[25511]
September 22, 2011
TO: TAX COMMITTEE No. 59-11 RE: NOVEMBER 2 AND 3 TAX COMMITTEE MEETINGS - NOTE START TIME CHANGE
As we discussed during this week’s Tax Committee call, the next meetings of the Tax Committee will be held on Wednesday, November 2, and Thursday, November 3. Because several of the Committee’s agenda items will require extended discussions, we will begin the meeting on Wednesday at 11:00 a.m. (to discuss tax diversification issues), break for lunch at approximately 1:00 p.m., and then turn to the proposed regulations under sections 1256 and 446. During Thursday’s meeting, which will begin at 9:30 a.m., the Committee will discuss all other issues on the Committee’s agenda.
All meetings will be held in the David Silver Conference Room, on the 12th floor of the Institute’s offices at 1401 H Street, NW, Washington, DC 20005.
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
As in the past, arrangements are being made for the Tax Committee dinner on Wednesday, November 2. We plan to start dinner at approximately 6:00 p.m. at a nearby restaurant. 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 Monday, October 31. Refunds will not be provided for dinner reservations cancelled thereafter.
Continuing Professional Education (CPE) Credit
Meeting attendees are eligible for approximately 9.00 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), Karen Lau Gibian (at 202/371-5432 or kgibian@ici.org), or Pinank Desai (at 202/327-5876 or pinank.desai@ici.org).
Gwen Shaneyfelt
Outgoing Tax Committee Chair Greg Hinkle
Incoming Tax Committee Chair