[22424] April 14, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-08 TAX COMMITTEE No. 13-08 RE: REMINDER - ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR APRIL 18, 2008; AGENDA ATTACHED The agenda for this week’s meeting of the Task Force on Adviser/Distributor...
[22399] April 8, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-08TAX COMMITTEE No. 12-08 RE: MONTHLY TAX COMMITTEE CALL SCHEDULED FOR APRIL 16TH AT 2:00 P.M. (EASTERN) This month’s Tax Committee conference call to discuss members’ tax questions is scheduled for...
[22309] March 7, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-08 TAX COMMITTEE No. 9-08 RE: MONTHLY TAX COMMITTEE CALL SCHEDULED FOR MARCH 12TH AT 2:00 P.M. (EASTERN) This month’s Tax Committee conference call to discuss members’ tax questions is scheduled for...
[22308] March 7, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-08 TAX COMMITTEE No. 8-08 RE: ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR APRIL 18, 2008 A meeting of the Task Force on Adviser/Distributor Tax Issues will be held on Friday, April 18, 2008 from 10...
[22114] January 11, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-08 TAX COMMITTEE No. 4-08 RE: MONTHLY TAX CALL SCHEDULED FOR JANUARY 23RD AT 2:00 P.M. (EST) This month’s Tax Committee conference call to discuss members’ tax questions is scheduled for Wednesday...
[22059] December 28, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 23-07 TAX MEMBERS No. 62-07 RE: CALIFORNIA FRANCHISE TAX BOARD WILL CONSIDER WHETHER SALES FACTOR SHOULD INCLUDE AGENTS’ ACTIVITIES The California Franchise Tax Board (“FTB”) is considering...
[22020] December 7, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 22-07 TAX COMMITTEE No. 49-07 RE: MONTHLY TAX COMMITTEE CALL SCHEDULED FOR DECEMBER 19TH AT 2:00 P.M. (EST) This month’s Tax Committee conference call to discuss members’ tax questions is scheduled...
[22007] December 5, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 21-07 TAX MEMBERS No. 52-07 RE: MICHIGAN REPEALS SERVICES TAX The Michigan legislature has repealed retroactively Michigan’s six percent tax on the consumption of certain services, including certain...
[21954] November 15, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 20-07 TAX COMMITTEE No. 48-07 RE: CONFERENCE CALL TO DISCUSS MEMBER TAX QUESTIONS SCHEDULED FOR NOVEMBER 28TH AT 2:00 P.M. (EST) As discussed during our last Tax Committee meeting, a conference...
[21889] October 24, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 19-07 TAX MEMBERS No. 46-07 RE: ICI COMMENT LETTER REGARDING CALIFORNIA'S PROPOSED WITHHOLDING REGULATION ICI submitted the attached letter to the California Franchise Tax Board (“FTB”) regarding...
