Tax Committee Content

[31251] June 19, 2018 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Swiss Government Response to ICI Global Submission Proposing Procedures by Which US Funds Establish Treaty Eligibility The Swiss Federal Tax...

[31247] June 15, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Recommendations for IRS 2018-2019 Priority Guidance List Notice 2018-43 invited public comment on recommendations for Treasury’s 2018-2019 Priority Guidance Plan. [1] The Institute submitted the attached...

[31246] June 13, 2018 TO: Tax Committee RE: Additional Details About June 20-21 Tax Committee Meetings The next in-person meetings of the Tax Committee will take place on June 20 and 21, in Minneapolis, MN, at Ameriprise Financial’s offices. [1] If you plan to attend the meeting and...

[31241] June 7, 2018 TO: Tax Committee RE: Draft Recommendations for 2018-2019 Treasury/IRS Priority Guidance Plan — Comments Requested Notice 2018-43 invites public comment on recommendations for Treasury’s 2018-2019 Priority Guidance Plan. [1] The Institute plans to submit a letter...

[31221] May 24, 2018 TO: Tax Committee RE: Preliminary Agenda for June 20-21 Tax Committee Meetings in Minneapolis, MN As we previously informed you, the next meeting of the ICI Tax Committee will be held on Wednesday, June 20 and Thursday, June 21 in Minneapolis, MN. [1] Ameriprise...

[31211] May 16, 2018 TO: ICI Members Tax Committee SUBJECTS: State Issues Tax RE: ICI Opposition Letter - NY Stock Transfer Tax Proposal The ICI submitted the attached letter opposing a proposal to reduce the stocker transfer sales tax rebate from 100 percent to 60 percent. The letter...

[31195] May 4, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Letter to Treasury and IRS on Amendments to Section 451(b) The Institute has submitted the attached letter to the Treasury Department and the Internal Revenue Service (IRS) regarding amendments to section 451(b)...

[31193] May 3, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for May 8 Tax Committee Conference Call -- Tuesday, May 8 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Tuesday, May 8, 2018 at 11:00 a.m...

[31187] May 2, 2018 TO: Tax Committee RE: Draft Letter on Proposed New York Stock Transfer Tax Rebate Reduction -- Comments Requested Attached for your review is a draft opposition letter to a New York state proposal to reduce the rebate of the stock transfer sales tax from 100...

[31181] April 30, 2018 TO: ICI Members Tax Committee SUBJECTS: State Issues Tax RE: California Legislative Proposal to Tax Carried Interest The ICI submitted the attached opposition letter to California Assembly Bill 2731 which purports to impose a 17% surtax on carried interest...