Tax Committee Content

[32503] June 2, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: June 30 Tax Committee Meeting - 2:00 p.m. ET The next meeting of the Tax Committee will take place on Tuesday, June 30, 2020, at 2:00 p.m. ET. Because the in-person meeting has been...

[32496] May 29, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Updates COVID-19 Tax Filing and Deadline Relief - Form 5498 Deadline Extended In Notice 2020-35, the IRS provides a limited expansion of the tax filing and...

[32492] May 28, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Proposes Regulation on Default Withholding for Periodic Payments from Retirement Plans and Annuities The...

[32456] May 13, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for Tax Committee Call -- Wednesday, May 20 at 11:00 AM ET Attached is the agenda for the upcoming Tax Committee call, scheduled for May 20, 2020, at 11:00 a.m. ET. You can...

[32446] May 6, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: OECD Response to Fund Industry Coalition Letter on COVID-19-Related Treaty Relief Challenges The Organisation of Economic Co-operation and Development...

[32439] May 5, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Issues Elective Stock Dividend Relief for Publicly Offered RICs and REITs The Internal Revenue Service (IRS) has issued temporary guidance regarding the treatment of certain stock distributions by publicly offered...

[32428] April 29, 2020 TO: Management Company Tax Subcommittee Tax Committee RE: June 29-30 Tax Committee Meeting in St. Louis CANCELED; Conference Call Scheduled for June 30 Considering the current pandemic and uncertainties regarding social distancing and safe travel, we...

[32399] April 20, 2020 TO: ICI Members ICI Global Members ICI Global Regulated Funds Committee ICI Global Tax Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: Coalition Letter to the European Commission and OECD on COVID-19-Related...

[32394] April 16, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: CIV Industry Coalition Letter on COVID-19-Related Tax Relief Challenges Ten fund industry associations [1] today submitted the attached letter to the...

[32391] April 15, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Additional COVID-19 Tax Filing and Deadline Relief Relating to Retirement Plans Late last week, the IRS released Notice 2020-23, [1] providing...