Management Company Tax Subcommittee Content

[15800] March 24, 2003 TO: TAX COMMITTEE No. 18-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-03 RE: STATE TAX UPDATE -- CONFERENCE CALL NOTICE A conference call has been scheduled for Wednesday, March 26th at 4PM EST, to discuss multiple developing state tax issues including: •...

[15761] March 19, 2003 TO: ACCOUNTING/TREASURERS MEMBERS No. 16-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-03 TAX MEMBERS No. 18-03 RE: INSTITUTE COMMENTS ON PROPOSED CAPITALIZATION REGULATIONS Attached are the Institute’s comments on the proposed regulations1 governing the...

[15707] March 7, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 14-03 ACCOUNTING/TREASURERS MEMBERS No. 13-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-03 TAX MEMBERS No. 15-03 UNIT INVESTMENT TRUST MEMBERS No. 9-03 RE: TREASURY RELEASES FINAL TAX SHELTER REGULATIONS AND RELATED...

[15727] March 7, 2003 TO: TAX COMMITTEE No. 13-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-03 RE: DRAFT INSTITUTE COMMENTS ON PROPOSED CAPITALIZATION REGULATIONS Attached are draft comments on the Administration’s proposed regulations governing the capitalization of amounts...

[15722] March 4, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-03 RE: MARCH 6 CONFERENCE CALL TO DISCUSS PROPOSED CAPITALIZATION REGULATIONS & STATE TAX NEXUS A conference call of the Adviser Distributor Tax Issues Task Force has been scheduled for Thursday, March 6, at 2...

[15698] February 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 13-03 ACCOUNTING/TREASURERS COMMITTEE No. 9-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-03 TAX COMMITTEE No. 8-03 UNIT INVESTMENT TRUST COMMITTEE No. 6-03 RE: IRS ISSUES PROPOSED REGULATIONS ON AVOIDING ACCURACY...

[15572] January 24, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 5-03 ACCOUNTING/TREASURERS MEMBERS No. 5-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-03 TAX MEMBERS No. 6-03 UNIT INVESTMENT TRUST MEMBERS No. 1-03 RE: TREASURY AND IRS AMEND EFFECTIVE DATE OF REGULATIONS ADDRESSING...

[15499] December 31, 2002 TO: ACCOUNTING/TREASURERS MEMBERS No. 55-02 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-02 TAX MEMBERS No. 56-02 UNIT INVESTMENT TRUST MEMBERS No. 41-02 RE: COMMENT LETTER ON TEMPORARY AND PROPOSED REGULATIONS ADDRESSING ABUSIVE TAX AVOIDANCE TRANSACTIONS...

[15392] December 9, 2002 TO: ACCOUNTING/TREASURERS COMMITTEE No. 54-02 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-02 TAX COMMITTEE No. 38-02 UNIT INVESTMENT TRUST COMMITTEE No. 30-02 RE: DRAFT COMMENT LETTER ON TEMPORARY AND PROPOSED REGULATIONS ADDRESSING ABUSIVE TAX AVOIDANCE...

[15145] September 11, 2002 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-02 RE: PRELIMINARY AGENDA FOR SEPTEMBER 17 MEETING The next meeting of the Adviser/Distributor Tax Issues Task Force -- as announced in a memorandum sent in early August1 -- is scheduled for September 17...