Tax Committee Content

  [26004] March 29, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 4-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 12-12 BROKER/DEALER ADVISORY COMMITTEE No. 15-12 OPERATIONS COMMITTEE No. 9-12 SMALL FUNDS COMMITTEE No. 9-12 TAAC COST BASIS REPORTING TASK FORCE No. 1-12 TAX...

[25995] March 23, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-12 TAX COMMITTEE No. 14-12 RE: MONTHLY TAX COMMITTEE CALL - MARCH 28 AT 2:00 P.M. ET The next Tax Committee monthly conference call will be held on Wednesday, March 28, at 2:00 p.m. (Eastern). The preliminary...

  [25966] March 7, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 3-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 11-12 BROKER/DEALER ADVISORY COMMITTEE No. 14-12 OPERATIONS COMMITTEE No. 8-12 SMALL FUNDS COMMITTEE No. 7-12 TAX COMMITTEE No. 13-12 TRANSFER AGENT ADVISORY...

[25934] February 23, 2012 TO: TAX COMMITTEE No. 12-12 RE: PRELIMINARY AGENDA FOR FEBRUARY 28-29 TAX COMMITTEE MEETINGS   As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 28, and Wednesday, February 29. [1]  If you plan to attend...

[25919] February 16, 2012 TO: TAX COMMITTEE No. 11-12 RE: RIC MODERNIZATION IMPLEMENTATION - EXAMPLES   The primary topic for discussion during the Tax Committee meeting on Tuesday, February 28, [1] will be RIC Modernization Act implementation issues.  Attached for your consideration...

  [25883] February 8, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 2-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 7-12 BROKER/DEALER ADVISORY COMMITTEE No. 6-12 OPERATIONS COMMITTEE No. 5-12 SMALL FUNDS COMMITTEE No. 3-12 TAX COMMITTEE No. 10-12 TRANSFER AGENT ADVISORY...

[25815] January 19, 2012 TO: TAX COMMITTEE No. 9-12 INTERNATIONAL COMMITTEE No. 3-12 RE: ICI LETTER TO BOMBAY STOCK EXCHANGE ON DATA PROVIDED TO INDIAN TAX AUTHORITY   The ICI and ICI Global submitted the attached letter to the Bombay Stock Exchange (“BSE”) requesting that the BSE...

[25802] January 17, 2012 TO: TAX COMMITTEE No. 8-12 INTERNATIONAL COMMITTEE No. 2-12 RE: DRAFT LETTER TO KOREA ON TAX TREATY ELIGIBILITY   The Korean Ministry of Finance on January 6 released draft guidance (MOSF Public Notice No. 2012-3) for funds seeking to receive benefits under...

[25789] January 12, 2012 TO: TAX COMMITTEE No. 7-12 RE: FEBRUARY 28 AND 29 TAX COMMITTEE MEETING REGISTRATION   As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 28, and Wednesday, February 29. [1]  The meeting on Tuesday will...

  [25792] January 12, 2012 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-12 TAX COMMITTEE No. 6-12 RE: MONTHLY TAX COMMITTEE CALL - JANUARY 18 AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, January 18, at 2:00 p.m. (Eastern). The...