Management Company Tax Subcommittee Content

  [21887]   October 24, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 18-07 TAX MEMBERS No. 45-07 RE: ICI LETTERS REGARDING MICHIGAN SERVICES TAX   ICI submitted the attached letters to members of the Michigan legislature and to Governor Jennifer Granholm (under separate...

  URGENT/ACTION REQUESTED [21852]   October 16, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 17-07 TAX COMMITTEE No. 43-07     RE: DRAFT INSTITUTE LETTER REGARDING MICHIGAN SERVICES TAX; COMMENTS REQUESTED TODAY   Attached is the Institute’s draft letter urging repeal of the...

    [21805]   October 9, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 16-07 TAX ADVISORY COMMITTEE     RE: MICHIGAN ENACTS TAX ON INVESTMENT ADVICE SERVICES; CONFERENCE CALL SCHEDULED FOR FRIDAY, OCTOBER 12, 2007   Michigan has enacted HB 5198 (now 2007 Public Act 93...

    [21805]   October 9, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 16-07 TAX ADVISORY COMMITTEE     RE: MICHIGAN ENACTS TAX ON INVESTMENT ADVICE SERVICES; CONFERENCE CALL SCHEDULED FOR FRIDAY, OCTOBER 12, 2007   Michigan has enacted HB 5198 (now 2007 Public Act 93...

    [21761]   October 8, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 15-07 TAX MEMBERS No. 42-07     RE: ILLINOIS ENACTS NEW APPORTIONMENT RULES FOR FINANCIAL SERVICE PROVIDERS   Illinois has enacted SB 1544 (now Public Act 095-0233), which includes new apportionment rules...

    [21562]   September 7, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 14-07 TAX COMMITTEE No. 38-07     RE: DRAFT ICI COMMENT LETTER ON CALIFORNIA PROPOSED WITHHOLDING REGULATION; COMMENTS REQUESTED   Attached is the Institute’s draft comment letter regarding California’s...

    [21495]   August 17, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-07 TAX MEMBERS No. 36-07     RE: MICHIGAN ENACTS RIC APPORTIONMENT LEGISLATION   The Michigan Legislature has enacted apportionment rules for sales derived from services to regulated investment...

    [21481]   August 16, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-07 TAX COMMITTEE No. 36-07     RE: CALIFORNIA PROPOSES REGULATIONS TO REQUIRE WITHHOLDING ON CALIFORNIA SOURCE INCOME; CONFERENCE CALL SCHEDULED   The California Franchise Tax Board (“FTB”) is...

     [21438]    August 9, 2007 TO: 529 PLAN MEMBERS No. 10-07 ACCOUNTING/TREASURERS MEMBERS No. 25-07 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-07 TAX MEMBERS No. 33-07 UNIT INVESTMENT TRUST MEMBERS No. 16-07     RE: TREASURY RELEASES FINAL 2007 REGULATIONS ON DISCLOSURE OF...

    [21335]   July 10, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-07 TAX MEMBERS No. 29-07     RE: INSTITUTE COMMENT LETTER ON APPORTIONMENT RULES FOR RIC SERVICE PROVIDERS IN MICHIGAN LEGISLATION   Attached is the Institute’s comment letter regarding Michigan’s...