[25059]
April 6, 2011
TO: TAX COMMITTEE No. 18-11 RE: JUNE 6 AND 7, 2011 TAX COMMITTEE MEETINGS IN SAN FRANCISCO, CALIFORNIA
The next regularly-scheduled meetings of the Tax Committee will be held on June 6 and June 7, 2011, in San Francisco, California, at the offices of Dodge & Cox, 555 California Street, 40th Floor. The Monday, June 6 meeting will begin at 2:00 p.m. and will be preceded by lunch. The Tuesday, June 7 Tax Committee meeting will begin at 9:00 a.m. and will be preceded by breakfast. Lunch will be served at the conclusion of the meeting on Tuesday. A complete preliminary agenda for both the June 6 and June 7 meetings will be distributed approximately one week prior to the meetings.
Online Registration
You may register for the Tax committee meeting, as well as dinner or baseball game, online through Cvent at http://members.ici.org/reg/tax. If you have any further 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 6, at the Omni San Francisco, which is located at 500 California Street, San Francisco, California 94104. Please make your reservations by calling 1-800-THE-OMNI (843-6664). To receive the preferred hotel rate of $245 per night plus tax, reserve your hotel room by Friday, May 13, 2011, 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), Karen Gibian (202/371-5432 or kgibian@ici.org) or Pinank Desai (202/326-5876 or pinank.desai@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 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