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Mutual Fund Insights

December 05, 2017 Robert Velotta

Why Mutual Funds Pay December Dividends: An Introduction to Excise Taxation

As year-end approaches, many mutual fund investors understand that their investments in mutual funds may generate dividend income, both ordinary and capital gains, in November or December. However, particularly for new investors and fund managers, below is an overview that provides an...

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May 26, 2017 Robert Velotta

Monitoring Foreign Capital Gains Tax Exposure for RICs

The obligation for registered investment companies (RICs) to pay foreign capital gains tax is not new by any means, but it is gaining more attention lately, making it imperative for fund management to take note.   Foreign tax withholding on interest and dividends has been and continues to...

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

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