- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI [Investment Company Institute]: Annual Meeting
1989
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Audit Letters
1988-1991
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – "Backup Withholding". [Memoranda]
1987-1988
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Banker's Acceptances – Section 116. [Re: proposed regulations relating to the partial extension of dividends and interest
from gross income]
1982
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Blue Book for 1986 Tax Reform Act
1987
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Business Development Companies - §260A
1983
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Capitalization of Expenses
1990
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – re "Changes in the Federal Income Tax Laws to Make Possible the Creation of Regulated Investment Companies to Invest
in Tax Exempt State and Local Bonds and Broaden the Market for Such Bonds", Statement by Robert L. Augenblick on behalf of
ICI before Committee on Ways and Means
1976, Jan. 22
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Christoffersen Case. [Arthur L. Christoffersen and Theresa A. Christoffersen v. USA. Petition for Rehearing in Blanc
under Circuit Rule 16. Briefs]
1984
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
Compendium paper. ["Tax Revision Compendium. Compendium of papers on broadening the Tax Base. Submitted to the Committee
on Ways and Means in connection with the panel discussions on the same subject to be conducted by the Committee on Ways and
Means beginning November 16, 1956. Vol. 3. Regulated
1959
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Corporate Takeovers Hearings. [Statement of Edwin S. Cohen before the House Judiciary Committee]
1982
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Dividend Investment Plans. [Memoranda, printed materials]
1988
Scope and Contents
[2 folders]
- Mixed Materials [35007007670213] MSS 87-4a, Box 161
ICI – Dividend Reinvestment Plans. Close-end Dividend Reinvestment Plans
1988
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – Div. [Dividends] Paid Ded. Deductions] on Redemptions. [Memorandum of Edwin S. Cohen of 5/6/88 re I. R. C. §562 (c),
drafts, printed materials.]
1988, Jan – May
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – Drafts of Amendments to I. R. C. [Internal Revenue Code Provisions Relating to Regulated Investment Companies]
1984, Sep. 26
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
Drafts and notes. [re Redemption Expenses?]
1986
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – Exclusion – Schmitt Bill. [File includes 1982 statements before the Subcommittee on Taxation and Debt Management
and the Subcommittee on Savings, Pensions and Investment Policy from William M. Tartikoff (ICI); John E. Chapoton (Assistant
Secretary for Tax Policy); Senator Harrison Schmitt; Edward A. Sprague (Tax Foundation, Inc.); David G. Raboy (Institute for
Research on the Economics of Taxation); American Bankers Association; Securities Industry Association; Steven P. Jobs (Apple
Computer, Inc.); Thomas A. Durkin (National Consumer Finance Association); Joseph N. Cugini (Credit Union National Association);
National Association of Mutual Savings Banks; Raymond A. Kennedy (National Retail Merchants Association and American Retail
Federation); S.2214 Bill
1985
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – Expense Deductions. Correspondence, memoranda and drafts
1986
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – FIRPTA [Foreign Investment in Real Property Tax Act]. [Memorandum and printed materials]
1986
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – [Foreign Currency Gain]. Memoranda and printed materials
1984-1993
- Mixed Materials [35007007670239] MSS 87-4a, Box 162
ICI – Foreign Exchange. [Memorandum re Mutual Fund Foreign Currency Transactions]
1984
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – "Form 1099L". [U.S. Information Return for Distributions in Liquidation During Calendar Year and 1981 IRS Instructions
for Forms 1096 and 1099L]
1975-1976, 1981
