Tax Committee Content

[31552] January 9, 2019 TO: ICI Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Tax RE: Section 199A: Tax Committee Call (1/30/2019) As previously reported and discussed on the last tax committee call, proposed regulations titled “Guidance under § 199A (RIC – REIT)...

[31535] December 24, 2018 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: ICI Global Letter to Swiss Government Regarding Procedures by Which US Funds Establish Treaty Eligibility ICI Global has submitted the attached...

[31528] December 20, 2018 TO: ICI Members ICI Global Members ICI Global Investing Subcommittee ICI Global Regulated Funds Committee International Operations Advisory Committee SEC Rules Committee Security Valuation Operations Committee Tax Committee SUBJECTS: International/Global RE...

[31529] December 20, 2018 TO: Tax Committee SUBJECTS: Tax RE: Section 199A (RIC - REIT) Developments Two important developments have occurred regarding the issue of whether investors in RICs that receive income from REITs and publicly traded partnerships can benefit from the 20...

[31525] December 18, 2018 TO: ICI Members ICI Global Tax Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: FATCA Tax RE: IRS Issues Proposed Regulations to Ease FATCA Withholding Rules On December 13, 2018, the IRS issued proposed regulations modifying the “Chapter 4...

[31515] December 7, 2018 TO: ICI Members Pension Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: 529 Plans Fund Accounting & Financial Reporting Tax RE: 2018 State Tax Survey The Institute’s 2018 surveys on state tax matters are now available on the Institute’s...

[31509] November 29, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Schedule of Upcoming Tax Committee Conference Calls; Agenda For Tuesday, December 11 Conference Call at 11:00 AM ET The next Tax Committee monthly conference calls will be held on Tuesday, December 11...

[31503] November 28, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: Proposed Regulations on Limitation on Interest Expense Deduction; Comments Requested The Treasury Department and the Internal Revenue Service (IRS) have issued proposed regulations regarding the limitation on...

[31500] November 27, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: Chairman Brady's Tax Package (Technical Corrections) On November 26, 2018, House Ways and Means Committee Chairman Kevin Brady released the text of an omnibus tax bill that includes, among other things...

[31490] November 19, 2018 TO: Accounting/Treasurers Committee Tax Committee RE: For Your Review -- Draft Supplemental Submission to Swiss Federal Tax Administration (SFTA) on Treaty Relief Claims The attached draft letter for your review follows up on the ICI Global letter submitted...