Management Company Tax Subcommittee Content

[28549] December 3, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 16-14 TAX COMMITTEE No. 40-14 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - THURSDAY, DECEMBER 11, AT 2:00 P.M. ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...

[28534] November 20, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 15-14 TAX COMMITTEE No. 38-14 RE: DECEMBER 11 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call will be held on Thursday, December 11, 2014 at 2:00 p.m. (Eastern).  During...

[28508] November 4, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-14 RE: CONFERENCE CALL TO DISCUSS OECD BEPS DISCUSSION DRAFTS -- NOV. 13 AT 1:00 P.M. EST   We will have a conference call on Wednesday, November 13, at 1:00 p.m. EST, to discuss discussion drafts recently...

[28495] October 31, 2014 TO: TAX COMMITTEE No. 35-14 RE: PRELIMINARY AGENDA FOR NOVEMBER 10 AND 11 TAX COMMITTEE MEETINGS As we informed you previously, the next meetings of the Tax Committee will be held on Monday, November 10, and Tuesday, November 11. [1] If you plan to attend the...

[28434] October 7, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-14 TAX COMMITTEE No. 31-14 RE: OCTOBER 9 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call will be held on Thursday, October 9, 2014 at 2:00 p.m. (Eastern).  During the...

[28367] September 9, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-14 TAX COMMITTEE No. 28-14 RE: SEPTEMBER 11 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call will be held on Thursday, September 11, 2014 at 2:00 p.m. (Eastern).  The...

[28304] August 6, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-14 TAX COMMITTEE No. 26-14 RE: AUGUST 12, SEPTEMBER 11, AND OCTOBER 9 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Tuesday, August 12, Thursday...

[28257] July 9, 2014 TO: TAX COMMITTEE No. 21-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-14 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, JULY 17, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, July 17, at 2:00 p.m. (Eastern). Ezella...

[28176] June 10, 2014 TO: 529 PLAN MEMBERS No. 11-14 ACCOUNTING/TREASURERS MEMBERS No. 7-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-14 BDAC COST BASIS REPORTING TASK FORCE No. 1-14 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 23-14 BROKER/DEALER ADVISORY COMMITTEE No. 30...

[28101] May 7, 2014 TO: TAX COMMITTEE No. 16-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-1 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, MAY 22, AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Thursday, May 22, at 2:00 p.m. (Eastern). Ezella Wynn...