Tax Committee Content

[14665] April 24, 2002 TO: TAX COMMITTEE No. 13-02 RE: JUNE 20 AND 21 TAX COMMITTEE MEETINGS IN LOS ANGELES, CA The next regularly scheduled meetings of the Tax Committee will be held in Los Angeles, California at the Jonathan Club (545 South Figueroa Street) on June 20 and 21, 2002...

[14661] April 22, 2002 TO: FIXED-INCOME ADVISORY COMMITTEE No. 5-02 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 1-02 TAX COMMITTEE No. 12-02 RE: INSTITUTE LETTER TO TREASURY AND IRS URGING ADDITIONAL GUIDANCE ON TAXATION OF SYNTHETIC TAX-EXEMPT SECURITIES As we previously informed you,1...

[14594] April 2, 2002 TO: INTERNATIONAL COMMITTEE No. 23-02 PENSION COMMITTEE No. 11-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-02 TAX COMMITTEE No. 11-02 RE: IRS GUIDANCE PERMITTING DEFERRAL OF US TAX ON ACCRUED CANADIAN RETIREMENT PLAN INCOME UNDER US-CANADA INCOME TAX TREATY...

[14591] April 1, 2002 TO: TAX COMMITTEE No. 10-02 RE: APRIL 11 CONFERENCE CALL TO DISCUSS INSTITUTE REQUEST FOR IRS BUSINESS PLAN GUIDANCE AND RECOMMENDATIONS FOR TAX SIMPLIFICATION This memorandum announces a conference call to be held on Thursday, April 11 at 1:00 pm (EST) to...

[14563] March 21, 2002 TO: PENSION COMMITTEE No. 9-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-02 TAX COMMITTEE No. 9-02 RE: DRAFT INSTITUTE COMMENTS FOR YOUR REVIEW ON THE INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER (ITIN) REGULATIONS As we previously informed you, the Internal...

[14532] March 13, 2002 TO: BOARD OF GOVERNORS No. 10-02 FEDERAL LEGISLATION MEMBERS No. 4-02 PRIMARY CONTACTS - MEMBER COMPLEX No. 21-02 PUBLIC INFORMATION COMMITTEE No. 9-02 TAX COMMITTEE No. 8-02 RE: TREASURY LETTER TO ICI ON CAPITAL GAINS DEFERRAL On October 12, 2001, Terry Glenn...

[14514] March 8, 2002 TO: TAX COMMITTEE No. 7-02 TASK FORCE ON ADVISER/DISTRIBUTOR TAX ISSUES RE: DRAFT INSTITUTE COMMENTS FOR YOUR REVIEW ON CAPITALIZATION GUIDANCE As we previously informed you, the Treasury Department and the Internal Revenue Service have issued an Advance Notice...

[14475] February 22, 2002 TO: TAX COMMITTEE No. 6-02 RE: IRS GUIDANCE PERMITTING MONTHLY INCLUSION OF TAX-EXEMPT PARTNERSHIP INCOME BY MONEY MARKET FUND PARTNERS The attached Internal Revenue Service (“IRS”) Revenue Procedure (Rev. Proc. 2002-16)1 provides guidance pursuant to which a...

[14413] February 8, 2002 TO: INTERNATIONAL COMMITTEE No. 11-02 TAX COMMITTEE No. 5-02 RE: AMENDED PROPOSAL BY THE COUNCIL OF THE EUROPEAN UNION ON THE TAXATION OF SAVINGS INCOME The Council of the European Union recently approved an amended proposal (EU Council Proposal) for a...

[14415] January 31, 2002 TO: TAX COMMITTEE No. 4-02 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-02 RE: AGENDAS FOR FEBRUARY 12 MEETING ON CAPITALIZATION (AND OTHER ISSUES) AND FEBRUARY 13 TAX COMMITTEE MEETING The next meetings of the Tax Committee will be held, as previously...