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – General (No Tax). [Memoranda, reports some correspondence]
1985-1990
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – General Utilities. [Memorandum re Application of General Utilities Repeal to RICs that Fail Subchapter M; drafts]
1987-1988
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – Holding Period. [Capital Gains Tax]
1983, 1989
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – HUD [Housing and Urban Development] Project Notes. [Correspondence, memoranda, drafts]
1981-1984
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – HUD Project Notes Documents. [Includes Cohen Statement on behalf of the ICI regarding Withholding Tax on Interests and
Dividends, and Mutual Funds for State and Local Government Funds: 6/7/1976; bills, memoranda, Treasury News, data]
1976-1982
Scope and Contents
[2 folders]
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
ICI – HUD Project Notes. Documents
1981, Jul. – Aug. 1982
- Mixed Materials [35007007670247] MSS 87-4a, Box 163
Drafts of memoranda of proposed amendments relating to exempt-interest dividends by regulated investment companies]
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – HUD Project Notes. Miscellaneous printed materials
1979-1982
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – HUD Project Notes. Draft Memo of November 9, 1981 to IRS. [Memorandum re Flow-Through to Shareholders of Regulated
Investment Companies of Tax-Exempt Interest on Housing Project Notes Under Internal Revenue Code §852 (b) (5)]
1981
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – Indexing. Canadian Index Plan
1983
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – Indexing - Correspondence [and memoranda, Cohen's Statements before the Committee on Finance on behalf of ICI]
1978-1979, 1985, 1991, 1993
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – Indexing – Documents
1978-1979, 1985
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – International Tax Issues. [Memoranda re Foreign Currency Transactions, Form Release to Portfolio Interest, IRS Form
1042s and Taxable Interest Dividends, Treasury International Capital Reporting System and Treasury Foreign Currency Reporting
System, Proposed Repeal of the "80-20 Rule"]
1985, 1992
- Mixed Materials [35007007670254] MSS 87-4a, Box 164
ICI – International Tax Issues. [Memoranda re Non Resident Alien Withholding and Foreign Currency Transactions; printed materials]
1984-1985
- Mixed Materials [35007007670262] MSS 87-4a, Box 165
ICI – IRA [Individual Retirement Accounts]. Bills: JCS-5-81; JCS-17-81; S.12, 97th Cong. 1st Sess. (1981); S. 24, 97th Cong.
1st Sess. (1981); S. 243, 97th Cong. 1st Sess. (1981); H. R. 1699, 97th Cong. 1st Sess. (1981); H. R. 3215 97th Cong. 1st
Sess. (1981); H. R. 628 96th Cong. 1st Sess. (1979)
1979, 1981
- Mixed Materials [35007007670262] MSS 87-4a, Box 165
ICI – IRA. Drafts of bills
1980, Jul – Sep
- Mixed Materials [35007007670262] MSS 87-4a, Box 165
ICI – IRA Capital Formation. David Silver [President of ICI] Testimony before the Committee on Ways and Means
1985, June 14
- Mixed Materials [35007007670262] MSS 87-4a, Box 165
ICI – [IRA Meeting of March 30, 1989 working papers. [Copies of ICI memoranda dated 1985-1988]
1989, Mar. 30
- Mixed Materials [35007007670262] MSS 87-4a, Box 165
ICI – IRA 401 (k). [IRS Publication 590 (rev. Nov. 1984); Retirement Equity Act of 1984; memoranda, some printed materials]
1984
- Mixed Materials [35007007670262] MSS 87-4a, Box 165
ICI – IRA 401 (k). [Memoranda, drafts of pension legislation; "IRAs: The People's Choice". A Briefing for the House Ways
and Means Committee: 5/13/1985; Report of the Chairman of the Federal Legislation Committee to ICI's Board of Governors: 5/18/1985;
ICI Letter to President Reagan concerning Cutback in IRA Program: 5/25/1985; ICI Testimony on Tax Reform and Capital Foundation
before the Committee on Ways and Means: 6/14/1985]
1985, Jan. – Jun
- Mixed Materials [35007007670270] MSS 87-4a, Box 166
ICI – IRA 401 (k). [Memoranda, Statement of Frank S. Swain, U. S. Small Business Administration before the Subcommittee on
Social Security and the Subcommittee on Oversight of the Committee of Ways and Means: 9/6/1985; Statement of Catherine L.
