SEC Looking Closely at Collect Investment Trust (CIF) Investments

The SEC has announced that it is taking a close look at collect investment trust (CIF) investments as they are not subject to SEC regulation.  The SEC feels that the increase in assets of CIFs to over a trillion dollars may be the result of a regulatory end run. If you have questions or concerns regarding CIFs, contact a SDWMA advisor.

Schneider Downs provides accounting, tax, wealth management and business advisory services through innovative thought leaders who deliver the expertise to meet the individual needs of each client. Our offices are located in Pittsburgh, PA, and Columbus, OH.

This advice is not intended or written to be used for, and it cannot be used for, the purpose of avoiding any federal tax penalties that may be imposed, or for promoting, marketing or recommending to another person, any tax related matter.

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