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What Registered Funds Need to Know About Investing in Digital Assets

by Corey McLaughlin, Rob Velotta

March 04, 2021 Alternative Investment Funds, Digital Assets, Exchange-Traded Funds, Mutual Funds

As registered funds show increased interest in the digital asset market — whether they are looking to create a new ETF product or simply to gain more exposure to this asset class — a foundational understanding of this evolving space will be critical before moving forward with any type of strategy.

We recently presented the basics of what registered funds need to know in a webinar we recorded for the Mutual Fund Directors Forum. Our discussion will take you through:

  • What is bitcoin and block chain?
  • The basics of stablecoins
  • Ways to invest
  • Operational and accounting issues
  • Tax treatment of digital assets, including RIC qualification considerations

Don’t miss this on-demand event. Watch the 30-minute video now.


Download the Presentation

Downloadable Presentation

For more information, contact Corey McLaughlin at corey.mclaughlin@cohencpa.com, Rob Velotta at rvelotta@cohencpa.com or a member of your service team.

Cohen & Company is not rendering legal, accounting or other professional advice. Information contained in this post is considered accurate as of the date of publishing. Any action taken based on information in this blog should be taken only after a detailed review of the specific facts, circumstances and current law.

About the Authors

Corey McLaughlin, CPA

Partner in Charge, People & Culture
Partner, Assurance
corey.mclaughlin@cohencpa.com
410.527.3948

Rob Velotta, CPA, MT

Partner, Tax
rvelotta@cohencpa.com
216.774.1126

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