• manage_accounts
  • New York, NY
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Accountant Services

Key Business Information of Cohen & Co

Languages Known
  • Punjabi
  • English
  • Hindi
Mode of Payment
  • Cash

About Cohen & Co

Ravi has more than 30 years working in the investment industry. His number one priority is to simplify the complicated tax laws his clients face. He takes that goal personally, knowing that it’s his job to make sure clients do not struggle to understand or apply the tax rules effectively. As a former leader of a Big 4 firm’s Registered Funds Tax Practice, Ravi managed the delivery of all tax services to registered funds. His background also includes unregistered products and investment advisors. Ravi assists with new fund launches, including Master Limited Partnership (MLP) funds, commodity funds, Exchange Traded Funds (ETFs), fund-of-hedge funds and funds with innovative strategies. As an advisor, Ravi provides ongoing advice to fund complexes to improve the tax efficiency of their funds, including recommending tax strategies to meet their business objectives. He also provides innovative and creative tax solutions covering a wide range of complex securities transactions. When necessary, Ravi also fully supports and represents clients before the IRS, helping to obtain favorable tax rulings and resolutions to complex tax issues.

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