The IAA Joins Industry Call for Congress to Simplify Taxes for Investment Funds
The IAA strongly supports the GROWTH Act (S.1839/H.R.2089), which would give mutual funds and ETFs the same tax treatment and simplify the tax code.
March 04, 2026
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The IAA Joins Industry Call for Congress to Simplify Taxes for Investment Funds
The IAA strongly supports the GROWTH Act (S.1839/H.R.2089), which would give mutual funds and ETFs the same tax treatment and simplify the tax code.
March 04, 2026
February 2022 Sample Examination Letter – Chicago – Adviser, Private Funds, Registered Funds
This is a sample examination letter from February 2022 from the SEC’s Chicago Regional Office regarding advisers, private funds, and registered funds.
February 01, 2022
Comments on SEC Fund Liquidity Disclosure
The IAA urged the SEC to reconsider the portfolio investment classification requirements of the fund liquidity rule, consistent with recommendations of a report by the Department of the Treasury.
May 18, 2018
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