Memo #
28155

Preliminary Agenda for June 23 and 24, 2014 Tax Committee Meetings in Denver, CO
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[28155]

June 5, 2014

TO: TAX COMMITTEE No. 18-14 RE: PRELIMINARY AGENDA FOR JUNE 23 AND 24, 2014 TAX COMMITTEE MEETINGS IN DENVER, CO

 

As we informed you previously, [1] the next meetings of the Tax Committee will be held on Monday June 23 and Tuesday June 24, 2014, in Denver, Colorado, at the Denver Athletic Club, 1325 Glenarm Place; the meetings are being hosted by ALPS Inc. The meeting on Monday, June 23 will begin at 2:00 p.m. and the meeting on Tuesday will begin at 9:00 a.m. Lunch will be served prior to the meeting on Monday and at the conclusion of the meeting on Tuesday.

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.

Meeting Topics/Agenda

The meeting on Monday, June 23 will begin at 2:00 p.m. and involve a detailed discussion on International Tax Issues and RIC Non-Traditional/Alternative Products. Representatives from Deloitte will lead the discussion. The June 24 meeting will begin at 9:00 a.m. and will focus on all tax issues of interest to the industry. Preliminary agendas for both meetings are attached.

Committee Dinner And Baseball Game

The Tax Committee dinner will be held on Monday, June 23. The location and time will be announced at the meeting. A group of Tax Committee members, alternatively, will be attending a Colorado Rockies baseball game. Please register at the registration link above if you would like to attend either event.

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.

 

Greg Hinkle
Tax Committee Chair

Attachment

endnotes

[1] See Institute Memorandum (28028) to Tax Committee No. 12-14, dated April 15, 2014