Tax Committee Content

[12733] October 12, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 38-00 DIRECT MARKETING COMMITTEE No. 18-00 INTERNATIONAL MEMBERS No. 15-00 OPERATIONS MEMBERS No. 22-00 PENSION MEMBERS No. 47-00 PRIMARY CONTACTS - MEMBER COMPLEX No. 70-00 RESEARCH COMMITTEE No. 19-00 SALES FORCE...

[12711] October 3, 2000 TO: TAX COMMITTEE No. 42-00 RE: DISCUSSION TOPIC AND PRELIMINARY AGENDA FOR OCTOBER 18 AND 19 TAX COMMITTEE MEETINGS As you know, the next regularly scheduled meetings of the Tax Committee will be held on Wednesday, October 18 (beginning at 2:00 p.m.) and...

[12637] September 15, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 34-00 BANK AND TRUST ADVISORY COMMITTEE No. 26-00 BROKER/DEALER ADVISORY COMMITTEE No. 22-00 OPERATIONS COMMITTEE No. 23-00 TAX COMMITTEE No. 41-00 TRANSFER AGENT ADVISORY COMMITTEE No. 46-00 RE: 2000 YEAR-END TAX...

[12633] September 15, 2000 TO: INTERNATIONAL COMMITTEE No. 32-00 TAX COMMITTEE No. 40-00 RE: INSTITUTE SUBMITS COMMENT LETTER SUPPORTING PROPOSED EXEMPTION FOR U.S. MUTUAL FUNDS FROM CANADIAN “FOREIGN INVESTMENT ENTITY” LEGISLATION Under Canadian legislative proposals1 governing...

[12588] September 13, 2000 TO: TAX COMMITTEE No. 39-00 RE: IRS ANNOUNCES COMPREHENSIVE CASE RESOLUTION PILOT PROGRAM The Internal Revenue Service (“IRS”) has announced1 its Comprehensive Case Resolution (“CCR”) Pilot Program, through which large business taxpayers may request...

[12538] August 29, 2000 TO: TAX COMMITTEE No. 38-00 RE: OCTOBER 18 AND 19 TAX COMMITTEE MEETINGS The next regularly scheduled meetings of the Tax Committee will be held on Wednesday, October 18 and Thursday, October 19 in the Institute’s David Silver Conference Room, on the 12th floor...

[12521] August 23, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 33-00 BANK AND TRUST ADVISORY COMMITTEE No. 22-00 BROKER/DEALER ADVISORY COMMITTEE No. 20-00 OPERATIONS COMMITTEE No. 19-00 TAX COMMITTEE No. 37-00 TRANSFER AGENT ADVISORY COMMITTEE No. 41-00 RE: REVISED IRS WEBSITE...

[12516] August 22, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 32-00 DIRECT MARKETING COMMITTEE No. 17-00 INTERNATIONAL MEMBERS No. 13-00 OPERATIONS MEMBERS No. 19-00 PENSION MEMBERS No. 42-00 PRIMARY CONTACTS - MEMBER COMPLEX No. 58-00 RESEARCH COMMITTEE No. 17-00 SALES FORCE...

[12499] August 18, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 31-00 BANK AND TRUST ADVISORY COMMITTEE No. 20-00 BROKER/DEALER ADVISORY COMMITTEE No. 18-00 OPERATIONS COMMITTEE No. 17-00 TAX COMMITTEE No. 34-00 TRANSFER AGENT ADVISORY COMMITTEE No. 39-00 RE: PROCEDURES FOR...

[12496] August 18, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 21-00 BROKER/DEALER ADVISORY COMMITTEE No. 19-00 INTERNATIONAL COMMITTEE No. 27-00 OPERATIONS COMMITTEE No. 18-00 TAX COMMITTEE No. 35-00 TRANSFER AGENT ADVISORY COMMITTEE No. 40-00 UNIT INVESTMENT TRUST COMMITTEE No...