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February 20, 2019 TO: Management Company Tax SubcommitteeTax Committee RE: Agendas for February 26 and 27 Tax Committee Meetings
As we previously informed you, the ICI Tax Committee will meet on Tuesday, February 26, and Wednesday, February 27, 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.
The 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.
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 Ruth Tadesse at 202/326-5836 or rtadesse@ici.org.
Committee Dinner
The Tax Committee dinner will be held on Tuesday, February 26, at Brasserie Beck, 1101 K Street NW, Washington, DC 20005. 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, February 21. Refunds will not be provided for dinner reservations cancelled thereafter.
Meetings Topics/Agenda
The meeting on Tuesday, February 26, will be led by representatives from EY and Morgan Lewis and will focus on Hyperinflationary Currencies and Qualified Opportunity Zone Funds. The February 27th meeting will focus on all tax issues of interest to the industry. Agendas for both meetings are attached.
Building Security
Please note that due to enhanced building security procedures, meeting attendees must 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
endnotes
[1] See Institute Memorandum No. 31431 to Tax Committee, dated October 11, 2018