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