Taxes
International Tax Issues
More Time Is Needed to Ensure Effective FATCA Implementation
On January 1, 2013, various rules implementing the Foreign Account Tax Compliance Act (FATCA) begin...
Regulated Fund Industry Coalition Letter on Concession Tax Rate in India
The undersigned fund industry associations, on behalf of their regulated fund members, strongly urge...
ICI Global Letter to Indian Government on Indian 2023 Budget Tax Issues
ICI Global thanks the Indian Government for the opportunity to submit recommendations for the Indian...
Legislation
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
March 11, 2025—ICI submitted a comment letter to oppose SB 1045 and HB 1554, which expands the sales...
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...
Financial Transaction Tax
Financial Transaction Taxes: FAQs
Frequently Asked Questions on Financial Transaction Taxes General Questions on Financial Transaction...
ICI Submits Opposition Letter to NJ FTT 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...
US Taxation of Mutual Funds and Shareholders
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...
Taxation for Mutual Fund Investors: FAQs
Frequently Asked Questions About Taxation for Mutual Fund Investors Taxes are a key consideration...
Financial Transaction Tax Costs
Your story “Elizabeth Warren Healthcare Plan Sparks Outcry over 401(k) Tax Hike” accurately exposes...