Webinar Archive: RIC Tax Reporting – Year End Considerations

Kerri Keeley, EY partner and Registered Funds Tax leader, Deidre Mirabile, Managing Director in EY's Wealth and Asset Management Tax group, and Amy Snyder, tax principal in EY's Asset Management practice, discussed Regulated Investment Company year-end shareholder reporting and provide an overview of areas of risk in RIC taxation, including investments in pass through entities, and BDCs. The panelists also provided an industry-relevant update on legislation and tax operating model and technology.