As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 7, and Wednesday, February 8, 2017.[1]
If you plan to attend the meetings and have not already registered, please do so at your earliest 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.; on Wednesday, the 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 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 7, will be led by representatives from PwC and KPMG and will focus on tax reform. The February 8th meeting will focus on all tax issues of interest in the industry. Preliminary agendas for both meetings are attached.
Committee Dinner
As in the past, the Tax Committee dinner will be held on Tuesday, February 7 at Capitol City Brewing Company (1100 New York Avenue, 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 $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, February 2. Refunds will not be provided for dinner reservations cancelled thereafter.
Building Security
Please note that due to enhanced building security procedures, meeting attendees will need to check in at the lobby security desk.
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 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.
- Delivery Mode: Group Live Course.
- No prerequisites or advance preparations are necessary for these meetings.
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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).
Jon Davis
Tax Committee Chair
endnotes
[1] See Institute Memorandum (30511) to Tax Committee, dated January 13, 2017