Tax Committee Content

[13113] February 2, 2001 TO: BANK AND TRUST ADVISORY COMMITTEE No. 2-01 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 2-01 INTERNATIONAL COMMITTEE No. 8-01 SECURITIES OPERATIONS SUBCOMMITTEE TAX COMMITTEE No. 2-01 TRANSFER AGENT ADVISORY COMMITTEE No. 12-01 UNIT INVESTMENT TRUST...

[13115] February 2, 2001 TO: TAX COMMITTEE No. 3-01 RE: AGENDA FOR FEBRUARY 8 TAX COMMITTEE MEETING Attached is the agenda for the February 8, 2001 Tax Committee meeting. As you know, the meeting will be held, beginning at 10:00 a.m., in the Institute’s David Silver Conference Room...

[13024] January 11, 2001 TO: TAX COMMITTEE No. 1-01 RE: FEBRUARY 7 AND 8 TAX COMMITTEE MEETINGS The next regularly scheduled meetings of the Tax Committee will be held on Wednesday, February 7 and Thursday, February 8 in the David Silver Conference Room located on the 12th floor of...

[12972] December 28, 2000 TO: BROKER/DEALER ADVISORY COMMITTEE No. 30-00 OPERATIONS COMMITTEE No. 30-00 TAX COMMITTEE No. 51-00 TRANSFER AGENT ADVISORY COMMITTEE No. 67-00 RE: IRS PROVIDES GUIDANCE FOR WITHHOLDING ON PAYMENTS TO FINANCIAL INSTITUTIONS ORGANIZED UNDER THE LAWS OF A US...

[12969] December 28, 2000 TO: INTERNATIONAL COMMITTEE No. 46-00 TAX COMMITTEE No. 50-00 RE: IRS PROVIDES GUIDANCE REGARDING THE ELIGIBILITY OF CERTAIN FOREIGN INVESTMENT FUNDS AND PENSION TRUSTS FOR TAX TREATY BENEFITS In Revenue Ruling 2000-59 the Internal Revenue Service describes...

[12882] November 24, 2000 TO: BROKER/DEALER ADVISORY COMMITTEE No. 26-00 TAX COMMITTEE No. 49-00 TRANSFER AGENT ADVISORY COMMITTEE No. 61-00 UNIT INVESTMENT TRUST COMMITTEE No. 28-00 RE: IRS ISSUES PROPOSED REGULATIONS AFFECTING INFORMATION REPORTING UNDER SECTIONS 6045 AND 6041 The...

[12828] November 14, 2000 TO: INTERNATIONAL COMMITTEE No. 40-00 TAX COMMITTEE No. 48-00 RE: AUSTRALIA PROPOSES NEW ENTITY TAX LEGISLATION The Australian Government continues to contemplate significant changes to its domestic tax rules through a project entitled the “Review of Business...

[12813] November 1, 2000 TO: TAX COMMITTEE No. 45-00 RE: ICI PAPER ON FUND-OF-FUNDS FINANCIAL REPORTING Attached is a copy of an Institute paper addressing financial reporting issues for fund- of-funds. Among other things, the paper addresses fund-of-funds financial statements...

[12814] November 1, 2000 TO: TAX COMMITTEE No. 46-00 RE: PAPER ON MANDATORY PREMIUM AMORTIZATION Attached is a paper prepared by the Institute’s Accounting Policy Subcommittee addressing accounting and financial reporting issues associated with mandatory amortization of premium and...

[12758] October 19, 2000 TO: PENSION MEMBERS No. 50-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-00 OPERATIONS COMMITTEE No. 27-00 TRANSFER AGENT ADVISORY COMMITTEE No. 53-00 TAX COMMITTEE No. 44-00 RE: IRS ANNOUNCES CODE CHANGES FOR IRAS ON 2001 FORM 1099-R The Internal Revenue...