Chief Insights Podcast

Chief Insights is designed for C-level executives, board members and other top decision makers drive successful, dynamic companies. In this series, entrepreneurial-minded CPAs, consultants and specialists offer their expertise and stories from the field regarding business best practices and opportunities. Listen and share!


Episode 4: Making 'Big Data' Mean Something

Jim Boland, Holly James and John Cavalier, leaders in the firm’s Management Consulting Group, help businesses understand how to get value from one of their most important assets — their data — and where to start. Learn how companies of all sizes can deliver the right information, to the right people, to make better-informed decisions.

Ravi Singh

Episode 3: Why RICs Should Consider Using Tax Equalization

Ravi Singh and Jay Laurila, members of Cohen & Company’s tax team 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 can offer big benefits and why today’s market conditions are causing funds to take another look.

Britt and Ringler

Episode 2: Wayfair Creates a New Normal for State Sales 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.

Randy Myeroff

Episode 1: Welcome to Chief Insights

Cohen & Company CEO Randy Myeroff kicks-off the firm’s Chief Insights podcast series and gives C-level executives, board members and other top decision makers in private companies and the investment industry an overview of what they can expect from this financial and business podcast series.


Listen to Chief Insights: Tax Reform Edition