Management Company Tax Subcommittee Content

The next monthly Tax Committee call will be held on Wednesday, June 9, 2021, at 11:00 a.m. ET. The preliminary agenda for the call is attached.

ICI submitted the attached letter requesting that the Treasury Department and Internal Revenue Service include guidance on certain issues concerning retirement security on their 2021-2022 Priority Guidance Plan. ICI submitted a separate letter with recommendations concerning regulated...

Notice 2021-18 invited public comment on recommendations for Treasury's 2021-2022 Priority Guidance Plan. ICI submitted the attached letter largely based on prior recommendations except for an addition regarding "IRS Form SS-4 Responsible Party Requirements and Limitations."

ICI will hold a members-only Zoom meeting on Thursday, May 20 to discuss investment in cryptocurrencies. Rebecca Lee and Scott Borchardt from PwC will lead the discussion. The meeting will begin at 11:00 AM (ET) and the agenda is attached.

Attached is the agenda for the next monthly Tax Committee call, to be held on Thursday, May 13, 2021, at 11:00 a.m. ET. You can register for the call here.

[33510] April 28, 2021 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: ICI Joins Other Trades in Asking IRS for Changes to Draft Forms W-4P and W-4R The attached letter, signed by...

[33438] April 9, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for April 15 Tax Committee Call Attached is the agenda for the next monthly Tax Committee call, to be held on Thursday, April 15, 2021, at 11:00 a.m. ET...

[33381] March 25, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for April 15 Monthly Tax Committee Call The next monthly Tax Committee call will be held on Thursday, April 15, at 11:00 a.m. ET. You can register for the call here...