Memo #
34171

Registration and Agendas for June 6-7 Virtual Tax Committee Meetings
| Print

[34171]

June 2, 2022

TO: Global Tax Committee
Management Company Tax Subcommittee
Tax Committee RE: Registration and Agendas for June 6-7 Virtual Tax Committee Meetings

 

The agendas for the June 6-7, 2022, Virtual Tax Committee meetings are attached.  You may register at https://cvent.me/XDEybG.  The meetings will begin at 2:00 p.m. ET each day. 

On June 6, we will discuss ways to modernize and improve the taxation of regulated investment companies (RICs).  The meeting will be led by several outside tax advisors and will last approximately two hours.  On June 7, we will discuss all issues of importance to RICs and their investors and should last approximately one hour to 1.5 hours. 

Once you have registered online, you will receive the Zoom login/dial-in information for the meetings and will have the opportunity to download the events to your calendar. Please note that each registrant will receive unique Zoom links 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 June meetings.

Continuing Professional Education Credit

Meeting attendees are eligible for 3.5 hours of CPE credit. 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 https://www.nasbaregistry.org.

  • Learning Objectives: To provide updates on current tax and regulatory developments affecting mutual funds and investment advisers.
  • Program Level: Basic
  • Delivery Mode: Group Internet Based Course
  • Prerequisites: No prerequisites or advance preparations are necessary for this program
  • Recommended Field of Study: Taxes

 

 

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

 

    Attachments

    34171a.pdf