Memo #
29951

Preliminary Agendas for June 14 and 15 Tax Committee Meetings - Register by June 8th
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[29951]

June 2, 2016

TO: TAX COMMITTEE No. 13-16 RE: PRELIMINARY AGENDAS FOR JUNE 14 AND 15 TAX COMMITTEE MEETINGS - REGISTER BY JUNE 8TH

 

As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, June 14 and Wednesday, June 15, 2016. [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 Tuesday, June 14 meeting will begin at 2:00 p.m.; the Wednesday meeting will begin at 9:30 a.m. and will conclude at approximately 2:00 p.m.  Lunch will be served at 12:30 p.m. on Tuesday and Wednesday.  Breakfast will be served prior to the meeting Wednesday morning.  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, June 14 will begin at 2:00 p.m.  EY will lead discussions on recent legislative, state, and federal regulatory developments. The June 15th 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/Baseball Game

EY has secured tickets for the Nationals baseball game on Tuesday, June 14.  However, if you plan to attend the baseball game you must register by June 8th.  If you choose not to attend the baseball game, dinner will be held at a nearby restaurant.   We plan to start dinner at approximately 6:00 p.m.   If you plan to attend the baseball game or dinner, you must register at our registration site; the cost of the dinner will be $105.00.  Full refunds of the $105.00 will be made to anyone canceling a dinner reservation by 3:00 p.m. (Eastern) on Thursday, June 9. 

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 or ryan.lovin@ici.org).

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 (29882) to Tax Committee No. 11-16, dated May 4, 2016.