Tax Committee Content

[17640] June 8, 2004 TO: TAX COMMITTEE No. 20-04 RE: DRAFT INSTITUTE SUBMISSION ON PROPOSED SWAP REGULATIONS Attached is the Institute’s draft submission on Treasury’s proposed regulations on the taxation of notional principal contracts (“NPCs” or “swaps”) with contingent nonperiodic...

[17627] June 4, 2004 TO: TAX COMMITTEE No. 19-04 RE: AGENDAS FOR JUNE 9 AND 10 TAX COMMITTEE MEETINGS--IN SAN FRANCISCO Attached are the agendas for the Tax Committee meetings to be held next week in San Francisco at Wells Fargo Funds Management. All meetings will be held in the...

[17561] May 20, 2004 TO: TAX COMMITTEE No. 18-04 RE: SUGGESTIONS FOR TOPICS FOR JUNE 9 TAX COMMITTEE MEETING The Tax Committee is in the process of developing its agendas for the meetings on June 9 and 10 in San Francisco.1 The afternoon meeting on June 9 will involve a detailed...

1 See Institute Memorandum to Tax Members No. 65-03 [16824], dated November 28, 2003. 2 See Institute Memoranda to Tax Members No. 36-03 [16341], dated July 22, 2003, and No. 40-03 [16404], dated August 1, 2003. 3 See Institute Memorandum to Tax Committee No. 14-04 [17414], dated...

[17478] May 7, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 18-04 BANK AND TRUST ADVISORY COMMITTEE No. 11-04 BROKER/DEALER ADVISORY COMMITTEE No. 16-04 OPERATIONS COMMITTEE No. 9-04 PENSION COMMITTEE No. 25-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-04 SEC RULES COMMITTEE No. 41-04...

[17422] April 26, 2004 TO: TAX COMMITTEE No. 15-04 PENSION COMMITTEE No. 22-04 529 PLAN ADVISORY COMMITTEE No. 16-04 RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS BUSINESS PLAN Attached for your review is a draft Institute letter, to be submitted to the...

[17414] April 23, 2004 TO: TAX COMMITTEE No. 14-04 RE: TAX COMMITTEE CONFERENCE CALL APRIL 28 ON FOREIGN QDI AND INDIA There will be a conference call for the Tax Committee on Wednesday, April 28 at 4:00 pm (Eastern). The purpose of the call is to discuss: (1) Treasury’s proposal, as...

ACTION REQUESTED [17401] April 19, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 8-04 BROKER/DEALER ADVISORY COMMITTEE No. 13-04 OPERATIONS COMMITTEE No. 7-04 PENSION COMMITTEE No. 20-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-04 SEC RULES COMMITTEE No. 36-04 SMALL FUNDS...

[17382] April 14, 2004 TO: TAX COMMITTEE No. 12-04 RE: ARRANGEMENTS FOR JUNE 9 AND 10 TAX COMMITTEE MEETINGS IN SAN FRANCISCO, CALIFORNIA The next regularly scheduled meetings of the Tax Committee will be held on June 9 and June 10, 2004 in San Francisco, California at Wells Fargo...

[17330] March 31, 2004 TO: TAX COMMITTEE No. 11-04 RE: APRIL 16TH CONFERENCE CALL TO DISCUSS INSTITUTE REQUEST FOR IRS BUSINESS PLAN GUIDANCE This memorandum announces a conference call to be held on Friday, April 16th at 2:00 (EST), to discuss the Institute’s tax regulatory...