Management Company Tax Subcommittee Content

[28059] April 23, 2014 TO: TAX COMMITTEE No. 13-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-14 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, APRIL 24, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, April 24, at 2:00 p.m. (Eastern). The...

[28030] April 14, 2014 TO: TAX COMMITTEE No. 11-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-14 RE: AGENDA FOR APRIL STATE TAX ISSUES CALL - WEDNESDAY, APRIL 16, AT 2:00 P.M. ET   As we previously informed you, [1] a conference call to discuss state tax issues will be held on...

[28012] April 3, 2014 TO: TAX COMMITTEE No. 9-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-14 RE: APRIL 16 CONFERENCE CALL TO DISCUSS STATE TAX ISSUES A conference call will be held on Wednesday, April 16, at 2:00 p.m. (Eastern) with the Advisor Distributor Tax Issues Task Force...

[27985] March 25, 2014 TO: TAX COMMITTEE No. 7-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-14 RE: AGENDA FOR MARCH TAX COMMITTEE CALL - THURSDAY, MARCH 27, AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...

[27926] March 5, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-14 TAX COMMITTEE No. 5-14 RE: MARCH 27, APRIL 24, AND MAY 22 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, March 27, Thursday, April 24, and...

[27846] January 16, 2014 TO: TAX COMMITTEE No. 1-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-14 RE: MONTHLY TAX COMMITTEE CALL - WEDNESDAY, JANUARY 22, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, January 22, at 2:00 p.m. (Eastern)...

[27757] December 11, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-13 TAX COMMITTEE No. 37-13 RE: TAX COMMITTEE MONTHLY CALL DATES CHANGED TO DECEMBER 18 AND JANUARY 22; AGENDA ATTACHED   The next Tax Committee monthly conference calls will be held on Wednesday, December...

[27720] November 25, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-13 RE: ADVISOR DISTRIBUTOR TAX ISSUES TASK FORCE CONFERENCE CALL - TUESDAY, DECEMBER 3, AT 2:00 P.M. ET   We will have a call with the Advisor Distributor Tax Issues Task Force on Tuesday, December 3, at 2...

[27706] November 19, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-13 TAX COMMITTEE No. 35-13 RE: SENATE FINANCE COMMITTEE PROPOSALS FOR INTERNATIONAL TAX REFORM   Senator Max Baucus (D – Montana), Chairman of the Senate Finance Committee, has released a staff discussion...

[27698] November 13, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-13 TAX COMMITTEE No. 34-13 RE: NOVEMBER 21, DECEMBER 19, AND JANUARY 23 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, November 21...