Tax Committee
The Tax Committee deals with legislative, regulatory, and compliance issues (in federal, state, and international contexts) affecting the taxation of investment companies and their shareholders.
Committee Meetings
The Tax Committee meets three times a year and holds monthly conference calls. There is no limit on the number of people from each member firm who can participate in committee meetings or conference calls.
Membership Information
Each member firm may have one representative on the Tax Committee.
Colleague Access
Colleague Access gives committee representatives the ability to designate co-workers (i.e., non‑committee members) to view committee memos and materials online, receive notification of memos addressed to the committee via ICI Digest and participate in committee calls and meetings.
As committees may deal with confidential policy topics involving draft comment letters and conference calls, ICI limits the number of colleagues per firm who can be designated for Colleague Access. Only committee representatives (not alternates or substitutes) can activate Colleague Access, and colleagues must be employed by the committee member’s firm.
There is no limit to the number of individuals the primary Tax Committee member can designate for colleague access.
Committtee Members
Continuing Professional Education (CPE) Credit
Upon completion of an in-person Tax Advisory Committee meeting, each participant will be eligible for up to 3.5 hours of CPE credit. The Investment Company Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Learning Objectives: To provide a comprehensive update on tax developments, including domestic and international legislative and regulatory tax updates, tax policy, and tax compliance developments relevant to investment companies, their sponsoring firms, and their shareholders.
Field of Study: Taxes
Prerequisites: No prerequisites or advance preparations are necessary for this program.
Advanced Preparation: None
Program Level: Basic
Delivery Mode: Group-Live Course
Attendance: NASBA recordkeeping standards require you sign in and out during each break.
Please direct all questions regarding administrative policies or CPE credit to CPE@ici.org