Management Company Tax Subcommittee Content

[32758] September 14, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration and Agenda for September 16 Tax Committee Call Attached is the agenda for the upcoming Tax Committee call, scheduled for September 16, 2020, at 11:00 a.m. ET...

[32752] September 11, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: Tax RE: Letter to IRS Requesting Meeting on EU Reclaims ICI sent the attached letter to the Internal Revenue Service (IRS) requesting a meeting to discuss issues arising from...

[32749] September 9, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Coalition Letter to the European Commission and OECD on COVID-19-Related Tax Treaty Challenges ICI Global joined twelve other associations...

[32741] September 4, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Issues Guidance on Certain SECURE Act Changes and Plan Amendment Deadlines The IRS recently released two guidance items related to retirement plans: Notice...

[32723] August 31, 2020 TO: ICI Members Tax Committee SUBJECTS: Fund Accounting & Financial Reporting Tax RE: ICI Submits Opposition Letter to NJ FTT Proposal ICI submitted the attached opposition letter to a New Jersey proposal (also attached) to impose a tax of a quarter of a cent (...

[32722] August 28, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Proposed Regulation on Rollovers of Plan Loan Offset Amounts The Internal Revenue Service (IRS) has issued a proposed regulation [1] to implement the...

[32720] August 28, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Approves Temporary Use of E-Signatures for Certain Tax Forms The IRS, in response to the COVID-19 pandemic, is permitting the temporary use of e-signatures for certain forms including the 1120-RIC, US Income...

[32713] August 27, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for September 16 Tax Committee Call The next Tax Committee monthly conference call will be on Wednesday, September 16, 2020 at 11:00 a.m. (Eastern). Please register...

[32693] August 21, 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...

[32695] August 21, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Coalition Letter Supporting United Nations Model Tax Convention Draft Commentary on CIV Treaty Eligibility Ten collective investment vehicle (CIV)...