Memo #
24552

October 11th and 12th Tax Committee Meeting at the Hamilton Crowne Plaza in Washington, DC
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[24552]

 

September 23, 2010

TO: TAX COMMITTEE No. 27-10 RE: OCTOBER 11TH AND 12TH TAX COMMITTEE MEETING AT THE HAMILTON CROWNE PLAZA IN WASHINGTON, DC

 

As we informed you previously, the next meetings of the Tax Committee will be held on Monday, October 11th, and Tuesday, October 12th. [1]  The October 11th meeting will begin at 2:00 p.m., and focus on the international tax compliance initiative known as “FATCA”, tax issues arising from the proposed changes to Rule 12b-1, and perhaps one other issue of general interest to the Committee.   The October 12th meeting will begin at 9:30 a.m., and 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 1:00 p.m. on Monday and at the conclusion of the meeting on Tuesday.

The meetings will be held (due to construction within the ICI’s offices) at the Hamilton Crowne Plaza.  This hotel, which is located on the corner of 14th and K Streets (NW), is only two blocks from the ICI.  Please note that the McPherson Square Station (the station closest to the ICI’s offices) on the Washington Metro’s blue and orange lines will be closed on Monday (only) for maintenance.

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 electing to attend the committee dinner will pay a standard amount via credit card as part of the registration process.  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.

Committee Dinner

The Tax Committee dinner will be held on Monday, October 11th at The District Chophouse & Brewery at 509 7th Street, NW, Washington, DC.  The reception will start at 6:30 p.m. and dinner will be at approximately 7:00 p.m.  If you plan to attend the dinner, you must register at our registration site; the cost of the dinner will be $85.00.  Full refunds of the $85.00 will be made to anyone canceling a dinner reservation by 3:00 p.m. (Eastern) on Wednesday, October 6.  Refunds will not be provided for dinner reservations cancelled thereafter. 

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 Seth Hanlon (at 202/326-5876 or seth.hanlon@ici.org).

 

Gwen Shaneyfelt
Tax Committee Chair

endnotes

 [1]  See Institute Memorandum (24476) to Tax Committee No.25-10, dated August 9, 2010.