Tax Committee Content

[31713] April 12, 2019 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: CIV Industry Coalition Letter to UN Experts Committee Supporting Guidance on CIV Tax Treaty Eligibility Eleven collective investment vehicle (CIV)...

[31707] April 10, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI and Nareit Submit Letter on Proposed Regulations Under Section 199A The Institute and Nareit submitted the attached letter thanking the Treasury Department and the Internal Revenue Service (IRS) for recently...

[31704] April 9, 2019 TO: Management Company Tax Subcommittee Tax Committee RE: June 20 and 21 Tax Committee Meetings in Seattle, WA The next meetings of the ICI Tax Committee will be on Thursday, June 20 and Friday, June 21 in Seattle, WA. Russell Investments will host the meetings...

[31698] April 5, 2019 TO: Tax Committee RE: Draft ICI-Nareit Letter on Sec. 199A Deduction for Qualified REIT Dividends and PTP Income Attached for your review is a draft letter from ICI and Nareit thanking the Treasury Department and the Internal Revenue Service (IRS) for recently...

[31694] April 2, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Comment Letter on IRS Form 8613 The Institute submitted the attached letter in response to the Internal Revenue Service’s request for comments on IRS Form 8613 “Return of Excise Tax on Undistributed...

[31682] March 27, 2019 TO: Tax Advisory Committee Tax Committee RE: For Your Review: DRAFT comments to IRS Form 8613 The IRS has requested comments concerning Internal Revenue Service (IRS) Form 8613 “Return of Excise Tax on Undistributed Income of Regulated Investment Companies.” [1]...

[31680] March 27, 2019 TO: ICI Members Tax Committee SUBJECTS: State Issues Tax RE: ICI Opposition Letter - NY Stock Transfer Tax Proposal The ICI submitted the attached letter opposing proposals (also attached) to reduce the stocker transfer sales tax rebate from 100 percent to 60...

[31669] March 20, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Opposition Letter to Wall Street Tax Act (FTT) On March 5, 2019, Senators Chris Van Hollen (D-Md.) and Brian Schatz (D-Hawaii) and Representative Peter DeFazio (D-Ore.) introduced the Wall Street Tax...

[31668] March 18, 2019 TO: ICI Members Tax Advisory Committee Tax Committee SUBJECTS: Tax RE: IRS Issues Final Regulations Under Section 851 on Investments in CFCs and PFICs The Internal Revenue Service (IRS) and the Treasury Department have released final regulations (attached) under...

[31648] March 13, 2019 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for March Tax Committee Call -- Tuesday, March 19 at 11:00 AM ET The next Tax Committee monthly conference call will be held on Tuesday, March 19, 2019, at 11:00 a.m....