[27159]
April 5, 2013
TO: TAX COMMITTEE No. 8-13 RE: JUNE 20 AND 21, 2013 TAX COMMITTEE MEETINGS IN SAN FRANCISCO, CA
The next regularly-scheduled meetings of the Tax Committee will be held on June 20 and June 21, 2013, in San Francisco, California, at the offices of BlackRock, 400 Howard Street, San Francisco, California. The Thursday, June 20 meeting will begin at 2:00 p.m. and will be preceded by lunch. The Friday, June 21 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 Friday. A complete preliminary agenda for both the June 20 and June 21 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 (Thursday, June 20) online through Cvent at www.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 Wednesday, June 19 and Thursday, June 20 at the Courtyard Marriott Downtown San Francisco, which is located at 299 2nd Street, San Francisco, California. Please make your reservations by calling 1-800-321-2211 or 1-415-947-0700. To receive the preferred hotel rate of $219 per night plus tax, reserve your hotel room by Friday, May 31, 2013, and identify yourself as a member of Investment Company Institute to secure the group rate.
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 Ryan Lovin (202/326-5826 ryan.lovin@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.
Greg Hinkle
Tax Committee Chair