[24026]
December 17, 2009
TO: TAX COMMITTEE No. 31-09 RE: JANUARY TAX COMMITTEE CALLS AND COST BASIS REPORTING MEETING
The Tax Committee will hold a conference call on Tuesday, January 12, at 2:00 pm ET, to discuss the proposed regulations on cost basis reporting that were issued yesterday (see Institute Memorandum 24017). A dial-in number will be circulated in a few weeks.
There also will be a joint meeting of the Tax Committee and the Broker/Dealer Advisory Committee and Transfer Agent Advisory Committee cost basis reporting task forces on Wednesday, January 20, 2010, from 9:00 am to 4:00 pm ET in the David Silver Conference Room at the Institute’s offices in Washington, DC. The purpose of the call and the joint meeting is to review and discuss the proposed cost basis regulations and to assist the ICI as we draft comments for the IRS. We strongly urge you to attend the joint meeting in person; however, if you are unable to travel, a dial-in number has been established, and we welcome your participation by phone. The dial-in number for the January 20 meeting is 888-704-0559 and the passcode is 17484.
Due to the joint cost basis reporting meeting on January 20, the monthly Tax Committee call scheduled for that day has been rescheduled for Wednesday, January 13, at 2:00 pm ET. A dial-in number for the monthly committee call will be circulated in a few weeks.
If you plan to participate in the cost basis reporting call on January 12 and the joint meeting on January 20 (either in person or by phone), and/or the monthly Tax Committee call, please inform Ezella Wynn (202/218-3560 or ewynn@ici.org).
Karen Lau Gibian
Associate Counsel