FIWG Agenda 11 & 12/2013



Financial Institutions Work Group via Teleconference
Monday, November 25, 2013
1:00 pm Eastern Time


Wednesday, December 4, 2013
2:30 pm Eastern Time

NOTE: Please note that these TWO teleconferences are scheduled at different times, to accommodate the greatest number of participants.

Dial-In Number: 1-888-809-4012
Conference Code: 101912

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I. Welcome and Introductions
II. Continuing Discussion of Property Factor
  Materials to be discussed:
  1. Elliott Dubin’s Memo of October 31, 2013 (Apportionment of Net Income of Financial Institutions)
  2. Wall Street Journal Article of October 16, 2013 (Fed Weighs Surcharge on Banks' Physical Commodity Businesses Fee Could Spur Firms to Pare Involvement in the Sector)
  3. Phil Horwitz Proposal to Source Loans in the Property Factor
  4. Issue Check List (to be updated)
      - Draft Trigger Event Issue List
III. Next Steps
IV. Adjourn

Additional information on this meeting and agenda may be secured from Loretta King, Multistate Tax Commission, 444 North Capitol Street, N.W., Suite 425, Washington, D.C. 20001-1538, Telephone: (202) 650-0300.