Management Company Tax Subcommittee Content

[33187] March 12, 2021 TO: ICI Members Investment Company Directors ICI Global Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Request to Treasury and IRS for Additional Guidance for RICs Receiving EU Reclaims The...

[33177] March 11, 2021 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: IRS Form 6166, Certification of US Tax Residency - Status Update The Investment Company Institute was recently informed by the Internal Revenue...

[33178] March 11, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for March 18 Tax Committee Call Attached is the agenda for the next monthly Tax Committee call, to be held on Thursday, March 18, 2021, at 11:00 a.m. ET...

[33157] March 4, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for March 18 Tax Committee Call The next monthly Tax Committee call will be held on Thursday, March 18, at 11:00 a.m. ET. You can register for the call here . We will...

[33152] March 3, 2021 TO: ICI Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting Privacy Tax RE: ICI Submits Letter on IRS Form SS-4 Responsible Party Requirements The Investment Company Institute submitted the attached letter...

[33125] February 22, 2021 TO: ICI Members Tax Committee SUBJECTS: Fund Accounting & Financial Reporting State Issues Tax RE: ICI Submits Opposition Letter to NY Stock Transfer Tax (STT) The ICI submitted the attached letter opposing any repeal or reduction to the NY stock transfer...

[33101] February 10, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for February 18 Tax Committee Call The agenda for the February 18 Tax Committee call (11:00 a.m. ET) is attached. You can register for the call here...

[33079] February 2, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for February 18 Tax Committee Call Registration for the February Tax Committee call is now open; please register here . The call is scheduled for Thursday, February...

[33062] January 22, 2021 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Posts Drafts of Form W-4P and New Form W-4R for 2022 Relating to Payments from Retirement Plans and...

[33042] January 14, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for January 21 Tax Committee Call The agenda for the January 21 Tax Committee call (11:00 a.m. ET) is attached. You can register for the call here...