[21271] June 18, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-07 TAX MEMBERS No. 26-07 RE: U.S. SUPREME COURT DENIES CERTIORARI TO LANCO AND MBNA “ECONOMIC NEXUS” CASES The United States Supreme Court has denied certiorari (docket attached) to Lanco, Inc. v...
[21174] May 22, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-07 TAX COMMITTEE No. 21-07 RE: 2ND NOTICE FOR ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR MAY 30, 2007 As we previously informed you, the next scheduled meeting of the Task Force on Adviser...
[21111] May 3, 2007 TO: ACCOUNTING/TREASURERS MEMBERS No. 11-07 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-07 TAX MEMBERS No. 18-07 RE: FASB ISSUES FSP ON MEANING OF SETTLEMENT IN FIN 48 The Financial Accounting Standards Board recently issued a FASB Staff Position...
[21052] April 13, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-07 TAX COMMITTEE No. 16-07 RE: ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR MAY 30, 2007 A meeting of the Task Force on Adviser/Distributor Tax Issues will be held on Wednesday, May 30, 2007 from...
[20948] March 12, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-07 TAX MEMBERS No. 13-07 RE: INSTITUTE COMMENT LETTER ON REVISED CALIFORNIA APPORTIONMENT REGULATION REGARDING MUTUAL FUND SERVICE PROVIDERS Attached is the Institute’s comment letter regarding the...
[20910] March 2, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-07 TAX COMMITTEE No. 5-07 RE: CALIFORNIA REVISES MUTUAL FUND SERVICE PROVIDER APPORTIONMENT REGULATIONS; COMMENTS REQUESTED The California Franchise Tax Board (“FTB”) has released an explanation and...
[20916] March 2, 2007 TO: ACCOUNTING/TREASURERS COMMITTEE No. 5-07 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-07 TAX COMMITTEE No. 6-07 RE: PROPOSED FASB STAFF POSITION ON MEANING OF SETTLEMENT IN FIN 48 The Financial Accounting Standards Board recently issued a...
[20904] February 28, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-07 TAX COMMITTEE No. 4-07 RE: FUND DISTRIBUTION SURVEY Please send your completed survey to Ezella Wynn at 202-326-5841 (fax) or ewynn@ici.org (e-mail) by Friday, March 30, 2007. Please...
[20857] February 12, 2007 TO: 529 PLAN MEMBERS No. 2-07 ACCOUNTING/TREASURERS MEMBERS No. 4-07 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-07 TAX MEMBERS No. 8-07 UNIT INVESTMENT TRUST MEMBERS No. 2-07 RE: NOTICE 2007-18 PROVIDES GUIDANCE REGARDING EXCISE TAXES ON TAX...