Heron, Associate General Counsel for Tax of ICI before the Committee on Ways and Means: 9/6/1985; printed materials]
1985, 1987
- Mixed Materials [35007007670270] MSS 87-4a, Box 166
ICI – IRAs Correspondence and Memos. [Memoranda, correspondence, statements of Edwin S. Cohen (1/29/1980); John F. Cogan,
Jr. (6/30/1980) re: Savings and retirement income of 1981; newspaper articles]
1981-1984
Scope and Contents
[2 folders]
- Mixed Materials [35007007670270] MSS 87-4a, Box 166
ICI – IRAs Documents. [Press releases; descriptions of tax bills; statements of Senator Thomas F. Eagleton before Subcommittee
on Taxation and Debt Management; Gil Thurm, Vice-president and Legislative Counsel, Government Affairs on behalf of the National
Association of Realtors on S. 246 (10/31/1979), Clyde Choate on behalf of the Texas Credit Union League, Credit Union National
Association on 10/31/1979; testimony of C. C. Hope, Jr. and Jerry L. Jordan on behalf of the American Bakers Association on
S. 246; statement of Lloyd S. Bowles on behalf of the U. S. League of Savings Associations; Summary of statement of Margaret
Cox Sullivan, President of Stockholders of America, Inc.; statement of C. W. Wood, Jr. on behalf of the Committee of Publicly
Owned Companies (7/31/1980); statement of John E. Chapoton, Assistant Secretary of the Treasury for Tax Policy (12/4/1981);
some notes and drafts; White House Press Release on "Tax Equity for Women" (10/4/1983)]
1979-1983
- Mixed Materials [35007007670288] MSS 87-4a, Box 167
ICI – IRAs Hearings. [Press release, statement of David Silver on behalf of ICI before the Committee on Ways and Means (3/26/1981)
and the Committee on Finance (519/1981); Testimony of Michael K. Evans of Evans Economics, Inc. before the Committee of Ways
and Means; printed materials]
1981-1982
- Mixed Materials [35007007670288] MSS 87-4a, Box 167
ICI – IRAs – H. R. 2000. [A Bill to amend the Internal Revenue Code of 1954 to allow non deductible savings contributions
to individual retirement accounts and individual retirement annuities. Correspondence, memoranda and printed materials]
1982-1983
- Mixed Materials [35007007670288] MSS 87-4a, Box 167
ICI – IRAs Memoranda. [File includes statement of David Silver, President of ICI before the Subcommittee on Savings, Pensions
and Investment Policy (1/28/1986); Reform of Social Security. Programme for Action Presented to Parliament by the Secretary
of State for Social Services by Command of her Majesty, December 1985; Comments on the IRA Document Prepared by Citizens for
Tax Justice (5/13/1986); Report of the Chairman of the Federal Legislation Committee to the Board of Governors of ICI (5/16/1986)]
1985-1986
- Mixed Materials [35007007670288] MSS 87-4a, Box 167
ICI – IRAs Notes and Drafts
1980-1981, 1986
- Mixed Materials [35007007670288] MSS 87-4a, Box 167
ICI – IRAs and Savings. [Memoranda, witness list and statement of O. Donaldson Chapoton, Assistant Secretary for Tax Policy
before the Senate's Committee on Finance, 3/15/1988; printed materials]
1988, March
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI – IRS §403 (b) (7). [Memoranda re Salary reduction agreements in Section 403 (b) (7)
1984, Sep. 27
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI – IRS §851 (b) (3) – Repeal on Change in §851 (b) (3). [Memoranda, drafts]
1988 [1986-1987]
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI - IRS §851 (g). (Hedging). [Correspondence, drafts, memoranda]
1988, Apr. – Oct.
