Tax Committee Content

[31643] March 12, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Opposition Letter to NY Carried Interest Proposal A New York proposal would impose a 19 percent surtax on income for investment management services that are provided to a partnership, S-corporation, or...

[31619] February 20, 2019 TO: Management Company Tax Subcommittee Tax Committee RE: Agendas for February 26 and 27 Tax Committee Meetings As we previously informed you, the ICI Tax Committee will meet on Tuesday, February 26, and Wednesday, February 27, 2018. [1] The meeting on...

[31610] February 13, 2019 TO: ICI Global Tax Committee Tax Committee RE: For Your Review: Korea - Proposed OIV Tax Regime - US RIC Industry Ruling Request - DRAFT The attached draft letter, for your review, requests two rulings from Korea about the treatment of US regulated investment...

[31608] February 12, 2019 TO: ICI Members Tax Committee Variable Insurance Products Advisory Committee SUBJECTS: Tax RE: ICI-SIFMA Letter to Treasury and IRS Requesting Additional Guidance on Single Security Initiative and Section 817(h) The Institute and the Securities Industry and...

[31598] February 5, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Written Testimony on Hawaiian REIT Proposal A Hawaiian proposal to require that real estate investment trusts (REITs) file returns reporting their shareholders' pro rata shares of net income and net...

[31573] January 23, 2019 TO: Tax Committee Variable Insurance Products Advisory Committee RE: Draft Letter to IRS on Single Security Initiative and Diversification Under Section 817(h) - Comments Requested by January 31 Attached for your review is a draft letter from the Institute and...

[31569] January 18, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Issues Proposed Regulations Permitting RIC Investors to Benefit from 20 Percent Deduction Provided for Qualified Dividend Income from Real Estate Investment Trusts (REITs) The IRS today issued proposed...

[31560] January 16, 2019 TO: Management Company Tax Subcommittee Tax Committee RE: February 26 and 27 Tax Committee Meetings in Washington, DC The ICI Tax Committee will meet on Tuesday, February 26, and Wednesday, February 27, 2018. [1] The meeting on Tuesday will begin at 2:00 p.m...

[31559] January 15, 2019 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for January Tax Committee Call -- Wednesday, January 23 at 11:00 AM ET The next Tax Committee monthly conference call will be held on Wednesday, January 23, 2018 at 11:00...

[31555] January 11, 2019 TO: ICI Members ICI Global Tax Committee Tax Committee SUBJECTS: Tax RE: IRS Reopens Residency Certification Process While the IRS remains closed during the partial government shutdown, the IRS announced [1] that it will reopen certain user fee-based services...