Memo #
34060

Registration for Deep Dive on Equalization and Other Tax Topics, April 5, 2022 at 11:00 a.m. ET
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[34060]

March 4, 2022

TO: Accounting/Treasurers Committee
Global Tax Committee
Management Company Tax Subcommittee
Tax Committee RE: Registration for Deep Dive on Equalization and Other Tax Topics, April 5, 2022 at 11:00 a.m. ET

 

ICI will host a call on Tuesday, April 5, 2022, at 11:00 a.m. ET, to do a deep dive on equalization and other tax topics. Deloitte will lead the discussion, and CPE credit will be available.

If you wish to participate, please register for the call through Cvent here. Once you have registered online, you will receive the Zoom login/dial-in information for the call and will have the opportunity to download the event to your calendar. Please note that each registrant will receive a unique Zoom link that cannot be forwarded.

Please contact Keith Lawson (lawson@ici.org), Karen Gibian (kgibian@ici.org), or Katie Sunderland (katie.sunderland@ici.org) if there are specific items that you would like to discuss or if you have questions about the call.

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.

 

Joy Lopez
Chair, Tax Committee and Global Tax Committee
Vice President, Head of Investment Tax, Dimensional Fund Advisors