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Stock impact report

Cohen & Company Acquires Tax & Wealth Management, Inc. [Yahoo! Finance]

Cohen & Company Inc. (COHN) 
NASDAQ:AMEX Investor Relations: en.wikipedia.org/wiki/cohen_(surname)
Company Research Source: Yahoo! Finance
joining Cohen & Company, one of the top tax and accounting firms in the U.S. Based in downtown Cleveland , TWM is a boutique CPA firm serving individuals and families with complex tax, estate and financial needs. The transaction is expected to close in early January 2025 Founded by Brian Gothot , through a spin-off of a global family office practice, TWM has approximately 15 employees. The firm focuses on custom tax and accounting advisory services to a concentrated group of clients, including family offices and ultra-high-net-worth individuals, and corporate executives working internationally. "We have known Brian and the work of his TWM team for many years and have tremendous respect for each other, our similar firm cultures and client service philosophies," says Chris Bellamy , Cohen & Company CEO. "This is a great strategic fit that will reinforce and build on our private client services specialized to family offices and high-net-worth individuals. TWM's practice and next gene Show less Read more
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