Memo #
23251

February 24 And 25 Tax Committee Meetings in Washington, DC
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[23251]

 

February 12, 2009

TO: TAX COMMITTEE No. 5-09     RE: FEBRUARY 24 AND 25 TAX COMMITTEE MEETINGS IN WASHINGTON, DC

 

Attached are the preliminary agendas for the Tax Committee meetings to be held on Tuesday, February 24, beginning at 10:00 a.m., and Wednesday, February 25, 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.

Members unable to attend the February meetings of the Tax Committee will be permitted to call in. [1]  The dial-in numbers are as follows: 

  • The dial-in number for the call on Tuesday, February 24, from 10:00 a.m.-1:00 p.m., is 888-603-9618 and the passcode is 57678. 
  • The dial-in number for the calls on Tuesday, February 24, from 2:00-5:00 p.m., and on Wednesday, February 25, from 9:30 a.m.-1:00 p.m., is 888-324-2909 and the passcode is 60036. 

If you plan to call in, please complete and return the attached response form to Ezella Wynn by email (ewynn@ici.org) or fax (202-326-5841) no later than 2:00 p.m. on Friday, February 20, 2009. 

  If you plan to attend the meeting and/or the committee dinner, please visit our 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.

 

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 (at 202/326-5832 or lawson@ici.org), or Karen Lau Gibian (at 202/371-5432 or kgibian@ici.org).

 

Gwen Shaneyfelt
Tax Committee Chair

Attachment

endnotes

 [1]  See Institute Memorandum (23224) to Tax Committee No. 2-09, dated January 30, 2009.