Tax Committee Content

[25448] August 31, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-11 TAX COMMITTEE No. 53-11 RE: SEPTEMBER 21 TAX COMMITTEE MONTHLY CALL SCHEDULED   The next Tax Committee monthly conference call will be held on Wednesday, September 21, at 2:00 p.m. (Eastern). The...

  [25443] August 30, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 23-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 50-11 BROKER/DEALER ADVISORY COMMITTEE No. 53-11 OPERATIONS COMMITTEE No. 31-11 SMALL FUNDS COMMITTEE No. 34-11 TAX COMMITTEE No. 52-11 TRANSFER AGENT...

    [25422]   August 18, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 22-11 BROKER/DEALER ADVISORY COMMITTEE No. 50-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 48-11 OPERATIONS COMMITTEE No. 30-11 SMALL FUNDS COMMITTEE No. 32-11 TAX COMMITTEE No. 51-11 TRANSFER AGENT...

  [25419] August 17, 2011 TO: TAX COMMITTEE No. 49-11 RE: DRAFT SUBMISSION TO IRS ON SUSPENSION OF RULINGS TO RICS WITH COMMODITIES EXPOSURE; PLEASE COMMENT BY AUGUST 18   The attached submission follows up on a meeting that the ICI and a few practitioners had last Thursday with IRS...

  [25418] August 17, 2011 TO: TAX COMMITTEE No. 50-11 INTERNATIONAL COMMITTEE No. 22-11 RE: DRAFT ICI LETTER TO FinCEN AND IRS PROPOSING SIMPLIFIED FBAR REPORTING, COMMENTS DUE BY AUGUST 26TH   The attached draft letter urges FinCEN and the IRS to undertake a comprehensive review of...

[25412] August 15, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-11 TAX COMMITTEE No. 47-11 RE: AGENDA FOR AUGUST 17 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call, as we informed you previously, [1] will be held on Wednesday...

[25413] August 15, 2011 TO: TAX COMMITTEE No. 48-11 RE: LETTER TO TREASURY DEPARTMENT AND IRS REQUESTING DEEMED ELECTION FOR RICs UNDER CHECK-THE-BOX REGULATIONS   The attached draft letter to the Treasury Department and the IRS requests that the “check-the-box” regulations be amended...

  [25359] July 28, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 20-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 43-11 BROKER/DEALER ADVISORY COMMITTEE No. 44-11 OPERATIONS COMMITTEE No. 27-11 SMALL FUNDS COMMITTEE No. 29-11 TAX COMMITTEE No. 46-11 TRANSFER AGENT...

  [25339] July 18, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 8-11 TAX COMMITTEE No. 45-11 RE: AGENDA FOR JULY 20 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference call, as we informed you previously, [1] will be held on Wednesday, July 20...

[25337] July 15, 2011 TO: PENSION COMMITTEE No. 23-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-11 TAX COMMITTEE No. 44-11 OPERATIONS COMMITTEE No. 26-11 TRANSFER AGENT ADVISORY COMMITTEE No. 57-11 PRIVACY ISSUES WORKING GROUP No. 2-11 RE: DRAFT COMMENT LETTER ON EXTENSION OF IRS...