Introduction to the GROWTH Act: Tax Parity for Mutual Funds

On Thursday, May 28 IDC hosted a focused discussion between policy experts on what the GROWTH Act means for mutual funds.

The webinar was moderated by Susan Coté, Independent Director, SEI Funds, and featured a panel discussion with ICI’s Chief of Government Affairs and Public Policy, Tom Quaadman and Director, Retirement Security and Tax Policy, Lori Kearns, providing an overview of the policy objectives of the GROWTH Act and recent legislative developments. Mike Horn, ICI’s Deputy General Counsel, Tax Law, highlighted key tax considerations, including pass-through treatment, and reporting obligations. A recording of the webinar and supporting slides can be accessed from the links below.

Materials

• Archive Recording
• Slides (pdf)

Speakers