Memo #
26501

November 13 And 14 Tax Committee Meeting Registration

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[26501]

September 18, 2012

TO: TAX COMMITTEE No. 43-12 RE: NOVEMBER 13 AND 14 TAX COMMITTEE MEETING REGISTRATION

 

As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, November 13, and Wednesday, November 14. [1]  The meeting on Tuesday will begin at 2:00 p.m.; on Wednesday, the meeting will begin at 9:30 a.m.  Lunch will be served at 1:00 p.m. on Tuesday and at the conclusion of the meeting on Wednesday.  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 www.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 Tuesday, November 13.  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 Thursday, November 8.  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.
  • 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 (at 202/326-5832 or lawson@ici.org), Karen Gibian (at 202/371-5432 or kgibian@ici.org) or Ryan Lovin (at 202/326-5826 or ryan.lovin@ici.org).

 

Greg Hinkle
Tax Committee Chair

endnotes

 [1]  See Institute Memorandum (25760) to Tax Committee No. 1-12, dated January 4, 2012.