Tax Committee Content

[28192] June 17, 2014 TO: TAX COMMITTEE No. 19-14 RE: MATERIALS FOR DISCUSSION AT JUNE TAX COMMITTEE MEETING   Attached are materials that we plan to discuss at the Tax Committee meeting in Denver on June 24th. [1]  We are sending these materials to the Committee in advance of the...

[28155] June 5, 2014 TO: TAX COMMITTEE No. 18-14 RE: PRELIMINARY AGENDA FOR JUNE 23 AND 24, 2014 TAX COMMITTEE MEETINGS IN DENVER, CO As we informed you previously, [1] the next meetings of the Tax Committee will be held on Monday June 23 and Tuesday June 24, 2014, in Denver, Colorado...

[28133] May 20, 2014 TO: TAX COMMITTEE No. 17-14 RE: ICI DRAFT RECOMMENDATIONS FOR 2014-2015 TREASURY/IRS PRIORITY GUIDANCE PLAN -- TAX ITEMS   Notice 2014-18 invites public comment on recommendations for Treasury’s 2014-2015 Priority Guidance Plan.   [1] The Institute plans to submit...

 [28099] May 7, 2014 TO: ETF ADVISORY COMMITTEE No. 7-14 TAX COMMITTEE No. 15-14 ICI GLOBAL TAX COMMITTEE No. 10-14 ICI GLOBAL STEERING COMMITTEE No. 6-14 INTERNATIONAL COMMITTEE No. 13-14 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 6-14 ICI GLOBAL ASIA PACIFIC CHAPTER No. 4-14...

[28101] May 7, 2014 TO: TAX COMMITTEE No. 16-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-1 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, MAY 22, AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Thursday, May 22, at 2:00 p.m. (Eastern). Ezella Wynn...

[28087] May 4, 2014 TO: ETF ADVISORY COMMITTEE No. 6-14 ICI GLOBAL ASIA PACIFIC CHAPTER No. 3-14 ICI GLOBAL ASIA PACIFIC FUND PASSPORTS TASK FORCE ICI GLOBAL ASIA PACIFIC SENIOR LEADERS No. 3-14 ICI GLOBAL EXCHANGE TRADED FUNDS COMMITTEE No. 1-14 ICI GLOBAL TAX COMMITTEE No. 9-14 ICI...

[28059] April 23, 2014 TO: TAX COMMITTEE No. 13-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-14 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, APRIL 24, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, April 24, at 2:00 p.m. (Eastern). The...

  [28028]   April 15, 2014 TO: TAX COMMITTEE No. 12-14 RE: JUNE 23 AND 24, 2014 TAX COMMITTEE MEETINGS IN DENVER, CO   The next regularly-scheduled meetings of the Tax Committee will be held on June 23 and June 24, 2014, in Denver, Colorado at the Denver Athletic Club, 1325 Glenarm...

[28030] April 14, 2014 TO: TAX COMMITTEE No. 11-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-14 RE: AGENDA FOR APRIL STATE TAX ISSUES CALL - WEDNESDAY, APRIL 16, AT 2:00 P.M. ET   As we previously informed you, [1] a conference call to discuss state tax issues will be held on...

  [28013] April 4, 2014 TO: BROKER/DEALER ADVISORY COMMITTEE No. 17-14 OPERATIONS COMMITTEE No. 18-14 TRANSFER AGENT ADVISORY COMMITTEE No. 20-14 TAAC FATCA TASK FORCE No. 4-14 TAX COMMITTEE No. 10-14 RE: IRS EXTENDS DEADLINE TO REGISTER FOR FATCA AND IDENTIFIES PENDING IGAs  ...