Tax Committee Content

[9528] December 19, 1997 TO: TAX COMMITTEE No. 47-97 PENSION COMMITTEE No. 51-97 RE: NOTICE OF MEETINGS: TAX COMMITTEE - WEDNESDAY, FEBRUARY 4, 1998 AND PENSION COMMITTEE - SUNDAY, FEBRUARY 8, 1998 ______________________________________________________________________________ The Tax...

1 See, e.g., Institute Memorandum to Tax Members No. 43-97, Accounting/Treasurers Members No. 46- 97, Operations Members No. 28-97, Broker/Dealer Advisory Committee No. 19-97 and Transfer Agent Advisory Committee No. 64-97, dated November 7, 1997. 2 See Institute Memorandum to...

[9512] December 12, 1997 TO: TAX COMMITTEE No. 45-97 RE: 1997 PFIC SURVEY RELEASED ______________________________________________________________________________ The Institute’s 1997 passive foreign investment company survey has been mailed. Any Institute member with internet access...

1 See Institute Memorandum to Tax Members No. 27-97 (among others), dated August 1, 1997. [9467] VIA FAX December 1, 1997 TO: TAX COMMITTEE No. 44-97 RE: CONFERENCE CALL ON INTERACTION BETWEEN CONSTRUCTIVE SALE RULES AND EXCISE TAX MINIMUM DISTRIBUTION REQUIREMENTS ___________________...

1 See Institute Memorandum to Accounting/Treasurers Members No. 48-97 and Tax Members No. 45-97, dated November 12, 1997. [9445] November 24, 1997 TO: TAX COMMITTEE No. 42-97 RE: CAPITAL GAINS ISSUES TO BE RAISED WITH IRS _______________________________________________________________...

1 See Institute Memorandum to Tax Committee No. 38-97, dated November 3, 1997. [9450] November 24, 1997 TO: TAX COMMITTEE No. 43-97 RE: SUBMISSION TO MASSACHUSETTS ON 30 PERCENT TEST REPEAL ______________________________________________________________________________ As you know,1...

1 See Institute Memorandum to Tax Committee No. 40-97, dated November 10, 1997. [9438] VIA FAX ACTION REQUESTED November 19, 1997 TO: TAX COMMITTEE No. 41-97 RE: SURVEY ON DISTRIBUTION ARRANGEMENTS _____________________________________________________________________________ As you...

[9401] November 10, 1997 TO: TAX COMMITTEE No. 40-97 TASK FORCE ON INVESTMENT ADVISER/DISTRIBUTOR TAX ISSUES RE: DECEMBER 3 MEETING ON ADVISER/DISTRIBUTOR TAX ISSUES ______________________________________________________________________________ A meeting to discuss tax issues of...

[9394] November 6, 1997 TO: TAX COMMITTEE No. 39-97 ACCOUNTING/TREASURERS COMMITTEE No. 44-97 MARKETING POLICY COMMITTEE No. 33-97 DIRECT MARKETING COMMITTEE No. 24-97 SALES FORCE MARKETING COMMITTEE No. 24-97 PUBLIC INFORMATION COMMITTEE No. 30-97 SHAREHOLDER COMMUNICATIONS COMMITTEE...

1 See Institute Memorandum to Tax Members No. 40-97, dated October 21, 1997. [9388] November 3, 1997 TO: TAX COMMITTEE No. 38-97 RE: INSTITUTE LETTER TO MASSACHUSETTS REGARDING 30 PERCENT TEST ______________________________________________________________________________ As you know,1...