Tax Committee Content

[28705] February 3, 2015 TO: ACCOUNTING/TREASURERS COMMITTEE No. 2-15 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 3-15 BROKER/DEALER ADVISORY COMMITTEE No. 4-15 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 7-15 MUNICIPAL SECURITIES ADVISORY COMMITTEE No. 4-15 OPERATIONS COMMITTEE...

[28691] January 29, 2015 TO: TAX COMMITTEE No. 5-15 RE: ICI DRAFT LETTER ON MASSACHUSETTS MARKET BASED SOURCING REGULATIONS   The Massachusetts Department of Revenue has invited public comment regarding certain aspects of the apportionment rules that apply to “mutual fund sales” as...

[28680] January 21, 2015 TO: TAX COMMITTEE No. 4-15 RE: JOINT TRADE ASSOCIATION LETTER TO IRS RE SECTION 305(C)   The Institute, the Managed Funds Association (“MFA”), and the Securities Industry and Financial Markets Association (“SIFMA”) recently sent the attached letter to the...

[28665] January 13, 2015 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-15 TAX COMMITTEE No. 3-15 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - THURSDAY, JANUARY 22, AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...

[28655] January 9, 2015 TO: TAX COMMITTEE No. 2-15 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-15 ICI GLOBAL TAX COMMITTEE No. 3-15 INTERNATIONAL COMMITTEE No. 1-15 RE: FOR YOUR REVIEW AND COMMENT - DRAFT OF ICI GLOBAL COMMENT LETTER ON OECD BEPS 14 DISPUTE RESOLUTION PAPER   The...

[28647] January 9, 2015 TO: TAX COMMITTEE No. 1-15 RE: FEBRUARY 24 AND 25, 2015 TAX COMMITTEE MEETINGS IN AUSTIN, TX   The next regularly-scheduled meetings of the Tax Committee will be held on February 24 and February 25, 2015, in Austin, Texas at the offices of Dimensional Fund...

[28640] December 30, 2014 TO: TAX COMMITTEE No. 44-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 19-14 INTERNATIONAL COMMITTEE No. 45-14 ICI GLOBAL TAX COMMITTEE No. 24-14 RE: FOR YOUR REVIEW AND COMMENT: DRAFT OF ICI GLOBAL COMMENT LETTER ON OECD BEPS 7 PERMANENT ESTABLISHMENT...

[28620] December 23, 2014 TO: TAX COMMITTEE No. 43-14 ICI GLOBAL TAX COMMITTEE No. 23-14 INTERNATIONAL COMMITTEE No. 44-14 ICI GLOBAL RETIREMENT SAVINGS COMMITTEE ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 18-14 RE: 7 JANUARY 2015 CALLS TO DISCUSS THREE OECD TAX ACTION ITEMS  ...

[28579] December 15, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 17-14 TAX COMMITTEE No. 42-14 RE: TAX COMMITTEE MONTHLY CALL - THURSDAY, JANUARY 22, AT 2:00 P.M. ET   The next Tax Committee monthly call, originally scheduled for Thursday, January 15th, has been rescheduled...

[28570] December 11, 2014 TO: TAX COMMITTEE No. 41-14 ICI GLOBAL TAX COMMITTEE No. 22-14 INTERNATIONAL COMMITTEE No. 41-14 RE: FOR YOUR REVIEW AND COMMENT - FIRST DRAFT OF ICI GLOBAL COMMENT LETTER ON OECD BEPS 6 TAX TREATY “ABUSE” PAPER   The attached draft comment letter responds to...