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.
[32845] October 19, 2020 TO: ICI Members Tax Committee SUBJECTS: State Issues Tax RE: ICI Submits Written Testimony Opposing New Jersey FTT The Investment Company Institute submitted the attached written testimony in opposition to a New Jersey proposal to impose a tax of a quarter of...
[32830] October 14, 2020 TO: ICI Members LIBOR Transition Working Group Tax Committee SUBJECTS: Tax RE: IRS Issues Additional Guidance on Transition from LIBOR The Treasury Department and the Internal Revenue Service (IRS) have issued additional guidance on the tax consequences of...
[32827] October 13, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee SUBJECTS: International/Global Tax RE: OECD Releases "Blueprints" for Addressing Tax Challenges of the Digitalizing Economy The OECD [1] /G20...
[32828] October 13, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Request for Comments on OECD Blueprints on Pillars One and Two As we informed you today, [1] the OECD/G20 Inclusive Framework on BEPS (Inclusive Framework) has released for...
[32810] October 7, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration and Agenda for October 15 Tax Committee Call Attached is the agenda for the upcoming Tax Committee call, scheduled for October 15, 2020, at 11:00 a.m. ET. Please...
[32798] October 1, 2020 TO: ICI Members ICI Global Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: INDIA: Dividend Surcharge Tax Cap Enacted On September 29, 2020, the Indian...
[32797] October 1, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Comment Letter to IRS on Proposed Regulations Under Section 1061 ICI has submitted the attached letter asking the Treasury Department and the Internal Revenue Service (IRS) to maintain in final regulations the...
[32789] September 29, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Finalizes Regulation on Default Withholding for Periodic Payments from Retirement Plans and Annuities...
[32771] September 22, 2020 TO: ICI Members ICI Global Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: INDIA: Dividend Surcharge Cap Update The Indian Government introduced...
[32761] September 15, 2020 TO: ICI Members Investment Company Directors ICI Global Members Tax Committee SUBJECTS: International/Global Tax RE: Submission to French Tax Administration on Proposed Withholding Tax Exemption Guidance The Institute today submitted the attached letter and...
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union