Memo #
15655

DIVIDEND EXCLUSION MATERIALS FOR FEBRUARY 19 MEETING

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[15655] February 14, 2003 TO: TAX COMMITTEE No. 5-03 RE: DIVIDEND EXCLUSION MATERIALS FOR FEBRUARY 19 MEETING Attached for your review in advance of the Tax Subcommittee meeting next Wednesday, February 19 at 2:00 p.m. -- in the David Silver Conference Room, on the 12th floor of the Institute’s offices at 1401 H Street, NW, Washington, DC 20005 -- is the PowerPoint presentation that we will follow while discussing President Bush’s dividend exclusion.1 We also will discuss on February 19, time permitting, the President’s savings proposals2 and considerations involving distressed debt. If you would like to attend this Subcommittee meeting on February 19 (preceded by cookies and beverages) and/or the Tax Committee meeting on Thursday, February 20 at 9:30 a.m. (followed by lunch) and have not yet responded to the previous announcements of these meetings,3 please contact the Institute’s Ezella Wynn at 202/218-3560 or ewynn@ici.org. Deborah A. Pege Tax Committee Chair (Outgoing) Donald Burke Tax Committee Chair (Incoming) Attachment Attachment (in .pdf format) 1 See, Institute Memorandum to Tax Members No. 5-03 (among others), dated January 22, 2003. 2 See, Institute Memorandum to Tax Members No. 7-03 (among others), dated January 31, 2003. 3 See, e.g., Institute Memorandum to Tax Committee No. 39-02, dated December 17, 2002.

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