WEBCAST

TaxWatch: RIC tax considerations in times of market stress and volatility

Webcast overview

As COVID-19 continues to unfold, its impact on the financial and capital markets, the liquidity challenges it’s created, and the overall atmosphere of economic uncertainty is becoming more evident. In particular, its potential tax impact on regulated investment companies (RICs) and their shareholders is coming into clearer focus. The TaxWatch: RIC tax considerations in times of market stress and volatility webcast will provide participants with key steps they could take during times of extreme market volatility to enhance their tax position, including those related to liquidity and distribution challenges and meeting a RIC’s core compliance obligations.  They also will provide a legislative and regulatory update.

Moderator

Deanna J. Flores

Deanna J. Flores

Principal, Global Tax Leader – Public Investment Management, KPMG US

Featured speakers

Deirdre Fortune

Deirdre Fortune

Partner, Deputy Tax Leader – Public Investment Management, KPMG US

Jonathan Zelnik

Jonathan Zelnik

Principal, Tax, KPMG US

Colleen E. Anderson

Colleen E. Anderson

Partner, Tax, KPMG US

Jennifer Acuna

Jennifer Acuna

Principal, Federal Legislative & Regulatory Services, KPMG US