Management Company Tax Subcommittee Content

[16451] August 20, 2003 TO: TAX MEMBERS No. 46-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 17-03 RE: CONNECTICUT REPLACES COMBINED REPORTING WITH INTEREST EXPENSE DISALLOWANCE AND INCREASE IN “PREFERENCE TAX” ON COMBINED FILERS On August 16, 2002, the Connecticut legislature...

[16415] August 6, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 16-03 TAX COMMITTEE No. 51-03 RE: CONFERENCE CALL TODAY, AUGUST 6, ON CONNECTICUT STATE TAX DEVELOPMENTS A conference call has been scheduled for today, August 6, 2003, at 4:00 pm (Eastern) to discuss the latest...

[16408] August 6, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 15-03 TAX MEMBERS No. 43-03 RE: INSTITUTE LETTER TO CONNECTICUT’S GOVERNOR REGARDING MANDATORY COMBINED REPORTING Attached is a letter sent to the Governor of Connecticut (with identical copies sent to...

[16409] August 4, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 14-03 TAX COMMITTEE No. 49-03 RE: CONFERENCE CALL TODAY, AUGUST 4, ON CONNECTICUT STATE TAX DEVELOPMENTS Attached is a draft submission on the issue of mandatory combined reporting for fund complexes in...

[16386] August 1, 2003 TO: TAX MEMBERS No. 41-03 ACCOUNTING/TREASURERS MEMBERS No. 33-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-03 529 PLAN ADVISORY COMMITTEE No. 42-03 UNIT INVESTMENT TRUST MEMBERS No. 27-03 RE: COMMENT LETTER ON TAX SHELTER DISCLOSURE REGULATIONS As we...

[16396] July 31, 2003 TO: TAX MEMBERS No. 39-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-03 RE: NEW JERSEY DIVISION OF TAXATION RESPONSE TO INSTITUTE COMMENTS ON PROPOSED REGULATIONS The New Jersey Division of Taxation has provided the attached response to the Institute’s...

[16373] July 30, 2003 TO: TAX MEMBERS No. 38-03 PENSION MEMBERS No. 35-03 ACCOUNTING/TREASURERS MEMBERS No. 31-03 INTERNATIONAL MEMBERS No. 26-03 UNIT INVESTMENT TRUST MEMBERS No. 25-03 TRANSFER AGENT ADVISORY COMMITTEE No. 70-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-03...

[16353] July 25, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 41-03 ACCOUNTING/TREASURERS COMMITTEE No. 28-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-03 TAX COMMITTEE No. 43-03 RE: DRAFT COMMENT LETTER ON TAX SHELTER DISCLOSURE OBLIGATIONS FOR YOUR REVIEW The Treasury Department...

[16208] June 16, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-03 TAX COMMITTEE No. 32-03 RE: JUNE 19 CONFERENCE CALL ON PROPOSED CAPITALIZATION REGULATIONS There will be a conference call to provide an update on and discuss the proposed regulations on the capitalization of...

[16205] June 13, 2003 TO: TAX MEMBERS No. 34-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-03 RE: INSTITUTE COMMENTS ON NEW JERSEY PROPOSED REGULATIONS The Institute has provided the attached comments to the New Jersey Division of Taxation regarding regulations proposed by the...