Memo #
25919

RIC Modernization Implementation - Examples

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[25919]

February 16, 2012

TO: TAX COMMITTEE No. 11-12 RE: RIC MODERNIZATION IMPLEMENTATION - EXAMPLES

 

The primary topic for discussion during the Tax Committee meeting on Tuesday, February 28, [1] will be RIC Modernization Act implementation issues.  Attached for your consideration are a number of examples on post-October losses, which were prepared by one of our members.  Please send any other examples of issues that you have encountered to me (kgibian@ici.org or 202-371-5432) prior to the February 28 meeting.

If you have not yet registered for the Tax Committee meetings, please do so at http://www.ici.org/reg/tax.  A complete agenda for the meetings will be circulated next week.   

Karen Lau Gibian
Associate Counsel

Attachment

endnotes

 [1] See Institute Memorandum (25789) to Tax Committee No. 7-12, dated January 12, 2012.