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Committee

Tax Advisory Committee

The Tax Advisory Committee deals with legislative, regulatory, and compliance issues (in federal, state, and international contexts) affecting the taxation of investment companies and their shareholders.
Committee

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.
test 3
Comment Letter

TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland

The Investment Company Institute submitted a comment letter to oppose SB 1045 and HB 1554, which expands the sales tax on additional services including financial services in the state of Maryland. Read more in the comment letter.

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May 27, 2025
Supplemental Info
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ICI Default BG
Memo#
36017

ICI 2025 Swiss Reclaims Survey

ICI is surveying members regarding their experience with dividend tax withholding reclaims in Switzerland. In recent years, US regulated investment companies and collective investment trusts have experienced difficulties claiming treaty benefits to which they are entitled. These...
ICI Default BG
Memo#
35996

IRS Notices of Tax Information Breach

Several ICI member firms have reported receiving notifications from the Internal Revenue Service (IRS) informing them that their funds' tax information was leaked as part of the "Littlejohn" data breach at the IRS. These notices state that a former IRS contractor "has been charged...