Tax Committee Content

The next monthly Tax Committee call will be held on Tuesday, March 29, 2022, at 11:00 a.m. ET. The preliminary agenda for the call is attached.

The Tax Committee will hold a call on Tuesday, April 5, 2022, at 11:00 a.m. ET, to discuss equalization. To better inform the discussion, we are surveying members about their firms' equalization approach, policies, and calculation methods. Please complete one survey per member firm no...

The IRS and Treasury have released a long-awaited notice of proposed rulemaking that would amend the regulations governing required minimum distributions (RMDs) from retirement plans and IRAs to reflect changes made by the Setting Every Community Up for Retirement Enhancement Act (the...

ICI will host a call on Tuesday, April 5, 2022, at 11:00 a.m. ET, to do a deep dive on equalization and other tax topics. Deloitte will lead the discussion, and CPE credit will be available.

The IRS and Treasury have released a long-awaited notice of proposed rulemaking that would amend the regulations governing required minimum distributions (RMDs) from retirement plans and IRAs to reflect changes made by the Setting Every Community Up for Retirement Enhancement Act (the...

We will hold a call on Thursday, March 3, 2022, at 3pm ET, to discuss the tax implications of the SEC's recent proposals regarding swing pricing and money market funds.

The next monthly Tax Committee call will be held on Tuesday, February 22, at 11:00 a.m. ET. The preliminary agenda for the call is attached.

ICI and ICI Global will be holding a members-only zoom meeting on Monday, February 7 to discuss India's 2022 Union Budget, which the Indian Finance Minister unveiled on February 1st.

The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations regarding the transition from the London Interbank Offered Rate (LIBOR) and other Interbank Offered Rates (IBORs) to an alternative reference rate.