Memo #
28028

June 23 and 24, 2014 Tax Committee Meetings in Denver, CO

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[28028]

 

April 15, 2014

TO: TAX COMMITTEE No. 12-14 RE: JUNE 23 AND 24, 2014 TAX COMMITTEE MEETINGS IN DENVER, CO

 

The next regularly-scheduled meetings of the Tax Committee will be held on June 23 and June 24, 2014, in Denver, Colorado at the Denver Athletic Club, 1325 Glenarm Place; the meetings are being hosted by ALPS Inc.  The Monday, June 23 meeting will begin at 2:00 p.m. and will be preceded by lunch.  The Tuesday, June 24 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 Tuesday.  A complete preliminary agenda for both the June 23 and June 24 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 (Monday, June 23) 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 Sunday, June 22 and Monday, June 23 at the Crowne Plaza Denver Downtown, which is located at 1450 Glenarm Place, Denver, Colorado.  Please make your reservations by calling 1-888-233-9527 or you may make your reservations online at https://resweb.passkey.com/Resweb.do?mode=welcome_gi_new&groupID=24436283

To receive the preferred hotel rate of $179 per night plus tax, reserve your hotel room by Monday, June 2, 2014, 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).

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Continuing Professional Education (CPE) Credit

Meeting attendees are eligible for approximately 7.5 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 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. 

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Greg Hinkle
Tax Committee Chair