Tax Committee Content

  [26091] April 27, 2012 TO: TAX COMMITTEE No. 25-12 INTERNATIONAL COMMITTEE No. 14-12 ETF (EXCHANGE-TRADED FUNDS) COMMITTEE No. 10-12 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 12-12 TRANSFER AGENT ADVISORY COMMITTEE No. 26-12 BROKER/DEALER ADVISORY COMMITTEE No. 20-12 RE...

[26078] April 24, 2012 TO: TAX COMMITTEE No. 24-12 RE: IRS RELEASES PROPOSED REGULATIONS ON TRANSFERS FROM C CORPORATIONS TO RICS AND REITS   The Internal Revenue Service (“IRS”) and Treasury Department have released proposed regulations on certain transfers of property from C...

[26060] April 18, 2012 TO: TAX COMMITTEE No. 23-12 RE: JUNE 5-6 TAX COMMITTEE IN MILWAUKEE - UPDATED HOTEL INFORMATION   As we previously informed you, [1] the next Tax Committee meetings will be held in Milwaukee, WI, on June 5 and 6, at the Pfister Hotel (424 E. Wisconsin Avenue). ...

  [26057] April 17, 2012 TO: TAX COMMITTEE No. 21-12 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-12 RE: MONTHLY TAX COMMITTEE CALL - MONDAY, APRIL 23, AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Monday, April 23rd, at 2:00 p.m. (Eastern). The...

  [26059] April 17, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-12 TAX COMMITTEE No. 22-12 RE: DRAFT ICI RECOMMENDATIONS FOR 2012-2013 IRS GUIDANCE PRIORITY LIST - COMMENTS REQUESTED   The Internal Revenue Service (“IRS”) and the Treasury Department have asked for...

  [26046] April 16, 2012 TO: TAX COMMITTEE No. 20-12 INTERNATIONAL COMMITTEE No. 12-12 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 8-12 TRANSFER AGENT ADVISORY COMMITTEE No. 21-12 BROKER/DEALER ADVISORY COMMITTEE No. 17-12 ETF (EXCHANGE-TRADED FUNDS) COMMITTEE No. 6-12 RE: DRAFT...

  [26038] April 12, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 5-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 15-12 BROKER/DEALER ADVISORY COMMITTEE No. 16-12 OPERATIONS COMMITTEE No. 10-12 SMALL FUNDS COMMITTEE No. 11-12 TAX COMMITTEE No. 19-12 TRANSFER AGENT ADVISORY...

  [26024] April 9, 2012 TO: TAX COMMITTEE No. 18-12 INTERNATIONAL COMMITTEE No. 10-12 RE: DRAFT LETTER TO KOREA ON FORM TO BE USED TO CLAIM TREATY RELIEF   A draft letter to Korea regarding the proper form to be used by U.S. funds to claim reduced withholding tax under the Korea-U.S...

[26014] April 2, 2012 TO: TAX COMMITTEE No. 17-12 RE: CONFERENCE CALL ON TUESDAY APRIL 3 AT 1 P.M. (EASTERN) TO DISCUSS INDIA TAX ISSUE   The Indian Finance Ministry is holding a meeting on April 4 in New Delhi with selected foreign institutional investors to discuss the proposed...

  [26006] March 30, 2012 TO: TAX COMMITTEE No. 16-12 RE: JUNE 5 AND 6, 2012 TAX COMMITTEE MEETINGS IN MILWAUKEE, WI   The next regularly-scheduled meetings of the Tax Committee will be held on June 5 and June 6, 2012, in Milwaukee, Wisconsin, at the Pfister Hotel, 424 E. Wisconsin...