[34064]
March 8, 2022
TO: Tax Committee RE: Tax Committee Survey: Equalization
The Tax Committee will hold a call on Tuesday, April 5, 2022, at 11:00 a.m. ET, to discuss equalization. To better inform the discussion, we are surveying members about their firms' equalization approach, policies, and calculation methods. Please complete one survey per member firm no later than Monday, March 21, 2022.
Individual firm responses to this survey will remain confidential. The anonymized/aggregated results will be shared with meeting participants, the full Tax Committee, Deloitte (who will lead the discussion), and other outside advisors through ICI's Tax Advisory Group. We are requesting the name and contact details for respondents only to facilitate any necessary follow up. Please contact Katie Sunderland at katie.sunderland@ici.org or Jean Zadeh at jean.zadeh@ici.org if you have questions or need assistance
Katie Sunderland
Assistant General Counsel