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Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
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November 1, 2005
TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-05
RE: ADVISER/DISTRIBUTOR TAX MEETING RESCHEDULED FOR NOVEMBER 30TH
The meeting of the Task Force on Adviser/Distributor Tax Issues, which was originally
scheduled for Tuesday, November 29th, from 1:00 p.m. to 5:00 p.m. EDT, has been rescheduled
for Wednesday, November 30, 2005 from 2:00 p.m. to 5:00 p.m. The meeting will be held in the
Institute’s David Silver Conference Room, on the 12th floor of our offices at 1401 H Street, NW,
Washington, DC 20005. Lunch will be available beginning at 1:00 p.m.
Discussion items for the meeting will include: state tax issues; federal business activity
tax legislation and accounting for uncertain tax positions. Suggestions for additional agenda
items should be forwarded to Lisa Robinson (202-326-5835 or lrobinson@ici.org).
If you plan to attend this meeting, please complete the attached response form and email
it to Ezella Wynn at ewynn@ici.org or fax it to her at 202-326-5841. Please call Lisa Robinson or
Keith Lawson (at 202-326-5832) if we can provide you with additional information regarding
this meeting.
Lisa Robinson
Associate Counsel
Attachment (in .pdf format)