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L.M. Kohn & Company WRAP Fee Program Brochure 10151 Carver Rd. Suite 100 Cincinnati, OH 45242 (513) 7920301 or 8004780788 www.lmkohn.comDecember 28, 2015This wrap fee program brochure provides information

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What is kohn amp company wrap?

Kohn and Company Wrap is a type of wrap account managed by Kohn and Company that offers clients a combination of different investment products in one single account.

Who is required to file kohn amp company wrap?

Individuals or entities who have kohn amp company wrap accounts are required to file the necessary tax forms related to these accounts.

How to fill out kohn amp company wrap?

To fill out Kohn and Company Wrap forms, you will need to provide information about your investment holdings, income earned, and any transactions made within the account.

What is the purpose of kohn amp company wrap?

The purpose of Kohn and Company Wrap is to provide clients with a diversified investment portfolio that is managed by professionals.

What information must be reported on kohn amp company wrap?

Information such as investment holdings, income earned, dividends received, and any capital gains or losses must be reported on Kohn and Company Wrap forms.

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