Equalization Survey Results

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March 28, 2022

TO: Tax Advisory Committee
Tax Committee RE: Equalization Survey Results

 

ICI recently surveyed Tax Committee members on their firms' equalization approach, policies, and calculation methods. Please find attached the anonymized and aggregated results which will inform the Tax Committee call on equalization and other topics on April 5, 2022 at 11 a.m. ET.

 

Katie Sunderland
Assistant General Counsel