[23446]
May 14, 2009
TO: TAX COMMITTEE No. 14-09 RE: JUNE TAX COMMITTEE MEETING REGISTRATION
The June Tax Committee meeting will be held, as previously announced, [1] on Monday, June 22, and Tuesday, June 23, at the offices of the PIMCO Funds, 840 Newport Center Drive, Newport Beach, CA 92660. The meeting will be in-person only; the PIMCO meeting room to which we have been bumped does not accommodate teleconferencing.
The meeting on June 22, which will begin at 2:00 p.m., will focus on distressed debt issues and include presentations by representatives of PricewaterhouseCoopers and Cohn & Barr.
These two firms will sponsor the June 22 baseball outing, at which the Los Angeles Angels of Anaheim will host the Colorado Rockies.
The meeting on June 23, which will begin at 9:00 a.m., will involve a discussion of all issues of interest to the Tax Committee, including the ICI’s tax agenda and recent legislative and regulatory developments.
Online Registration
We are pleased to inform you that we are now offering online registration using Cvent for members attending the ICI committee meetings and for dinner. Committee members who prefer to dine at a restaurant not connected with a baseball stadium will split the cost of dinner on their credit cards. To register for the Tax Committee meetings and 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 the ICI’s office at 202/326-5968.
- Learning Objectives: To provide updates on current legislative and regulatory developments affecting mutual funds and investment advisors.
- Program Level: Update.
- DeliveryMode: 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
endnotes
[1] See Institute Memorandum (23334) to Tax Committee No. 9-09, dated March 19, 2009. This memorandum also includes information provided by Erik Brown, PIMCO’s Tax Committee representative, regarding airport and hotel options, as well as detailed directions for driving to PIMCO’s office.