Episode 3

Why RICs Should Consider Using Tax Equalization


December 13th, 2018

18 mins 34 secs

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About this Episode

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.