Tax Committee Content

[27169] April 9, 2013 TO: TAX COMMITTEE No. 11-13 INTERNATIONAL COMMITTEE No. 12-13 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 9-13 TRANSFER AGENT ADVISORY COMMITTEE No. 29-13 BROKER/DEALER ADVISORY COMMITTEE No. 19-13 ICI GLOBAL TAX COMMITTEE No. 9-13 TAAC FATCA TASK FORCE No. 3...

[27168] April 9, 2013 TO: TAX COMMITTEE No. 10-13 INTERNATIONAL COMMITTEE No. 11-13 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 8-13 TRANSFER AGENT ADVISORY COMMITTEE No. 28-13 BROKER/DEALER ADVISORY COMMITTEE No. 18-13 ICI GLOBAL TAX COMMITTEE No. 8-13 TAAC FATCA TASK FORCE No. 2...

[27165] April 8, 2013 TO: TAX COMMITTEE No. 9-13 INTERNATIONAL COMMITTEE No. 10-13 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 7-13 TRANSFER AGENT ADVISORY COMMITTEE No. 27-13 BROKER/DEALER ADVISORY COMMITTEE No. 17-13 ICI GLOBAL TAX COMMITTEE No. 7-13 RE: IRS RELEASES DRAFT...

[27159] April 5, 2013 TO: TAX COMMITTEE No. 8-13 RE: JUNE 20 AND 21, 2013 TAX COMMITTEE MEETINGS IN SAN FRANCISCO, CA   The next regularly-scheduled meetings of the Tax Committee will be held on June 20 and June 21, 2013, in San Francisco, California, at the offices of BlackRock, 400...

[27131] March 27, 2013 TO: TAX COMMITTEE No. 7-13 RE: DRAFT COMMENTS ON WAYS & MEANS FINANCIAL PRODUCTS DISCUSSION DRAFT; CALL SCHEDULED FOR APRIL 3 AT 2:00 P.M. ET   Attached for your review are draft Institute comments on the discussion draft recently released by the Ways & Means...

[27126] March 25, 2013 TO: TAX COMMITTEE No. 6-13 RE: RECOMMENDATIONS FOR 2013-14 IRS AND TREASURY GUIDANCE PRIORITY LIST   IRS Notice 2013-22 requests recommendations for the 2013-2014 Guidance Priority List. ICI will prepare a list of recommendations that includes the outstanding...

  [27097] March 11, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-13 TAX COMMITTEE No. 5-13 RE: MARCH 14, APRIL 25, AND MAY 23 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Thursday, March 14, Thursday, April 25 and...

[27083] March 7, 2013 TO: TAX COMMITTEE No. 4-13 RE: DRAFT LETTER TO IRS REGARDING FORM 8949 - COMMENTS REQUESTED   Attached for your review is a draft letter regarding use of IRS Form 8949, “Sales and Other Dispositions of Capital Assets,” by regulated investment companies (“RICs”). ...

[27008] February 13, 2013 TO: TAX COMMITTEE No. 3-13 RE: CONFERENCE CALL TO DISCUSS WAYS & MEANS PROPOSALS TO REFORM FINANCIAL PRODUCTS TAXATION - THURSDAY, FEB. 14 AT 3:30 P.M. ET   The Institute has received several requests from Congressional staff regarding our views on the...

[26981] February 7, 2013 TO: TAX COMMITTEE No. 2-13 RE: PRELIMINARY AGENDA FOR FEBRUARY 20-21 TAX COMMITTEE MEETINGS   As we informed you previously, the next meetings of the Tax Committee will be held on Wednesday, February 20, and Thursday, February 21. [1]  If you plan to attend...