Tax Act Creates Small Window for Big Estate Planning Opportunities

While most of the media has fixated on the extension of the Bush income tax rates in the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, the estate tax portion of the bill provides significant planning opportunities that may only be available from 2010 through 2012.

The Plan Sponsor and the CRAFT

The sponsors of 401(k) plans have significant fiduciary liability to their plans' beneficiaries. Sponsors must become intimately familiar with who is providing what types of service and at what cost.

Evaluating the Benefits of a Renewable Energy Project

As the interest in renewable energy increases, more business owners are being approached about installing renewable energy equipment. There are numerous benefits to renewable energy projects, but there are a few key questions business owners should ask as part of the due diligence process.

From Cohen & Company's CEO: Cultivating Leaders

At 26, I was privileged to be part of the team that established our firm's Akron, Ohio office. Young and "invincible," I accumulated an impressive resume of ... well, mistakes. We certainly did plenty of things right. But it was our missteps that provided the humility, introspection and determination to move forward with confidence.

News & Notes

• A reminder that it is critical to communicate any offshore money or holdings to your tax team each year. Contact us about the IRS' voluntary disclosure program related to this issue.


• Download our 2011 Tax Pocket Guide