Management Company Tax Subcommittee Content

[26583] October 15, 2012 TO: TAX COMMITTEE No. 44-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-12 RE: MONTHLY TAX COMMITTEE CALL - WEDNESDAY, OCTOBER 17, AT 2:00 P.M. ET We apologize for the inconvenience and short notice for the schedule change; however, the next Tax Committee...

  [26410] August 24, 2012 TO: TAX COMMITTEE No. 40-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-12 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, SEPTEMBER 13, AT 1:00 - 3:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, September 13th, at 1:00...

[26364] August 2, 2012 TO: TAX COMMITTEE No. 37-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-12 RE: MONTHLY TAX COMMITTEE CALL - WEDNESDAY, AUGUST 8, AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Wednesday, August 8th, at 2:00 p.m. (Eastern)...

[26274] June 28, 2012 TO: TAX COMMITTEE No. 34-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-12 RE: AGENDA FOR JULY TAX COMMITTEE CALL - THURSDAY, JULY 12, AT 3:30 P.M. ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held on Thursday...

  [26247] June 20, 2012 TO: TAX COMMITTEE No. 30-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-12 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, JULY 12, AT 3:30 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, July 12th, at 3:30 p.m. (Eastern). The...

  [26152] May 8, 2012 TO: TAX COMMITTEE No. 27-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-12 RE: MONTHLY TAX COMMITTEE CALL - WEDNESDAY, MAY 16, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, May 16, at 2:00 p.m. (Eastern). The...

[26084] April 25, 2012 TO: 529 PLAN MEMBERS No. 4-12 ACCOUNTING/TREASURERS MEMBERS No. 8-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-12 BDAC COST BASIS REPORTING TASK FORCE No. 7-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 18-12 BROKER/DEALER ADVISORY COMMITTEE No. 19...

[26071] April 24, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 17-12 BDAC COST BASIS REPORTING TASK FORCE No. 6-12 BROKER/DEALER ADVISORY COMMITTEE No. 18-12 OPERATIONS COMMITTEE No. 12-12 SMALL FUNDS COMMITTEE No. 13-12...

  [26057] April 17, 2012 TO: TAX COMMITTEE No. 21-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-12 RE: MONTHLY TAX COMMITTEE CALL - MONDAY, APRIL 23, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Monday, April 23rd, at 2:00 p.m. (Eastern). The...

  [26059] April 17, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-12 TAX COMMITTEE No. 22-12 RE: DRAFT ICI RECOMMENDATIONS FOR 2012-2013 IRS GUIDANCE PRIORITY LIST - COMMENTS REQUESTED   The Internal Revenue Service (“IRS”) and the Treasury Department have asked for...