FEBRUARY 2009
The Investorside Research Association invites you to join James W. Wetzler of Deloitte Tax LLP and other Investorside Members for a regulatory update conference call, Wednesday - February 11, 2009 at 11:00 am. The purpose of this conference call is to update members on the State Sales Tax issues with respect to Investment Research Providers. Mr. Wetzler will cover certain responsibilities of entities that sell investment research services in New York. Mr. Wetzler bio is below:
James W. Wetzler Director, Multistate Tax, Deloitte Tax LLP Jim Wetzler is a director in Deloitte Tax LLP's Multistate Tax Controversy practice. He joined our organization in 1995 and is based in the New York office. Prior to joining the company, he served as New York State Commissioner of Taxation and Finance from 1988 to 1994 and as president of the Federation of Tax Administrators in 1994. In 1996, President Clinton appointed Jim to the National Commission on Restructuring the Internal Revenue Service. From 1973 to 1984, he served on the staff of the Joint Committee on Taxation of the U.S. Congress, including service as deputy chief of staff from 1983 to 1984. Jim is a frequent speaker at conferences on taxation and has written widely on state and federal tax policy issues. He serves clients in a variety of industries, including utilities, media and financial services. Jim graduated from the University of Pennsylvania in 1969 and received a Doctorate in Economics from Harvard University in 1973.
A brief period of Q & A will follow Mr.. Wetzel's comments.
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