
Fundamentals for Newer Directors 2014 (pdf)
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
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See ICI’s upcoming and past events.
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
[22565]
May 28, 2008
TO: TAX COMMITTEE No. 18-08 RE: DRAFT ICI SUBMISSION ON TAX ISSUES FOR IRS/TREASURY BUSINESS PLAN
The ICI every year submits to the Treasury Department and the Internal Revenue Service (“IRS”) industry suggestions for projects to include in their Guidance Priority List. [1] During last week’s Tax Committee call, we discussed which of the industry’s tax issues to suggest. The attached submission was drafted to reflect the conclusions reached on last week’s call; the retirement security (pension) suggestions are being developed by the Pension Committee and will be added to the letter before it is filed.
Please provide any comments on the attached draft to the undersigned at (202/326-5832 or lawson@ici.org) no later than 11:00 a.m. (Eastern) on Friday, May 30. The Treasury Department and IRS have requested that all suggestions be received by May 31.
Keith Lawson
Senior Counsel - Tax Law
[1] See, e.g., Institute Memorandum (21203) to Tax Members No. 22-07 (among others), dated June 1, 2007.
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