Investment Management Committee

Committee Leadership

Chair

Richard LaFalce

Vice-Chairs

Christopher Scarpa

About the Committee

The Committee on Investment Management has responsibilities for monitoring, reporting, and commenting on developments as they affect the:

• (1) federal and state taxation of regulated investment companies (including mutual funds, closed-end funds, exchange-traded funds, and business development companies), hedge funds, private equity funds, and tiered investment structures;
• (2) taxation of the investments held by these entities; and
• (3) taxation of the investors in these structures.

The Committee may also address special federal and state tax issues affecting investment advisers or managers of these vehicles.

Investment Management on Tax Connect

Tax Connect is an online and email platform for networking, exchanging ideas, getting advice, and interacting with fellow lawyers and legal professionals with whom you share similar areas of interest. Tax Connect communities are grouped around common practice areas like Pro Bono & Tax Clinics and International Taxation. The communities are open to any Section member and are a great way to collaborate on projects and upcoming meetings! 

Check out the Investment Management Community on Tax Connect and get involved today!

To learn more about ABA Tax Connect view the User Guide.

Joining Section of Taxation Committees

The Tax Section has over thirty member-led committees and Section Members can join as many as they would like. Each committee deals with a common practice area, such as Individual & Family Taxation, Exempt Organizations, Employee Benefits, etc.. A full list is available on our Committees & Task Forces landing page. If you are interested in getting involved, learn more about Section Membership here.

Our committees provide a great opportunity to network and to get involved. Committee members create robust and current CLE sessions for our conferences, participate in government comment projects, create committee newsletters or publications, and more. Feel free to Contact staff with any questions!