Tax Committee Content

[15727] March 7, 2003 TO: TAX COMMITTEE No. 13-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-03 RE: DRAFT INSTITUTE COMMENTS ON PROPOSED CAPITALIZATION REGULATIONS Attached are draft comments on the Administration’s proposed regulations governing the capitalization of amounts...

ACTION REQUESTED [15721] March 4, 2003 TO: BROKER/DEALER ADVISORY COMMITTEE No. 10-03 MONEY LAUNDERING RULES WORKING GROUP No. 17-03 TAX COMMITTEE No. 12-03 TRANSFER AGENT ADVISORY COMMITTEE No. 25-03 RE: NOTICE OF CONFERENCE CALL -- TUESDAY, MARCH 18, 2003 There will be a conference...

ACTION REQUESTED [15705] February 28, 2003 TO: BROKER/DEALER ADVISORY COMMITTEE No. 9-03 MONEY LAUNDERING RULES WORKING GROUP No. 16-03 TAX COMMITTEE No. 10-03 TRANSFER AGENT ADVISORY COMMITTEE No. 24-03 RE: DRAFT INSTITUTE LETTER ON MUTUAL FUND SUSPICIOUS ACTIVITY REPORTING RULE The...

[15711] February 28, 2003 TO: TAX COMMITTEE No. 11-03 RE: MARCH 5 CONFERENCE CALL TO DISCUSS DIVIDEND EXCLUSION A conference call of the Tax Committee has been scheduled for Wednesday, March 5, at 2:00 p.m. (Eastern) to discuss the dividend exclusion proposal introduced in Congress on...

[15698] February 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 13-03 ACCOUNTING/TREASURERS COMMITTEE No. 9-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-03 TAX COMMITTEE No. 8-03 UNIT INVESTMENT TRUST COMMITTEE No. 6-03 RE: IRS ISSUES PROPOSED REGULATIONS ON AVOIDING ACCURACY...

[15700] February 26, 2003 TO: TAX COMMITTEE No. 9-03 RE: NEW JERSEY PROPOSED REGULATIONS The New Jersey Division of Taxation has released proposed regulations1 with respect to the Business Tax Reform Act2 that was passed on July 2, 2002 and is effective for periods beginning on and...

[15694] February 25, 2003 TO: TAX COMMITTEE No. 7-03 RE: CONFERENCE CALL REGARDING INDIA A conference call has been scheduled for interested tax committee members for Monday, March 3rd at 2 PM EST to discuss tax issues in India. If you would like to participate in the call, please...

[15664] February 18, 2003 TO: TAX COMMITTEE No. 6-03 RE: FEBRUARY 19 AND 20 COMMITTEE MEETINGS WILL BE HELD The Tax Committee meetings scheduled for February 19 and 20 will be held. The weather in Washington has improved considerably and the airports are open. Nevertheless, to...

[15655] February 14, 2003 TO: TAX COMMITTEE No. 5-03 RE: DIVIDEND EXCLUSION MATERIALS FOR FEBRUARY 19 MEETING Attached for your review in advance of the Tax Subcommittee meeting next Wednesday, February 19 at 2:00 p.m. -- in the David Silver Conference Room, on the 12th floor of the...

[15636] February 10, 2003 TO: TAX COMMITTEE No. 4-03 RE: AGENDAS FOR FEBRUARY 19 AND 20 TAX COMMITTEE MEETINGS The next meetings of the Tax Committee will be held, as previously announced,1 on Wednesday, February 19 at 2:00 p.m. (preceded by cookies and beverages) and Thursday...