Tax Committee Content

    [22883]   September 19, 2008 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 31-08 FIXED-INCOME ADVISORY COMMITTEE No. 25-08 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 23-08 MUNICIPAL SECURITIES ADVISORY COMMITTEE No. 35-08 TAX COMMITTEE No. 30-08     RE: IRS NOTICE ADDRESSES...

      [22845]   September 4, 2008 TO: TAX COMMITTEE No. 29-08     RE: REVISED ICI DRAFT LETTER REQUESTING GUIDANCE CLARIFYING PREFERENTIAL DIVIDEND RULE; COMMENTS REQUESTED   Attached for your review is a revised (including a redlined version showing changes to the draft distributed...

    [22789]   August 15, 2008 TO: ACCOUNTING/TREASURERS COMMITTEE No. 11-08 BANK AND TRUST ADVISORY COMMITTEE No. 25-08 BROKER/DEALER ADVISORY COMMITTEE No. 26-08 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 28-08 OPERATIONS COMMITTEE No. 14-08 TAX COMMITTEE No. 27-08 TRANSFER AGENT...

    [22805]   August 15, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 13-08 TAX COMMITTEE No. 28-08     RE: MONTHLY TAX COMMITTEE CALL SCHEDULED FOR AUGUST 20TH AT 2:00 P.M. (EASTERN)   This month’s Tax Committee conference call to discuss members’ tax questions is scheduled...

[22730] July 25, 2008 TO: TAX COMMITTEE No. 26-08 RE: ICI DRAFT LETTER REQUESTING GUIDANCE CLARIFYING PREFERENTIAL DIVIDEND RULE; CONFERENCE CALL SCHEDULED Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service (“IRS”) requesting...

[22717] July 21, 2008 TO: TAX COMMITTEE No. 25-08 RE: DRAFT LETTER ON MONEY MARKET FUNDS AND SIV RESTRUCTURINGS Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service on money market funds and restructurings of structured investment...

    [22691]   July 15, 2008 TO: TAX COMMITTEE No. 24-08     RE: DRAFT 2008 YEAR-END TAX REPORTING LAYOUTS   We will discuss proposed changes to the year-end tax reporting layouts for 2008 (attached) during this month’s Tax Committee conference call.   [1]  Many funds use these layouts...

    [22668]   July 11, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-08 TAX COMMITTEE No. 23-08     RE: TREASURY RELEASES PROPOSED REGULATIONS REGARDING RETURN PREPARER PENALTIES; COMMENTS REQUESTED                Treasury has released the attached proposed regulations...

[22670] July 9, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-08 TAX COMMITTEE No. 22-08 RE: MONTHLY TAX COMMITTEE CALL SCHEDULED FOR JULY 16TH AT 2:00 P.M. (EASTERN) This month’s Tax Committee conference call to discuss members’ tax questions is scheduled for Wednesday...

    [22641]   June 25, 2008 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 10-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 18-08 BROKER/DEALER ADVISORY COMMITTEE No. 18-08 TAX COMMITTEE No. 21-08TRANSFER AGENT ADVISORY COMMITTEE No. 30-08     RE: CONFERENCE CALL SCHEDULED...