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI – IRS §852 (b) (3) (B). [Capital Gains Proposals. Drafts]
1992
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI - IRS §852 (c). [Memoranda re legislative history of 1942 Revenue Act including Cohen's Statement on behalf of
ICI to the Committee on Finance, regarding Withholding of Tax on Interest and Dividends, and Mutual Funds for State and Local
Government Bonds (6/7/1976); Statement of Robert L. Augenblick before the Committee on Ways and Means on behalf of ICI, regarding
the provision of H. R. 11920 relating to Mergers Involving Regulated Investment Companies (3/29/1976)]
1988
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI - IRS §852 (c) (1). [Proposed modification of §852 (c) (1)]
1989-1990
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI – IRS. Internal Revenue Code as Amended to August 15, 1953 through Eighty Third Congress, First Session. Income. Estate
and Gift. Excess Profits. Income Tax Withholding. Employment and Other Principal Provisions. New York, Commerce Clearing
House, 1953. [Printed sample]
1953
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI – Investment Company Act of 1940, as Amended August 10, 1954. [Public-No. 768-76th Congress]. [H. R. 10005]. An Act
to Provide for the Registration and Regulation of Investment Advisers, and other purposes. [Printed copy]
1954, Aug. 10
- Mixed Materials [35007007670296] MSS 87-4a, Box 168
ICI – Investment Company Institute Certificate of Incorporation and By-Laws
1980, Oct. 1
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Legislative Histories Printed Materials. [Copies]
1963-1964
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – 1985 Legislation. [Memoranda and some correspondence]
1985
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Market Discount. [Memoranda]
1983
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Memoranda re Matters under Revenue Ruling 81-225. [Memorandum of October 13, 1981; Preliminary Memorandum re Federal
Income Tax Status of Individual Holders of Variable Annuity Contract Involving Insurance Company Segregated Account Investing
through Mutual Funds]
1981
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Mergers of PHCOs into RICs. [Memoranda and notes]
1991
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Miscellaneous Matters. [ICI Memoranda, ICI reports, printed materials]
1981-1991
Scope and Contents
2 folders
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Mutual Funds. Statement of Edwin S. Cohen on behalf of ICI before the Committee on Ways and Means
1980, Jan. 29
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Mutual Funds. Statement of David Silver, President of ICI before the Committee on Finance
1980, July 29
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Mutual Funds. Statement of David Silver, President of ICI before the Subcommittee on Savings, Pensions and Investment
Policy of the Committee on Finance
1981, Feb. 14
- Mixed Materials [35007007670304] MSS 87-4a, Box 169
ICI – Mutual Funds. Statement of David Silver, President of ICI before the Committee on Ways and Means
1981, Mar. 26
- Mixed Materials [35007007670312] MSS 87-4a, Box 170
ICI – New Code Section 67 (c) – Data. [Expense Deductions]
1986-1987
- Mixed Materials [35007007670312] MSS 87-4a, Box 170
ICI – New Code Section 67 (c). Correspondence and memoranda
1986-1988
Scope and Contents
[2 folders]
- Mixed Materials [35007007670312] MSS 87-4a, Box 170
ICI – New Code Section 67 (c) – Drafts
1986, Oct. – Nov
- Mixed Materials [35007007670312] MSS 87-4a, Box 170
ICI – New Code Section. Section 67 (c) – Documents. [Examples of contracts, ICI General Rules and Regulations]
1986
- Mixed Materials [35007007670312] MSS 87-4a, Box 170
ICI – New Code Section 67 (c). Miscellaneous documents
1986-1987
Scope and Contents
[2 folders]
- Mixed Materials [35007007670320] MSS 87-4a, Box 171
ICI – New Code Section 67 (c). [IRS Notice Regarding Funds Subject to Section 67 (c). Memoranda, drafts, printed materials]
1988 (1986-1987)
- Mixed Materials [35007007670320] MSS 87-4a, Box 171
ICI – New York. State Bar Association Subchapter M. [Re Regulated Investment Company Study and Report]
1983
- Mixed Materials [35007007670320] MSS 87-4a, Box 171
ICI – Options. [Memoranda]
1983-1988
- Mixed Materials [35007007670320] MSS 87-4a, Box 171
ICI – "Pass-Through". [Memoranda]
1986-1990
- Mixed Materials [35007007670320] MSS 87-4a, Box 171
ICI – Pension Committee Meeting. [Documents]
1988, Apr. 13
- Mixed Materials [35007007670320] MSS 87-4a, Box 171
ICI – Pensions. [Miscellaneous Memoranda to Pension Committee Members of ICI]
1984-1986
- Mixed Materials [35007007670338] MSS 87-4a, Box 172
ICI – Pensions. [Memoranda to Pension Committee Members of ICI]
1988
- Mixed Materials [35007007670338] MSS 87-4a, Box 172
ICI – Pensions. [Memoranda to Pension Committee Members of ICI]
1987-1988
