Chief Insights

Episode 3: Why RICs Should Consider Using Tax Equalization



December 13th, 2018  •  18 mins 34 secs  •  Download (25.5 MB)  •  Link with Timestamp

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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.