Fairview Fund Administration LLC
Investment ManagementMassachusetts, United States0-1 Employees
PLEASE VISIT MY BLOG AT WWW.SUBMTAX.COM This site was created to aggregate tax and other industry and regulatory information that I have collected relating to investment companies, hedge funds, and derivative instruments, including futures, forwards, options, swaps, "swaptions", caps, collars, floors, and prepaid notes. I have opted to make this site publicly available to for both my convenience and for use by others. Please note that this site is personal, reflects my own views and not the views of my employer, and has not been reviewed by my employer for completeness or accuracy. In addition to my professional uses, as a Bentley University adjunct professor, this site serves as a means to deliver timely and current data to current and former students. My course, TX731 Taxation of Regulated Investment Companies and Their Shareholders, will provide a comprehensive review of the issues surrounding the taxation of regulated investment companies (RICs). Since their introduction over 50 years ago, RICs, also known as mutual funds, have become the primary savings vehicle of many Americans. The two fundamental questions surrounding mutual funds are how a RIC qualifies as under the Internal Revenue Code and how is the liability for income earned by the RIC is borne. The course text, Taxation of Regulated Investment Companies and Their Shareholders, by Susan A. Johnston and James Brown can be found at Thompson Reuters. The text is “A complete and practical guide to all aspects of federal taxation relating to regulated investment companies (RICs), including mutual funds, and their shareholders. It also provides in-depth coverage of non-tax regulatory aspects of RICs, where such aspects are critical to understanding the tax effects of regulated activities. Throughout, it provides solutions and strategies to deal with this area’s unique and extremely complex tax issues.
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