- Mixed Materials [35007007670338] MSS 87-4a, Box 172
ICI – Personal Holding Companies. [Memoranda, documents, drafts]
1982-1983
- Mixed Materials [35007007670338] MSS 87-4a, Box 172
ICI – PFICs [Passive Foreign Investment Companies] Memoranda
1988, 1990-1991
- Mixed Materials [35007007670338] MSS 87-4a, Box 172
ICI – Philadelphia Gear. [Letters of Credit in Tax Exempt Bond Issues. ICI Memoranda]
1984-1986
- Mixed Materials [35007007670338] MSS 87-4a, Box 172
ICI – Reports to Tax Members. [Miscellaneous memoranda from ICI]
1983-1985
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – Retirement Savings. [Cohen's Testimony before the Committee on Ways and Means; additional statements of Joe D. Heusi
(Variable Annuity Life Insurance Co.); Association of Private Pension and Welfare Plans; Stanley C. Simon (The Southland Corporation);
Harvey G. Smith (Sun Company, Inc.); Daniel I. Halperin (Professor at Georgetown University); John P. Thompson (The Southland
Corporation); David Hurd (Association of Private Pension and Welfare Plans); Walter Holan (Profit Sharing Council of America);
Cohen's drafts and documents]
1985, July 10-11
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – Repurchase Agreements. Correspondence and memoranda
1982-1984
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – Repurchase Agreements - Documents
1978-1983
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – Repurchase Agreements. [Lists] of cases on Revenue Rulings]
1982
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – RICs [Regulated Investment Companies] – CPI [Consumer Price Index Future Contract]. §851 (b) (2)
1986
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI –RICs – Dividend Reinvestment – Close- end
1988, 1990
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – RICs – General Utilities Repeal Application
1988, Feb. – Mar.
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – RICs. Minimum Excise Tax 4982. [Memoranda]
1987-1988
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI –RICs. [Miscellaneous documents]
1986-1988
- Mixed Materials [35007007670346] MSS 87-4a, Box 173
ICI – RICs – "Short-Short" Test Repeal
1987-1988
- Mixed Materials [35007007670353] MSS 87-4a, Box 174
ICI – Rule 12b-1. Correspondence and memoranda
1991
Scope and Contents
[2 folders]
- Mixed Materials [35007007670353] MSS 87-4a, Box 174
ICI – Savings Incentives. Correspondence and documents
1980-1981
- Mixed Materials [35007007670353] MSS 87-4a, Box 174
ICI – Savings Incentives and IRA. Correspondence and documents
1982
- Mixed Materials [35007007670353] MSS 87-4a, Box 174
ICI –SEC Proposed Amendments to Rule 19b -1
1987
- Mixed Materials [35007007670353] MSS 87-4a, Box 174
ICI – SEPs [Simplified Employee Pensions Plans] – IRA. Proposals
1985-1987
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – SEPs – IRA Proposal. [IRA Forms W-2 and W-2P Instructions; 1984 Form 1040; IRS Publication 590 (Rev. Nov. 84): Individual
Retirement Arrangements; Form 1, 5305 SEP (Simplified Employee Pension – Individual Retirement Accounts Contribution Agreement);
Instructions for Preparing 1984 Form 1040EZ and 1040A; Form W-2 Wage and Tax Statement 1984; Form W-3 Transmittal of Income
and Tax Statements 1984; Form 5305 Individual Retirement Trust Account; Form 5305-A Individual Retirement Custodial Account;
1985 Form: 5498; Form 5306: Approval of Prototype or Employer Sponsored Individual Retirement Account; Form 5306-SEP: Approval
of Prototype Simplified Employee Pension-SEP; Tax Reform Proposals: Pensions and Deferred Compensation, Aug. 5, 1985
1985
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – Series Funds. [Memoranda and background documents]
1983
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – Small Business Development Company §851. [Correspondence and documents]
1982
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – Small Business Investment Companies (SBICs). [Correspondence and documents]
1981-1982
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – Spill-over Dividends. Drafts and notes
1986
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – "Stabled" Stocks – H. R. 3475. [Drafts, documents and some correspondence]
1983
- Mixed Materials [35007007670361] MSS 87-4a, Box 175
ICI – Start Up Expense. [Memoranda]
1991
- Mixed Materials [35007007670502] MSS 87-4a, Box 176
ICI – State and Local Tax. [Copies of documents and memoranda]
1970, 1982
- Mixed Materials [35007007670502] MSS 87-4a, Box 176
ICI – State and Local Taxes. [Memoranda and documents]
1983-1984
- Mixed Materials [35007007670502] MSS 87-4a, Box 176
ICI – State Taxation. [Memoranda]
1985, 1986
- Mixed Materials [35007007670502] MSS 87-4a, Box 176
Stradles Options. [Memoranda and correspondence]
1983-1985
- Mixed Materials [35007007670502] MSS 87-4a, Box 176
ICI – Subchapter M Amendments [of Internal Revenue Code re regulated investments companies. Memoranda, drafts, printed materials]
