DISCUSSION TOPIC AND PRELIMINARY AGENDA FOR OCTOBER 18 AND 19 TAX COMMITTEE MEETINGS

[12711] October 3, 2000 TO: TAX COMMITTEE No. 42-00 RE: DISCUSSION TOPIC AND PRELIMINARY AGENDA FOR OCTOBER 18 AND 19 TAX COMMITTEE MEETINGS As you know, the next regularly scheduled meetings of the Tax Committee will be held on Wednesday, October 18 (beginning at 2:00 p.m.) and Thursday, October 19 (beginning at 10:00 a.m.) in the David Silver Conference Room located on the 12th floor of the ICI’s offices at 1401 H Street, NW, Washington DC 20005.1 At the subcommittee meeting on October 18 we will discuss various proposals for modifying the tax treatment of capital gains realized by individual investors, including mutual fund shareholders. Those who have advised the Institute of their plans to attend the October 18 meeting will receive a subcommittee meeting agenda, together with relevant discussion materials, in a separate mailing. Lunch will be available immediately prior to the October 18 meeting. A preliminary agenda for the October 19 Tax Committee meeting is attached. Lunch will be available following the Tax Committee meeting. Please provide your suggestions for issues to be discussed at the October 18 and 19 meetings to Keith Lawson (at 202/326-5832 or lawson@ici.org), Deanna Flores (at 202/371-5436 or dflores@ici.org) or Naomi Gendler Camper (at 202/326-5821 or naomi@ici.org). If you will be able to attend either or both of the upcoming Tax Committee meetings, and have not yet advised the Institute of your plans, please contact Ezella Wynn (at 202/218-3560 or ewynn@ici.org). Deborah A. Pege Tax Committee Chair Attachment Attachment (in .pdf format) 1 See Institute Memorandum to Tax Committee No. 38-00, dated August 29, 2000.