Chief Insights
Episode 3: Why RICs Should Consider Using Tax Equalization
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:18:34
- More information
Informações:
Synopsis
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.