June Tax Committee Meeting Materials And Directions

 

 

[23559]

 

June 18, 2009

TO: TAX COMMITTEE No. 17-09     RE: JUNE TAX COMMITTEE MEETING MATERIALS AND DIRECTIONS

 

The discussion of distressed debt issues at the Tax Committee meeting on June 22 and 23 (in the “Pacific Training Center” at the PIMCO Funds’ office in Newport Beach, CA) [1] will be based upon the attached outline and draft white paper prepared in 2003.  Copies of the outline and white paper also will be available at the meeting.   

 

Additional information regarding the meeting location also is attached. 

 

If you plan to attend the meeting and have not registered yet, please do so at your earliest convenience by visiting 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

 

Attachment

 

endnotes

 [1]  See Institute Memoranda (23527) to Tax Committee No. 16-09, dated June 11, 2009; (23446) to Tax Committee No. 14-09, dated May 14, 2009; and (23334) to Tax Committee No. 9-09, dated March 19, 2009.