Tax Committee Content

[30639] March 15, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Conference Call to Discuss Washington State Audits of Fund Managers A conference call will be held on Tuesday April 4, at 1:00 PM (Eastern) to discuss industry-wide issues arising from audits by...

[30632] March 10, 2017 TO: ICI MembersICI Global Members SUBJECTS: Tax RE: SEC Information Update Regarding Support for US Funds Seeking Reclaims of European Tax The SEC has issued the attached information update explaining its ongoing support for US funds seeking to recover tax...

[30629] March 9, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for March Tax Committee Call -- Wednesday, March 22 at 11:00 AM ET The next Tax Committee monthly conference calls will be held on Wednesday, March 22, Wednesday, April 26, and Wednesday, May 24...

[30574] February 9, 2017 TO: ICI Members SUBJECTS: Tax RE: IRS Confirms 6-Month Automatic Extension for Corporate Tax Returns The Internal Revenue Service (“IRS”) has confirmed on its website that corporations, including regulated investment companies (“RICs”), will receive an...

[30554] January 31, 2017 TO: Tax Committee RE: Preliminary Agendas for February 7 and 8 Tax Committee Meetings As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 7, and Wednesday, February 8, 2017. [1] If you plan to attend the...

[30540] January 25, 2017 TO: ICI Members SUBJECTS: 529 Plans Tax Transfer Agency RE: ICI Submits Letter to IRS Requesting Guidance on Recontributions to 529 Plans The Institute submitted the attached letter to the Internal Revenue Service (IRS) requesting guidance on the...

[30538] January 25, 2017 TO: ICI Members ICI Global Members ICI Global Tax Committee International Committee Tax Committee SUBJECTS: International/Global Tax RE: Industry Coalition Letter on India Indirect Transfer Tax ICI Global coordinated the ten national, regional, and global...

[30535] January 24, 2017 TO: ICI Members ICI Global Members SUBJECTS: Tax RE: IRS Issues Guidance Exempting RICs from Definition of "Broker" Under Sec. 871(m) The Internal Revenue Service (“IRS”) and the Treasury Department have released new final and temporary regulations under...

[30511] January 13, 2017 TO: Tax Committee RE: February 7 and 8 Tax Committee Meeting Registration The next meetings of the Tax Committee will be held on Tuesday, February 7, and Wednesday, February 8, 2017. The meeting on Tuesday will begin at 2:00 p.m.; on Wednesday, the meeting...

[30515] January 11, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Preliminary Agenda for January 18 Tax Committee Call As we have previously informed you, the next monthly Tax Committee call will be held on Wednesday, January 18, 2017, at 2:00 p.m. ET. [1] Attached is...