Understanding Regulation M: A Guide to Tax Implications for Investors

Regulation M allows investment companies to pass taxes on distributions to investors, preventing double taxation. Discover how these IRS rules benefit shareholders.
JD Supra

Liquidity Management Under AIFMD2: Near-Final RTS for Open-Ended Funds

Following our September 2024 Alert “Liquidity Management Under AIFMD2: RTS for Open-Ended Funds,” the European Securities and Markets Authority (ESMA) has now published Final Reports for “Guidelines ...
CNBC

Double-digit mutual fund payouts are coming — how to avoid the tax hit

After a strong year for the stock market, many mutual funds are expecting double-digit year-end capital gains payouts for 2025, according to Morningstar. That could trigger unexpected taxes for ...
Hosted on MSN

SEBI overhauls mutual fund regulations — what's in it for you, the investor

SEBI has reduced the fee paid by domestic mutual funds to brokerages, while while also slashing the basic management charge in one of the most sweeping changes to its mutual fund regulations. The ...