Agenda for June 30 Tax Committee Meeting

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June 18, 2020 TO: ICI Global Tax Committee
Management Company Tax Subcommittee
Tax Committee RE: Agenda for June 30 Tax Committee Meeting

 

The Tax Committee will hold a virtual meeting on Tuesday, June 30, 2020, at 2:00 p.m. ET. The agenda for the meeting is attached.

Representatives from Deloitte will discuss credit market and other tax issues, followed by a discussion of other topics of general interest to the committee We hope that this will be an interactive meeting and encourage everyone to participate in the discussion. We also encourage you to join with video, if possible, though we recognize that some company policies do not permit the use of Zoom (in which case a dial-in number is provided below).

Committee members have received a calendar invitation with a link to the Zoom meeting.  You can access the meeting by clicking on the link in the calendar invitation or here.  Alternatively, you can dial in to the meeting:

Dial-In: +1 646 558 8656 Meeting ID: 980 3913 6262 Password: 446472

Please contact Karen Gibian (kgibian@ici.org), Katie Sunderland (katie.sunderland@ici.org), or Keith Lawson (lawson@ici.org) if you have any topics or questions that you would like to add to the agenda. 

Continuing Professional Education (CPE) Credit

Meeting attendees are eligible for approximately 3.5 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. Please direct all questions regarding administrative policies or CPE credit to Judy Lee of the Investment Company Institute at jlee@ici.org or 202/218-3575.

Learning Objectives: To provide updates on current legislative and regulatory developments affecting mutual funds and investment advisors.

Program Level: Basic

Delivery Mode: Group Internet Based Course

No prerequisites or advance preparations are necessary for this program.

 

Jon Davis
Tax Committee Chair

 

Attachment