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    Issues & Advocacy

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    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
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      • Monthly Trend Data Files
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        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
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    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
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    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    ICI Comment Letter to Committee on Rules of Practice and Procedure on Proposed Amendments to Rule 29

    September 24, 2025
    ici-web-photo-78053739.png
    Comment Letter

    ICI Letter to DOL highlighting areas of interest

    September 24, 2025
    ici-web-photo-1356675451.png
    Comment Letter

    ICI Comment Letter to ESMA on Reporting Requirements Consultation

    September 19, 2025
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      • All Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    ICI Default BG
    White Paper

    ICI/IDC ETF Share Class Operational Considerations

    October 6, 2025
    25-ici-web-launch-mock-multiple-screens.png
    ICI Viewpoints

    Top 3 New Features of the Redesigned ICI.org

    October 3, 2025
    25-ici-web-tac.png
    ICI Viewpoints

    Converging Pressures, Emerging Solutions: What’s Ahead at ICI’s Tax and Accounting Conference

    September 29, 2025
  • Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
  • News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
    Latest News:
    Image
    ICI ETF Share Class paper
    News Release

    New ICI Paper Outlines Key Considerations for ETF Share Class

    October 6, 2025
    25-ici-web-launch-mock-multiple-screens.png
    ICI Viewpoints

    Top 3 New Features of the Redesigned ICI.org

    October 3, 2025
    ici-web-photo-1356675451.png
    News Release

    ICI Welcomes EC Recommendations on Savings and Investment Accounts, Financial Literacy

    September 30, 2025
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    Featured Events
    Image
    NYC skyline

    Securities Law Developments Conference - Registration Now Open

    November 20-20

    Nov 20

    ICI Conference

    Securities Law Developments Conference

    New York, NY

    Nov 20

    ICI Conference

    Retail Alternatives and Closed-End Funds Conference

    New York, NY
  • Sign Up
  • About ICI
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    • Our Expertise
    • Our Members
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      • ICI's Brussels Office
  • Related Sites
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  • Contact
Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • Global
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      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
  • News & Opinions
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    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

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ICI Conference

Tax and Accounting Conference

JW Marriott Desert Springs Resort and Spa

October 5-8, 2025
Palm DesertCA
Register for ICI Conference
Event Overview

Program
Fees
Hotel
CLE/CPE Credit
FAQs
Sponsorship
Entertainment
Attendee Toolkit
Register for ICI Conference
View All ICI Events

Welcome to the 2025 Tax and Accounting Conference!

We are live in Palm Desert, CA, at ICI’s 2025 Tax and Accounting Conference, bringing together accountants, treasurers, tax professionals, auditors, and service providers to address the new product trends and operational complexities reshaping how funds serve investors. 

Stay connected and follow updates on ICI’s X and LinkedIn pages. 

Already Registered?

Log in to build your schedule, see who's attending, and access CLE/CPE details. 

Attendee Hub

 

Key Topics

Private Markets in Public Vehicles: “Accounting” for Complexity
Explore the growing role of private capital within registered funds and the accounting, valuation, and operational challenges it presents.

Political Panorama: Politics and Policy in 2025
It can be hard to keep up with political and regulatory updates, but our experts are here to help.  

Funds 101: The Game Show!
Back by popular demand, it’s the #1 fund-tax-accounting-themed game show in the world!

Featured Speakers


Cynthia Cooper
Cynthia Cooper
2002 Time Magazine Person of the Year, who uncovered a fraud scandal at WorldCom
Christina Ho
Christina Ho
Board Member
Public Company Accounting Oversight Board
Jody Jonsson
Jody Jonsson
President
Capital Research and Management Company

Golf & Pickleball Tournaments

Join us for the popular golf tournament and pickleball clinic and tournament, both taking place on Tuesday, October 7, at 1:30 p.m. Registration for both events closes on September 22—more information is available on the entertainment page. 

 

Emerging Leaders

The Emerging Leaders program is designed to give the next generation of asset management professionals additional opportunities to engage with ICI’s programming at a heavily discounted rate. In addition to discounted registration, Emerging Leaders will have access to unique networking opportunities at the conference. 

Click here for more information on eligibility and specific Tax and Accounting Conference programming.

 

Share That You're Attending

Share that you’re attending the 2025 Tax and Accounting Conference with your LinkedIn network! Download our recommended social media post.

Thank You to Our Sponsors!


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Taxand
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BNY Mellon
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Cohen & Co logo
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Command Financial logo
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DFIN
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FundGuard logo
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Grant Thornton
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LSEG Logo
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Northern Trust
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OnCorps AI
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pwc
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Stout logo
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Toppan Merrill logo
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VRC logo
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