Tax Committee Content

    [24251]   April 20, 2010 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-10 TAX COMMITTEE No. 9-10     RE: AGENDA FOR APRIL 21 CONFERENCE CALL   The next monthly conference call of the Tax Committee and Adviser Distributor Tax Issues Task Force, as we previously informed you...

    [24184]   March 12, 2010 TO: TAX COMMITTEE No. 8-10     RE: CONFERENCE CALL RE COST BASIS REPORTING ON GIFTED AND INHERITED SHARES-TUESDAY, MARCH 23, 2010, AT 4:00 PM ET   A joint conference call with the Tax Committee and the Broker/Dealer Advisory Committee and Transfer Agent...

    [24165]   March 2, 2010 TO: TAX COMMITTEE No. 6-10 ACCOUNTING/TREASURERS COMMITTEE No. 2-10 INTERNATIONAL COMMITTEE No. 2-10 SEC RULES COMMITTEE No. 11-10 PENSION COMMITTEE No. 5-10     RE: MARCH 10 CONFERENCE CALL TO DISCUSS PROPOSED FBAR REGULATIONS   A conference call will be...

    [24166]   March 2, 2010 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-10 TAX COMMITTEE No. 7-10     RE: MARCH 24, APRIL 21 AND MAY 12 TAX COMMITTEE MONTHLY CALL INFORMATION   The next Tax Committee monthly conference calls will be held on Wednesday, March 24, April 21 and...

    [24138]   February 18, 2010 TO: PENSION COMMITTEE No. 3-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-10 TAX COMMITTEE No. 5-10 OPERATIONS COMMITTEE No. 4-10 TRANSFER AGENT ADVISORY COMMITTEE No. 10-10 PRIVACY ISSUES WORKING GROUP No. 1-10     RE: ICI CONFERENCE CALL ON IRS TIN...

    [24141]   February 18, 2010 TO: TAX COMMITTEE No. 4-10     RE: AGENDAS FOR FEBRUARY 24 AND 25 TAX COMMITTEE MEETINGS   Attached are the preliminary agendas for the Tax Committee meetings to be held on Wednesday, February 24, beginning at 10:00 a.m., and Thursday, February 25...

    [24111]   January 29, 2010 TO: BROKER/DEALER ADVISORY COMMITTEE No. 5-10 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 3-10 OPERATIONS COMMITTEE No. 3-10 SMALL FUNDS COMMITTEE No. 2-10 TAX COMMITTEE No. 2-10 TRANSFER AGENT ADVISORY COMMITTEE No. 4-10     RE: DRAFT INSTITUTE...

[24109]   January 29, 2010 TO: TAX COMMITTEE No. 3-10     RE: FEBRUARY 24 AND 25 TAX COMMITTEE MEETING REGISTSRATIION   As we informed you previously, the next meetings of the Tax Committee will be held on Wednesday, February 24, and Thursday, February 25. [1]  All meetings will be...

    [24059]   January 6, 2010 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-10 TAX COMMITTEE No. 1-10     RE: REMINDER:  TAX COMMITTEE CALLS JANUARY 12 AND 13; JOINT COST BASIS REPORTING MEETING JANUARY 20   As we previously informed you, [1] there will be a Tax Committee...

    [24026]   December 17, 2009 TO: TAX COMMITTEE No. 31-09     RE: JANUARY TAX COMMITTEE CALLS AND COST BASIS REPORTING MEETING   The Tax Committee will hold a conference call on Tuesday, January 12, at 2:00 pm ET, to discuss the proposed regulations on cost basis reporting that were...