Tax Advisory Committee Content

The Internal Revenue Service (IRS) has requested comments concerning IRS Form 8613 "Return of Excise Tax on Undistributed Income of Regulated Investment Companies."

Notice 2022-23 invites public comment on recommendations for Treasury's 2022-2023 Priority Guidance Plan. The attached draft letter is largely based on prior recommendations except for an addition regarding the active trade or business requirement under Section 355 of the Internal...

ICI has submitted the attached letter to the Treasury Department and the Internal Revenue Service (IRS) requesting clarification that regulated investment companies (RICs) can satisfy the "active trade or business requirement" under section 355(b)(1) with respect to their business of...

Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service (IRS) requesting clarification that regulated investment companies (RICs) can satisfy the "active trade or business requirement" under section 355(b)(1) with respect to their...

ICI recently surveyed Tax Committee members on their firms' equalization approach, policies, and calculation methods. Please find attached the anonymized and aggregated results which will inform the Tax Committee call on equalization and other topics on April 5, 2022 at 11 a.m. ET.

We will hold a call on Thursday, March 3, 2022, at 3pm ET, to discuss the tax implications of the SEC's recent proposals regarding swing pricing and money market funds.

ICI submitted the attached letter to the Treasury Department regarding reclaim amounts received by US regulated investment companies (RICs) from European Union countries under Article 63 of the Treaty of the Functioning of the European Union.

[27573] September 19, 2013 TO: ACCOUNTING/TREASURERS COMMITTEE No. 27-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 33-13 BROKER/DEALER ADVISORY COMMITTEE No. 45-13 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 25-13 MUNICIPAL SECURITIES ADVISORY COMMITTEE No. 25-13 OPERATIONS...

    [23015]   October 23, 2008 TO: TAX ADVISORY COMMITTEE     RE: NOVEMBER 20 TAX ADVISORY GROUP MEETING IN WASHINGTON, DC   The next meeting of the Tax Advisory Group will be held on Thursday, November 20, beginning at 10:00 a.m., in the David Silver Conference Room on the 12th floor...