Asset Management Tax Alerts Library

Asset Management Tax Alerts are issued periodically and highlight breaking tax developments impacting the asset management industry.

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IRS Form 8949: Sales and Other Dispositions of Capital Assets
March 1, 2013

New publicly traded debt tax regulations
February 19, 2013

Recovering withholding on interest-related or short-term capital gain dividends paid to foreign shareholders of RICs
January 28, 2013

FATCA update
January 17, 2013

The American Taxpayer Relief Act of 2012: A focus on asset managers
January 10, 2013

IRS issues Revenue Ruling 2012-29 clarifying the effective date of capital loss carryforwards for excise tax purposes
October 9, 2012

New York state court declares MTA payroll tax unconstitutional
September 26, 2012

IRS amends rules to require withholding on dividend equivalents paid to foreigners 
September 4, 2012

Final Regulations: Aircraft disallowance provisions
August 8, 2012

Draft India GAAR guidelines and examples
July 3, 2012

Australian investment manager regime
June 22, 2012

2012 India budget
June 21, 2012

Asset managers and ERISA fee disclosure
June 14, 2012

ECJ rules against France on withholding tax rules applied to nonresident funds 
May 11, 2012

EU law based withholding tax claims 
April 13, 2012

Form 8938
April 9, 2012

India 2012 budget holds unpleasant surprises for nonresidents
March 30, 2012

Electronic delivery of Schedules K-1
February 21, 2012

Treasury issues guidance on withholding on total return swaps 
January 31, 2012

Proposed regulations providing guidance on the taxation of the income of sovereign wealth funds from investments in the U.S.
January 19, 2012