Fixed-Income Advisory Content

[17173] March 5, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 4-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 5-04 TAX COMMITTEE No. 8-04 RE: INSTITUTE COMMENT LETTER REGARDING PROPOSED CHANGES TO CIRCULAR 230 The attached Institute comment letter addresses proposed revisions by the...

[17145] February 27, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 3-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 4-04 TAX COMMITTEE No. 6-04 RE: DRAFT COMMENT LETTER FOR YOUR REVIEW REGARDING PROPOSED CHANGES TO CIRCULAR 230 The attached Institute draft comment letter addresses...

[17038] February 2, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 2-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 3-04 RE: REMINDER NOTICE - INSTITUTE CONFERENCE CALL ON THURSDAY FEBRUARY 5TH TO DISCUSS IRS PROPOSAL REGARDING IRS CIRCULAR 230 As we previously reported to you, the...

[17028] January 29, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 1-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 2-04 RE: IRS PROPOSAL TO RE-DEFINE TAX SHELTER OPINIONS TO INCLUDE MUNICIPAL SECURITIES BOND COUNSEL OPINIONS The Treasury Department has issued a proposal to modify certain...

[16878] December 16, 2003 TO: ACCOUNTING/TREASURERS MEMBERS No. 59-03 COMPLIANCE ADVISORY COMMITTEE No. 111-03 INVESTMENT COMPANY DIRECTORS No. 26-03 SEC RULES MEMBERS No. 188-03 SMALL FUNDS MEMBERS No. 86-03 RE: SEC ACTION AGAINST ADVISER, ITS OFFICERS AND DIRECTORS, A PRICING VENDOR...

[16745] November 6, 2003 TO: TAX MEMBERS No. 60-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 18-03 FIXED-INCOME ADVISORY COMMITTEE No. 16-03 RE: ADDITIONAL IRS GUIDANCE ON SYNTHETIC TAX-EXEMPT SECURITIES The Internal Revenue Service (the “Service”) has issued Revenue Procedure 2003...

[16479] August 29, 2003 TO: FIXED-INCOME ADVISORY COMMITTEE No. 15-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 17-03 RE: MSRB WITHDRAWS CONTROVERSIAL TRADING HALT RULE PROPOSAL As we previously informed you, the Municipal Securities Rulemaking Board issued a rule proposal to allow it...

[16440] August 19, 2003 TO: TAX MEMBERS No. 45-03 SEC RULES MEMBERS No. 109-03 FIXED-INCOME ADVISORY COMMITTEE No. 14-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 15-03 RE: DIVERSIFICATION GUIDANCE FOR REFUNDED BONDS We are pleased to inform you that the Internal Revenue Service (“IRS...

[16411] August 5, 2003 TO: TAX COMMITTEE No. 50-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 14-03 FIXED-INCOME ADVISORY COMMITTEE No. 13-03 RE: AUGUST 6TH CONFERENCE CALL ON SYNTHETIC MUNICIPAL BOND PARTNERSHIPS A conference call has been scheduled for Wednesday, August 6th at 2:00...

[16140] June 2, 2003 TO: FIXED-INCOME ADVISORY COMMITTEE No. 9-03 RE: MSRB DRAFT REVISED GLOSSARY OF MUNICIPAL SECURITIES TERMS The Municipal Securities Rulemaking Board is in the process of updating and revising its Glossary of Municipal Securities Terms to reflect the changes in the...