Tax Committee Content

[31182] April 24, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Draft Letter on Amended Section 451(b) -- Comments Requested Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service (IRS) regarding the amendments to...

[31161] April 11, 2018 TO: Tax Committee RE: June 20 and 21 Tax Committee Meeting in Minneapolis, MN The next meeting of the ICI Tax Committee will be held on Wednesday, June 20 and Thursday, June 21 in Minneapolis, MN. Ameriprise Financial will host the meeting, which will be located...

[31151] April 4, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda For April Tax Committee Conference Call -- Wednesday, April 11 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, April 11, 2018...

[31148] March 29, 2018 TO: ICI Members ICI Global 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...

[31142] March 22, 2018 TO: ICI Members Investment Company Directors I Investment Advisers Committee Tax Committee Variable Insurance Products Advisory Committee SUBJECTS: Disclosure Fees and Expenses Fund Governance Investment Advisers Litigation & Enforcement Portfolio Oversight Tax...

[31140] March 20, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Letter to Treasury and IRS on Proposed Mark-to-Market Election for Section 988 Transactions The Institute has submitted the attached letter to the Treasury Department and the Internal Revenue Service (IRS)...

[31134] March 16, 2018 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Indian Government Modifies Capital Gain and PAN Proposals The Indian Finance Minister (FM) on March 14 introduced a modified Finance Bill, 2018 in...

[31131] March 15, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Letter on Application of New Transition Tax to RICs The Institute has submitted the attached letter to the Treasury Department and the Internal Revenue Service (IRS) requesting guidance on the application of...

[31133] March 15, 2018 TO: Tax Committee RE: Draft Letter on Proposed Section 988 Mark-to-Market Election -- Comments Requested Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service (IRS) seeking guidance on the mark-to-market election...

[31127] March 14, 2018 TO: ICI Members Tax Committee SUBJECTS: Tax RE: California Legislative Proposal to Impose Services Tax The ICI submitted the attached opposition letter regarding a proposal to impose a tax on the purchase of services by businesses in California. For businesses...