Tax Committee Content

[25572] October 20, 2011 TO: TAX COMMITTEE No. 63-11 TRANSFER AGENT ADVISORY COMMITTEE No. 87-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 61-11 BROKER/DEALER ADVISORY COMMITTEE No. 66-11 OPERATIONS COMMITTEE No. 40-11 SMALL FUNDS COMMITTEE No. 42-11 PENSION COMMITTEE No. 29...

[25555] October 13, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 28-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 59-11 BROKER/DEALER ADVISORY COMMITTEE No. 64-11 OPERATIONS COMMITTEE No. 38-11 SMALL FUNDS COMMITTEE No. 40-11 TAX COMMITTEE No. 62-11 TRANSFER AGENT ADVISORY...

[25521] September 29, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 27-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 58-11 BROKER/DEALER ADVISORY COMMITTEE No. 62-11 OPERATIONS COMMITTEE No. 37-11 SMALL FUNDS COMMITTEE No. 39-11 TAX COMMITTEE No. 61-11 TRANSFER AGENT...

[25516] September 23, 2011 TO: TAX COMMITTEE No. 60-11 TRANSFER AGENT ADVISORY COMMITTEE No. 81-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 57-11 BROKER/DEALER ADVISORY COMMITTEE No. 61-11 OPERATIONS COMMITTEE No. 36-11 ACCOUNTING/TREASURERS COMMITTEE No. 14-11 CLOSED-END...

  [25511] September 22, 2011 TO: TAX COMMITTEE No. 59-11 RE: NOVEMBER 2 AND 3 TAX COMMITTEE MEETINGS - NOTE START TIME CHANGE   As we discussed during this week’s Tax Committee call, the next meetings of the Tax Committee will be held on Wednesday, November 2, and Thursday, November 3...

[25507] September 20, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 26-11 BROKER/DEALER ADVISORY COMMITTEE No. 60-11 OPERATIONS COMMITTEE No. 35-11 SMALL FUNDS COMMITTEE No. 38-11 TAX COMMITTEE No. 58-11 TRANSFER AGENT ADVISORY COMMITTEE No. 80-11 BANK, TRUST AND RETIREMENT...

[25503] September 19, 2011 TO: TAX COMMITTEE No. 57-11 RE: SEC ISSUES CONCEPT RELEASE ON FUNDS’ USE OF DERIVATIVES   The Securities and Exchange Commission has published a concept release (“Concept Release” or “Release”) and request for comments on a wide range of issues relevant to...

[25501] September 19, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-11 TAX COMMITTEE No. 56-11 RE: PRELIMINARY AGENDA FOR SEPTEMBER 21 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call, as we informed you previously, [1] will be held...

  [25488] September 15, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 25-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 54-11 BROKER/DEALER ADVISORY COMMITTEE No. 58-11 OPERATIONS COMMITTEE No. 33-11 SMALL FUNDS COMMITTEE No. 37-11 TAX COMMITTEE No. 55-11 TRANSFER AGENT...

  [25472] September 8, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 24-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 52-11 BROKER/DEALER ADVISORY COMMITTEE No. 55-11 OPERATIONS COMMITTEE No. 32-11 SMALL FUNDS COMMITTEE No. 36-11 TAX COMMITTEE No. 54-11 TRANSFER AGENT...