Tax Committee Content

ACTION REQUESTED [25784] January 10, 2012 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 2-12 BROKER/DEALER ADVISORY COMMITTEE No. 2-12 TAX COMMITTEE No. 5-12 TRANSFER AGENT ADVISORY COMMITTEE No. 2-12 PENSION COMMITTEE No. 2-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-12 RE...

[25781] January 10, 2012 TO: BDAC COST BASIS REPORTING TASK FORCE No. 1-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 1-12 BROKER/DEALER ADVISORY COMMITTEE No. 1-12 OPERATIONS COMMITTEE No. 1-12 SMALL FUNDS COMMITTEE No. 1-12 TAX COMMITTEE No. 4-12 TRANSFER AGENT ADVISORY...

[25780] January 6, 2012 TO: TAX COMMITTEE No. 3-12 INTERNATIONAL COMMITTEE No. 1-12 RE: DRAFT LETTER FOR YOUR REVIEW REGARDING INDIAN TAX ISSUE   Attached for your review is a draft letter from ICI and ICI Global to the Bombay Stock Exchange (“BSE”) requesting that the BSE modify the...

[25760] January 4, 2012 TO: TAX COMMITTEE No. 1-12 RE: 2012 TAX COMMITTEE MEETING AND CONFERENCE CALL SCHEDULE   The Tax Committee’s 2012 schedule for in-person meetings and monthly conference calls has been finalized.  Set forth below is the schedule and a reminder regarding the 2012...

[25733] December 21, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 41-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 80-11 BROKER/DEALER ADVISORY COMMITTEE No. 85-11 OPERATIONS COMMITTEE No. 53-11 SMALL FUNDS COMMITTEE No. 56-11 TAX COMMITTEE No. 79-11 TRANSFER AGENT...

[25700] December 8, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-11 TAX COMMITTEE No. 78-11 RE: MONTHLY TAX COMMITTEE CALL - DECEMBER 14 AT 2:00 P.M. ET   The next Tax Committee monthly conference call will be held on Wednesday, December 14, at 2:00 p.m. (Eastern).  The...

  [25694] December 8, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 40-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 77-11 BROKER/DEALER ADVISORY COMMITTEE No. 83-11 OPERATIONS COMMITTEE No. 51-11 SMALL FUNDS COMMITTEE No. 54-11 TAX COMMITTEE No. 77-11 TRANSFER AGENT...

  [25690] December 6, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 39-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 76-11 BROKER/DEALER ADVISORY COMMITTEE No. 81-11 OPERATIONS COMMITTEE No. 50-11 PENSION COMMITTEE No. 31-11 SMALL FUNDS COMMITTEE No. 53-11 TAX COMMITTEE No...

[25689] December 5, 2011 TO: TAX COMMITTEE No. 75-11 RE: DRAFT COMMENT LETTER ON PROPOSED NPC RULES; COMMENTS DUE BY DECEMBER 13TH   The ICI has prepared the attached draft comments in response to the proposed notional principal contract (“NPC”) regulations issued in September. [1] As...

[25669] November 29, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 38-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 73-11 BROKER/DEALER ADVISORY COMMITTEE No. 79-11 OPERATIONS COMMITTEE No. 49-11 SMALL FUNDS COMMITTEE No. 52-11 TAX COMMITTEE No. 74-11 TRANSFER AGENT...