Tax Committee Content

[31477] November 13, 2018 TO: ICI Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: Tax RE: IRS and Treasury Release 2018-2019 Priority Guidance Plan -- Tax Items The Treasury Department and the Internal Revenue...

[31471] November 8, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Schedule of Upcoming Tax Committee Conference Calls; Agenda For Wednesday, November 14 Conference Call at 11:00 AM ET The next Tax Committee monthly conference calls will be held on Wednesday, November...

[31446] October 18, 2018 TO: Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Small Funds Committee Tax Committee Transfer Agent Advisory Committee RE: Proposed Regulations on De Minimis Error Safe Harbor for Information Reporting...

[31439] October 17, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Issues Guidance on Section 817(h) Diversification Requirement and Single Security Initiative The Internal Revenue Service (IRS) has issued guidance addressing the diversification requirements under section...

[31431] October 11, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Preliminary Agendas for October 23 and 24 Tax Committee Meetings As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, October 23, and Wednesday, October 24...

[31429] October 9, 2018 TO: Tax Committee RE: For Your Review: Korea - Proposed OIV Tax Regime - ICI Global Follow-Up Letter -- DRAFT The attached draft, for your review, follows upon on comments that ICI Global filed in August regarding a July 2018 Korean Ministry of Economy and...

[31416] September 28, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Letter on Pass-Through of Qualified REIT Dividends and PTP Income Under Section 199A The Institute has submitted the attached letter to the Treasury Department and the Internal Revenue Service (IRS)...

[31414] September 27, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Announces that Amended Section 451(b) Does Not Apply to Market Discount The Treasury Department and the Internal Revenue Service (IRS) have issued Notice 2018-80 regarding the applicability of amended...

[31406] September 25, 2018 TO: ICI Global Investing Subcommittee ICI Global Regulated Funds Committee International Operations Advisory Committee SEC Rules Committee Security Valuation Operations Committee Tax Committee RE: SEBI Issues New Circulars on Foreign Portfolio Investor KYC...

[31397] September 20, 2018 TO: Tax Committee RE: Draft Letter to Treasury and IRS on Pass-Through of Deduction for Qualified REIT Dividends Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service (IRS) regarding the deduction in new...