Management Company Tax Subcommittee Content

[32669] August 11, 2020 TO: ICI Members Tax Committee SUBJECTS: Fund Accounting & Financial Reporting State Issues Tax RE: ICI Opposition Letter - NY Stock Transfer Tax Proposal The ICI submitted the attached letter opposing a proposal (also attached) to reduce the NY stocker transfer...

[32662] August 6, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration and Agenda for August 18 Tax Committee Call Attached is the agenda for the upcoming Tax Committee call, scheduled for August 18, 2020, at 11:00 a.m. ET. Please...

[32661] August 6, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: Proposed Regulations Permitting RICs to Pay Section 163(j) Interest Dividends The Treasury Department and the Internal Revenue Service (IRS) have released proposed regulations that would permit regulated investment...

[32657] August 5, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Issues Final Regulations on Section 163(j) Limitation on Interest Expense Deduction The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations regarding the limitation on the...

[32656] August 4, 2020 TO: ICI Members ICI Global Members Tax Committee SUBJECTS: Tax RE: ICI Submits Recommendations for 2020-2021 Treasury/IRS Priority Guidance Plan Notice 2020-47 invited public comment on recommendations for Treasury’s 2020-2021 Priority Guidance Plan. The ICI...

[32643] July 29, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Tax Committee Call -- Tuesday, August 18 at 11:00 AM ET The next Tax Committee monthly conference call will be on Tuesday, August 18, 2020 at 11:00 a.m. (Eastern). Please register...

[32600] July 14, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: India: Letter to Government on Dividend Surcharge Tax The Indian Government enacted the Finance Act 2020 (Act)...

[32587] July 7, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for Tax Committee Call -- Wednesday, July 15 at 11:00 AM ET Attached is the agenda for the upcoming Tax Committee call, scheduled for July 15, 2020, at 11:00 a.m. ET...

[32570] July 2, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Guidance on Mid-Year Reductions and Suspensions of Employer Contributions in Safe Harbor 401(k) Plans, Including Relief Due to COVID-19 IRS recently...

[32556] June 26, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Guidance on CARES Act Distributions, Loans, and RMD Suspension In Notices 2020-50 [1] and 2020-51, [2] the IRS and Treasury provide detailed guidance on...