Tax Committee Content

    [21354]   July 12, 2007 TO: ACCOUNTING/TREASURERS COMMITTEE No. 14-07 BANK AND TRUST ADVISORY COMMITTEE No. 19-07 BROKER/DEALER ADVISORY COMMITTEE No. 32-07 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 23-07 OPERATIONS COMMITTEE No. 14-07 TAX COMMITTEE No. 30-07 TRANSFER AGENT...

    [21297]   June 20, 2007 TO: TAX COMMITTEE No. 29-07 RE: YEAR-END TAX REPORTING CONFERENCE CALL ON JUNE 26, 2007   A Tax Committee conference call has been scheduled for Tuesday, June 26, 2007 at 2:00 p.m. (eastern) to discuss year-end tax reporting.  Specifically, we will discuss...

    [21233]   June 15, 2007 TO: TAX COMMITTEE No. 27-07 VARIABLE INSURANCE PRODUCTS ADVISORY COMMITTEE No. 8-07     RE: PROPOSED TECHNICAL CORRECTIONS LANGUAGE FOR NEW YORK CAPTIVE RIC LEGISLATION; COMMENTS REQUESTED   The New York General Assembly enacted budget legislation in April...

    [21263]   June 15, 2007 TO: TAX COMMITTEE No. 28-07     RE: AGENDAS FOR JUNE 21 AND 22 TAX COMMITTEE MEETINGS IN SEATTLE, WASHINGTON   Attached are the agendas for the Tax Committee meetings to be held on Thursday, June 21 at 2:00 p.m., and Friday, June 22 at 9:00 a.m.  As we...

    [21238]   June 13, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 15-07 BROKER/DEALER ADVISORY COMMITTEE No. 24-07 TAX COMMITTEE No. 26-07 TRANSFER AGENT ADVISORY COMMITTEE No. 32-07     RE: CONFERENCE CALL TO DISCUSS ICI SUBMISSION TO SENATE FINANCE COMMITTEE ON...

  URGENT/ACTION REQUESTED [21198]   May 31, 2007 TO: ACCOUNTING/TREASURERS COMMITTEE No. 10-07 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 18-07 SEC RULES COMMITTEE No. 46-07 SMALL FUNDS COMMITTEE No. 18-07 TAX COMMITTEE No. 25-07     RE: INSTITUTE'S REVISED DRAFT PROPOSAL TO AMEND...

    [21182]   May 25, 2007 TO: TAX COMMITTEE No. 24-07 RE: FINANCE STAFF RELEASES DRAFT COST BASIS REPORTING PROPOSAL - CONFERENCE CALL SCHEDULED FOR THURSDAY, MAY 31 AT 2 PM EDT   The Senate Finance Committee staff has released for discussion and comment draft statutory language that...

    [21176]   May 24, 2007 TO: PENSION COMMITTEE No. 14-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-07 TAX COMMITTEE No. 23-07 529 PLAN ADVISORY COMMITTEE No. 5-07     RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS GUIDANCE PRIORITY LIST - COMMENTS...

    [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...

    [21166]   May 22, 2007 TO: TAX COMMITTEE No. 22-07     RE: JUNE 21 AND 22 TAX COMMITTEE MEETINGS IN SEATTLE, WASHINGTON   As we previously informed you, [1] the next regularly scheduled meetings of the Tax Committee will be held on June 21 and June 22, 2007 in Seattle, Washington...