Tax Committee Content

1 See Institute Memorandum to Tax Committee No. 31-97, dated September 26, 1997. [9332] VIA FAX October 10, 1997 TO: TAX COMMITTEE No. 37-97 RE: MATERIALS FOR OCTOBER 15 TAX COMMITTEE MEETING ______________________________________________________________________________ Attached are...

[9310] October 9, 1997 VIA FAX TO: PENSION COMMITTEE No. 38-97 TAX COMMITTEE No. 36-97 RE: PRELIMINARY AGENDAS -- TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Meeting Information and Preliminary Agendas As you know...

1 Any undistributed capital gain reported to shareholders on IRS Form 2439 will be reported on line 11 of Schedule D. [9318] October 8, 1997 TO: TAX COMMITTEE No. 35-97 ACCOUNTING/TREASURERS COMMITTEE No. 39-97 OPERATIONS COMMITTEE No. 35-97 TRANSFER AGENT ADVISORY COMMITTEE No. 54-97...

1 Previous versions of the survey listed foreign securities in one or more of the following three categories: (1) entities which are being treated by one or more Institute members as being PFICs; (2) entities for which PFIC/non-PFIC treatment decisions have not been made or reported...

[9303] October 6, 1997 TO: TAX COMMITTEE No. 33-97 ACCOUNTING/TREASURERS COMMITTEE No. 37-97 RE: CONGRESSIONAL CORRESPONDENCE ON CAPITAL GAINS CHANGES ______________________________________________________________________________ Since enactment of the Taxpayer Relief Act of 1997 (...

[9287] September 29, 1997 TO: TAX COMMITTEE No. 32-97 ACCOUNTING/TREASURERS COMMITTEE No. 35-97 RE: INSTITUTE REQUEST FOR GUIDANCE ON POST-OCTOBER LOSS RULES ______________________________________________________________________________ The attached memorandum submitted by the...

[9272] September 26, 1997 TO: TAX COMMITTEE No. 31-97 RE: OCTOBER 14 MEETING ON NEW CAPITAL GAINS PROVISIONS AND TAX COMMITTEE DINNER ______________________________________________________________________________ MEETING ON NEW CAPITAL GAINS PROVISIONS - OCTOBER 14, 1997 On October 14...

1 See Institute Memorandum to Tax Members No. 27-97, Accounting/Treasurers Members No. 31-97, Operations Members No. 13-97, International Members No. 12-97, Closed-End Investment Company Members No. 23-97, Unit Investment Trust Members No. 28-97 and Transfer Agent Advisory Committee...

[9249] VIA FAX September 16, 1997 TO: TAX COMMITTEE No. 29-97 RE: SEPTEMBER 25 MEETING ON MODIFICATIONS TO POST-OCTOBER LOSS RULES TO REFLECT NEW CAPITAL GAIN PROVISIONS ______________________________________________________________________________ The Treasury Department and IRS have...

[9196] September 15, 1997 TO: PENSION COMMITTEE No. 33-97 TAX COMMITTEE No. 27-97 RE: NOTICE OF MEETING - WEDNESDAY, OCTOBER 15, 1997 ______________________________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Wednesday...