Tax Committee Content

[26338] July 25, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 11-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 32-12 BROKER/DEALER ADVISORY COMMITTEE No. 34-12 OPERATIONS COMMITTEE No. 22-12 SMALL FUNDS COMMITTEE No. 21-12 TAAC COST BASIS REPORTING TASK FORCE No. 8-12 TAX...

[26274] June 28, 2012 TO: TAX COMMITTEE No. 34-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-12 RE: AGENDA FOR JULY TAX COMMITTEE CALL - THURSDAY, JULY 12, AT 3:30 P.M. ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held on Thursday...

[26254] June 21, 2012 TO: TAX COMMITTEE No. 32-12 INTERNATIONAL COMMITTEE No. 19-12 RE: JUNE 25 CALL TO DISCUSS KOREAN WITHHOLDING TAX REQUIREMENTS   A conference call will be held on Monday, June 25, at 2:00 p.m. (Eastern) to discuss ongoing uncertainties regarding the form that U.S...

[26255] June 21, 2012 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 28-12 BROKER/DEALER ADVISORY COMMITTEE No. 31-12 TAX COMMITTEE No. 33-12 TRANSFER AGENT ADVISORY COMMITTEE No. 39-12 PENSION MEMBERS No. 25-12 RE: DC TARGETED RETIREMENT DISTRIBUTION WITHHOLDING TEMPORARY ACT...

  [26247] June 20, 2012 TO: TAX COMMITTEE No. 30-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-12 RE: MONTHLY TAX COMMITTEE CALL - THURSDAY, JULY 12, AT 3:30 P.M. ET   The next Tax Committee monthly conference call will be held on Thursday, July 12th, at 3:30 p.m. (Eastern). The...

  [26248] June 20, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 10-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 27-12 BROKER/DEALER ADVISORY COMMITTEE No. 30-12 OPERATIONS COMMITTEE No. 19-12 SMALL FUNDS COMMITTEE No. 18-12 TAAC COST BASIS REPORTING TASK FORCE No. 7-12...

  [26206] May 29, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 9-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 23-12 BROKER/DEALER ADVISORY COMMITTEE No. 24-12 OPERATIONS COMMITTEE No. 17-12 SMALL FUNDS COMMITTEE No. 17-12 TAAC COST BASIS REPORTING TASK FORCE No. 6-12 TAX...

  [26179] May 23, 2012 TO: TAX COMMITTEE No. 28-12 RE: PRELIMINARY AGENDA FOR JUNE TAX COMMITTEE MEETINGS - MILWAUKEE   As we previously informed you, [1] the next meetings of the Tax Committee will be held on June 5 and 6, 2012, in Milwaukee, Wisconsin, at the Pfister Hotel, 424 E...

  [26151] May 8, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 8-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 21-12 BROKER/DEALER ADVISORY COMMITTEE No. 23-12 OPERATIONS COMMITTEE No. 16-12 SMALL FUNDS COMMITTEE No. 15-12 TAAC COST BASIS REPORTING TASK FORCE No. 5-12 TAX...

  [26152] May 8, 2012 TO: TAX COMMITTEE No. 27-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-12 RE: MONTHLY TAX COMMITTEE CALL - WEDNESDAY, MAY 16, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, May 16, at 2:00 p.m. (Eastern). The...