[17561]
May 20, 2004
TO: TAX COMMITTEE No. 18-04
RE: SUGGESTIONS FOR TOPICS FOR JUNE 9 TAX COMMITTEE MEETING
The Tax Committee is in the process of developing its agendas for the meetings on June
9 and 10 in San Francisco.1 The afternoon meeting on June 9 will involve a detailed discussion
of current issues involving various investment products and structures (such as swaps and trust
preferred securities). We are planning to be joined by a tax expert with significant industry
experience to help lead the discussion.
To assist us in preparing the agenda for this meeting, please forward any topic
suggestions you have by Wednesday, May 26, to Keith Lawson (at 202/326-5832 or
lawson@ici.org), Cathy Barré (at 202/326-5821 or cbarre@ici.org), David Orlin (at 202/371-5436
or dorlin@ici.org) or me (at 609/282-7085 or donald_burke@ml.com). Thank you. We look
forward to seeing you in San Francisco.
Donald Burke
Tax Committee Chair
1 See Institute Memorandum to Tax Committee No. 12-04 [Memo No. 17382], dated April 14, 2004.