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Why RICs Should Consider Using Tax Equalization

Why RICs Should Consider Using Tax Equalization

Released Thursday, 13th December 2018
Good episode? Give it some love!
Why RICs Should Consider Using Tax Equalization

Why RICs Should Consider Using Tax Equalization

Why RICs Should Consider Using Tax Equalization

Why RICs Should Consider Using Tax Equalization

Thursday, 13th December 2018
Good episode? Give it some love!
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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.

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