ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
[27774] December 16, 2013 TO: TAX COMMITTEE No. 40-13 RE: FEBRUARY 25 AND 26 TAX COMMITTEE MEETING REGISTRATION The next meetings of the Tax Committee will be held on Tuesday, February 25, and Wednesday, February 26, 2014. The meeting on Tuesday will begin at 2:00 p.m.; on...
[27770] December 13, 2013 TO: TAX COMMITTEE No. 39-13 RE: REVISED PROPOSED SCHEDULE D (FORM 1120-RIC) Attached is a revised proposed Schedule D (Form 1120-RIC), reflecting comments received from members. [1] We will discuss the proposed form on the Tax Committee call on Wednesday...
[27764] December 12, 2013 TO: TAX COMMITTEE No. 38-13 RE: CALL TO DISCUSS CALIFORNIA MINIMUM FRANCHISE TAX NOTICES -- MONDAY, DEC. 16 AT 5:00 P.M. ET Members based in California report receiving assessment notices from the California Franchise Tax Board for payment of the minimum...
[27757] December 11, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-13 TAX COMMITTEE No. 37-13 RE: TAX COMMITTEE MONTHLY CALL DATES CHANGED TO DECEMBER 18 AND JANUARY 22; AGENDA ATTACHED The next Tax Committee monthly conference calls will be held on Wednesday, December...
[27741] December 4, 2013 TO: TAX COMMITTEE No. 36-13 RE: PROPOSED SCHEDULE D (1120-RIC) - COMMENTS REQUESTED As we discussed on our last Tax Committee call, attached is a proposed Schedule D (Form 1120-RIC). The purpose of this proposed form is to enable funds to better provide RIC...
[27706] November 19, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-13 TAX COMMITTEE No. 35-13 RE: SENATE FINANCE COMMITTEE PROPOSALS FOR INTERNATIONAL TAX REFORM Senator Max Baucus (D – Montana), Chairman of the Senate Finance Committee, has released a staff discussion...
[27698] November 13, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-13 TAX COMMITTEE No. 34-13 RE: NOVEMBER 21, DECEMBER 19, AND JANUARY 23 TAX COMMITTEE MONTHLY CALL INFORMATION The next Tax Committee monthly conference calls will be held on Thursday, November 21...
[27662] October 30, 2013 TO: TAX COMMITTEE No. 33-13 INTERNATIONAL COMMITTEE No. 26-13 ICI GLOBAL TAX COMMITTEE No. 20-13 RE: ICI/ICI GLOBAL MEMBERS MEETING IN MUMBAI ON NOVEMBER 14, 2013 ICI and ICI Global members are invited to a meeting in Mumbai on Thursday November 14 at 10:00...
[27651] October 25, 2013 TO: TAX COMMITTEE No. 32-13 INTERNATIONAL COMMITTEE No. 25-13 ICI GLOBAL TAX COMMITTEE No. 19-13 RE: TAX ISSUES FOR MEETINGS WITH INDIAN GOVERNMENT OFFICIALS A group of tax experts from ICI and ICI Global member firms will be joining us for meetings with...
[27650] October 24, 2013 TO: TAX COMMITTEE No. 31-13 RE: DRAFT LETTER ON CONTROLLED GROUP PROPOSED REGULATIONS -- COMMENTS REQUESTED Attached for your review is a draft letter providing comments on the recently proposed regulations under section 851(c) regarding the application of...
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