Tax Committee Content

[30998] January 2, 2018 TO: ICI Members ICI Global Members Tax Committee SUBJECTS: Tax RE: IRS Temporarily Suspends New Withholding Rules on Sales of Publicly Traded Partnerships In Notice 2018-08 , the Internal Revenue Service (“IRS”) and the Treasury Department have temporarily...

[30997] December 29, 2017 TO: ICI Members Accounting/Treasurers Committee SEC Rules Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting Tax Valuation RE: SEC Publishes Guidance on New Tax Law's Impact on Financial Statement Disclosures and NAV Calculations The SEC...

[30994] December 22, 2017 TO: ICI Members Investment Company Directors Accounting/Treasurers Committee Fixed-Income Advisory Committee Money Market Funds Advisory Committee SEC Rules Committee Securities Operations Advisory Committee Small Funds Committee Tax Committee Variable...

[30991] December 21, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee Tax Committee SUBJECTS: Pension Tax RE: Tax Legislation Passed by Congress The House of Representatives and the Senate have passed H.R. 1, the tax bill (the “Act”), and President Trump is...

[30970] December 11, 2017 TO: ICI Members Investment Company Directors Accounting/Treasurers Committee Fixed-Income Advisory Committee Money Market Funds Advisory Committee Operations Committee SEC Rules Committee Small Funds Committee Tax Committee Variable Insurance Products...

[30973] December 11, 2017 TO: ICI Members Tax Committee Transfer Agent Advisory Committee SUBJECTS: 529 Plans Tax RE: Updated State Tax Survey - Mississippi There is an update to the Institute’s 2017 State Tax Survey. [1] Specifically, Mississippi has updated the guidance listed in...

[30965] December 6, 2017 TO: ICI Members Pension Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: 529 Plans Fund Accounting & Financial Reporting Tax RE: 2017 State Tax Survey The Institute’s 2017 surveys on state tax matters are now available on the Institute’s...

[30961] November 29, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Upcoming Tax Committee Conference Calls The next Tax Committee monthly conference calls will be held on Wednesday, December 6, and Wednesday, January 24, 2018. Each call will be held at 11:00 a.m....

[30938] November 6, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: Connecticut Enacts New...

[30933] November 2, 2017 TO: ICI Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: Tax RE: IRS and Treasury Release 2017-2018 Priority Guidance Plan -- Tax Items The Treasury Department and the Internal Revenue...