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Claire Toraason

Manager, Cohen & Co Advisory, LLC

Contact Information

New York, NY
ctoraason@cohenco.com
212.981.3998
  • Investment Companies
  • Investment Company Tax
  • Mutual Funds
  • Tax Services

Claire is skilled in educating clients about tax topics they may be unfamiliar with, breaking down complex items into approachable and navigable points. She also strives to provide support to clients in any way she can to ensure that when tax issues arise, they both have the knowledge and tools to address the issues timely and painlessly.

Claire started her public accounting career in 2018, specializing in the registered funds space with a focus on interval funds, mutual funds and business development companies, assisting them with complex tax compliance issues. Her technical focuses are on registered investment company (RIC) qualification, blocker structuring and tax implications of private investments, both equity and debt. She also has experience with real estate investment trusts (REITs) and cryptocurrency grantor trusts.

  • Involved in training, technical writing and process improvement for the firm’s Tax Practice

Claire lives on the Upper East Side of New York City, New York, with her two cats. She enjoys tennis, theatre, classic literature and traveling. A favorite traveling memory of hers is cage diving with Great White Sharks off the coast of South Africa.

Credentials & Education

  • B.B.A in accounting and risk management & insurance, University of Wisconsin-Madison

Thought Leadership

February 13, 2024

How Blocker Entities Can Help Regulated Investment Companies Expand Their Portfolios

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