Tax Committee Content

  [25256] June 7, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 13-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 32-11 BROKER/DEALER ADVISORY COMMITTEE No. 33-11 COMPLIANCE ADVISORY COMMITTEE No. 4-11 INTERNAL AUDIT ADVISORY COMMITTEE No. 6-11 OPERATIONS COMMITTEE No. 20...

  [25236] June 1, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 12-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 30-11 BROKER/DEALER ADVISORY COMMITTEE No. 31-11 OPERATIONS COMMITTEE No. 19-11 SMALL FUNDS COMMITTEE No. 22-11 TAX COMMITTEE No. 33-11 TRANSFER AGENT ADVISORY...

ACTION REQUESTED [25234] May 31, 2011 TO: TAX COMMITTEE No. 32-11 INTERNATIONAL COMMITTEE No. 14-11 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 9-11 TRANSFER AGENT ADVISORY COMMITTEE No. 39-11 BROKER/DEALER ADVISORY COMMITTEE No. 30-11 RE: DRAFT ICI COMMENT LETTER ON FATCA --...

  [25228] May 31, 2011 TO: TAX COMMITTEE No. 31-11 RE: PRELIMINARY AGENDA FOR JUNE TAX COMMITTEE MEETING - SAN FRANCISCO   As we previously informed you, [1] the next meetings of the Tax Committee will be held on June 6 and 7, 2011, in San Francisco, CA, at the offices of Dodge & Cox...

[25222] May 25, 2011 TO: TAX COMMITTEE No. 30-11 RE: PLEASE REVIEW DRAFT RECOMMENDATIONS OF TAX ITEMS FOR 2011-12 TREASURY GUIDANCE PRIORITY LIST   Please review the attached draft of the ICI’s recommendations to the Treasury Department and the IRS for the 2011-12 Guidance Priority...

[25197] May 18, 2011 TO: OPERATIONS COMMITTEE No. 18-11 TRANSFER AGENT ADVISORY COMMITTEE No. 37-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 29-11 BROKER/DEALER ADVISORY COMMITTEE No. 28-11 TAX COMMITTEE No. 29-11 RE: COST BASIS REPORTING - SHAREHOLDER COMMUNICATIONS...

[25194] May 18, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 10-11 BROKER/DEALER ADVISORY COMMITTEE No. 26-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 27-11 OPERATIONS COMMITTEE No. 16-11 SMALL FUNDS COMMITTEE No. 20-11 TAX COMMITTEE No. 28-11 TRANSFER AGENT ADVISORY...

[25188] May 16, 2011 TO: TAX COMMITTEE No. 27-11 INTERNATIONAL COMMITTEE No. 12-11 RE: REVISED DRAFT OF FBAR COMMENT LETTER; PLEASE PROVIDE COMMENTS BY THURSDAY, MAY 19TH   Attached for your review is a revised draft of the letter the ICI intends to submit to the Treasury Department’s...

  [25181] May 11, 2011 TO: TAX MEMBERS No. 8-11 INTERNATIONAL MEMBERS No. 14-11 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 7-11 TRANSFER AGENT ADVISORY COMMITTEE No. 32-11 BROKER/DEALER ADVISORY COMMITTEE No. 23-11 RE: DRAFT OUTLINE OF ICI COMMENT LETTER ON FATCA AND NOTICE 2011...

[25179] May 10, 2011 TO: TAX COMMITTEE No. 25-11 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 5-11 RE: PRELIMINARY AGENDA FOR MAY 11 TAX COMMITTEE CALL   The next monthly call of the Tax Committee and the Advisor Distributor Tax Issues Task Force will be held on Wednesday, May 11, at...