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Jay Laurila, CPA, MT

Partner, Tax

Contact Information

Milwaukee, WI
jlaurila@cohencpa.com
414.203.2840
  • Alternative Investment Funds
  • Exchange-Traded Funds
  • Investment Company Tax
  • Private Equity
  • Tax Services

Jay’s “can-do” attitude, enthusiasm, focus and conversational style enable him to engage with and clearly explain tough tax issues to clients — which can be just as important as understanding the technical concepts themselves. But Jay takes client service to another level, remaining passionate about building entire teams that result in exceptional client service.

Jay specializes in tax work for regulated investment companies (RICs), hedge funds, exchange-traded funds (ETFs), master limited partnership (MLP) funds, private equity funds, fund-of-funds and other private investment funds. He leads client service teams focused on a wide range of tax matters, including federal, state and international taxation of financial instruments, accounting methods and product structures. Jay joined the Firm in 2016, after spending 13 years in the tax department of a Big 4 firm. His experience spans a wide range of tax-related investment management disciplines and includes international experience managing large and diverse project teams.

  • Actively involved in training initiatives for the firm's Tax Practice
  • Wisconsin Institute of CPAs
  • Iowa Society of CPAs
  • American Institute of CPAs

Jay lives in Cedarburg, Wisconsin, with his wife and their three children. While Jay is more than happy living in the Midwest, his true passion lies in seeing the world. He has traveled to more than 20 countries, has been to his favorite city (Bangkok, Thailand) 14 times and lived in India for two years.

Credentials & Education

  • Certified Public Accountant (Wisconsin, Illinois and Iowa)
  • Master of Taxation, University of Denver
  • B.S.B.A. with a focus on accounting and corporate finance, cum laude, Drake University

Thought Leadership

June 9, 2021

Hedging Currency Exposure When Investing in Non-U.S. Debt Instruments

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August 13, 2020

How Proposed Carried Interest Regulations Could Affect Ownership of RICs and REITs by Partnerships

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