Tax Committee Content

[9244] VIA FAX September 15, 1997 TO: TAX COMMITTEE No. 28-97 RE: MISSOURI - PENDING TAX LEGISLATION AFFECTING MUTUAL FUND SERVICE COMPANIES ______________________________________________________________________________ We recently learned that Missouri is considering legislation that...

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...

1 See Institute Memorandum to Tax Committee No. 23-97, Pension Committee No. 29-97, Operations Committee No. 28-97, Accounting/Treasurers Committee No. 22-97, Transfer Agent Advisory Committee No. 39-97, and Pension Operations Advisory Committee No. 26-97, dated August 5, 1997. 2 See...

1 See, e.g., Institute Memoranda to Tax Committee No. 3-97, dated January 20, 1997, and to Tax Committee No. 17-97 and Task Force on Adviser/Distributor Tax Issues, dated May 20, 1997. 2 See Institute Memorandum to Tax Committee No. 15-97, dated April 23, 1997. [9158] August 13, 1997...

1 See, e.g., Institute Memoranda 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...

* See Institute memoranda to Board of Governors No. 11-97, Tax Members No. 9-97, Accounting/ Treasurers Members No. 8-97 and Money Market Funds Advisory Committee No. 4-97, dated February 25, 1997, and memoranda to Accounting/Treasurers Members No. 21-97, Money Market Funds Advisory...

1 The 29 member nations of the OECD are Austria, Australia, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Japan, Korea, Luxembourg, Mexico, New Zealand, the Netherlands, Norway, Poland, Portugal, Spain, Sweden...

June 10, 1997 VIA FAX TO: PENSION COMMITTEE No. 19-97 TAX COMMITTEE No. 20-97 RE: PRELIMINARY AGENDAS -- TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Meeting Information and Preliminary Agendas As you know, the Tax...

1 See Institute Memorandum to Tax Committee No. 17-97, dated May 20, 1997. ACTION REQUESTED June 2, 1997 VIA FAX TO: TAX COMMITTEE No. 19-97 TASK FORCE ON ADVISER/DISTRIBUTOR TAX ISSUES RE: IRS AUDITS--REQUEST TO SHARE IRS INFORMATION DOCUMENT REQUESTS ________________________________...

1 See e.g., Institute Memorandum to Tax Members No. 32-96, Operations Members No. 34-96 and Transfer Agent Advisory Committee No. 43-96, dated July 23, 1996. 2 See, Institute Memorandum to Pension Members No. 36-96, dated August 9, 1996. See also, Institute Memorandum to Pension...