Management Company Tax Subcommittee Content

[33022] January 6, 2021 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Finalizes Regulations Permitting Section 163(j) Interest Dividends The Treasury Department and the Internal Revenue Service (IRS) have finalized regulations that permit regulated investment companies (RICs) to...

[33018] January 5, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for January 21 Tax Committee Call Registration for the January Tax Committee call is now open; please register here . The call is scheduled for Thursday, January 21...

[33006] December 22, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Issues Final Regulations Under Section 451(b) on Recognition of Income The Internal Revenue Service (IRS) and the Treasury Department have finalized regulations under section 451(b) regarding the recognition...

[32998] December 18, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Extends Ability to Use E-Signatures for Certain Tax Forms On December 11, 2020, the IRS issued a memorandum extending the ability of taxpayers and representatives to use electronic or digital signatures for...

[32987] December 16, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Letter to Treasury and IRS regarding Web Reporting of Distribution Information ICI submitted the attached letter to the Treasury Department and the Internal Revenue Service (IRS) reiterating previous...

The Institute’s 2020 surveys on state tax matters are now available on the Institute’s website.

[32981] December 14, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee SUBJECTS: International/Global Tax RE: ICI Global Comments regarding Applying the Tax Measures in OECD's Blueprints for Pillars One and Two to the...

[32975] December 10, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Final Regulations on Rollovers of Plan Loan Offset Amounts The...

[32957] December 2, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for December 9 Tax Committee Call Registration for the December Tax Committee call is now open; please register here . The call is scheduled for...

[32951] November 30, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: ICI Global Submits Recommendations on Tax Issues for Indian 2021 Union Budget ICI Global submitted the...