Tax Committee Content

[18097] October 13, 2004 TO: TAX COMMITTEE No. 31-04 RE: RESCHEDULED CONFERENCE CALL TO DISCUSS ADVANCE NOTICE OF PROPOSED RULEMAKING ON REMIC INTEREST-ONLY OBLIGATIONS As you know, the Treasury Department and the Internal Revenue Service (“IRS”) have issued the attached Advance...

[18015] September 17, 2004 TO: TAX COMMITTEE No. 30-04 RE: CONFERENCE CALL TO DISCUSS ADVANCE NOTICE OF PROPOSED RULEMAKING ON REMIC INTEREST-ONLY OBLIGATIONS The Treasury Department and the Internal Revenue Service (“IRS”) have issued the attached Advance Notice of Proposed...

[17950] September 3, 2004 TO: TAX COMMITTEE No. 29-04 RE: MARK YOUR CALENDARS -- OCTOBER 25TH AND 26TH TAX COMMITTEE MEETINGS IN WASHINGTON, DC The next regularly scheduled meetings of the Tax Committee will be held in Washington, DC on October 25 and 26, in the David Silver...

[17936] August 31, 2004 TO: TAX COMMITTEE No. 28-04 RE: CONFERENCE CALL TO DISCUSS IRS REQUEST FOR COMMENTS ON FORM 1120- RIC The Internal Revenue Service (the “IRS”) has invited comments concerning Form 1120- RIC, U.S. Income Tax Return for Regulated Investment Companies.1 A...

[17885] August 11, 2004 TO: PENSION COMMITTEE No. 37-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-04 TAX COMMITTEE No. 27-04 RE: CONFERENCE CALL TO DISCUSS REVISED 2004 EXPLANATIONS FOR FORM 1099- R CODES 1 AND 2 The Internal Revenue Service has released revised explanations for...

[17882] August 9, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 11-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 13-04 TAX COMMITTEE No. 26-04 RE: CONFERENCE CALL TO DISCUSS IRS MUNICIPAL BOND QUERIES A conference call has been scheduled for Tuesday, August 17, 2004 at 2:00 p.m. EDT to...

[17862] August 5, 2004 TO: ACCOUNTING/TREASURERS COMMITTEE No. 26-04 BANK AND TRUST ADVISORY COMMITTEE No. 17-04 BROKER/DEALER ADVISORY COMMITTEE No. 24-04 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 32-04 OPERATIONS COMMITTEE No. 18-04 TAX COMMITTEE No. 25-04 TRANSFER AGENT ADVISORY...

[17835] July 29, 2004 TO: PENSION COMMITTEE No. 35-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-04 TAX COMMITTEE No. 24-04 RE: CONFERENCE CALL TO DISCUSS REVISED INSTRUCTIONS TO FORM 1099-R The Internal Revenue Service has released revised explanations for Codes 1 and 2 of Form...

[17732] July 1, 2004 TO: TAX COMMITTEE No. 22-04 RE: YEAR-END TAX REPORTING CONFERENCE CALL SCHEDULED FOR JULY 14TH A Tax Committee conference call has been scheduled to discuss year-end tax reporting. Specifically, we will discuss potential changes to the spreadsheet that many funds...

[17680] June 16, 2004 TO: TAX COMMITTEE No. 21-04 RE: TAX COMMITTEE CONFERENCE CALL TO DISCUSS DRAFT SUBMISSION ON PROPOSED SWAP REGULATIONS As discussed at the recent Tax Committee meeting, there will be a conference call for the Committee to discuss the Institute’s draft submission...