[14369]
January 17, 2002
TO: TAX COMMITTEE No. 1-02
RE: FEBRUARY 12 AND 13 TAX COMMITTEE MEETINGS IN WASHINGTON, DC
The next meetings of the Tax Committee will be held in Washington, DC on February 12
and 13, 2002, in the Institute’s David Silver Conference Room, on the 12th floor of our offices at
1401 H Street, NW, Washington, DC 20005.
Subcommittee Meeting (February 12) and Tax Committee Meeting (February 13)
The subcommittee meeting will begin at 2:00 pm EST on Tuesday, February 12. We plan
to discuss (1) the Institute’s proposal to treat repurchase agreements and pre-refunded
municipal bonds backed by US government securities as government securities for tax
diversification purposes; (2) distribution-related issues, including year-end dividend
reclassifications and capital gains deferral, and (3) capitalization issues. Light refreshments
(cookies and drinks) will be available immediately prior to the February 12 meeting. The Tax
Committee meeting will be held, beginning at 10:00 am EST, on the morning of February 13.
Lunch will be available following the Tax Committee meeting.
Preliminary agendas will be distributed in advance of the meetings. Please provide your
suggestions for issues to be discussed at the February 12 and 13 meetings to the undersigned
(dflores@ici.org or 202/371-5436), Cathy Barré (cbarre@ici.org or 202/326-5821) or Keith
Lawson (lawson@ici.org or 202/326-5832).
February 12 Dinner
An informal dinner for interested Tax Committee members will be held at
approximately 5:30 pm EST on Tuesday, February 12 at a close-by restaurant (to be
determined). As in the past, the cost of attending the Tax Committee dinner will be divided
among those attending.
Meeting Response Form
If you plan to attend either of these meetings, please e-mail or fax the attached meeting
response form by Friday, February 8, 2002, to the Institute’s Ezella Wynn at ewynn@ici.org or
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202/326-5841. Final arrangements for the Tax Committee dinner will be provided to those
planning to attend.
Next Tax Committee Meetings
The next regularly scheduled meetings of the Tax Committee will be held in Los
Angeles, California on June 20 and 21, 2002.
Deanna J. Flores
Associate Counsel
Attachment (in .pdf format)