Tax Committee Content

July 26, 1989 TO: TAX COMMITTEE NO. 11-89 UNIT INVESTMENT TRUST COMMITTEE NO. 38-89 CLOSED-END FUND COMMITTEE NO. 29-89 OPERATIONS COMMITTEE NO. 12-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 19-89 RE: INSTITUTE REQUEST TO POSTPONE B NOTICES __________________________________...

- 1 - June 22, 1989 TO: TAX COMMITTEE NO. 10-89 UNIT INVESTMENT TRUST COMMITTEE NO. 27-89 CLOSED-END FUND COMMITTEE NO. 20-89 OPERATIONS COMMITTEE NO. 11-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 13-89 RE: INSTITUTE COMMENTS ON RECENT AMENDMENTS TO BACKUP WITHHOLDING AND...

June 8, 1989 TO: TAX COMMITTEE NO. 9-89 SEC RULES COMMITTEE NO. 26-89 RE: RETURN OF CAPITAL __________________________________________________________ Several tax and securities issues have arisen recently regarding investment companies making return of capital payments to...

May 19, 1989 TO: TAX COMMITTEE NO. 8-89 OPTIONS AND FUTURES TASK FORCE NO. 4-89 RE: JUNE 1 MEETING ON SECTION 851(b)(4) ISSUES __________________________________________________________ The Internal Revenue Service is presently reconsidering a variety of section 851(b)(4) issues...

- 1 - May 10, 1989 TO: TAX COMMITTEE NO. 6-89 ACCOUNTING/TREASURERS COMMITTEE NO. 20-89 CLOSED-END FUND COMMITTEE NO. 15-89 RE: INSTITUTE STATEMENT ON CAPITAL GAIN PROPOSALS __________________________________________________________ Attached is the Institute's statement to the House...

- 1 - April 21, 1989 TO: TAX COMMITTEE NO. 5-89 OPERATIONS COMMITTEE NO. 7-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 10-89 CLOSED-END FUND COMMITTEE NO. 11-89 UNIT INVESTMENT TRUST COMMITTEE NO. 19-89 RE: INSTITUTE STATEMENT ON INFORMATION REPORTING PENALTIES ______________...

- 1 - April 10, 1989 TO: TAX COMMITTEE NO. 4-89 ACCOUNTING/TREASURERS COMMITTEE NO. 15-89 RE: INSTITUTE COMMENTS ON SECTION 851(g) DESIGNATED HEDGES __________________________________________________________ As you know, section 851(g) was added to the Code by the Conference Report to...

April 5, 1989 TO: TAX COMMITTEE NO. 3-89 PENSION COMMITTEE NO. 2-89 RE: AGENDAS FOR THE TAX AND PENSION COMMITTEE MEETINGS - APRIL 13, 1989 __________________________________________________________ Attached are copies for both the Tax and Pension Committee meetings on Thursday, April...

March 16, 1989 TO: TAX COMMITTEE NO. 2-89 PENSION COMMITTEE NO. 1-89 RE: NOTICE OF MEETINGS, THURSDAY, APRIL 13, 1989 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Thursday, April 13, 1989 at 10:00 a.m. and 1...

March 2, 1989 TO: TAX COMMITTEE NO. 7-89 OPTIONS AND FUTURES TASK FORCE NO. 3-89 RE: JUNE 1 MEETING ON SECTION 851(b)(4) ISSUES __________________________________________________________ The Internal Revenue Service is presently reconsidering a variety of section 851(b)(4) issues...