Tax Committee Content

[15924] April 22, 2003 TO: TAX COMMITTEE No. 24-03 RE: APRIL 30 CONFERENCE CALL TO DISCUSS INSTITUTE REQUEST FOR IRS BUSINESS PLAN GUIDANCE This memorandum announces a conference call to be held on Wednesday, April 30th at 4:00 (EST), to discuss the Institute’s tax regulatory...

[15921] April 22, 2003 TO: TAX COMMITTEE No. 23-03 RE: APRIL 24TH CONFERENCE CALL TO DISCUSS INSTITUTE DRAFT LETTER TO INDIAN TAX AUTHORITIES REGARDING NETTING OF LONG AND SHORT-TERM CAPITAL GAINS AND LOSSES A conference call has been scheduled for Thursday, April 24th, at 4:00 (EST)...

[15928] April 22, 2003 TO: TAX COMMITTEE No. 25-03 RE: INSTITUTE LETTER OPPOSING EXTENSION OF KANSAS SALES TAX TO SERVICES The Kansas legislature has introduced House Bill 2421 that could extend the sales tax to numerous services, including investment advisory and brokerage services...

[15876] April 7, 2003 TO: MONEY LAUNDERING RULES WORKING GROUP No. 24-03 TAX COMMITTEE No. 22-03 TRANSFER AGENT ADVISORY COMMITTEE No. 38-03 RE: ICI COMMENT LETTER ON IRS FORM 8300 The Internal Revenue Service (IRS) and the Financial Crimes Enforcement Network (FinCEN) recently...

[15828] March 31, 2003 TO: TAX COMMITTEE No. 19-03 RE: PFIC CONFERENCE CALL NOTICE A conference call has been scheduled for Thursday, April 3rd at 2 PM EST, to discuss developments regarding potential PFIC regulations. If you would like to participate in the call, please complete the...

[15800] March 24, 2003 TO: TAX COMMITTEE No. 18-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-03 RE: STATE TAX UPDATE -- CONFERENCE CALL NOTICE A conference call has been scheduled for Wednesday, March 26th at 4PM EST, to discuss multiple developing state tax issues including: •...

[15796] March 24, 2003 TO: BROKER/DEALER ADVISORY COMMITTEE No. 13-03 MONEY LAUNDERING RULES WORKING GROUP No. 23-03 SEC RULES MEMBERS No. 36-03 TAX COMMITTEE No. 17-03 TRANSFER AGENT ADVISORY COMMITTEE No. 35-03 RE: ICI COMMENT LETTER ON PROPOSED MUTUAL FUND SAR RULE On Friday, the...

[15785] March 21, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 18-03 OPERATIONS COMMITTEE No. 5-03 PENSION COMMITTEE No. 8-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-03 TAX COMMITTEE No. 16-03 TRANSFER AGENT ADVISORY COMMITTEE No. 34-03 RE: MARCH 27 CONFERENCE CALL TO DISCUSS REVISED...

[15781] March 20, 2003 TO: TAX COMMITTEE No. 15-03 RE: MARK YOUR CALENDARS -- JUNE 4 AND 5 TAX COMMITTEE MEETINGS IN DENVER, COLORADO The next regularly scheduled meetings of the Tax Committee will be held in Denver, Colorado at the Hyatt Regency Denver, 1750 Welton Street, Denver...

[15739] March 10, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 15-03 OPERATIONS COMMITTEE No. 3-03 PENSION COMMITTEE No. 7-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-03 TAX COMMITTEE No. 14-03 TRANSFER AGENT ADVISORY COMMITTEE No. 28-03 RE: MARCH 13 CONFERENCE CALL TO DISCUSS DRAFT...