This year’s ICI Tax and Accounting Conference brings together asset management professionals to discuss timely tax and accounting issues affecting the industry. Sessions will cover product innovation, policy outlook, operational tax issues, current considerations for regulated investment companies, issues shaping fund board agendas and more. Cohen & Co is a sponsor of this event.
Our Cohen & Co professionals will participate in two distinct panels. On day one of the conference, Jay Laurila, Andreana Shengelya, Ryan McKenna and Eric Lemmon will speak on the panel, “RIC Tax in Practice: Navigating Today’s Evolving Landscape,” diving deep into current tax considerations and developments affecting regulated investment companies. The session will explore taxable and nontaxable fund conversions, including IRC Section 351 considerations, recent developments in ETF tax strategies, blocker structures and qualification requirements, and considerations related to digital assets.
Jay Laurila, Cohen & Co
Andreana Shengelya, Cohen & Co
Ryan McKenna, Cohen & Co
Eric Lemmon, Cohen & Co
On day three, Lori Novak will join the panel “Florida Keys to Success: Board Perspectives – What Do They Really Care About Today?” Panelists will discuss the issues shaping board agendas today, including key priorities and emerging risks, evolving oversight and governance responsibilities, expectations for fund management, auditors and other service providers, and the trends and challenges boards are preparing for next.
Lori Novak, Cohen & Co
Nicole Baker, IDC
Tami Fagely, Allianz VIT and AIM ETFs; First Eagle Funds
Heather Goldman, Brookfield
Brian Wixted, Lincoln Variable Insurance Products Trust and Thornburg Income Builder Opportunities Trust
Visit the conference website for more information.