Tax Committee Content

[30736] June 9, 2017 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Recommendations for IRS 2017-2018 Priority Guidance List Notice 2017-28 invited public comment on recommendations for Treasury’s 2017-2018 Priority Guidance Plan. [1] The Institute submitted the attached...

[30734] June 7, 2017 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 Tuesday, July 18; Tuesday, August 15; Tuesday, September 12; and Wednesday, October 18...

[30720] May 26, 2017 TO: Tax Committee RE: ICI Draft Recommendations for 2017-2018 Treasury/IRS Priority Guidance Plan Notice 2017-28 invites public comment on recommendations for Treasury’s 2017-2018 Priority Guidance Plan. [1] The Institute plans to submit a letter recommending tax...

[30713] May 23, 2017 TO: Tax Committee RE: June 21 and 22 Tax Committee Meeting in Santa Monica, CA 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, CA. Dimensional Fund Advisors will...

[30706] May 16, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for May Tax Committee Call -- Wednesday, May 24 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, May 24, 2017 at 11:00 a.m....

[30683] April 25, 2017 TO: Tax Committee RE: June 21-22 2017 Tax Committee Meeting in Santa Monica, California - Hotel Information The next meeting of the ICI Tax Committee, as discussed during the last Tax Committee meeting, will be held on Wednesday, June 21 and Thursday, June 22 in...

[30675] April 19, 2017 TO: ICI Members SUBJECTS: Tax RE: New York State Letter Regarding 2015 Taxable Year As we previously informed you, New York State recently amended its laws to resolve a tax issue affecting regulated investment companies (“RICs”) and real estate investment trusts...

[30672] April 12, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for April Tax Committee Call -- Wednesday, April 26 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, April 26, 2017 at 11:00 a...

[30668] April 6, 2017 TO: ICI Members SUBJECTS: Tax RE: New York State Resolves RIC Tax Issue We are pleased to report that New York State has resolved a significant tax issue affecting regulated investment companies (“RICs”). New York State and New York City reformed their tax codes...

[30651] March 23, 2017 TO: Tax Committee RE: Tax Legislative Issues Discussed During March Tax Committee Call The Tax Committee recently discussed on its monthly conference call possible legislative proposals specific to regulated investment companies (“RICs”) that could be advanced...