Tax Committee Content

[17182] March 9, 2004 TO: TAX COMMITTEE No. 10-04 RE: TAX COMMITTEE CONFERENCE CALL MARCH 16 TO DISCUSS SEC RELEASE ON MANDATORY REDEMPTION FEES The Securities and Exchange Commission has proposed new Rule 22c-2 under the Investment Company Act that would generally require mutual...

[17171] March 8, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-04 BROKER/DEALER ADVISORY COMMITTEE No. 8-04 OPERATIONS COMMITTEE No. 4-04 PENSION COMMITTEE No. 12-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-04 SEC RULES COMMITTEE No. 22-04 SMALL FUNDS COMMITTEE No. 17-04 TAX...

[17173] March 5, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 4-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 5-04 TAX COMMITTEE No. 8-04 RE: INSTITUTE COMMENT LETTER REGARDING PROPOSED CHANGES TO CIRCULAR 230 The attached Institute comment letter addresses proposed revisions by the...

[17161] March 2, 2004 TO: TAX COMMITTEE No. 7-04 RE: TAX COMMITTEE CONFERENCE CALL TO DISCUSS PROPOSED SWAP REGULATIONS Treasury has issued proposed regulations on the character and timing of accruals for contingent nonperiodic payments under notional principal contracts (“swaps”).1...

[17145] February 27, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 3-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 4-04 TAX COMMITTEE No. 6-04 RE: DRAFT COMMENT LETTER FOR YOUR REVIEW REGARDING PROPOSED CHANGES TO CIRCULAR 230 The attached Institute draft comment letter addresses...

[17081] February 11, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 7-04 TAX COMMITTEE No. 5-04 RE: FEBRUARY 20 CONFERENCE CALL TO DISCUSS PRESIDENT’S FY 2005 BUDGET PROPOSALS AFFECTING 529 PLANS A conference call has been scheduled for Friday, February 20, 2004 at 2:00 pm EST to discuss...

[17032] January 30, 2004 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 6-04 COMPLIANCE ADVISORY COMMITTEE No. 13-04 EQUITY MARKETS ADVISORY COMMITTEE No. 2-04 INTERNATIONAL COMMITTEE No. 8-04 INVESTMENT ADVISERS COMMITTEE No. 3-04 PENSION COMMITTEE No. 6-04 SEC RULES COMMITTEE No...

[16992] January 22, 2004 TO: TAX COMMITTEE No. 3-04 RE: PRELIMINARY AGENDAS FOR FEBRUARY 4 AND 5 TAX COMMITTEE MEETINGS IN WASHINGTON, DC Attached are the preliminary agendas for the next meetings of the Tax Committee to be held in Washington, DC on February 4, beginning at 2:00 p.m...

[16941] January 9, 2004 TO: TAX COMMITTEE No. 2-04 VARIABLE INSURANCE PRODUCTS ADVISORY COMMITTEE No. 1-04 RE: DRAFT COMMENT LETTER URGING TREASURY AND IRS TO ALLOW VARIABLE ANNUITIES TO INVEST EXCLUSIVELY IN TREASURY SECURITIES Attached is a draft comment letter urging Treasury and...

[16955] January 9, 2004 TO: TAX COMMITTEE No. 1-04 RE: JANUARY 14 CONFERENCE CALL TO DISCUSS INDIA FII SECURITIES LAW ISSUES The Institute’s International Committee has scheduled a conference call for Wednesday, January 14, at 2:00 p.m. (Eastern) to discuss issues that the Institute...