Legislation

ICI Comment Letter on IRS "Grab Bag" Guidance on Various Provisions of SECURE 2.0 Act

On February 20, 2024, ICI submitted the attached comment letter to the Internal Revenue Service (IRS...

Keith Lawson Discusses Proposed ETF Tax Change on the ETF Prime Podcast

In conversation with Nate Geraci on the ETF Prime podcast, ICI Deputy General Counsel Keith Lawson...

Keynote Address, 2021 ICI Tax and Accounting Conference

ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...

ICI Response to Permanent Subcommittee on Investigations Hearing on "Compliance with Tax Limits on Mutual Fund Commodity Speculation" (pdf)

ICI, IDC Statement for Hearing on Accounting and Auditing Oversight: Pending Proposals and Emerging Issues Confronting Regulators Standard Setters and the Economy

ICI Statement for House Subcommittee Hearing on Certain Expiring Tax Provisions (pdf)

ICI Statement for Senate Finance Committee Hearing on "Extenders and Tax Reform: Seeking Long-Term Solutions" (pdf)

Oral Statement on Empowering a Pro-Growth Economy by Cutting Taxes and Regulatory Red Tape

Empowering a Pro-Growth Economy by Cutting Taxes and Regulatory Red Tape Statement of Paul Schott...

ICI Comment Letter to IRS on Proposed Regulations under Section 1061 (pdf)

ICI Submits Written Testimony on Hawaiian REIT Proposal (pdf)

ICI Policy Video: The Trouble with Financial Transaction Taxes

ICI Policy Video The Trouble with Financial Transaction Taxes A financial transaction tax (FTT) is a...

Financial Transaction Tax Costs

Your story “Elizabeth Warren Healthcare Plan Sparks Outcry over 401(k) Tax Hike” accurately exposes...

ICI Comment Letter: IL Financial Transaction Tax Act (pdf)

“Wall Street Tax Act” Will Land on Main Street Investors

Last month, Senator Brian Schatz (D-HI) and Representative Peter DeFazio (D-OR) introduced the Wall...

ICI Submits Opposition Letter to Wall Street Tax Act (FTT) (pdf)

ICI Letter on Pass-Through of Qualified REIT Dividends and PTP Income Under Section 199A (pdf)

ICI Letter to Treasury and IRS on Amendments to Section 451(b) (pdf)

ICI Letter on Application of New Transition Tax to RICs (pdf)

Letter from ICI President and CEO Paul Schott Stevens on Financial Transaction Tax to Representative Chris Van Hollen (pdf)

Letter to the Editor, Washington Post: A Tax That Would Only Harm

Letter to the Editor: A Tax That Would Only Harm (As published in the Washington Post on June 10...

ICI Comments on Ways & Means Committee Discussion Draft on Taxation of Financial Products (pdf)

ICI Statement on House Ways and Means Hearing to Discuss Financial Products Tax Reform Draft

ICI Statement on House Ways and Means Hearing to Discuss Financial Products Tax Reform Draft...

ICI Statement: Financial Transaction Tax Is Bad for Investors, Markets, Economy

ICI Statement: Financial Transaction Tax Is Bad for Investors, Markets, Economy Washington, DC...

Financial Transaction Tax ("FTT") Proposal Under European Union Enhanced Cooperation Procedure; Related Coalition Letter (pdf)

Joint Letter Regarding Global and Extraterritorial Financial Transaction Tax Proposals (pdf)

Fund Industry Leaders Address Fiscal Crisis

Fund Industry Leaders Address Fiscal Crisis Letter Calls for ‘Responsible Action’ to Benefit...

ICI Statement on Introduction of the Tax Hike Prevention & Business Certainty Act

ICI Statement on Introduction of the Tax Hike Prevention & Business Certainty Act Washington, DC...

ICI/Coalition Letter Opposing Financial Transaction Tax (pdf)

ICI Statement on International Tax Reform (pdf)

Joint Letter Regarding Status of Tax-Exemption for Municipal Bonds (pdf)

ICI Comment Letter to FinCEN on Application of Notice 2011-1 to Authorized Service Providers (pdf)

ICI Comment Letter on FATCA and Notice 2011-34 (pdf)

IRS 2011-12 Guidance Priority List (pdf)

ICI Applauds Enactment of Bill To Update Mutual Fund Tax Laws

ICI Applauds Enactment of Bill To Update Mutual Fund Tax Laws Legislation Will Make Funds More...

ICI Applauds U.S. Senate Approval of Bill to Modernize Mutual Fund Tax Laws

ICI Applauds U.S. Senate Approval of Bill to Modernize Mutual Fund Tax Laws Washington, DC, December...

ICI Statement on House Approval of Regulated Investment Company Modernization Act

ICI Statement on House Approval of Regulated Investment Company Modernization Act Washington, DC...

ICI Supports Legislation to Modernize Tax Laws for Registered Investment Companies

ICI Supports Legislation to Modernize Tax Laws for Registered Investment Companies Washington, DC...

ICI Urges House Leaders to Advance Tax Legislation Concerning Exchange-Traded Notes (pdf), November 2007

ICI Applauds House for Extending 15 Percent Tax Rate on Capital Gains and Dividends, December 2005

ICI Applauds House for Extending 15 Percent Tax Rate on Capital Gains and Dividends Washington, DC...

ICI Commends President's Advisory Panel on Federal Tax Reform for Contributing to National Tax Reform Debate, November 2005

ICI Commends President’s Advisory Panel on Federal Tax Reform for Contributing to National Tax...