Management Company Tax Subcommittee Content

  [26007] March 29, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-12 TAX MEMBERS No. 15-12 RE: ICI LETTER TO CALIFORNIA OPPOSING TAX ON SERVICES   The Institute submitted the attached letter in opposition to California Assembly Bill 1963 (Huber), [1] which would expand the...

[25995] March 23, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-12 TAX COMMITTEE No. 14-12 RE: MONTHLY TAX COMMITTEE CALL - MARCH 28 AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Wednesday, March 28, at 2:00 p.m. (Eastern). The preliminary...

  [25792] January 12, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-12 TAX COMMITTEE No. 6-12 RE: MONTHLY TAX COMMITTEE CALL - JANUARY 18 AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, January 18, at 2:00 p.m. (Eastern). The...

[25700] December 8, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-11 TAX COMMITTEE No. 78-11 RE: MONTHLY TAX COMMITTEE CALL - DECEMBER 14 AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, December 14, at 2:00 p.m. (Eastern).  The...

[25501] September 19, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-11 TAX COMMITTEE No. 56-11 RE: PRELIMINARY AGENDA FOR SEPTEMBER 21 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call, as we informed you previously, [1] will be held...

[25448] August 31, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-11 TAX COMMITTEE No. 53-11 RE: SEPTEMBER 21 TAX COMMITTEE MONTHLY CALL SCHEDULED   The next Tax Committee monthly conference call will be held on Wednesday, September 21, at 2:00 p.m. (Eastern). The...

[25412] August 15, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-11 TAX COMMITTEE No. 47-11 RE: AGENDA FOR AUGUST 17 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call, as we informed you previously, [1] will be held on Wednesday...

[25372] August 1, 2011 TO: TAX MEMBERS No. 27-11 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-11 RE: NJ SUPREME CT ADDRESSES CONSTITUTIONALITY OF “THROW-OUT” RULE The New Jersey Supreme Court has ruled that the state’s “throw-out” rule may apply constitutionally only to untaxed...

  [25339] July 18, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-11 TAX COMMITTEE No. 45-11 RE: AGENDA FOR JULY 20 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call, as we informed you previously, [1] will be held on Wednesday, July 20...

[25284] June 17, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-11 TAX COMMITTEE No. 36-11 RE: JULY 20 AND AUGUST 17 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Wednesday, July 20 and August 17, 2011. The call on...