Taxation of Investment Products

Circular 230 Disclaimer & Other Disclosures

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s) addressed herein.

This blog is personal, reflects my own views and not the views of my employer, and has not be reviewed by my employer for completeness or accuracy.

Taxation of Investment Products

Circular 230 Disclaimer & Other Disclosures

Monday, December 27, 2010

SubChapter M Tax: ICI - Congress Passes RIC Modernization Act of 2010

SubChapter M Tax: Tax News & Views House OKs Obama-GOP tax cut compromise; president's approval expected

SubChapter M Tax: ICI - Congress Passes RIC Modernization Act of 2010

SubChapter M Tax: Tax News & Views Senate approves White House-GOP tax cut compromise

SubChapter M Tax: ICI - ICI Letter to IRS on Preparer Tax Identification Number ("PTIN") Requirements for Persons Preparing RIC Tax Returns

SubChapter M Tax: IRS 2010-2011 Priority Guidance Plan

SubChapter M Tax: ICI - IRS and Treasury Release 2010-2011 Priority Guidance Plan

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