Tax Committee Content

ICI submitted the attached letter requesting that the Treasury Department and Internal Revenue Service include guidance on certain issues concerning retirement security on their 2021-2022 Priority Guidance Plan. ICI submitted a separate letter with recommendations concerning regulated...

Notice 2021-18 invited public comment on recommendations for Treasury's 2021-2022 Priority Guidance Plan. ICI submitted the attached letter largely based on prior recommendations except for an addition regarding "IRS Form SS-4 Responsible Party Requirements and Limitations."

Notice 2021-18 invites public comment on recommendations for Treasury’s 2021-2022 Priority Guidance Plan. The requests for guidance in this letter are largely based on prior recommendations except for an addition regarding “IRS Form SS-4 Responsible Party Requirements and Limitations...

ICI will hold a members-only Zoom meeting on Thursday, May 20 to discuss investment in cryptocurrencies. Rebecca Lee and Scott Borchardt from PwC will lead the discussion. The meeting will begin at 11:00 AM (ET) and the agenda is attached.

Attached is the agenda for the next monthly Tax Committee call, to be held on Thursday, May 13, 2021, at 11:00 a.m. ET. You can register for the call here.

[33510] April 28, 2021 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: ICI Joins Other Trades in Asking IRS for Changes to Draft Forms W-4P and W-4R The attached letter, signed by...

[33438] April 9, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for April 15 Tax Committee Call Attached is the agenda for the next monthly Tax Committee call, to be held on Thursday, April 15, 2021, at 11:00 a.m. ET...

[33443] April 12, 2021 TO: Accounting/Treasurers Committee Tax Committee RE: Member Call to Discuss ETF Conversions - Tax Issues ICI will hold a members-only Zoom meeting on Thursday, April 22 to discuss exchange traded fund (ETF) conversions and related tax issues. Rob Meiner, Joel...