Memo #
13538

PRELIMINARY AGENDA FOR JUNE 5 TAX COMMITTEE MEETING--IN MINNEAPOLIS, MN

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[13538] May 24, 2001 TO: TAX COMMITTEE No. 18-01 RE: PRELIMINARY AGENDA FOR JUNE 5 TAX COMMITTEE MEETING--IN MINNEAPOLIS, MN Attached is the preliminary agenda for the Tax Committee meeting to be held in Minneapolis, Minnesota on June 5, 2001 -- beginning at 9:30 a.m. As we previously informed you,1 this meeting -- as well as the distribution-related issues meeting on June 4 (beginning at 2:00 p.m.)2 -- will be held at the Marquette Hotel (710 Marquette Avenue). Attire for these meetings will be business casual. If you plan to attend either (or both) of these meetings and have not yet completed the meeting response form that was attached to the April 20 memo announcing the meeting, please contact the Institute’s Ezella Wynn at your earliest convenience at 202-218-3560 or ewynn@ici.org. If you have any questions or comments regarding the Tax Committee agenda, please contact Keith Lawson (at 202/326-5832 or lawson@ici.org) or Deanna Flores (at 202/371-5436 or dflores@ici.org). Keith Lawson Senior Counsel Attachment 1 See Institute Memorandum to Tax Committee No. 16-01, dated April 20, 2001. 2 The agenda items for the June 4 meeting include after-tax return calculation issues, year-end distribution issues, tax accounting rules for calculating year-end distribution requirements, possible proposals for improving year-end tax reporting and multi-class income allocations. 2Attachment (in .pdf format)

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