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April 12, 2021 TO: Accounting/Treasurers CommitteeTax Committee RE: Member Call to Discuss ETF Conversions - Tax Issues
ICI will hold a members-only Zoom meeting on Thursday, April 22 to discuss exchange traded fund (ETF) conversions and related tax issues. Rob Meiner, Joel Slager, and Amy Snyder from EY will lead the discussion.
The meeting will begin at 11:00 AM (ET). The agenda is attached, and materials will be sent to registered participants and posted on the Tax Committee page under “Meeting Materials” prior to the call.
Please register for this call on Cvent if you would like to participate. You may contact Jean Zadeh at jean.zadeh@ici.org with any questions.
In order to obtain CPE credit, you must log into Zoom via the link (not by phone) and answer three polling questions that will be presented during the course of the meeting.
Continuing Professional Education Credit
Meeting attendees are eligible for 1 hour of CPE credit (Taxes). 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, or www.nasba.org.
Learning Objectives: To provide updates on current legislative, regulatory, and compliance issues (in federal, state, and international contexts) affecting the taxation of investment companies and their shareholders.
- Program Level: Basic
- Delivery Mode: Group Internet Base Course
- No prerequisites or advance preparations are necessary for this session
Jon Davis
Tax Committee Chair