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February 21, 2008
TO: TAX COMMITTEE No. 6-08 RE: AGENDAS FOR FEBRUARY 26 AND 27 TAX COMMITTEE MEETINGS
Attached are the agendas for the Tax Committee meetings to be held on Tuesday, February 26, beginning at 2:00 p.m., and Wednesday, February 27, beginning at 9:30 a.m., in the David Silver Conference Room, on the 12th floor of the Institute’s offices at 1401 H Street, NW, Washington, DC 20005.
Online Registration
If you plan to attend the Tax Committee meetings and dinner please use Cvent, the Institute’s online registration system, to register. In addition, committee members electing to attend the committee dinner will pay a standard amount via credit card as part of the registration process. To register for the Tax Committee meetings and dinner, please visit the registration site at http://members.ici.org/reg/tax. If you have any questions about registration, please contact Ezella Wynn at 202/218-3560 or ewynn@ici.org. Please register for the Tax Committee meetings by 3:00 p.m. (Eastern) on Friday, February 22.
Committee Dinner
As in the past, arrangements have been made for the Tax Committee dinner on Tuesday, February 26. We plan to start dinner at approximately 6:00 p.m. at a nearby restaurant. If you plan to attend the dinner, you must register on the Institute’s registration website; the cost of the dinner will be $85.00. Full refunds of the $85.00 will be made to anyone canceling a dinner reservation by 3:00 p.m. (Eastern) on Friday, February 22. Refunds will not be provided for dinner reservations cancelled thereafter.
Continuing Professional Education (CPE) Credit
Meeting attendees are eligible for approximately 7.00 hours of CPE credit (Taxation). The Investment Company Institute is registered with the National Association of State Boards of Accountancy (“NASBA”) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, www.nasba.org.
For more information regarding administrative policies such as complaint and refund, please contact our offices at 202/326-5968.
- Learning Objectives: To provide updates on current legislative and regulatory developments affecting mutual funds and investment advisors.
- Program Level: Update.
- Delivery Mode: Group Live Course.
- No prerequisites or advance preparations are necessary for these meetings.
If you have any questions or comments regarding the upcoming meetings, please contact Keith Lawson (202/326-5832 or Lawson@ici.org), Lisa Robinson (202/326-5835 or lrobinson@ici.org), or Karen Gibian (202/371-5432 or kgibian@ici.org).
Gwen Shaneyfelt
Tax Committee Chair