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Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
[20503]
October 20, 2006
TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-06
TAX COMMITTEE No. 37-06
RE: ADVISER/DISTRIBUTOR TAX MEETING SCHEDULED FOR NOVEMBER 13TH
A meeting of the Task Force on Adviser/Distributor Tax Issues will be held on Monday,
November 13th, from 1:00 p.m. to 5:00 p.m. (Eastern time), 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 at noon.
Discussion items for the meeting will include: state tax issues 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, Keith
Lawson (202-326-5832) or Karen Lau Gibian (202-371-5432) if we can provide you with additional
information regarding this meeting.
Lisa Robinson
Associate Counsel
Attachment (in .pdf format)