Tax Committee Content

[30403] November 17, 2016 TO: Tax Committee RE: Form Letter to IRS Requesting Relief from Retroactive Revocation of Commodity-Linked Note PLRs As you are aware, the Internal Revenue Service (“IRS”) has proposed to retroactively revoke private letter rulings (“PLRs”) issued to funds...

[30392] November 15, 2016 TO: 529 Plan Advisory Committee Tax Comnmittee Transfer Agent Advisory Committee RE: Draft Letter to IRS Requesting Guidance on Recontributions to 529 Plans and Application of One-Rollover-Per-Year Rule for 529 Plans Attached for your review is a draft letter...

[30389] November 8, 2016 TO: Management Company Tax Subcommittee Tax Committee RE: Conference Call Schedule And 2017 Tax Committee Meeting The next Tax Committee monthly conference calls will be held on Wednesday, November 30, and Wednesday, January 18, 2017. Each call will be held at...

[30384] November 3, 2016 TO: Tax Committee RE: Draft Letter to IRS Requesting Relief from Retroactive Revocation of Commodity-Linked PLRs Attached for your review is a draft letter to the Internal Revenue Service (IRS) regarding the retroactive revocation of the private letter rulings...

[30326] October 20, 2016 TO: TAX COMMITTEE No. 30-16 RE: IRS TO ADDRESS CLN PLRS AT TAX COMMITTEE MEETING; REVISED MEETING AGENDAS Helen Hubbard, Associate Chief Counsel (Financial Institutions & Products) of the Internal Revenue Service, has offered to speak to the Tax Committee...

[30299] October 11, 2016 TO: TAX COMMITTEE No. 29-16 RE: OCTOBER 25 AND 26 TAX COMMITTEE MEETING AGENDAS As we previously informed you, the next meetings of the Tax Committee will be held on Tuesday, October 25, and Wednesday, October 26, 2016. [1] If you plan to attend the meetings...

[30281] September 29, 2016 TO: TAX COMMITTEE No. 28-16 RE: IRS ISSUES NEW NO-RULE POSITION UNDER SEC. 851 AND PROPOSED REGULATIONS ON DISTRIBUTIONS FROM CFCS; CONFERENCE CALL SCHEDULED The Internal Revenue Service (“IRS”) and the Treasury Department have revised their ruling position...

[30243] September 15, 2016 TO: TAX COMMITTEE No. 27-16 RE: OCTOBER 25 AND 26 TAX COMMITTEE MEETING REGISTRATION   As we previously informed you, the next meetings of the Tax Committee will be held on Tuesday, October 25, and Wednesday, October 26, 2016. [1]  The meeting on Tuesday...

[30198] September 2, 2016 TO: TAX COMMITTEE No. 26-16 TRANSFER AGENT ADVISORY COMMITTEE No. 42-16 RE: RESULTS OF SECTION 871 (k) IMPLEMENTATION SURVEY The Institute has collected and aggregated the results (attached) from its recent survey on members’ implementation of the section 871...

[30183] August 30, 2016 TO: MANAGEMENT COMPANY TAX SUBCOMMITTEE No. 6-16 TAX COMMITTEE No. 25-16 RE: SEPTEMBER 1, TAX COMMITTEE CALL INFORMATION As we previously informed you, [1] the next Tax Committee monthly conference call will be held on Thursday September 1, 2016 at 2:00 p.m....