1984-1985
Scope and Contents
ICI – Subchapter M Amendments [of Internal Revenue Code re regulated investments companies. Memoranda, drafts, printed materials]
- Mixed Materials [35007007670379] MSS 87-4a, Box 177
ICI – Subchapter M Amendments [of Internal Revenue Code re regulated investments companies. Memoranda, drafts, printed materials]
1984-1985
- Mixed Materials [35007007670379] MSS 87-4a, Box 177
ICI – Subchapter M Amendments [of Internal Revenue Code re regulated investments companies.] Drafts
1984-1985
- Mixed Materials [35007007670379] MSS 87-4a, Box 177
ICI – Subchapter M [of Internal Revenue Code] Miscellaneous documents and printed materials
1984
Scope and Contents
[2 folders]
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – Subchapter M Amendments [of Internal Revenue Code] Miscellaneous documents. [Statement of Dennis E. Ross, acting tax
legislative counsel of the Department of the Treasury (1/31/1986); Statements of R. Donald Turlington, Barksdale Hortenstine,
Sheldon I. Banoff, Esq., Martin D. Ginsburg, Joel Rabinowitz before the Subcommittee on Select Revenue Measure of the Committee
on Ways and Means of the U. S. House of Representatives (6/9/1986)]
1986
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – re S.1888, Relating to Variable Annuities. Statement of Edwin S. Cohen on behalf of ICI before the Senate Committee
on Finance Subcommittee on Savings, Pensions and Investment Policy
1981, Dec. 4
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – Tax Agendas. [Memoranda]
1983-1984, 1987-1988, 1991
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – Tax Committee Meeting [Documents]
1988, Apr. 13
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – "Tax Compliance Tax of 1982" H. R. 6300. Statement of ICI to the Committee on Ways and Means"
1982, May 21
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
Tax Conference on the Tax Reform Act of 1986
1986, Nov. 24-25
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – Tax General. [Memoranda, printed materials]
1984-1985
- Mixed Materials [35007007670387] MSS 87-4a, Box 178
ICI – Tax General. [Memoranda, reports, printed materials]
1986
Scope and Contents
[2 folders]
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – Tax General. [Memoranda, reports, printed materials]
1987-1988
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – Tax General. [Memoranda, reports, printed materials]
1989-1991
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – Tax Legislation. [Memoranda, printed materials]
1989-1990, 1992-1993
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – Tax-Managed Mutual Funds. [Memoranda]
1982, 1988
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – Tax Members General. [Memoranda]
1984-1991
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – Tax Shelters. [Memoranda]
1983
- Mixed Materials [35007007670395] MSS 87-4a, Box 179
ICI – [Tax Simplification Act of 1991]. Memorandum
1991
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – Taxes. [Miscellaneous ICI Memoranda re taxes]
1985
Scope and Contents
[2 folders]
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – Taxes. Memoranda to Tax Committee [Members]
1988
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – T-Bills Correspondence and Memoranda
1982-1984
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – T-Bills Documents
1982-1984
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – T-Bills Drafts and Notes
1983
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – Technical Corrections Act of 1985
1985
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – Technical Corrections. [Memoranda re Technical Corrections to the 1986 Tax Reform Act, to the Technical Corrections
Act of 1987; and proposed Amendments to the Technical Corrections Bill of 1988]
1987-1988
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – TIAA CREF [Memoranda]
1989-1990
- Mixed Materials [35007007670403] MSS 87-4a, Box 180
ICI – Treatment of Regulated Investment Companies. [Memoranda]
1983-1985
- Mixed Materials [35007007670411] MSS 87-4a, Box 181
ICI – UITs [Unit Investment Trusts. Memoranda]
1987
Scope and Contents
[3 folders]
- Mixed Materials [35007007670411] MSS 87-4a, Box 181
ICI – UTIs – Documents
[1977-1983]
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – UITs – Drafts
1986-1987
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – UITs – [Cohen's] Notes
1986-1987
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – Variable Annuity Contracts. Form of Revenue Ruling filed with Memorandum of 4/20/1981. [Drafts and memoranda]
1981, Apr. 16-22
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – Variable Annuities. [Memoranda]
1986, 1989
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – "Withholding of Dividends and Interest'. Statement of Edwin S. Cohen on behalf of ICI before the Committee on Ways
and Means
