Management Company Tax Subcommittee Content

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23738

Agenda for August 26 Conference Call

    [23738]   August 25, 2009 TO: TAX COMMITTEE No. 22-09 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-09     RE: AGENDA FOR AUGUST 26 CONFERENCE CALL   The next monthly conference call of the Tax Committee and Adviser Distributor Tax Issues Task Force, as we previously informed...
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Memo#
23694

August 26th Tax Committee Monthly Call Information

    [23694]   August 11, 2009 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-09 TAX COMMITTEE No. 20-09     RE: AUGUST 26TH TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call will be held on Wednesday, August 26, 2009.  The call will be held...
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Memo#
23437

Preliminary Agenda for May 13 Conference Call

    [23437]   May 7, 2009 TO: TAX COMMITTEE No. 12-09 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-09     RE: PRELIMINARY AGENDA FOR MAY 13 CONFERENCE CALL   The next monthly conference call of the Tax Committee and Adviser Distributor Tax Issues Task Force will take place on...
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Memo#
23367

Preliminary Agenda for April 1 Conference Call

    [23367]   March 31, 2009 TO: TAX COMMITTEE No. 10-09 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-09     RE: PRELIMINARY AGENDA FOR APRIL 1 CONFERENCE CALL   The agenda is attached for Wednesday’s monthly conference call of the Tax Committee and the Adviser Distributor Tax...
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Memo#
23332

April And May Tax Committee Calls

    [23332]   March 19, 2009 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-09 TAX COMMITTEE No. 8-09     RE: APRIL AND MAY TAX COMMITTEE CALLS   The next monthly Tax Committee conference calls will be held on Wednesday, April 1, and Wednesday, May 13. Both calls will be held at...
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Memo#
23256

ICI Submits Testimony Opposing Connecticut Services Tax

    [23256]   February 17, 2009 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-09 TAX MEMBERS No. 5-09     RE: ICI SUBMITS TESTIMONY OPPOSING CONNECTICUT SERVICES TAX   The Institute submitted the attached written testimony to the Connecticut General Assembly opposing recently...
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Memo#
23193

Preliminary Agenda For January 21 Conference Call

    [23193]   January 16, 2009 TO: TAX COMMITTEE No. 1-09 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-09     RE: PRELIMINARY AGENDA FOR JANUARY 21 CONFERENCE CALL   The preliminary agenda is attached for the next monthly conference call of the Tax Committee and the Adviser...
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Memo#
23154

New Jersey Law Eliminates "ThrowOut" Rule

    [23154]   December 31, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 18-08 TAX MEMBERS No. 55-08     RE: NEW JERSEY LAW ELIMINATES “THROWOUT” RULE   New Jersey Governor Jon Corzine has signed into law Assembly Bill A-2722 (the “Act”) [1], which repeals New Jersey’s...