Tax Committee Content

    [21129]   URGENT/ACTION REQUESTED May 9, 2007 TO: SEC RULES COMMITTEE No. 41-07 TAX COMMITTEE No. 20-07 ACCOUNTING/TREASURERS COMMITTEE No. 9-07 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 17-07 SMALL FUNDS COMMITTEE No. 16-07     RE: INSTITUTE'S DRAFT PROPOSAL TO AMEND RULE 19A-1...

    [21112]   May 4, 2007 TO: TAX COMMITTEE No. 19-07     RE: MAY 14 CONFERENCE CALL TO DISCUSS TAX RECOMMENDATIONS FOR TREASURY 2007-2008 GUIDANCE PRIORITY LIST   Notice 2007-41 [1] invites public comments on recommendations for the Treasury Department and the Internal Revenue...

    [21065]   April 18, 2007 TO: OPERATIONS COMMITTEE No. 7-07 TAX COMMITTEE No. 18-07 TRANSFER AGENT ADVISORY COMMITTEE No. 21-07     RE: REVISED 2007 COST BASIS REPORTING SURVEY   We have received a number of questions regarding the Institute’s 2007 Cost Basis Reporting Survey. [1] ...

    [21062]   April 17, 2007 TO: OPERATIONS COMMITTEE No. 6-07 TAX COMMITTEE No. 17-07 TRANSFER AGENT ADVISORY COMMITTEE No. 20-07     RE: 2007 COST BASIS REPORTING SURVEY   Over the past year, there has been continued interest in cost basis reporting legislation by both Congress and...

    [21052]   April 13, 2007 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-07 TAX COMMITTEE No. 16-07     RE: ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR MAY 30, 2007   A meeting of the Task Force on Adviser/Distributor Tax Issues will be held on Wednesday, May 30, 2007 from...

    [21045]   April 10, 2007 TO: TAX COMMITTEE No. 15-07     RE: APRIL 17 CONFERENCE CALL TO DISCUSS NY CAPTIVE RIC LAW AND OTHER STATE TAX ISSUES   A conference call has been scheduled for Tuesday, April 17 at 2:00 p.m. (eastern time) to discuss a provision included in recently...

    [21044]   April 9, 2007 TO: TAX COMMITTEE No. 14-07     RE: INSTITUTE SUBMISSION TO IRS REGARDING BIFURCATION, POST-OCTOBER SHORT-TERM LOSSES, AND RELATED ISSUES   The Institute submitted to the Internal Revenue Service the attached draft guidance regarding bifurcation, post...

    [21035]   April 5, 2007 TO: TAX COMMITTEE No. 13-07     RE: TAX COMMITTEE AND WASHINGTON REPS CONFERENCE CALL TO DISCUSS COST BASIS REPORTING - THURSDAY, APRIL 12 AT 2:00 PM EDT   A joint conference call with the Tax Committee and the Washington Representatives will be held on...

    [21032]   April 5, 2007 TO: TAX COMMITTEE No. 12-07     RE: APRIL 11 TAX COMMITTEE CALL TO DISCUSS REV. RUL. 2007-3 (ACCRUAL OF LIABILITIES FOR SERVICES) AND OTHER TAX ISSUES   A conference call is scheduled for Wednesday, April 11, 2007 at 2:00 p.m. (eastern time) to discuss...

    [20996]   March 27, 2007 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 13-07 COMPLIANCE ADVISORY COMMITTEE No. 8-07 EQUITY MARKETS ADVISORY COMMITTEE No. 16-07 INTERNATIONAL COMMITTEE No. 7-07 INVESTMENT ADVISERS COMMITTEE No. 8-07 PENSION COMMITTEE No. 9-07 PRIMARY CONTACTS -...