1980, May 1
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – "Withholding of Tax Interest and Dividends, Mutual Funds for State and Local Government Bonds". Statement of Edwin
S. Cohen on behalf of ICI before the Committee on Finance
1976, Jun. 7
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
"Withholding of Tax on Interest and Dividends'. Statement of Edwin S. Cohen before the Committee on Finance
1982, Mar. 12
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – "Withhold tax Dividends and Interest". Statement of Edwin S. Cohen before the House Budget Committee Task Force on
Tax Policy concerning the Treasury Proposal to Withhold Tax Dividends and Interest
1982; Mar. 19
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
"Withholding of Tax on Dividends and Interest". Statement of Edwin S. Cohen before the Committee on Ways and Means
1982, Mar. 30
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – Witness Statements before the House Committee on Ways and Means. [Statements of Robert J. Birnbaum of the America Stock
Exchange; William M. Goldstein, Deputy Secretary of the Treasury; Joseph W. Sullivan of the Chicago Board Options Exchange;
Thomas J. Reese, Legislative Director of Taxation with Representation and Arthur Rosenberg]
1976
- Mixed Materials [35007007670429] MSS 87-4a, Box 182
ICI – Yield Correspondence [and Memoranda]
1985-1986
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
ICI – Yield – Drafts and Notes
1985
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
ICI – Yield Miscellaneous Documents
1980-1985
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
University of Richmond. Miscellaneous Correspondence
1973-1987
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
UVA Law School – 37th Annual Virginia Conference on Federal Taxation, sponsored by the University of Virginia Tax Foundation.
[Planning committee meeting and brochure]
1985, Feb. – Apr.
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
UVA Law School – Edwin S. Cohen Scholarship Fund. [Correspondence]
1979-1986
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
UVA Law School – Journal of Law and Politics. [Correspondence]
1983
- Mixed Materials [35007007670437] MSS 87-4a, Box 183
UVA Law School – Law Class of 1936 Reunion on May 15-16, 1981
1980-1981
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School – Miscellaneous Matters. [Correspondence and Memoranda]
1982-1985
Scope and Contents
(2 folders)
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School - Miscellaneous Matters. [Correspondence re: course on "Sports and the Law", includes correspondence with Bowie
Kuhn, Commissioner of Baseball]
1979-1985
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School – Miscellaneous Matters. [Correspondence and memoranda re Virginia Tax Review and Alumni Association]
1989
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School – Miscellaneous Matters. [Letters of Recommendation, to and from. Includes thank you notes from Supreme Court
Justices Lewis F. Powell, Jr. and Sandra Day O'Connor]
1976-1985
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School – Summer School for Lawyers. 2nd and 3rd Summer School for Lawyers. [Brochure, memoranda, schedule, course
descriptions]
1977-1978
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School – 1984 Tax Bill. [Correspondence and memoranda re University of Virginia Fraternity Renovation Program]
1984
- Mixed Materials [35007007670445] MSS 87-4a, Box 184
UVA Law School. Tax Symposium. A Program on Current Tax Reform Topics in Honor of Edwin S. Cohen upon His Retirement as Professor
of Law. Papers. Sponsored by the Virginia Tax Review Association in cooperation with the University of Virginia School Law
1985, Oct. 18-19
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
UVA Law School – Virginia Law Review: "Reflections on the U. S. Progressive Income Tax: It's Past and Present". [Reprint
of article and congratulatory notes from readers]
1976-1977
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
UVA Law School – Virginia Tax Review. [Correspondence]
1980-1983
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
Cohen's personal letters and [note from Roscoe Pound. Photocopies]
1924, 1943-1944
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
C & B [Covington and Burling] Tax Group Luncheons. [Memoranda]
1979-1981
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
[Cohen's Chronological File. Office. [Miscellaneous correspondence from Edwin S. Cohen]
1974-1975
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
"A Lawyer's Life: Deep on the Heart of Taxes". Correspondence
1994
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
Miscellaneous Matters. [Cohen's list of speeches and panel participation:
1972-1976
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
Brookings Seminar handwritten notes: 1975]
1972-1976
