Management Company Tax Subcommittee Content

[27540] September 4, 2013 TO: TAX COMMITTEE No. 29-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-13 RE: AGENDA FOR SEPTEMBER TAX COMMITTEE CALL - THURSDAY, SEPTEMBER 12, AT 2:00 P.M. ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held...

[27497] August 27, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-13 RE: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE CONFERENCE CALL - WEDNESDAY, SEPTEMBER 11, AT 2:00 P.M. ET   We will have a call with the Advisor Distributor Tax Issues Task Force on Wednesday, September 11...

[27477] August 20, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-13 TAX COMMITTEE No. 23-13 RE: SEPTEMBER 12 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call will be held on Thursday, September 12, 2013 at 2:00 p.m. (Eastern).  During...

[27334] June 26, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-13 TAX COMMITTEE No. 18-13 RE: JULY 18 AND SEPTEMBER12 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, July 18 and   Thursday, September 12...

[27243] May 16, 2013 TO: TAX COMMITTEE No. 15-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-13 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, MAY 23, AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Thursday, May 23, at 2:00 p.m. (Eastern). The...

[27212] May 1, 2013 TO: 529 PLAN MEMBERS No. 2-13 ACCOUNTING/TREASURERS MEMBERS No. 16-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-13 BDAC COST BASIS REPORTING TASK FORCE No. 3-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 10-13 BROKER/DEALER ADVISORY COMMITTEE No. 21-13...

[27192] April 18, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 9-13 BDAC COST BASIS REPORTING TASK FORCE No. 2-13 BROKER/DEALER ADVISORY COMMITTEE No. 20-13 OPERATIONS MEMBERS No. 10-13 SMALL FUNDS MEMBERS No. 27-13 TAAC...

[27177] April 12, 2013 TO: TAX COMMITTEE No. 12-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-13 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, APRIL 25, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, April 25, at 2:00 p.m. (Eastern). The...

  [27097] March 11, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-13 TAX COMMITTEE No. 5-13 RE: MARCH 14, APRIL 25, AND MAY 23 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, March 14, Thursday, April 25 and...

[26779] December 19, 2012 TO: TAX COMMITTEE No. 53-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 14-12 RE: JANUARY TAX COMMITTEE CALL AND LEGISLATIVE UPDATE - JAN. 10 AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, January 10th, 2013, at 2...