Memo #
25293

Next Cost Basis Reporting Conference Call - Wednesday, June 29, 2:00 p.m. ET

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[25293]

June 22, 2011

TO: BDAC COST BASIS REPORTING TASK FORCE No. 14-11
BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 35-11
BROKER/DEALER ADVISORY COMMITTEE No. 36-11
OPERATIONS COMMITTEE No. 21-11
SMALL FUNDS COMMITTEE No. 24-11
TAX COMMITTEE No. 37-11
TRANSFER AGENT ADVISORY COMMITTEE No. 47-11 RE: NEXT COST BASIS REPORTING CONFERENCE CALL - WEDNESDAY, JUNE 29, 2:00 P.M. ET

 

The next cost basis reporting conference call will take place on Wednesday, June 29, 2011, at 2:00 p.m. ET. The dial-in number is 877-779-7419 and the passcode is 21014. The purpose of these regularly scheduled calls is to allow members to discuss issues arising from implementation of the mandatory cost basis reporting requirements.  Conference calls also have been scheduled for Thursday, July 14, and Thursday, August 11, both at 2:00 p.m. ET.

If you wish to participate in the June 29 call, please contact Ezella Wynn (202-218-3560 or ewynn@ici.org) to ensure that we have sufficient conference lines available. Please forward any topics for discussion to Karen Gibian (202-371-5432 or kgibian@ici.org). An agenda will be circulated prior to the call to those who have informed us that they plan to participate.

 

Karen Lau Gibian
Associate Counsel – Tax Law