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
"Ode to the Code". [Thank you notes]. Includes thank you notes from congressmen Bill Gradison, Bill Frenzel, Barber B. Conalde,
Jr.; Senators: Carter T. Curtis (retired), Rusell B. Long and Bob Dole; United States Tax Court Judges: Herbert L. Chabot,
Lapsley W. Hamlen, Jr., Theodore Tannenwald, Jr.; Glen L. Archer, Jr., Assistant Attorney General and many others from lawyers
and friends]
1983, Jan. – Jul
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
"Ode to the Code" Certificate of copyright registration; Cohen's thank you notes
1983, Jan. – Jul
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
"Ode to the Code" or Four Hundred Fights at the Forum or What do you think your Spouse was doing on the first Monday night
of the Month" by Edwin S. Cohen. Paper delivered by Cohen in commemoration of the 400th Paper at the Tax Forum
1983, Jan. 20
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
"Owed to the Code". Tax Forum No. 500 by Edwin S. Cohen
1995, May 1
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
["The Puzzling Dividend Paid Deduction or Sage's Advice to the Chief Powhatan and the Jamestown Fund". Edwin S. Cohen Memorandum
sent to James F. Malloy, Assistant Chief Counsel of the IRS]
1991, Jul. 29
- Mixed Materials [35007007670478] MSS 87-4a, Box 185
Remarks to Hugo Neu (2/21/1985); Peter Faber (7/12/1987; Weaver Dunnan (11/10/1988); K. Martin Worthy (12/3/1990)
1985-1988
Photograph
1976
Student notebooks
1926-1936, n.d.
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Contracts
1933
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Agency
1933
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Common Law
1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Contracts
1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Equity
1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Persons, March
1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Private Corporations
Sep. 1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Real Property
1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Wills
1934
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Civil Procedure
1935
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Conflict of Law
1935
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Constitutional Law, Mar
1935
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Equity III
Sep. 1935
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Sales
1935
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Taxation
Oct. 1935
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Legal History
Jan. 1936
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Federal Procedure
Jan. 1936
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Creditors Rights
Jan. 1936
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Persons, Contracts
n.d.
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Personal Property
n.d.
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Torts
n.d.
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Torts
n.d
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Creditors Rights (Not Cohen's)
n.d.
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
State Bar Coach Class, n. d. belonged to LeRoy R. Cohen, Jr., Class of 1926. (Edwin S. Cohen's brother)
n.d.
Examinations
1967
- Mixed Materials [35007007670486] MSS 87-4a, Box 186 Mixed Materials [35007007670452] MSS 87-4a, Box 187 Mixed Materials [35007007670460] MSS 87-4a, Box 188
Legal Philosophy Examination Instructions (Mr. Stein), Saturday 28, 1966 and "blue book" examination of David H. Bamberger,
Class of 1967
1966-05-28
Memorabilia
1960-1967
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
Republican National Convention, Chicago, Ill. Memorabilia. Invitation, ticket, medal ribbon
July 1960
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
University of Virginia Law Class of 1936 Class Book 25th Class Reunion, Charlottesville, Virginia
June 2-3, 1961
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
1967 University of Virginia Graduation Exercises. The Lawn
June 4, 1967
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
Warren, William C. and Stanley S. Surrey, Federal Estate and Gift Taxation. Cases and Materials. Brooklyn, The Foundation
Press
1961
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
"Our tax up yet?",……………………………….. by Kneedler
Scope and Contents
Framed cartoon
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
"And the crowds gathered around the route……", by Kneedler
Scope and Contents
framed cartoon
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
"I am happy to have each and every one………", by Chuck Hobson
Scope and Contents
framed cartoon
- Mixed Materials [35007007670494] MSS 87-4a, Box 189
The Annual Law day Exam Grading Race by Jim Wrenn
Scope and Contents
framed cartoon
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