Memo #
16409

CONFERENCE CALL TODAY, AUGUST 4, ON CONNECTICUT STATE TAX DEVELOPMENTS

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[16409] August 4, 2003 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 14-03 TAX COMMITTEE No. 49-03 RE: CONFERENCE CALL TODAY, AUGUST 4, ON CONNECTICUT STATE TAX DEVELOPMENTS Attached is a draft submission on the issue of mandatory combined reporting for fund complexes in Connecticut, as required by the budget legislation enacted last week (also attached).1 A conference call has been scheduled for today, August 4, 2003, at 2:00 pm (Eastern) to discuss the submission and the impact of mandatory combined reporting. If you plan to participate in this conference call, please fill out the attached response form and return it to Ezella Wynn by fax (202/326-5841) or email (ewynn@ici.org). David Orlin Assistant Counsel Attachment no. 1 (in .pdf format) 1 See Institute Memorandum to Tax Committee, No. 48-03 (No. 16392), dated July 31, 2003.

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