Management Company Tax Subcommittee Content

[29525] December 4, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 17-15 TAX COMMITTEE No. 42-15 RE: DECEMBER 17, JANUARY 20, AND FEBRUARY 10 TAX COMMITTEE CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, December 17, January 20, and...

[29412] October 7, 2015 TO: MANAGEMENT COMPANY TAX SUBCOMMITTEE No. 16-15 TAX COMMITTEE No. 32-15 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - WEDNESDAY, OCTOBER 14 AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...

[29327] September 9, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 15-15 TAX COMMITTEE No. 30-15 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - WEDNESDAY, SEPTEMBER 16 AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be...

[29223] August 4, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 14-15 TAX COMMITTEE No. 28-15 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - WEDNESDAY, AUGUST 5 AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...

[29149] July 7, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-15 TAX COMMITTEE No. 26-15 RE: JULY 15, AUGUST 5, SEPTEMBER 16, AND OCTOBER 14 TAX COMMITTEE CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Wednesday, July 15, August 5...

[29014] May 26, 2015 TO: TAX COMMITTEE No. 23-15 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-15 RE: CALL TO DISCUSS INDIA MAT ISSUE & CASTLETON INTERVENTION   On Wednesday May 27th at 1:00 p.m., Eastern there will be a call to discuss the Indian minimum alternate tax and the...

[28993] May 18, 2015 TO: TAX COMMITTEE No. 21-15 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-15 RE: INDIA MAT ISSUE TO BE DISCUSSED FIRST DURING THURSDAY’S TAX COMMITTEE CALL   The agenda for Thursday’s Tax Committee monthly conference call (at 2:00 p.m., Eastern) [1] is being...

[28974] May 12, 2015 TO: TAX COMMITTEE No. 19-15 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-15 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, MAY 21, AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on Thursday, May 21...

[28960] May 7, 2015 TO: 529 PLAN MEMBERS No. 5-15 ACCOUNTING/TREASURERS MEMBERS No. 10-15 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-15 BDAC COST BASIS REPORTING TASK FORCE No. 1-15 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 14-15 BROKER/DEALER ADVISORY COMMITTEE No. 18-15...

[28899] April 15, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-15 TAX COMMITTEE No. 16-15 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - THURSDAY, APRIL 30 AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...