March 15, 1995
TO: TAX COMMITTEE No. 14-95
TASK FORCE ON INVESTMENT ADVISOR/DISTRIBUTOR TAX ISSUES
RE: APRIL 10 MEETING TO DISCUSS INVESTMENT ADVISOR TAX ISSUES
______________________________________________________________________________
The Institute has scheduled a meeting to discuss recent developments concerning tax
issues of particular interest to investment advisers and distributors. The meeting will focus on
three items:
1. The status of IRS audits of fund start-up expenses;
2. The current IRS position concerning expense waivers and
reimbursements, as well as the industry’s response; and
3. Issues arising from fund bail-outs and IRS inquiries concerning financial
assistance provided to funds.
The meeting will be held on Monday, April 10, 1995 at the Institute’s Offices at 1401 H
Street, N.W. Washington, D.C., beginning at 1:30 p.m. Lunch will be available before the
meeting, beginning at 12:30.
Please indicate on the attached form if you plan to attend.
Peter J. Cinquegrani
Assistant Counsel - Tax
Attachment
Please fax this portion to Lisa Rand, Investment Company Institute, 202-326-5841.
Meeting to Discuss Investment Advisor Tax Issues
1:30 p.m., Monday April 10, 1995
Investment Company Institute
I (We) plan to attend the Meeting
ATTENDEE(S)
Please check here if you would like to join us for lunch.
COMPANY NAME
Please check here if you need special services due to a disability.