[27889]
February 12, 2014
TO: TAX COMMITTEE No. 4-14 RE: PRELIMINARY AGENDA FOR FEBRUARY 25-26 TAX COMMITTEE MEETINGS
As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 25, and Wednesday, February 26. [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: www.ici.org/reg/tax. If you have any questions about registration, please contact Ezella Wynn at 202/218-3560 or ewynn@ici.org.
The meeting on Tuesday will begin at 2:00 p.m. Lunch will be served at 1:00 p.m. on Tuesday and during 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.
Meeting Topics/Agenda
The meeting on Tuesday, February 25 will begin at 2:00 p.m. and include discussions on (1) Section 871 (m) proposed regulations, (2) State tax issues and (3) FATCA. The February 26 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 Tuesday, February 25, at Ceiba (701 14th Street, NW, Washington, DC). 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 $98.00. Full refunds of the $98.00 will be made to anyone canceling a dinner reservation by 3:00 p.m. (Eastern) on Thursday, February 20. Refunds will not be provided for dinner reservations cancelled thereafter.
New Security Procedures
Please be advised that ICI has implemented a new security policy that requires a key fob to operate the elevators to our office. To access the 12th floor, you first will need to sign in at the security desk in the main lobby. Our assistant, Ezella Wynn, (or another ICI employee) will be in the lobby when you sign in and will activate the elevator for you.
To facilitate your entrance into the building, please remember to register for the meeting.
Continuing Professional Education (CPE) Credit
Meeting attendees are eligible for approximately 7.0 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) or 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 (27774) to Tax Committee No. 40-13, dated December 16, 2013.