial reporting, and finance transformation.
The firm was founded in 1977 and reports 900 dedicated professionals across the U.S., 15 offices across eight states, and a presence in the Cayman Islands and India through affiliated entities. Cohen & Company, Ltd. has been registered with the Public Company Accounting Oversight Board since 2003 and says it is one of only 14 firms, out of more than 1,600 PCAOB-registered firms, inspected annually. It is a member of the AICPA and its practice sections and a member of TIAG.
Fees are per engagement and are not published. Ask which office and which industry team would staff the work, since the real estate practice sits inside a much broader firm.
Best for
Real estate developers, operators and fund sponsors, and investment funds and their advisers, that want audit and tax work from a national firm with a PCAOB-inspected assurance practice.
What they do
- Private company audits
- Investment company audits
- Employee benefit plan audits
- Federal tax planning and compliance
- Transaction tax planning
- International filings and structuring
- High net worth and wealth transfer planning
- Tax credits and incentives
- Managed accounting services
- Technical and financial reporting
Details
| Attribute | Value |
|---|---|
| Founded | 1977 |
| Team size | 501-1,000 employees |
| Other offices | Akron, OH, Baltimore, MD, Buffalo, NY, Chicago, IL, Denver, CO, Detroit, MI, Milwaukee, WI, New York, NY, Philadelphia, PA, Pittsburgh, PA, Troy, MI, Youngstown, OH |
| Licenses | PCAOB-registered firm since 2003 |
| Memberships | AICPA member, AICPA Employee Benefit Plan Audit Quality Center, AICPA Private Companies Practice Section, AICPA Governmental Audit Quality Center, Center for Audit Quality, TIAG member |
What stands out
- Founded in 1977, reporting 900 professionals and 15 offices across eight states
- Registered with the PCAOB since 2003 and, it says, one of 14 firms inspected annually out of more than 1,600 registered firms
- Member of the AICPA and its practice sections, including the Employee Benefit Plan Audit Quality Center