[34335]
November 3, 2022
TO: Global Tax CommitteeManagement Company Tax Subcommittee
Tax Committee RE: Agendas and Registration for November 9-10 Tax Committee Meetings
Attached please find the agendas for the November 9-10 Tax Committee meetings; please register here. The meetings will be held in the conference center on the first floor of ICI's building at 1401 H Street, NW, Washington, DC 20005. Please note that these meetings will be held in person; no virtual option is available.
On Wednesday, November 9, we will have a joint meeting with the Tax Advisory Group (comprised of outside advisors from the accounting and law firms) to discuss ICI's RIC modernization project. The meeting will begin at 2:00 p.m. ET; lunch will be served beforehand beginning at 12:30 p.m. On Thursday, November 10, we will discuss various legislative, regulatory, international, and state tax issues of interest to our members. The November 10 meeting will begin at 9:30 a.m. and conclude around 12:30 p.m. Breakfast will be served beforehand beginning at 8:30 a.m., and boxed lunches will be available after the meeting.
In lieu of our traditional Tax Committee dinner, we will hold a reception for the Tax Committee and the Tax Advisory Group on November 9 in the building lobby area immediately following the close of the meeting. Food and drinks will be served. The cost of the reception is $60 per person; you will be able to pay for the reception when you register for the meetings through Cvent. The reception will end at 7:00 p.m.
Building Security
Due to security requirements in our building, please register by noon on Tuesday, November 8. Attendees must show identification to security in the front lobby of our building upon arrival and then will be escorted to the conference area.
Continuing Professional Education Credit
Meeting attendees are eligible for 6 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 live
- Prerequisites: No prerequisites or advance preparations are necessary for this program
- Recommended Field of Study: Taxes
If you have any questions about the meetings or have specific items you would like to discuss, please contact Keith Lawson (lawson@ici.org), Katie Sunderland (katie.sunderland@ici.org), or Karen Gibian (kgibian@ici.org). You may also contact Nadia Ishmael (nadia.ishmael@ici.org) if you have questions about registration or other logistics.
Joy Lopez
Chair, Tax Committee and Global Tax Committee
Vice President, Head of Investment Tax, Dimensional Fund Advisors