Tax Committee Content

[29712] February 18, 2016 TO: TAX COMMITTEE No. 4-16 RE: MARCH 3-4 2016 TAX COMMITTEE MEETING - ADDITIONAL DETAILS AND AGENDA As we previously informed you, [1] the next meeting of the ICI Tax Committee will be held on Thursday, March 3 and Friday, March 4 in Scottsdale, Arizona...

[29658] February 4, 2016 TO: TAX COMMITTEE No. 3-16 RE: MARCH 3-4 2016 TAX COMMITTEE MEETING REGISTRATION IN SCOTTSDALE, ARIZONA   As we previously informed you, [1] the next meeting of the ICI Tax Committee will be held on Thursday, March 3 and Friday, March 4 in Scottsdale, Arizona...

[29687] February 3, 2016 TO: MANAGEMENT COMPANY TAX SUBCOMMITTEE No. 2-16 TAX COMMITTEE No. 2-16 RE: AGENDA FOR FEBRUARY TAX COMMITTEE CALL -- WEDNESDAY, FEB. 10 AT 2PM ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held on Wednesday...

[29631] January 12, 2016 TO: MANAGEMENT COMPANY TAX SUBCOMMITTEE No. 1-16 TAX COMMITTEE No. 1-16 RE: AGENDA FOR JANUARY TAX COMMITTEE CALL -- WEDNESDAY, JAN. 20 AT 2PM ET The next Tax Committee monthly conference call will be held on Wednesday, January 20, 2016 at 2:00 p.m. (Eastern)...

[29574] December 18, 2015 TO: TAX COMMITTEE No. 45-15 RE: MARCH 3-4 2016 TAX COMMITTEE MEETING IN SCOTTSDALE, ARIZONA - HOTEL INFORMATION The next meeting of the ICI Tax Committee, as discussed during the recent Tax Committee call, will be held on Thursday, March 3 and Friday, March 4...

[29562] December 17, 2015 TO: TAX COMMITTEE No. 44-15 RE: DRAFT LETTER REQUESTING CLARIFICATION THAT RICS ARE NOT BROKERS UNDER SECTION 871(M) -- COMMENTS REQUESTED   Attached for your comment is a draft letter to the Treasury Department and the Internal Revenue Service (“IRS”)...

[29555] December 16, 2015 TO: TAX COMMITTEE No. 43-15 RE: FOR YOUR REVIEW - DRAFT LETTER TO SWEDISH TAX AUTHORITY URGING GUIDANCE ON U.S. FUND ELIGIBILITY FOR WITHHOLDING TAX EXEMPTION   The attached letter to the Swedish Tax Authority (STA) will be discussed during the December 17...

[29525] December 4, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 17-15 TAX COMMITTEE No. 42-15 RE: DECEMBER 17, JANUARY 20, AND FEBRUARY 10 TAX COMMITTEE CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, December 17, January 20, and...

[29494] November 17, 2015 TO: TAX COMMITTEE No. 39-15 RE: EU RECLAIMS - POLISH TRANSLATION OF SECURITIES EXCHANGE ACT OF 1934   The sworn Polish translation of the Securities Exchange Act of 1934 is now available on the Tax Committee’s webpage.  Direct links to all of the currently...

[29495] November 17, 2015 TO: TAX COMMITTEE No. 40-15 DERIVATIVES MARKETS ADVISORY COMMITTEE No. 81-15 RE: 2015 ISDA PROTOCOL TO ADDRESS SECTION 871 (m) ISDA has published two previous protocols to address the impact of Section 871(m) of the U.S. Internal Revenue Code on derivatives...