[25587]
October 26, 2011
TO: TAX COMMITTEE No. 66-11 RE: PRELIMINARY AGENDA FOR NOVEMBER 2-3 TAX COMMITTEE MEETINGS
As we informed you previously, the next meetings of the Tax Committee will be held on Wednesday, November 2, and Thursday, November 3. [1] If you plan to attend the meetings and have not registered already, please do so at your first convenience by using the attached link: 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.
Lunch will be served at 1:00 p.m. on Wednesday and at the conclusion of the meeting on Thursday. 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.
Meeting Topics/Agenda
The meeting on Wednesday, November 2 will begin at 11:00 a.m. and involve a detailed discussion of tax diversification issues. We will break for lunch at 1:00. At 2:00 p.m., we will discuss the proposed regulations on notional principal contracts. The November 3 meeting will begin at 9:30 a.m. and will focus on all tax issues of interest to the industry. Preliminary agendas for both meetings are attached.
Committee Dinner
The Tax Committee dinner will be held on Wednesday, November 2, at Bibiana (the corner of 12th and H Street, NW). We plan to start dinner at approximately 6:00 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 Monday, October 31. Refunds will not be provided for dinner reservations cancelled thereafter.
Continuing Professional Education (CPE) Credit
Meeting attendees are eligible for approximately 9.5 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 Gibian (at 202/371-5432 or kgibian@ici.org) or Pinank Desai (at 202/326-5876 or pinank.desai@ici.org).
Keith Lawson
Senior Counsel - Tax Law Greg Hinkle
Tax Committee Chair
endnotes
[1] See Institute Memorandum (25511) to Tax Committee No. 59-11, dated September 22, 2011.