Tax Committee Content

[16666] October 14, 2003 TO: ACCOUNTING/TREASURERS COMMITTEE No. 33-03 TAX COMMITTEE No. 65-03 RE: DRAFT PAPER ON ACCOUNTING AND REPORTING FOR FUND MERGERS Attached is a draft paper addressing fund mergers prepared by the Institute’s Accounting Policy Subcommittee. The draft paper...

[16649] October 9, 2003 TO: ACCOUNTING/TREASURERS COMMITTEE No. 31-03 INTERNATIONAL COMMITTEE No. 67-03 TAX COMMITTEE No. 64-03 RE: DATA COLLECTION FOR 2003 PFIC SURVEY UPDATE Each year, the Institute collects information from members regarding foreign companies that may be treated as...

[16628] October 9, 2003 TO: INTERNATIONAL COMMITTEE No. 66-03 TAX COMMITTEE No. 63-03 RE: CONFERENCE CALL OCT. 10 ON INSTITUTE MEETINGS IN JAPAN REGARDING TAX TREATMENT OF OFFSHORE FUNDS Institute representatives met in Japan last week with senior officials of the Ministry of Finance...

[16605] October 2, 2003 TO: TAX COMMITTEE No. 62-03 RE: CONFERENCE CALL REGARDING INSTITUTE REQUEST FOR DIVERSIFICATION GUIDANCE RELATED TO REPURCHASE AGREEMENTS RESCHEDULED The conference call regarding the Institute’s request for guidance related to repurchase agreements has been...

[16603] October 2, 2003 TO: TAX COMMITTEE No. 61-03 RE: CONFERENCE CALL REGARDING INSTITUTE REQUEST FOR DIVERSIFICATION GUIDANCE RELATED TO REPURCHASE AGREEMENTS As you know, last year the Institute requested guidance that would permit investments in certain fully collateralized...

[16573] September 24, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 54-03 OPERATIONS COMMITTEE No. 19-03 PENSION COMMITTEE No. 35-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-03 TAX COMMITTEE No. 60-03 TRANSFER AGENT ADVISORY COMMITTEE No. 88-03 RE: DRAFT COMMENT LETTER RESPONDING TO...

[16570] September 22, 2003 TO: TAX COMMITTEE No. 59-03 RE: SEPTEMBER 23RD CONFERENCE CALL TO DISCUSS JGTRRA A conference call of the ICI’s Tax Committee will be held Tuesday, September 23rd at 4:00 pm (EST) to discuss outstanding issues regarding the Jobs and Growth Tax Relief...

[16516] September 10, 2003 TO: INTERNATIONAL COMMITTEE No. 61-03 TAX COMMITTEE No. 58-03 RE: CONFERENCE CALL SEPTEMBER 11TH TO DISCUSS JAPANESE TAX ISSUES Representatives of the Institute and member firms who have expressed an interest in Japanese tax issues will be meeting with U.S...

[16515] September 9, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 50-03 OPERATIONS COMMITTEE No. 17-03 PENSION COMMITTEE No. 33-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-03 TAX COMMITTEE No. 57-03 TRANSFER AGENT ADVISORY COMMITTEE No. 84-03 RE: DISCUSSION OUTLINE FOR WEDNESDAY...

[16484] September 2, 2003 TO: INTERNATIONAL COMMITTEE No. 57-03 TAX COMMITTEE No. 56-03 RE: CONFERENCE CALL SEPTEMBER 4TH TO DISCUSS JAPANESE TAX ISSUES There will be a conference call September 4th at 2:00 pm (Eastern) to discuss strategies to prevent adverse tax developments in...