Preliminary Agendas for October 23 and 24 Tax Committee Meetings

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October 11, 2018 TO: Management Company Tax Subcommittee
Tax Committee RE: Preliminary Agendas for October 23 and 24 Tax Committee Meetings

 

As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, October 23, and Wednesday, October 24, 2018.[1]  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.

If you plan to attend the meetings and have not already registered, please do so at your earliest convenience at:  www.ici.org/reg/tax.  If you have any questions about registration, please contact Ezella Wynn at 202/218-3560 or ewynn@ici.org.   

Meetings Topics/Agenda

The meeting on Tuesday, October 23, will be led by representatives from Deloitte, and will focus on tax and industry transformation issues.  The October 24th meeting will focus on all tax issues of interest in the industry.  Preliminary agendas for both meetings are attached.

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

Attachment

 

endnotes

[1] See Institute Memorandum (31393) to Tax Committee, dated September 20, 2018