Tax Committee Content

[31393] September 20, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: October 23 And 24 Tax Committee Meeting Registration The next meetings of the Tax Committee will be held on Tuesday, October 23, and Wednesday, October 24, 2018. The meeting on Tuesday will begin at 2...

[31387] September 17, 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: RE: Letter to SEBI on...

[31380] September 10, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Provides Excise Tax Relief for Section 965 Inclusions The Internal Revenue Service (IRS) has provided guidance for regulated investment companies (RICs) on the excise tax treatment of amounts required to be...

[31381] September 10, 2018 TO: ICI Global Investing Subcommittee ICI Global Regulated Funds Committee International Operations Advisory Committee SEC Rules Committee Securities Operations Advisory Committee Tax Committee RE: SEBI Consultation on Recommendations of Working Group...

[31371] September 7, 2018 TO: ICI Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: ICI Global Letter to Swiss Government Proposing Procedures by Which US Funds Establish Treaty Eligibility ICI Global has been engaged with the Swiss Ministry of...

[31370] September 6, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for September Tax Committee Call -- Wednesday, September 12 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, September 12...

[31361] August 30, 2018 TO: ICI Global Investing Subcommittee ICI Global Regulated Funds Committee International Operations Advisory Committee SEC Rules Committee Securities Operations Advisory Committee Tax Committee RE: Securities and Exchange Board of India Extends Deadline for...

[31350] August 24, 2018 TO: Tax Committee RE: Clarification on Survey Regarding Efforts to Recover Tax Based Upon Article 63 of EU Treaty Survey information [1] about EU reclaims should be provided on a complex-wide basis for each European country for which claims have been filed by...

[31342] August 20, 2018 TO: ICI Members Accounting/Treasurers Committee Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Closed-End Investment Company Committee Operations Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: Tax RE: 2018...

[31339] August 20, 2018 TO: ICI Members ABLE Act Working Group Tax Committee SUBJECTS: 529 Plans Tax Transfer Agency RE: IRS Announces Guidance on Contribution Limits Applicable to ABLE Accounts On August 3, 2018, the Internal Revenue Service (IRS) released Notice 2018-62, announcing...