Memo #
31393

October 23 And 24 Tax Committee Meeting Registration
| Print

[31393]

September 20, 2018 TO: Management Company Tax Subcommittee
Tax Committee RE: October 23 And 24 Tax Committee Meeting Registration

 

The next meetings of the Tax Committee will be held on Tuesday, October 23, and Wednesday, October 24, 2018.  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 1:00 p.m.  Lunch will be served at 12:30 p.m. on Tuesday and during the meeting on Wednesday.  Breakfast will be served prior to the meeting Wednesday morning.  

On Tuesday, October 23, the meeting 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. On Wednesday, October 24, the meeting will be held at the Sofitel Hotel in the Paris Ballroom at 806 15th Street, NW, Washington, DC 20005. 

Preliminary agendas for the meetings will be circulated 1-2 weeks prior to the meeting. 

Online Registration

Please register for the Tax Committee meetings and dinner through Cvent, our online registration system, at www.ici.org/reg/tax.  Committee members choosing to attend the dinner will pay a standard amount via credit card as part of the registration process. If you have any questions about registration, please contact Ezella Wynn at 202/218-3560 or ewynn@ici.org. 

Committee Dinner 

The Tax Committee dinner will be held on Tuesday, October 23, at Pennsylvania 6 (1350 I Street, NW) at 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 $115.00.  Full refunds of the $115.00 will be made to anyone canceling a dinner reservation by 3:00 p.m. (Eastern) on Thursday, October 18.  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. 

* * * 

If you have any questions or comments regarding the upcoming meetings, please contact Keith Lawson (at 202/326-5832 or lawson@ici.org), Karen Gibian (at 202/371-5432 or kgibian@ici.org) or Katie Sunderland (at 202/326-5826 or katie.sunderland@ici.org).

 

Jon Davis
Tax Committee Chair