Management Company Tax Subcommittee Content

[17708] June 25, 2004 TO: TAX MEMBERS No. 33-04 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-04 RE: HOUSE PASSES ETI LEGISLATION WITH EXTENSIVE TAX PROVISIONS The House of Representatives has passed H.R. 4520, the American Jobs Creation Act of 2004.1 This legislation is intended to...

[17628] June 4, 2004 TO: TAX MEMBERS No. 29-04 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-04 RE: SENATE PASSES ETI LEGISLATION WITH EXTENSIVE TAX PROVISIONS The Senate has passed S.1637, the “Jumpstart Our Business Strength (“JOBS”) Act.”1 This legislation is intended to comply...

[17282] March 25, 2004 TO: TAX MEMBERS No. 18-04 ACCOUNTING/TREASURERS MEMBERS No. 16-04 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-04 RE: IRS ISSUES GUIDANCE ON CHANGE OF ACCOUNTING METHODS FOR CAPITALIZATION OF INTANGIBLE ASSETS The IRS has issued Rev. Proc. 2004-23,1 which...

[17184] March 23, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 11-04 ACCOUNTING/TREASURERS MEMBERS No. 15-04 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-04 TAX MEMBERS No. 17-04 UNIT INVESTMENT TRUST MEMBERS No. 11-04 RE: HIGHWAY TRUST FUND BILL INCLUDES SEVERAL TAX PROVISIONS The...

[17104] February 19, 2004 TO: TAX MEMBERS No. 9-04 ACCOUNTING/TREASURERS MEMBERS No. 7-04 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-04 RE: CHANGE IN ACCOUNTING METHOD PROCEDURES UNDER FINAL CAPITALIZATION REGULATIONS As we have previously informed you, the final regulations on...

[17030] January 29, 2004 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-04 RE: DIAL-IN NUMBER AVAILABLE FOR ADVISER/DISTRIBUTOR ISSUES TAX TASK FORCE MEETING ON FEBRUARY 4TH As we previously informed you, there will be a meeting of the Task Force on Adviser/Distributor Tax Issues...

[16966] January 12, 2004 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-04 RE: ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR FEBRUARY 4TH A meeting of the Task Force on Adviser/Distributor Tax Issues will be held on Wednesday, February 4th, from 10:00 to 12:00, in the Institute’s...

[16928] December 31, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 20-03 TAX MEMBERS No. 69-03 RE: FINAL REGULATIONS ON DISCLOSURE OF CONFIDENTIAL TRANSACTIONS We are pleased to inform you that final regulations1 have been issued that clarify the scope of a taxpayer’s...

[16924] December 30, 2003 TO: TAX MEMBERS No. 68-03 ACCOUNTING/TREASURERS MEMBERS No. 63-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 19-03 RE: FINAL REGULATIONS REGARDING CAPITALIZATION OF INTANGIBLE ASSETS We are pleased to inform you that the Treasury Department and the...

[16480] September 2, 2003 TO: ACCOUNTING/TREASURERS MEMBERS No. 37-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 18-03 TAX MEMBERS No. 47-03 RE: SUPPLEMENTAL INSTITUTE COMMENTS ON PROPOSED REGULATIONS ON THE CAPITALIZATION OF INTANGIBLE ASSETS Attached are supplemental comments the...