Accounting/Treasurers Content

[12935] December 15, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 45-00 COMPLIANCE ADVISORY COMMITTEE No. 41-00 INVESTMENT ADVISERS COMMITTEE No. 24-00 SEC RULES MEMBERS No. 81-00 RE: SEC ADMINISTRATIVE LAW JUDGE ISSUES DECISION FINDING VIOLATIONS OF SECURITIES LAWS BY INVESTMENT...

[12933] December 15, 2000 TO: TAX MEMBERS No. 37-00 TRANSFER AGENT ADVISORY COMMITTEE No. 65-00 ACCOUNTING/TREASURERS COMMITTEE No. 44-00 RE: REVISED IRS FORMS FURTHER CLARIFY QUALIFIED 5-YEAR GAIN RULES As we previously informed you, the Internal Revenue Service (“IRS”) recently...

[12911] December 5, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 43-00 INDEPENDENT ACCOUNTANTS ADVISORY COMMITTEE No. 6-00 RE: MEETING AGENDA - DECEMBER 7, 2000 A draft agenda for the meeting of the Accounting/Treasurers Committee and the Independent Accountants Advisory Group on...

[12684] November 17, 2000 TO: TAX MEMBERS No. 28-00 ACCOUNTING/TREASURERS COMMITTEE No. 37-00 RE: IRS RELEASES FINAL REGULATIONS ON CAPITAL GAIN FROM THE SALE OF INTERESTS IN PASS-THRU ENTITIES The Internal Revenue Service has issued final regulations relating to sales or exchanges of...

[12842] November 6, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 42-00 DIRECT MARKETING COMMITTEE No. 19-00 INVESTMENT ADVISER MEMBERS No. 40-00 OPERATIONS MEMBERS No. 25-00 PENSION MEMBERS No. 53-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 82-00 PRIMARY CONTACTS - MEMBER COMPLEX No...

[12829] November 3, 2000 TO: TAX MEMBERS No. 33-00 TRANSFER AGENT ADVISORY COMMITTEE No. 57-00 ACCOUNTING/TREASURERS COMMITTEE No. 41-00 RE: IRS ISSUES GUIDANCE ON QUALIFIED 5-YEAR GAIN RULES The Internal Revenue Service (“IRS”) has released guidance, requested by the Institute,1...

[12826] November 2, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 40-00 BANK INVESTMENT MANAGEMENT MEMBERS No. 6-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 26-00 COMPLIANCE ADVISORY COMMITTEE No. 38-00 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 35-00 INVESTMENT ADVISER MEMBERS No. 38...

[12822] November 2, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 39-00 INDEPENDENT ACCOUNTANTS ADVISORY GROUP RE: NOTICE OF MEETING - DECEMBER 7, 2000 This is to inform you that there will be a joint meeting of the Accounting/Treasurers Committee and the Independent Accountants...

[12733] October 12, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 38-00 DIRECT MARKETING COMMITTEE No. 18-00 INTERNATIONAL MEMBERS No. 15-00 OPERATIONS MEMBERS No. 22-00 PENSION MEMBERS No. 47-00 PRIMARY CONTACTS - MEMBER COMPLEX No. 70-00 RESEARCH COMMITTEE No. 19-00 SALES FORCE...

[12675] September 26, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 36-00 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 26-00 SEC RULES COMMITTEE No. 117-00 RE: ICI COMMENT LETTER ON SEC AUDITOR INDEPENDENCE RULE PROPOSALS The Institute has recently filed with the Securities and Exchange...