Tax Committee Content

[27443] August 6, 2013 TO: TAX COMMITTEE No. 20-13 RE: CALL TO DISCUSS PROPOSED REGS ON CONTROLLED GROUPS -- THURSDAY, AUG. 15 AT 2:00 P.M. ET   The Internal Revenue Service has issued proposed regulations relating to the application of the “controlled group” rules in section 851(c)....

[27339] June 27, 2013 TO: TAX COMMITTEE No. 19-13 RE: SEC PROPOSAL ON MONEY MARKET FUND REFORM   As we recently discussed at the Tax Committee meeting in San Francisco, the Securities and Exchange Commission (“SEC”) has proposed two alternatives for amending Rule 2a-7 and other rules...

[27334] June 26, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 6-13 TAX COMMITTEE No. 18-13 RE: JULY 18 AND SEPTEMBER12 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, July 18 and   Thursday, September 12...

[27299] June 12, 2013 TO: TAX COMMITTEE No. 17-13 ICI GLOBAL TAX COMMITTEE No. 12-13 RE: NEW EU DIRECTIVE ON AUTOMATIC EXCHANGE OF TAX INFORMATION   EU Tax Commissioner Algirdas Semeta released a proposal to amend an EU Directive on automatic exchange of tax information.  The proposal...

[27287] June 10, 2013 TO: ACCOUNTING/TREASURERS COMMITTEE No. 17-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 15-13 BROKER/DEALER ADVISORY COMMITTEE No. 28-13 INVESTMENT COMPANY DIRECTORS No. 9-13 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 13-13 MUNICIPAL SECURITIES ADVISORY...

[27288] June 10, 2013 TO: TAX COMMITTEE No. 16-13 RE: PRELIMINARY AGENDA FOR JUNE 20-21 TAX COMMITTEE MEETINGS IN SAN FRANCISCO, CA   As we informed you previously, the next meetings of the Tax Committee will be held on Thursday, June 20, and Friday, June 21. [1]  If you plan to...

[27241] May 16, 2013 TO: TAX COMMITTEE No. 14-13 INTERNATIONAL COMMITTEE No. 16-13 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 11-13 TRANSFER AGENT ADVISORY COMMITTEE No. 38-13 BROKER/DEALER ADVISORY COMMITTEE No. 24-13 ICI GLOBAL TAX COMMITTEE No. 10-13 TAAC FATCA TASK FORCE No...

[27243] May 16, 2013 TO: TAX COMMITTEE No. 15-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-13 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, MAY 23, AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Thursday, May 23, at 2:00 p.m. (Eastern). The...

[27206] April 29, 2013 TO: TAX COMMITTEE No. 13-13 RE: DRAFT ICI SUBMISSION ON IRS PRIORITY GUIDANCE PLAN FOR YOUR REVIEW   Attached for your review is a draft of the ICI’s submission to the Internal Revenue Service (“IRS”) and the Treasury Department providing recommendations, in...

[27177] April 12, 2013 TO: TAX COMMITTEE No. 12-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-13 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, APRIL 25, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, April 25, at 2:00 p.m. (Eastern). The...