Tax Committee Content

[30160] August 23, 2016 TO: TAX COMMITTEE No. 24-16 TRANSFER AGENT ADVISORY COMMITTEE No. 37-16 RE: CALL TO DISCUSS 871(K) IMPLEMENTATION SURVEY - POSTPONED TO WEDNESDAY, SEPT. 7, 2:00 P.M. ET The conference call to discuss the section 871(k) implementation survey has been POSTPONED...

[30113] August 4, 2016 TO: TAX COMMITTEE No. 23-16 TRANSFER AGENT ADVISORY COMMITTEE No. 33-16 RE: CALL TO DISCUSS 871(K) IMPLEMENTATION SURVEY - AUG. 25, 2:00 P.M. ET We will have a conference call on Thursday, August 25th, 2016, at 2:00 p.m. ET, to discuss the results of the...

[30112] August 3, 2016 TO: TAX COMMITTEE No. 22-16 DERIVATIVES MARKETS ADVISORY COMMITTEE No. 38-16 RE: DRAFT COMMENTS ON WYDEN DERIVATIVES PROPOSAL -- COMMENTS REQUESTED Attached for your review are draft comments from the Institute on Senator Wyden’s discussion draft on the taxation...

[30100] July 29, 2016 TO: TAX COMMITTEE No. 21-16 TRANSFER AGENT ADVISORY COMMITTEE No. 32-16 RE: SURVEY REGARDING IMPLEMENTATION OF SECTION 871(K)'S FLOW-THROUGH PROVISIONS The Survey Now that the flow-through provisions of Section 871(k) are permanent, many fund organizations may be...

[30014] July 5, 2016 TO: MANAGEMENT COMPANY TAX SUBCOMMITTEE No. 5-16 TAX COMMITTEE No. 20-16 RE: JULY 21, AND SEPTEMBER 1, TAX COMMITTEE CALL INFORMATION The next Tax Committee monthly conference calls will be held on Thursday, July 21, and September 1, 2016. Each call will be held...

[30013] July 5, 2016 TO: TAX COMMITTEE No. 19-16 RE: DRAFT LETTER ON SECTION 305(C) PROPOSED REGULATIONS - COMMENTS REQUESTED BY JULY 11 Attached for your review is a draft letter to the Internal Revenue Service (“IRS”) and the Treasury Department providing comments on the recently...

[29993] June 22, 2016 TO: TAX COMMITTEE No. 18-16 RE: DATE CHANGE FOR FALL TAX COMMITTEE MEETING IN WASHINGTON, DC As we discussed during last week’s Tax Committee meeting, the dates originally scheduled for the Fall 2016 Tax Committee meeting needed to be changed. Although we...

[29989] June 17, 2016 TO: TAX COMMITTEE No. 17-16 RE: SWISS WITHHOLDING TAX LETTER AND SURVEY ICI Global, in the attached letter, has requested a meeting with Swiss government officials to discuss the requirements by which RICs recover treaty-provided withholding tax relief. As...

[29988] June 17, 2016 TO: TAX COMMITTEE No. 16-16 RE: CONFERENCE CALL TO DISCUSS WYDEN DERIVATIVES PROPOSAL We will have a conference call on Wednesday, June 22, at 11:00 a.m. ET, to discuss Senator Wyden’s discussion draft on the taxation of derivatives. [1] The purpose of the call...

[29970] June 8, 2016 TO: TAX COMMITTEE No. 15-16 RE: WYDEN DISCUSSION DRAFT ON TAXATION OF DERIVATIVES   Senator Ron Wyden (D-Or), Ranking Member on the Senate Finance Committee, recently released a discussion draft to modernize the tax treatment of derivatives, entitled the...