Management Company Tax Subcommittee Content

[32935] November 20, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS and Treasury Release 2020–2021 Priority Guidance Plan - Retirement Savings Items The IRS and Treasury Department have released their 2020–2021 Priority...

[32924] November 19, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for December 9 Monthly Tax Committee Call Registration for the December Tax Committee call is now open; please register here . The call is scheduled for Wednesday...

[32918] November 18, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Draft Form and Instructions for Individuals' Reporting of Coronavirus...

[32917] November 17, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for December 1 Virtual Meeting on Legislative and Regulatory Tax Outlook ICI will host a virtual meeting on December 1, 2020, at 11:00 a.m. ET, to discuss the...

[32904] November 9, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Fund Industry Coalition Letter to UK on Tax Simplification and Exempting from Tax Non-Resident Investors in UK REITs A fund industry coalition...

[32894] November 4, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for November 12 Tax Committee Call Registration for the November Tax Committee call is now open; please register here . The call is scheduled for...

[32892] November 3, 2020 TO: ICI Members Accounting/Treasurers Committee Bank, Trust and Retirement Advisory Committee Bank-Affiliated Member Advisory Committee Closed-End Investment Company Committee Operations Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: Fund...

[32875] October 29, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for November 12 Tax Committee Call Registration for the November Tax Committee call is now open; please register here . The call is scheduled for Tuesday, November...

[32862] October 27, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Announces Retirement Plan Limitations for 2021 The Internal Revenue Service has released annual cost of living and other adjustments applicable to dollar...

[32848] October 20, 2020 TO: ICI Members Tax Committee SUBJECTS: Fund Accounting & Financial Reporting State Issues Tax RE: ICI Submits Testimony Opposing New Jersey FTT Proposal The Investment Company Institute submitted the attached written testimony in opposition to a New Jersey...