Tax Committee Content

  [21748]   October 4, 2007 TO: TAX COMMITTEE No. 40-07 RE: CONFERENCE CALL TO DISCUSS COST BASIS REPORTING - THURSDAY, OCTOBER 11, AT 1:00 PM ET   A conference call has been scheduled for Thursday, October 11, 2007, at 1:00 pm ET, to discuss recent developments regarding mandatory...

    [21621]   September 21, 2007 TO: ACCOUNTING/TREASURERS COMMITTEE No. 19-07 BANK AND TRUST ADVISORY COMMITTEE No. 34-07 BROKER/DEALER ADVISORY COMMITTEE No. 57-07 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 33-07 OPERATIONS COMMITTEE No. 24-07 TAX COMMITTEE No. 39-07 TRANSFER AGENT...

    [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...

    [21521]   August 24, 2007 TO: TAX COMMITTEE No. 37-07     RE: TAX COMMITTEE CALL TO DISCUSS IRS AUDIT ISSUES   A conference call has been scheduled for Thursday, August 30, at 2:00 p.m. (Eastern) to discuss recent industry experiences in negotiating settlement agreements with the...

    [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...

    [21472]   August 14, 2007 TO: TAX COMMITTEE No. 35-07     RE: OCTOBER 29 AND 30 TAX COMMITTEE MEETINGS IN WASHINGTON, DC   The next meetings of the Tax Committee will be held on Monday, October 29, beginning at 2:00 p.m., and Tuesday, October 30, beginning at 9:30 a.m., in the...

    [21416]   August 2, 2007 TO: CEOS CLOSED-END INVESTMENT COMPANY COMMITTEE No. 25-07 COMPLIANCE ADVISORY COMMITTEE No. 15-07 EQUITY MARKETS ADVISORY COMMITTEE No. 44-07 INTERNATIONAL COMMITTEE No. 22-07INVESTMENT ADVISERS COMMITTEE No. 14-07 PENSION COMMITTEE No. 22-07 PRIMARY...

    [21413]   August 1, 2007 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 14-07 ETF ADVISORY COMMITTEE No. 27-07 EQUITY MARKETS ADVISORY COMMITTEE No. 43-07 FIXED-INCOME ADVISORY COMMITTEE No. 19-07 CHIEF COMPLIANCE OFFICER COMMITTEE No. 17-07 529 PLAN ADVISORY COMMITTEE No. 8-07...

    [21409]   August 1, 2007 TO: 529 PLAN ADVISORY COMMITTEE No. 9-07 PENSION COMMITTEE No. 21-07 TAX COMMITTEE No. 33-07 VARIABLE INSURANCE PRODUCTS ADVISORY COMMITTEE No. 11-07     RE: PROPOSED REGULATIONS ON DIVERSIFICATION REQUIREMENTS FOR VARIABLE CONTRACTS; COMMENTS REQUESTED  ...

    [21356]   July 13, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 20-07 BROKER/DEALER ADVISORY COMMITTEE No. 34-07 OPERATIONS COMMITTEE No. 15-07 SEC RULES COMMITTEE No. 58-07 SMALL FUNDS COMMITTEE No. 28-07 TAX COMMITTEE No. 31-07     RE: DRAFT ICI LETTER IN...