Agendas For June 22 And 23 Tax Committee Meetings And Draft Cost Basis Reporting Tax Forms For Your Review
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June 11, 2009
TO: TAX COMMITTEE No. 16-09 RE: AGENDAS FOR JUNE 22 AND 23 TAX COMMITTEE MEETINGS AND DRAFT COST BASIS REPORTING TAX FORMS FOR YOUR REVIEW
Attached are the preliminary agendas for the Tax Committee meetings to be held on Monday, June 22, and Tuesday, June 23, at the offices of the PIMCO Funds, 840 Newport Center Drive, Newport Beach, CA 92660. [1] The meetings will begin at 2:00 p.m. on June 22 and at 9:00 a.m. on June 23.
The distressed debt discussion on Monday will be led by Shawn Baker and Jeff Maddrey of PricewaterhouseCoopers and Ron Cohn of Cohn & Barr. They are putting together excellent materials that will be distributed at the meeting. These two firms also will sponsor the June 22 baseball outing, at which the Los Angeles Angels of Anaheim will host the Colorado Rockies.
As always, the second day of the meetings 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.
Among the items to be discussed on Tuesday will be the attached draft suggested revisions to IRS Forms 1099-B and Schedule B; revised forms will be needed to implement the recently-enacted cost basis reporting legislation. If you cannot attend the meetings, but have comments on the draft forms, please provide them to Karen Gibian at 202-371-5432 or kgibian@ici.org.
Online Registration
If you plan to attend the meetings and have not registered already, 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.
- DeliveryMode: Group Live Course.
- No prerequisites or advance preparations are necessary for these meetings.
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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 Memoranda (23334) to Tax Committee No. 9-09, dated March 19, 2009, and (23446) to Tax Committee No. 14-09, dated May 14, 2009.