Memo #
19712
CONFERENCE CALL ON TUESDAY, FEBRUARY 14TH TO DISCUSS IRS REPORTING REQUIREMENTS FOR WIDELY HELD FIXED INVESTMENT TRUSTS
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Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
[19712]
February 9, 2006
TO: TAX COMMITTEE No. 3-06
UNIT INVESTMENT TRUST COMMITTEE No. 2-06
RE: CONFERENCE CALL ON TUESDAY, FEBRUARY 14TH TO DISCUSS IRS REPORTING
REQUIREMENTS FOR WIDELY HELD FIXED INVESTMENT TRUSTS
The Internal Revenue Service has issued final regulations on the reporting requirements
for widely held fixed investment trusts (WHFITs).1 A conference call has been scheduled for
Tuesday, February 14, 2006 at 2:00 p.m. EDT to discuss the regulations. If you would like to
participate in the call, please complete the attached response form and fax it to Ezella Wynn at
202-326-5841 or ewynn@ici.org by Monday, February 13, 2006 at 5:00 p.m. EDT. To access the call,
please dial 800-593-9991 and enter passcode 68260.
Lisa Robinson
Associate Counsel
Attachment (in .pdf format)
1 See Institute Memorandum (19624) to Accounting/Treasurers Members No. 4-06, Tax Members No. 3-06 and Unit
Investment Trust Members No. 6-06, dated January 27, 2006.