Tax Committee Content

[13406] April 11, 2001 TO: INTERNATIONAL COMMITTEE No. 27-01 TAX COMMITTEE No. 14-01 SECURITIES OPERATIONS SUBCOMMITTEE RE: UPDATE ON INSTITUTE EFFORTS WITH RESPECT TO INVESTMENTS IN JAPANESE GOVERNMENT BONDS As you know, the Japanese Ministry of Finance (MoF) is considering the...

[13301] March 22, 2001 TO: TAX COMMITTEE No. 13-01 BROKER/DEALER ADVISORY COMMITTEE No. 6-01 BDAC YEAR END TAX REPORTING TASK FORCE RE: DRAFT REVISED 2001 YEAR END REPORTING SPREADSHEETS As in prior years, this year the Institute will work with representatives of the Securities...

[13286] March 19, 2001 TO: ELECTRONIC COMMERCE ADVISORY COMMITTEE No. 6-01 PENSION COMMITTEE No. 16-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-01 SEC RULES COMMITTEE No. 28-01 TAX COMMITTEE No. 12-01 TECHNOLOGY ADVISORY COMMITTEE No. 3-01 RE: ICI COMMENT LETTER TO FTC CONCERNING...

[13269] March 15, 2001 TO: SEC RULES COMMITTEE No. 26-01 TAX COMMITTEE No. 11-01 RE: ESTABLISHMENT OF AFTER-TAX RETURN CALCULATOR WORKING GROUP; NOTICE OF MEETING At the February 28th SEC Rules Committee meeting, some members indicated that their firms were considering developing...

[13207] February 26, 2001 TO: TAX COMMITTEE No. 9-01 TASK FORCE ON ADVISER/DISTRIBUTOR TAX ISSUES RE: MARCH 14 MEETING TO REVISE INSTITUTE POSITION ON START-UP EXPENSES; INSTITUTE’S REQUEST FOR IRS BUSINESS PLAN GUIDANCE Introduction As those attending the February 8, 2001 meeting of...

[13194] February 23, 2001 TO: TAX COMMITTEE No. 8-01 PENSION COMMITTEE No. 14-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-01 RE: REQUEST FOR COMMENT ON ESIGN CONSUMER CONSENT REQUIREMENT BY MARCH 16, 2001 On June 30, 2000, Congress enacted the Electronic Signatures in Global and...

[13171] February 15, 2001 TO: OPERATIONS COMMITTEE No. 4-01 PENSION MEMBERS No. 10-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-01 RESEARCH COMMITTEE No. 4-01 TAX COMMITTEE No. 7-01 TRANSFER AGENT ADVISORY COMMITTEE No. 16-01 RE: 2001 RETIREMENT PLANS CONFERENCE - TIME TO REGISTER...

[13160] February 14, 2001 TO: TAX COMMITTEE No. 6-01 RE: IRS ISSUES PROPOSED REGULATIONS ON INTEREST AND CARRYING CHARGES FOR TAX STRADDLES In the attached regulations (Prop. Treas. Reg. 1.263(g)-1 through 5; 1.1092(d)-1(d)), the Internal Revenue Service (“IRS”) addresses generally...

[13153] February 13, 2001 TO: TAX COMMITTEE No. 5-01 RE: IRS ISSUES PROPOSED REGULATIONS ON TREATMENT OF EQUITY CALL OPTIONS WITH FLEXIBLE TERMS UNDER TAX STRADDLE RULES In the attached regulations (Treas. Reg. 1.1092(c)-1; 1.1092(c)-2; 1.1092(c)-3), the Internal Revenue Service (“IRS...

[13149] February 12, 2001 TO: OPERATIONS COMMITTEE No. 3-01 PENSION COMMITTEE No. 11-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-01 TAX COMMITTEE No. 4-01 TRANSFER AGENT ADVISORY COMMITTEE No. 15-01 RE: CONFERENCE CALL SCHEDULED FOR MARCH 7, 2001 TO DISCUSS INDUSTRY COMMENTS ON...