Tax Committee Content

[28012] April 3, 2014 TO: TAX COMMITTEE No. 9-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-14 RE: APRIL 16 CONFERENCE CALL TO DISCUSS STATE TAX ISSUES A conference call will be held on Wednesday, April 16, at 2:00 p.m. (Eastern) with the Advisor Distributor Tax Issues Task Force...

[28009] April 1, 2014 TO: TAX COMMITTEE No. 8-14 INTERNATIONAL COMMITTEE No. 9-14 ICI GLOBAL TAX COMMITTEE No. 5-14 RE: FOR YOUR REVIEW - DRAFT LETTER TO OECD ON TREATY SHOPPING   The Organisation for Economic Co-operation and Development (OECD) last summer published a detailed...

[27985] March 25, 2014 TO: TAX COMMITTEE No. 7-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-14 RE: AGENDA FOR MARCH TAX COMMITTEE CALL - THURSDAY, MARCH 27, AT 2:00 P.M. ET   As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...

[27932] March 7, 2014 TO: TAX COMMITTEE No. 6-14 INTERNATIONAL COMMITTEE No. 5-14 RE: APRIL 2 CONFERENCE CALL TO DISCUSS INDIAN TAX ISSUES   A conference call with the Indian tax advisers who have been assisting us with Indian tax issues will be held on Wednesday, April 2, at 2:00 p.m...

[27926] March 5, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-14 TAX COMMITTEE No. 5-14 RE: MARCH 27, APRIL 24, AND MAY 22 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, March 27, Thursday, April 24, and...

[27889] February 12, 2014 TO: TAX COMMITTEE No. 4-14 RE: PRELIMINARY AGENDA FOR FEBRUARY 25-26 TAX COMMITTEE MEETINGS   As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 25, and Wednesday, February 26. [1]  If you plan to attend...

[27875] February 5, 2014 TO: TAX COMMITTEE No. 3-14 RE: DRAFT LETTER TO IRS REGARDING PROPOSED SCHEDULE D (FORM 1120-RIC)   Attached for your review is a draft letter to the Internal Revenue Service (“IRS”) regarding a proposed Schedule D specific to the Form 1120-RIC. [1]  The letter...

[27854] January 22, 2014 TO: BROKER/DEALER ADVISORY COMMITTEE No. 5-14 OPERATIONS COMMITTEE No. 2-14 TRANSFER AGENT ADVISORY COMMITTEE No. 5-14 TAAC FATCA TASK FORCE No. 2-14 TAX COMMITTEE No. 2-14 RE: ICI MUTUAL FUND TRANSFER AGENT GUIDE FOR FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)...

[27846] January 16, 2014 TO: TAX COMMITTEE No. 1-14 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-14 RE: MONTHLY TAX COMMITTEE CALL - WEDNESDAY, JANUARY 22, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, January 22, at 2:00 p.m. (Eastern)...

[27808] December 24, 2013 TO: TAX COMMITTEE No. 41-13 RE: REVISED DRAFT SCHEDULE D (FORM 1120-RIC)   Attached for your review is a revised draft Schedule D (Form 1120-RIC), reflecting our discussion on the Tax Committee call on Wednesday, December 18, 2013.  We plan to submit this...