Tax Committee Content

  [25045] March 24, 2011 TO: TAX COMMITTEE No. 14-11 RE: RIC MODERNIZATION IMPLEMENTATION CALL ON MARCH 29   A Tax Committee conference call has been scheduled for Tuesday, March 29, at 2:30 p.m. (Eastern) to discuss the implementation issues arising under the RIC Modernization...

[25025] March 11, 2011 TO: TAX COMMITTEE No. 13-11 RE: REVISED RIC MODERNIZATION IMPLEMENTATION MEMO   The attached memorandum on implementing the Regulated Investment Company Modernization Act of 2010 has been revised to reflect the comments received during the Tax Committee meeting...

  [25014] March 8, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 5-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 16-11 BROKER/DEALER ADVISORY COMMITTEE No. 14-11 OPERATIONS COMMITTEE No. 9-11 SMALL FUNDS COMMITTEE No. 11-11 TAX COMMITTEE No. 12-11 TRANSFER AGENT ADVISORY...

  [25007] March 4, 2011 TO: TAX COMMITTEE No. 11-11 RE: MATERIALS FOR RIC MODERNIZATION IMPLEMENTATION MEETING/CALL ON MARCH 8   The attached detailed memorandum will serve as the agenda for the Tax Committee meeting/conference call to discuss RIC Modernization implementation.  The...

  [25006] March 4, 2011 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-11 TAX COMMITTEE No. 10-11 RE: PRELIMINARY AGENDA FOR MARCH 9 TAX COMMITTEE CALL   The next monthly call of the Tax Committee and the Advisor Distributor Tax Issues Task Force will be held on Wednesday, March...

[24999] March 2, 2011 TO: TAX COMMITTEE No. 9-11 RE: DETAILS FOR MARCH 8 TAX COMMITTEE RIC MODERNIZATION MEETING   The Tax Committee meeting to discuss RIC Modernization implementation will be held, as we previously informed you, at 1:00 p.m. (EST) on Tuesday, March 8, 2011.  You may...

[24980] February 18, 2011 TO: TAX COMMITTEE No. 8-11 RE: MARCH 8 DISCUSSION OF RIC MODERNIZATION IMPLEMENTATION   The Tax Committee will discuss implementation issues arising from the RIC Modernization Act beginning at 1:00 p.m. (EST) on Tuesday, March 8, 2011.  We plan to hold an in...

  [24971] February 17, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 3-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 11-11 BROKER/DEALER ADVISORY COMMITTEE No. 9-11 OPERATIONS COMMITTEE No. 8-11 TAX COMMITTEE No. 7-11 TRANSFER AGENT ADVISORY COMMITTEE No. 14-11 RE...

[24935] February 2, 2011 TO: TAX COMMITTEE No. 6-11 RE: PRELIMINARY AGENDA FOR FEBRUARY 10 TAX COMMITTEE MEETING   As we informed you previously, the next meetings of the Tax Committee will be held on Wednesday, February 9, and Thursday, February 10. [1]   If you plan to attend the...

[24885] January 18, 2011 TO: TAX COMMITTEE No. 5-11 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 2-11 RE: PRELIMINARY AGENDA FOR JANUARY 19 TAX COMMITTEE CALL The next monthly call of the Tax Committee and the Advisor Distributor Tax Issues Task Force will be held, as we informed you...