Tax Committee Content

1 See Memorandum to Institutional Funds Committee No. 8-96, Money Market Funds Ad Hoc Committee No. 7-96, dated May 28, 1996; Memorandum to Tax Committee No. 19-96, Pension Committee No. 21-96, dated June 3, 1996. July 8, 1996 TO: INSTITUTIONAL FUNDS COMMITTEE No. 12-96 MONEY MARKET...

* See Institute Memorandum to Tax Members No. 25-96, Operations Members No. 22-96 and Transfer Agent Advisory Committee No. 28-96, dated June 3, 1996. July 5, 1996 TO: TAX COMMITTEE No. 23-96 OPERATIONS MEMBERS No. 33-96 TRANSFER AGENT ADVISORY COMMITTEE No. 40-96 RE: IRS RELEASES NEW...

1 For example, a futures contract would be valued for section 851(b)(4) purposes based upon its market value and not the value of the underlying securities. VIA FAX June 13, 1996 TO: TAX COMMITTEE No. 22-96 ACCOUNTING/TREASURERS COMMITTEE No. 26-96 RE: JUNE 28 MEETING ON TAX...

VIA FAX June 6, 1996 TO: TAX COMMITTEE No. 21-96 PENSION COMMITTEE No. 24-96 RE: GOVERNMENT SPEAKERS AT JUNE 11 COMMITTEE MEETINGS ______________________________________________________________________________ The luncheon speakers at the June 11 Tax and Pension Committees meetings...

1 See Institute Memorandum to Tax Committee No. 23-95 and Accounting/Treasurers Committee No. 22-95, dated June 16, 1995. ACTION REQUESTED June 5, 1996 VIA FAX TO: TAX COMMITTEE No. 20-96 RE: DRAFT SUBMISSION TO IRS ON PREFERENTIAL DIVIDENDS ___________________________________________...

June 3, 1996 TO: TAX COMMITTEE No. 19-96 PENSION COMMITTEE No. 21-96 RE: TREASURY PROPOSAL TO ISSUE INFLATION-INDEXED SECURITIES ______________________________________________________________________________ The Treasury Department has requested comments on a new type of Treasury...

May 31, 1996 VIA FAX TO: PENSION COMMITTEE No. 20-96 TAX COMMITTEE No. 18-96 RE: PRELIMINARY AGENDAS - TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Preliminary agendas for the Tax and Pension Committee meetings on...

May 24, 1996 TO: TAX COMMITTEE No. 17-96 MASSACHUSETTS MEMBERS RE: INSTITUTE TESTIFIES ON MASSACHUSETTS BILL TO MODIFY TAXATION OF FUND ADVISERS ______________________________________________________________________________ The Massachusetts legislature is considering a bill to modify...

1 See Institute Memoranda to Tax Committee No. 33-95 and Accounting/Treasurers Committee No. 45-95, dated November 2, 1995; and to Tax Committee No. 23-95 and Accounting/Treasurers Committee No. 22-95, dated June 16, 1995. May 24, 1996 VIA FAX TO: TAX COMMITTEE No. 16-96 RE: JUNE 10...

1 See Institute Memorandum to Closed-End Fund Committee No. 7-96, Operations Members No. 12-96, Pension Members No. 15-96, Tax Members No. 13-96, Transfer Agent Advisory Committee No. 15-96, and Unit Investment Trust Committee No. 10-96, dated March 26, 1996. 2 See Institute...