Introduction to the GROWTH Act: Tax Parity for Mutual Funds

Join IDC on Thursday, May 28, from 2:00–3:00 p.m. ET, for a focused discussion between policy experts on what the GROWTH Act means for mutual funds, moderated by Susan Coté, Independent Director, SEI Funds. 

ICI’s Chief of Government Affairs and Public Policy, Tom Quaadman, and Director of Retirement Security and Tax Policy, Lori Kearns, will provide an overview of the policy objectives of the GROWTH Act and recent legislative developments. Mike Horn, ICI’s Deputy General Counsel, Tax Law, will highlight key tax considerations, including pass-through treatment and reporting obligations. 

This 1-hour webinar is free for IDC members. Non-members may register and join for $75. 
The webinar is closed to the media. 

Materials

• Archive Recording
• Slides (pdf)

Speakers