1 See Institute Memorandum to Accounting/Treasurers Members No. 15-99, Bank and Trust Advisory Committee No. 13-99, Broker/Dealer Advisory Committee No. 14-99, Operations Members No. 16-99, Tax Members No. 18-99 and Transfer Agent Advisory Committee No. 39-99, dated June 23, 1999. 1...
[11302] October 11, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 22-99 VENDOR ADVISORY GROUP RE: SUMMARY OF SEPTEMBER 29, 1999 MEETING ______________________________________________________________________________ Attached is a summary of the Bank and Trust Advisory Committee...
[11259] September 21, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 21-99 VENDOR ADVISORY GROUP RE: SEPTEMBER 29, 1999 MEETING AGENDA ______________________________________________________________________________ The next meeting of the Bank and Trust Advisory Committee will be held...
[11211] August 30, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 20-99 VENDOR ADVISORY GROUP RE: MAY 25, 1999 BTAC MEETING SUMMARY _____________________________________________________________________________ Enclosed are the summary of the May 25, 1999 meeting of the Bank and Trust...
1 Note, however, that shareholders filing Form 4952, “Investment Interest Expense Deduction,” and electing to include certain net capital gains in “investment income” will be required to complete Schedule D. 2 See, e.g., Institute Memorandum to Accounting/Treasurers Committee No. 20...
[11162] August 4, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 18-99 BROKER/DEALER ADVISORY COMMITTEE No. 21-99 RE: SECURITIES INDUSTRY ASSOCIATION (SIA) - YEAR 2000 EVENT MANAGEMENT COMMITTEE REPORTS ______________________________________________________________________________...
[11149] July 30, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 17-99 VENDOR ADVISORY GROUP RE: SEPTEMBER 29, 1999 MEETING NOTICE ______________________________________________________________________________ The next meeting of the Bank & Trust Advisory Committee and the Vendor...
1 This year-end tax information often is referred to as “reclassified” tax information because of the practice at many brokerage firms and banks to treat distributions from RICs and REITs as ordinary income until advised to “reclassify” the income, such as to long-term capital gains...
1 See, e.g., Institute Memorandum to (among others) Tax Members No. 27-97, Accounting/Treasurers Members No. 31-97, Operations Members No. 13-97 and Transfer Agent Advisory Committee No. 36-97, dated August 1, 1997. 2 See, e.g., Institute Memorandum to (among others) Tax Members No...
