Tax Committee Content

[25334] July 14, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 19-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 42-11 BROKER/DEALER ADVISORY COMMITTEE No. 43-11 OPERATIONS COMMITTEE No. 25-11 SMALL FUNDS COMMITTEE No. 27-11 TAX COMMITTEE No. 43-11 TRANSFER AGENT ADVISORY...

  [25315] July 7, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 18-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 39-11 BROKER/DEALER ADVISORY COMMITTEE No. 41-11 OPERATIONS COMMITTEE No. 24-11 SMALL FUNDS COMMITTEE No. 26-11 TAX COMMITTEE No. 42-11 TRANSFER AGENT ADVISORY...

  [25310] July 1, 2011 TO: TAX COMMITTEE No. 41-11 INTERNATIONAL COMMITTEE No. 17-11 RE: FATCA CONFERENCE CALL ON JULY 21 AT NOON (EASTERN)   A conference call of the ICI’s Tax and International Committees will be held at noon (Eastern) on Thursday, July 21, to discuss the ICI’s...

  [25299] June 23, 2011 TO: OPERATIONS COMMITTEE No. 23-11 TRANSFER AGENT ADVISORY COMMITTEE No. 51-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 38-11 BROKER/DEALER ADVISORY COMMITTEE No. 40-11 BDAC COST BASIS REPORTING TASK FORCE No. 17-11 TAX COMMITTEE No. 39-11 RE: COST...

  [25301] June 23, 2011 TO: TAX COMMITTEE No. 40-11 RE: DRAFT ICI COMMENT LETTER REQUESTING IRS GUIDANCE ON RIC MODERNIZATION ACT   Attached for your review is a draft comment letter to the Internal Revenue Service (“IRS”) and the Treasury Department asking the government to clarify...

  [25293] June 22, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 14-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 35-11 BROKER/DEALER ADVISORY COMMITTEE No. 36-11 OPERATIONS COMMITTEE No. 21-11 SMALL FUNDS COMMITTEE No. 24-11 TAX COMMITTEE No. 37-11 TRANSFER AGENT...

  [25294] June 22, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 15-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 36-11 BROKER/DEALER ADVISORY COMMITTEE No. 37-11 OPERATIONS MEMBERS No. 13-11 SMALL FUNDS MEMBERS No. 44-11 TAX MEMBERS No. 19-11 TRANSFER AGENT ADVISORY...

  [25296] June 22, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 16-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 37-11 BROKER/DEALER ADVISORY COMMITTEE No. 38-11 OPERATIONS COMMITTEE No. 22-11 SMALL FUNDS COMMITTEE No. 25-11 TAX COMMITTEE No. 38-11 TRANSFER AGENT...

[25284] June 17, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-11 TAX COMMITTEE No. 36-11 RE: JULY 20 AND AUGUST 17 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Wednesday, July 20 and August 17, 2011. The call on...

  [25263] June 8, 2011 TO: TAX COMMITTEE No. 35-11 ACCOUNTING/TREASURERS COMMITTEE No. 10-11 INTERNATIONAL COMMITTEE No. 15-11 RE: JUNE 9 CONFERENCE CALL TO DISCUSS FBAR AND FinCEN NOTICE 2011-1   A conference call will be held on Thursday, June 9, at 2:00 p.m. (Eastern), as decided...