Management Company Tax Subcommittee Content

[32554] June 24, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Finalizes Regulations Permitting RICs to Pass Through Deduction for Qualified REIT Dividends The Internal Revenue Service (IRS) and the Treasury Department have finalized regulations permitting regulated...

[32550] June 24, 2020 TO: ICI Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Investment Advisers Tax RE: Opposition Letter: California "Headcount" Tax Proposal The ICI joined a coalition letter organized by CalTax to oppose a proposed new “headcount” tax on...

[32538] June 18, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for June 30 Tax Committee Meeting The Tax Committee will hold a virtual meeting on Tuesday, June 30, 2020, at 2:00 p.m. ET. The agenda for the meeting is attached...

[32516] June 10, 2020 TO: ICI Global Members ESG Task Force ICI Global Regulated Funds Committee SUBJECTS: Compliance Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE: Upcoming Public Hearing on EU ESG Disclosure Regulation RTS In case...

[32503] June 2, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: June 30 Tax Committee Meeting - 2:00 p.m. ET The next meeting of the Tax Committee will take place on Tuesday, June 30, 2020, at 2:00 p.m. ET. Because the in-person meeting has been...

[32495] May 29, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Distribution Operations Recordkeeping Settlement RE: ICI Operations White Papers...

[32493] May 28, 2020 TO: ICI Global Members ESG Task Force Global Advocacy Coordination Advisory Committee ICI Global Regulated Funds Committee SUBJECTS: Compliance Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE: EU ESG: Consolidated...

[32491] May 28, 2020 TO: ICI Global Members ESG Task Force Global Advocacy Coordination Advisory Committee ICI Global Regulated Funds Committee SUBJECTS: Compliance Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE: EU ESG: Consolidated...

[32456] May 13, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for Tax Committee Call -- Wednesday, May 20 at 11:00 AM ET Attached is the agenda for the upcoming Tax Committee call, scheduled for May 20, 2020, at 11:00 a.m. ET. You can...

[32441] May 5, 2020 TO: ICI Global Members ESG Task Force ICI Global Regulated Funds Committee SUBJECTS: Compliance Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE: Detailed Summary of EU Consultation on Draft Regulatory Technical...