Tax Committee Content

[14401] January 25, 2002 TO: TAX COMMITTEE No. 3-02 TASK FORCE ON ADVISER/DISTRIBUTOR TAX ISSUES RE: IRS REQUESTS COMMENTS ON ADVANCE NOTICE OF GUIDANCE THAT WILL PERMIT DEDUCTIBILITY OF AMOUNTS PREVIOUSLY REQUIRED TO BE CAPITALIZED As you may know, the Internal Revenue Service (“IRS”...

[14396] January 24, 2002 TO: PENSION COMMITTEE No. 3-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-02 TAX COMMITTEE No. 2-02 RE: IRS REQUESTS COMMENTS ON TEMPORARY AND PROPOSED REGULATIONS PROVIDING EXPEDITED PROCESS TO OBTAIN INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS FOR FOREIGN...

[14369] January 17, 2002 TO: TAX COMMITTEE No. 1-02 RE: FEBRUARY 12 AND 13 TAX COMMITTEE MEETINGS IN WASHINGTON, DC The next meetings of the Tax Committee will be held in Washington, DC on February 12 and 13, 2002, in the Institute’s David Silver Conference Room, on the 12th floor of...

[14194] November 29, 2001 TO: BOARD OF GOVERNORS No. 60-01 PRIMARY CONTACTS - MEMBER COMPLEX No. 89-01 FEDERAL LEGISLATION MEMBERS No. 17-01 OPERATIONS COMMITTEE No. 32-01 TAX COMMITTEE No. 31-01 ACCOUNTING/TREASURERS COMMITTEE No. 35-01 RE: INDUSTRY LETTER TO CONGRESS REQUESTING TAX...

BY EMAIL [14191] November 29, 2001 TO: TAX COMMITTEE No. 30-01 RE: DRAFT OUTLINE OF INSTITUTE COMMENTS ON TAXATION OF NOTIONAL PRINCIPAL CONTRACTS As we discussed at our recent Committee meetings, the Internal Revenue Service and Treasury Department are seeking comments on the...

[14129] November 13, 2001 TO: TAX COMMITTEE No. 29-01 RE: CONFERENCE CALL ON NOVEMBER 13, 2001 TO DISCUSS LEGISLATIVE PROPOSAL PERMITTING ELECTRONIC DELIVERY OF IRS FORM 1099 The Senate Committee on Finance has inserted a provision in the tax bill that would permit electronic delivery...

[14076] October 22, 2001 TO: TAX COMMITTEE No. 28-01 RE: AGENDAS AND DIAL-IN INFORMATION FOR TAX COMMITTEE MEETINGS- OCTOBER 24 (2:00 PM EST) AND OCTOBER 25 (10:00 AM EST) As you know, the next meetings of the Tax Committee will be held on Wednesday, October 24 at 2:00 p.m. (preceded...

[14047] October 12, 2001 TO: OPERATIONS COMMITTEE No. 30-01 TAX COMMITTEE No. 27-01 TECHNOLOGY ADVISORY COMMITTEE No. 10-01 TRANSFER AGENT ADVISORY COMMITTEE No. 82-01 SMALL FUNDS COMMITTEE No. 15-01 RE: SECURING AMERICA INVESTMENT ACT OF 2001 The Securing America Investment Act of...

[14034] October 10, 2001 TO: ACCOUNTING/TREASURERS COMMITTEE No. 29-01 BANK AND TRUST ADVISORY COMMITTEE No. 21-01 BROKER/DEALER ADVISORY COMMITTEE No. 25-01 OPERATIONS COMMITTEE No. 29-01 TAX COMMITTEE No. 26-01 TRANSFER AGENT ADVISORY COMMITTEE No. 77-01 RE: 2001 YEAR-END TAX...

[14010] October 3, 2001 TO: TAX COMMITTEE No. 25-01 RE: OCTOBER 24 AND 25 TAX COMMITTEE MEETINGS IN WASHINGTON, DC The next meetings of the Tax Committee will be held on October 24 and 25, 2001 in the Institute’s David Silver Conference Room, on the 12th floor of our offices at 1401 H...