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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.
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Comment Letter

ICI Comment Letter on Excise Tax Form 8613

The Investment Company Institute submitted a letter to the Internal Revenue Service on Form 8613, the excise tax return for regulated investment companies, in response to the IRS's request for comments. Read more in the comment letter.

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News Release

ICI Applauds Passage of the ‘Big Beautiful Bill’

Washington, DC; July 3, 2025—Today, Investment Company Institute (ICI) President and CEO Eric Pan released the following statement on the passage of the One Big Beautiful Bill Act. “The One Big Beautiful Bill Act reflects a strong recognition of the importance of long-term saving...

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News Release

ICI Applauds Introduction of the GROWTH Act in the Senate

Washington, DC; May 21, 2025—Today, Investment Company Institute (ICI) President and CEO Eric J. Pan released the following statement after the Generating Retirement Ownership Through Long-Term Holding Act (GROWTH Act) was introduced in the U.S. Senate by Sen. John Cornyn (R-TX). “The...

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News Release

ICI Welcomes New Money Accounts for Growth & Advancement

Washington, DC; May 14, 2025—Today, the Investment Company Institute (ICI) issued the following statement after the House Ways and Means Committee approved a tax package including new “money accounts for growth and advancement.” These tax-advantaged accounts for children would be...