Tax Committee Content

[33125] February 22, 2021 TO: ICI Members Tax Committee SUBJECTS: Fund Accounting & Financial Reporting State Issues Tax RE: ICI Submits Opposition Letter to NY Stock Transfer Tax (STT) The ICI submitted the attached letter opposing any repeal or reduction to the NY stock transfer...

[33112] February 17, 2021 TO: Tax Committee RE: For Your Review: DRAFT Letter Re: IRS Form SS-4 Responsible Party Requirements Attached for your review are draft Investment Company Institute recommendations to improve Internal Revenue Service (IRS) Form SS-4, Application for Employer...

[33101] February 10, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for February 18 Tax Committee Call The agenda for the February 18 Tax Committee call (11:00 a.m. ET) is attached. You can register for the call here...

[33092] February 5, 2021 TO: Tax Committee RE: For Your Review: ICI Opposition Letter to NY Stock Transfer Tax Please review the attached draft letter opposing any repeal or reduction to the NY stock transfer sales tax rebate from 100 percent. The letter explains that a repeal or...

[33079] February 2, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for February 18 Tax Committee Call Registration for the February Tax Committee call is now open; please register here . The call is scheduled for Thursday, February...

[33076] February 1, 2021 TO: ICI Global Regulated Funds CommitteeICI Global Tax Committee Tax Committee RE: Meeting to Discuss India's 2021 Union Budget: February 8, 2021 ICI and ICI Global will be holding a members-only zoom meeting on Monday, February 8 to discuss India’s 2021 Union...

[33062] January 22, 2021 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Posts Drafts of Form W-4P and New Form W-4R for 2022 Relating to Payments from Retirement Plans and...

[33042] January 14, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for January 21 Tax Committee Call The agenda for the January 21 Tax Committee call (11:00 a.m. ET) is attached. You can register for the call here...

[33022] January 6, 2021 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Finalizes Regulations Permitting Section 163(j) Interest Dividends The Treasury Department and the Internal Revenue Service (IRS) have finalized regulations that permit regulated investment companies (RICs) to...

[33018] January 5, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for January 21 Tax Committee Call Registration for the January Tax Committee call is now open; please register here . The call is scheduled for Thursday, January 21...