Tax Committee Content

[16471] August 26, 2003 TO: INTERNATIONAL COMMITTEE No. 56-03 TAX COMMITTEE No. 54-03 RE: CONFERENCE CALL AUGUST 28TH TO DISCUSS JAPANESE TAX ISSUES We understand that Japanese tax authorities may be proposing to implement a tax on foreign currency gains realized on redemptions of...

[16465] August 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 47-03 OPERATIONS COMMITTEE No. 14-03 PENSION COMMITTEE No. 31-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-03 TAX COMMITTEE No. 53-03 TRANSFER AGENT ADVISORY COMMITTEE No. 79-03 RE: CONFERENCE CALL TO DISCUSS REPORTING...

[16470] August 26, 2003 TO: TAX COMMITTEE No. 55-03 RE: SEPTEMBER 3RD CONFERENCE CALL TO DISCUSS JGTRRA A conference call of the ICI’s Tax Committee will be held Wednesday, September 3rd at 3:00 pm (EST) to discuss outstanding issues regarding the Jobs and Growth Tax Relief...

[16448] August 19, 2003 TO: PENSION COMMITTEE No. 28-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-03 TAX COMMITTEE No. 52-03 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING WAIVER OF PENALTIES FOR FAILURE TO FILE CORRECT INFORMATION RETURNS The Internal Revenue Service (“IRS”) has...

[16415] August 6, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 16-03 TAX COMMITTEE No. 51-03 RE: CONFERENCE CALL TODAY, AUGUST 6, ON CONNECTICUT STATE TAX DEVELOPMENTS A conference call has been scheduled for today, August 6, 2003, at 4:00 pm (Eastern) to discuss the latest...

[16411] August 5, 2003 TO: TAX COMMITTEE No. 50-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 14-03 FIXED-INCOME ADVISORY COMMITTEE No. 13-03 RE: AUGUST 6TH CONFERENCE CALL ON SYNTHETIC MUNICIPAL BOND PARTNERSHIPS A conference call has been scheduled for Wednesday, August 6th at 2:00...

[16409] August 4, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 14-03 TAX COMMITTEE No. 49-03 RE: CONFERENCE CALL TODAY, AUGUST 4, ON CONNECTICUT STATE TAX DEVELOPMENTS Attached is a draft submission on the issue of mandatory combined reporting for fund complexes in...

[16392] July 31, 2003 TO: TAX COMMITTEE No. 48-03 RE: AUGUST 1ST CONFERENCE CALL ON CONNECTICUT STATE TAX DEVELOPMENTS The state budget for Connecticut for fiscal years 2004-2005 was introduced in, and passed by, the state House of Representatives yesterday. The bill is expected to be...

[16388] July 31, 2003 TO: INTERNATIONAL COMMITTEE No. 51-03 TAX COMMITTEE No. 47-03 RE: GERMANY INTRODUCES DRAFT OF NEW FUND LAW AND FUND TAX LAW Attached is a memorandum from German counsel on the draft Investment Modernization Act (Draft Act), which was published by the German...

[16369] July 30, 2003 TO: ACCOUNTING/TREASURERS COMMITTEE No. 29-03 BANK AND TRUST ADVISORY COMMITTEE No. 9-03 BROKER/DEALER ADVISORY COMMITTEE No. 24-03 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 45-03 OPERATIONS COMMITTEE No. 13-03 TAX COMMITTEE No. 46-03 TRANSFER AGENT ADVISORY...