[14794]
June 11, 2002
TO: TAX COMMITTEE No. 18-02
RE: AGENDAS FOR JUNE 20 AND 21 TAX COMMITTEE MEETINGS IN LOS ANGELES
The next meetings of the Tax Committee will be held, as previously announced,1 on
Thursday, June 20 at 2:00 pm (preceded by lunch) and Friday, June 21 at 9:30 am (followed by
lunch) in Los Angeles, California at the Jonathan Club (545 South Figueroa Street). Attire for
these meetings will be business casual.
June 20 and 21 Tax Committee Meetings
The June 20 Tax Subcommittee meeting will involve (1) a comprehensive overview of
tax reporting and operational requirements that would be necessary to permit fund
shareholders to defer tax on reinvested capital gain dividends, and (2) consideration of a
regulatory initiative to modernize the rules for determining whether merging funds satisfy the
continuity of business enterprise test. Attached to this memorandum are a preliminary agenda
for the subcommittee meeting and handouts for the capital gains discussion. The preliminary
agenda for the June 21 Tax Committee meeting also is attached. Please contact Keith Lawson
(202/326-5832 or lawson@ici.org), Cathy Barré (202/326-5821 or cbarre@ici.org) or Deanna
Flores (202/371-5436 or dflores@ici.org) if you would like to suggest additional agenda items
for the Tax Committee or Tax Subcommittee meetings.
Meeting Response Form
If you plan to attend either (or both) of these meetings, please complete the attached
meeting response form and either fax or e-mail it to the Institute’s Ezella Wynn (202/326-5841
(fax) or ewynn@ici.org). You also may contact Ezella by telephone at 202/218-3560. If you
already have provided Ezella with a meeting response form, you do not need to reply again.
Deborah A. Pege
Tax Committee Chair
Attachments (in .pdf format)
1 See Institute Memorandum to Tax Committee No. 13-02, dated April 24, 2002.