Reminder: Tax Committee Calls January 12 and 13; Joint Cost Basis Reporting Meeting January 20

 

 

[24059]

 

January 6, 2010

TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-10
TAX COMMITTEE No. 1-10     RE: REMINDER:  TAX COMMITTEE CALLS JANUARY 12 AND 13; JOINT COST BASIS REPORTING MEETING JANUARY 20

 

As we previously informed you, [1] there will be a Tax Committee conference call on Tuesday, January 12th, at 2:00 pm ET, to discuss the proposed cost basis reporting regulations recently released by the IRS. [2]  The dial-in number for this call is 888-469-0793 and the passcode is 56924. 

 

The Tax Committee’s monthly conference call will be held on Wednesday, January 13th, at 2:00 pm ET.  The dial-in number for this call is 888-469-0793 and the passcode is 56924.  An agenda will be circulated prior to the call.

 

Also, there will be a joint meeting of the Tax Committee and the cost basis reporting task forces of the Broker/Dealer Advisory Committee and the Transfer Agent Advisory Committee on Wednesday, January 20th, from 9:00 a.m. to 4:00 p.m ET.  The joint meeting will be held in the David Silver Conference Room at the Institute’s offices at 1401 H Street NW, Washington, DC.  Continental breakfast and lunch will be provided.  We strongly encourage you to attend this meeting in person; however, if you are unable to travel, a dial-in number will be provided, and we welcome your participation by phone.  The dial-in number for the January 20th meeting is 888-704-0559 and the passcode is 17484. 

 

If you plan to participate in the January 12th and January 13th calls, and/or the joint cost basis meeting on January 20 (in person or by phone), please complete the attached form and return it to Ezella Wynn (by e-mail at ewynn@ici.org or by fax at 202-326-5841) no later than the close of business on Monday, January 11.  Please inform us of your participation so that we may have an accurate count for catering and for the phone lines. 

 

If there is an issue you would like to discuss on the monthly Tax Committee call on January 13th, please include your question on the attached response form or contact Keith Lawson (202-326-5832 or lawson@ici.org) or Karen Gibian (202-371-5432 or kgibian@ici.org).        

 

Karen Lau Gibian
Associate Counsel

Attachment

endnotes

 [1] See Institute Memorandum (24026) to Tax Committee No. 31-09, dated December 17, 2009. 

 [2] See Institute Memorandum (24045) to Bank, Trust and Recordkeeper Advisory Committee No. 57-09, Broker/Dealer Advisory Committee No. 69-09, Operations Members No. 31-09, Small Funds Members No. 78-09, Tax Members No. 39-09, and Transfer Agent Advisory Committee No. 95-09, dated December 22, 2009.