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.
[30507] January 6, 2017 TO: ICI Members ICI Global Members SUBJECTS: International/Global Tax RE: European Commission Responds to ICI Global Complaints Against France and Germany for Taxes Withheld in Violation of EU Law The European Commission has responded to complaints that ICI...
[30503] January 5, 2017 TO: Tax Committee Transfer Agent Advisory Committee RE: IRS Guidance on De Minimis Error Safe Harbor from Information Reporting Penalties The Internal Revenue Service (“IRS”) recently issued Notice 2017-09 regarding the de minimis error safe harbor from...
[30493] December 22, 2016 TO: ICI Members SUBJECTS: Tax RE: ICI Comment Letter on Proposed Regulations Under Sec. 851 on Investments in CFCs and PFICs The Institute has submitted the attached comment letter to the Internal Revenue Service (“IRS”) and the Treasury Department on...
[30476] December 13, 2016 TO: ICI Members SUBJECTS: 529 Plans Tax RE: Updated State Tax Survey - South Carolina South Carolina recently responded to the Institute’s request for updates to the State Tax Survey. [1] Specifically, South Carolina has updated the guidance listed in the...
[30466] December 9, 2016 TO: Tax Committee RE: Draft ICI Comment Letter to IRS on Sec. 851 Proposed Regulations -- Comments Requested Attached for your review is a draft letter to the Internal Revenue Service (“IRS”) and the Treasury Department regarding the recently proposed...
[30462] December 7, 2016 TO: ICI Members ICI Global Members SUBJECTS: International/Global Tax RE: French Supreme Administrative Court Confirms that Tax Claim Filing Deadlines Not Changed by November Decree A decree issued by the French Government on 2 November 2016 (No. 2016-1480)...
[30459] December 6, 2016 TO: ICI Members SUBJECTS: 529 Plans Fund Accounting & Financial Reporting Tax RE: 2016 State Tax Survey The Institute’s 2016 surveys on state tax matters are now available on the Institute’s website. [1] They include: Survey 1: State Income Taxation of...
[30453] December 5, 2016 TO: ICI Members ICI Global Members SUBJECTS: International/Global Tax RE: Submission to Australia on CIV Non-Resident Withholding Tax Consultation ICI Global provided the attached response to the Australian Government’s consultation paper entitled “Collective...
[30439] November 30, 2016 TO: Tax Committee RE: 2016 Corporate Actions As we discussed on the November 30 Tax Committee call, attached is a list of complex corporate actions that took place in 2016. This information was provided by members of the Committee and has not been...
[30423] November 23, 2016 TO: Management Company Tax Subcommittee Tax Committee RE: Preliminary Agenda for November 30 Tax Committee Call As we have previously informed you, the next monthly Tax Committee call will be held on Wednesday, November 30, 2016, at 2:00 p.m. ET. [1] Attached...
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