Tax Committee Content

[28405] September 25, 2014 TO: ACCOUNTING/TREASURERS COMMITTEE No. 24-14 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 41-14 BROKER/DEALER ADVISORY COMMITTEE No. 46-14 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 25-14 MUNICIPAL SECURITIES ADVISORY COMMITTEE No. 21-14 OPERATIONS...

[28367] September 9, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-14 TAX COMMITTEE No. 28-14 RE: SEPTEMBER 11 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call will be held on Thursday, September 11, 2014 at 2:00 p.m. (Eastern).  The...

[28360] September 3, 2014 TO: ETF ADVISORY COMMITTEE No. 15-14 ICI GLOBAL ASIA PACIFIC CHAPTER No. 8-14 ICI GLOBAL ASIA PACIFIC FUND PASSPORTS TASK FORCE ICI GLOBAL ASIA PACIFIC SENIOR LEADERS No. 7-14 ICI GLOBAL EXCHANGE TRADED FUNDS COMMITTEE No. 4-14 ICI GLOBAL STEERING COMMITTEE...

[28304] August 6, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-14 TAX COMMITTEE No. 26-14 RE: AUGUST 12, SEPTEMBER 11, AND OCTOBER 9 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Tuesday, August 12, Thursday...

[28283] July 24, 2014 TO: TAX COMMITTEE No. 25-14 RE: CONFERENCE CALL TO DISCUSS PROPOSED REGULATIONS ON FLOATING NAV MONEY MARKET FUNDS - AUG. 5 AT 2:00 P.M. ET   The Treasury Department and the Internal Revenue Service (“IRS”) have recently released guidance addressing the tax...

[28280] July 23, 2014 TO: TAX COMMITTEE No. 24-14 RE: CALL TO DISCUSS PROPOSED REGULATIONS ON CONTROLLED GROUPS - WED., JULY 30, AT 2:30 P.M. ET   The Institute recently discussed with the Internal Revenue Service (“IRS”) our comments on the proposed regulations under section 851...

[28270] July 16, 2014 TO: TAX COMMITTEE No. 23-14 RE: CALL TO DISCUSS CHANGES TO YEAR-END TAX REPORTING SPREADSHEETS   A conference call will be held on Thursday, July 24, at 2:00 p.m. (Eastern) to discuss changes to the year-end tax reporting spreadsheets.  Topics will include...

[28259] July 10, 2014 TO: ETF ADVISORY COMMITTEE No. 14-14 ICI GLOBAL ASIA PACIFIC CHAPTER No. 6-14 ICI GLOBAL ASIA PACIFIC FUND PASSPORTS TASK FORCE ICI GLOBAL ASIA PACIFIC SENIOR LEADERS No. 6-14 ICI GLOBAL EXCHANGE TRADED FUNDS COMMITTEE No. 3-14 ICI GLOBAL STEERING COMMITTEE No. 9...

[28257] July 9, 2014 TO: TAX COMMITTEE No. 21-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-14 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, JULY 17, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, July 17, at 2:00 p.m. (Eastern). Ezella...

[28243] July 8, 2014 TO: TAX COMMITTEE No. 20-14 INTERNATIONAL COMMITTEE No. 20-14 RE: JULY 15 CONFERENCE CALL TO DISCUSS TAX ISSUES IN NEW INDIAN UNION BUDGET   An interactive conference call to discuss the new Indian Union Budget will be held on Tuesday, July 15, at 11:00 a.m....