Appendix: 2003-2004 technical activities.

• Position: 2004 Annual Report

Listed below are the written submissions that Tax Executives Institute filed with government agencies and congressional committees during the period ended August 8, 2004. Also included are liaison meetings and other technical activities in which the Institute participated.

Liaison Meetings

* Liaison meetings with Canadian Department of Finance (separate meetings held on Income and Excise/Commodity Tax Issues) (12/3/03).

* Liaison meetings with Canada Customs and Revenue Agency (separate meetings held on Income and Excise/Commodity Tax Issues) (12/2/03).

* Liaison Meeting with Commissioner of Internal Revenue and Other Senior IRS Officials (2/4/04).

* Liaison Meeting with Officials of the IRS Large and Mid-Size Business Division (2/3/04).

* Liaison Meeting with Assistant Secretary of the Treasury for Tax Policy and Other Representatives of the Office of Tax Policy, U.S. Department of Treasury (2/4/04).

* Liaison Meeting with Chief of Staff of the Joint Committee on Taxation, and Other Representatives of the

Congressional

Tax-Writing Committees (2/4/04).

Congressional

* Corporate Tax Shelters and Corporate Accountability:

* Comments on codification of the economic substance doctrine and tax shelter penalty provisions, filed with the Senate Committee on Finance, House Committee on Ways and Means, and the U.S. Department of the Treasury (8/5/03).

* Comments on the requirement for a CEO to sign a corporate tax return, codification of the economic substance doctrine, tax shelter penalty proposals, and other provisions of S. 1637, the JOBS Act of 2003, and H.R. 2896, the American Jobs Creation Act of 2003, filed with the Senate Committee on Finance, and the House Committee on Ways and Means (3/10/04).

* Additional comments on S. 1637, filed with the House Committee on Ways and Means (6/3/04).

* Additional comments on S. 1637 and H.R. 4520, filed with the House Committee on Ways and Means and the Senate Committee on finance (7/13/04).

* Letter on S. 150, The Internet Tax Non-Discrimination Act, filed with Senate Committee on Commerce, Science, and Transportation (9/30/03).

* IRS Oversight Board:

* Written testimony filed with the Board (1/16/04).

* Testimony before the Board (1/26/03).

* Joint comments (with ABA and AICPA) on Bush Administration's fiscal year 2005 budget proposals and tax simplification, filed with Secretary of the Treasury (2/24/04).

* IRS Budget:

* Testimony on the IRS budget for fiscal year 2005 before the Subcommittee on Oversight of the House Committee on Ways and Means(3/30/04). * Written comments on the IRS budget, filed with the House and Senate Committees on Appropriations (4/6/04).

Canadian Taxes

* Pre-Budget Discussions:

* Written statement, filed with House of Commons Standing Committee on...