We found 5 episodes of Chief Insights with the tag “tax”.
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Episode 17: Managing Unrelated Business Income Tax for Your Not-for-Profit
March 12th, 2020 | 18 mins 20 secs
accounting, cohen & company, nonprofit, tax
Does your not-for-profit conduct revenue generating activities that may trigger the unrelated business income tax, or UBIT? From advertising and fundraising to events and leases — Marie Brilmyer and Cathy Lorenz of Cohen & Company discuss how to identify potential triggers and how to minimize potential tax (and why UBIT may not always be such a bad thing).
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Episode 9: Can the Precidian ActiveShares® ETF Structure Work for You?
June 19th, 2019 | 15 mins 35 secs
accounting, cohen & company, investment industry, tax
The SEC’s approval of the Precidian ActiveShares® ETF structure stands to change the landscape for active fund managers who have historically avoided the ETF space. Hear how this new type of structure works, how it differs from traditional ETFs, and the benefits and shortfalls fund managers should evaluate closely.
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Episode 3: Why RICs Should Consider Using Tax Equalization
December 13th, 2018 | 18 mins 34 secs
accounting, business, cohen & company, tax
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.
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Episode 2: Wayfair Creates a New Normal for State Sales Tax
November 27th, 2018 | 11 mins 39 secs
accounting, business, cohen & company, tax
Sara Britt and Olivia Ringler of Cohen & Company’s Tax Department highlight what every business owner needs to know about the game-changing Wayfair decision — including how the decision alters the sales tax landscape for all multi-state sellers and what you should do now to protect your company from liability.
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Episode 1: Welcome to Chief Insights
November 16th, 2018 | 2 mins 6 secs
accounting, business, cohen & company, tax
Cohen & Company CEO Randy Myeroff welcomes listeners to this new podcast and shares what to expect in future episodes.