[25228]
May 31, 2011
TO: TAX COMMITTEE No. 31-11 RE: PRELIMINARY AGENDA FOR JUNE TAX COMMITTEE MEETING - SAN FRANCISCO
As we previously informed you, [1] the next meetings of the Tax Committee will be held on June 6 and 7, 2011, in San Francisco, CA, at the offices of Dodge & Cox, 555 California Street, 40th Floor. The meeting on Monday, June 6 will begin at 2:00 p.m. PT. The meeting on Tuesday, June 7 will begin at 9:00 a.m. PT. Lunch will be served prior to the meeting on Monday and at the conclusion of the meeting on Tuesday. Breakfast will be served before the meeting begins on Tuesday. Business casual attire is appropriate for the meetings.
If you plan to attend the June meetings, you MUST register at http://members.ici.org/reg/tax. For security reasons, only those who have registered through the ICI website will be granted access to Dodge & Cox’s offices. If you have any questions about registration, please contact Ezella Wynn at (202) 218-3560 or ewynn@ici.org.
Meeting Topics/Agenda
The meeting on Monday, June 6, will focus on international issues, including FATCA and FBAR. Paul Murphy from Deloitte LLP will lead the discussion. The preliminary agenda is attached for the June 7 meeting, which will focus on all tax issues of interest to the industry.
Evening Events
As in previous years, we have made plans to attend a baseball game on Monday, June 6, at 7:15 p.m., between the San Francisco Giants and the Washington Nationals. Alternatively, arrangements are being made for others to attend dinner at a local restaurant. When registering for the meetings on the ICI website (http://members.ici.org/reg/tax), please indicate whether you plan to attend the baseball game or the dinner.
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.
If you have any questions or comments regarding the upcoming meetings, please contact 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).
Gwen Shaneyfelt
Tax Committee Chair
endnotes
[1] See Institute Memorandum (25059) to Tax Committee No. 18-11, dated April 6, 2011.