Tax Committee Content

[31336] August 16, 2018 TO: ICI Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Korea - Proposed OIV Tax Regime - ICI Global Submits Initial Observations Letter On July 30, 2018, the Korean Ministry of Economy and Finance introduced a proposal to...

[31327] August 15, 2018 TO: Tax Committee RE: Survey Regarding Efforts to Recover Tax Based Upon Article 63 of EU Treaty ("EU Reclaims") This survey requests information about individual members’ efforts to recover taxes withheld by various European countries based upon the free...

[31330] August 15, 2018 TO: Tax Committee RE: For Your Review -- Draft Letter to Swiss Government Proposing Procedures by Which US Funds Establish Treaty Eligibility ICI Global has been engaged with the Swiss Ministry of Finance to advance additional methods by which US funds taxed as...

[31310] August 1, 2018 TO: ICI Members 529 Plan Advisory Committee ABLE Act Working Group Tax Committee SUBJECTS: 529 Plans Tax Transfer Agency RE: IRS Announces Guidance on 529 Plan Recontributions, Rollovers from 529 Plans to ABLE Accounts, and Elementary and Secondary School...

[31311] August 1, 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...

[31303] July 27, 2018 TO: ICI Global Investing Subcommittee ICI Global Regulated Funds Committee International Operations Advisory Committee SEC Rules Committee Securities Operations Advisory CommitteeTax Committee RE: Draft Letter on SEBI KYC Norms for Foreign Portfolio Investors -...

[31297] July 24, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Comment Letter on NYS UBT Proposal The ICI submitted the attached comment letter to a New York proposal to impose a state-level unincorporated business tax (UBT). The letter strongly recommends that any...

[31294] July 19, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Schedule of Upcoming Tax Committee Conference Calls The next Tax Committee monthly conference calls will be held on Wednesday, July 25, and Wednesday, September 12, 2018. Each call will be held at 11:00 a...

[31286] July 12, 2018 TO: Tax Committee RE: Member Call on New SEBI KYC Norms for Foreign Portfolio Investors - July 18, 10 a.m. US Eastern Note: This message was previously circulated to the ICI Global Investing Subcommittee, ICI Global Regulated Funds Committee, International...

[31284] July 12, 2018 TO: Tax Committee RE: Draft Letter on New York State UBT Proposal -- Comments Requested Attached for your review is a draft comment letter to a New York proposal to impose a state-level unincorporated bustiness tax (UBT). The letter strongly recommends that any...