Tax Committee Content

[30825] August 9, 2017 TO: Tax Committee RE: Draft Comment Letter on Proposed Regulations on Partnership Audits Attached for your review is a draft comment letter to the Internal Revenue Service (“IRS”) and Treasury Department regarding the recently proposed regulations implementing...

[30823] August 9, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for August Tax Committee Call -- Tuesday, August 15 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Tuesday, August 15, 2017 at 11:00 a...

[30809] July 31, 2017 TO: ICI Members Investment Company Directors ICI Global Members SUBJECTS: International/Global Tax RE: ICI Global Letter to Swiss Government on Tax Treaty Relief ICI Global has been engaged with the Swiss Ministry of Finance for over a year, including during an...

[30788] July 20, 2017 TO: ICI Members ICI Global Members SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: ICI Letter on EU Reclaims and Closing Agreement Methodology The attached letter proposes procedures by which regulated investment companies (RICs) take...

[30786] July 19, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee Tax Committee SUBJECTS: Pension Tax RE: ICI Submission to Senate Finance Committee Regarding Tax Reform Proposals In response to a request by Chairman Hatch (R-UT) for advice and...

[30784] July 18, 2017 TO: ABLE Act Working Group Tax Committee Transfer Agent Advisory Committee RE: ICI Submits Letter to IRS Requesting Guidance on Calculation of Earnings for ABLE Accounts The Institute submitted the attached letter to the Internal Revenue Service (IRS) requesting...

[30781] July 14, 2017 TO: Tax Committee RE: Draft Letter to IRS on EU Reclaims Notice 2016-10 for Your Review The attached draft letter sets forth the methodology we propose for resolving EU reclaim issues for which the netting approach of IRS Notice 2016-10 cannot be applied. The...

[30769] July 6, 2017 TO: ABLE Act Working Group Tax Committee Transfer Agent Advisory Committee RE: Draft Letter to IRS Requesting Guidance on Calculation of Earnings for ABLE Accounts Attached for your review is a draft letter to the Internal Revenue Service (“IRS”) requesting...

[30744] June 15, 2017 TO: Tax Committee RE: IRS Reissues Proposed Partnership Audit Regulations; Comments Requested The Internal Revenue Service (“IRS”) and the Treasury Department have reissued proposed regulations implementing the new partnership audit regime that was enacted as...

[30741] June 9, 2017 TO: Tax Committee RE: Preliminary Agendas for June 21 and 22 Tax Committee Meetings in Santa Monica, California As we previously informed you, [1] the next meeting of the ICI Tax Committee will be held on Wednesday, June 21 and Thursday, June 22 in Santa Monica...