Memo #
24258

Registration for Tax Committee Meetings on June 7 and 8 in Fort Worth, Texas

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[24258]

 

April 26, 2010

TO: TAX COMMITTEE No. 12-10     RE: REGISTRATION FOR TAX COMMITTEE MEETINGS ON JUNE 7 AND 8 IN FORT WORTH, TEXAS

 

The next regularly-scheduled meetings of the Tax Committee will be held on Monday, June 7, and Tuesday, June 8, at the offices of the American Beacon Funds in Forth Worth, Texas.  The offices’ address is 4151 Amon Carter Blvd., Fort Worth, TX  76155.

 

The meeting on June 7 will begin at 2:00 p.m.  Lunch will be served prior to the meeting. The tentative plan for the June 7 meeting, as discussed on the April 21 monthly call, is to focus on international tax issues.  We are working with one of the accounting firms to develop a presentation that would kick off the meeting.  Arrangements are being made for Tax Committee members that evening to join a group for dinner or to attend a baseball game between the Texas Rangers and the Seattle Mariners.

 

The meeting on June 8 will begin at 9:00 a.m.  This second-day meeting, as always, 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.  Lunch will be served at the conclusion of the meeting.

 

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.  To register for the Tax Committee meetings and one of the evening events, 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.

 

Hotel Reservations

 

We have arranged for a room block for Monday, June 7, at the Marriott DFW Airport South, 4151 Centreport Boulevard Fort Worth, Texas 76155.  Please make your reservations by calling the hotel directly at (817) 358-1700.  To receive the preferred hotel rate of $129 per night plus tax, reserve your hotel room prior to May 17, 2010, and identify yourself as a member of Investment Company Institute.

 

Suggestions for Meeting Topics

 

Please forward any suggestions that you have for issues to be discussed at these meetings to Keith Lawson (202/326-5832 or lawson@ici.org) or Karen Gibian (202/371-5432 or kgibian@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, ww.nasba.org.

 

For more information regarding administrative policies such as complaint and refund, please contact our offices 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. 

      

Gwen Shaneyfelt
Tax Committee Chair