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Date: 05/05/06
Start Time: 10:00AM
End Time: 12:30PM
Chair: Cathy Heron, Capital Research and Management Company, Los Angeles, CA
10:00am Opening Remarks by the Chair.
10:05am RIC Legislative and Regulatory Developments. This panel will discuss pending legislative and regulatory proposals affecting RICs. Moderator: Cathy Heron, Capital Research and Management Company, Los Angeles, CA. Panelists: Susan Baker, Assistant to the Branch Chief, Associate Chief Counsel (Financial Institutions & Products), IRS, Washington, DC; Catherine Barre, Tax Counsel, Senate Finance Committee, Washington, DC; Dale Collinson, Special Counsel to the Associate Chief Counsel (Financial Institutions & Products), IRS, Washington, DC.
11:15am Hedge Fund Issues. The panel will discuss the US trade or business tax issues that arise when an off-shore hedge fund purchases bank loans and other financial obligations. Moderator: Deanna Flores, The Vanguard Group, Valley Forge, PA. Panelists: Andrew Froberg, Associate International Tax Counsel, Department of Treasury, Washington, DC; John Lutz, McDermott Will & Emery LLP, New York, NY; David Miller, Cadwalader Wickersham & Taft LLP, New York, NY.
LUNCHEON
Date: 5/5/06
Start Time: 12:30PM
End Time: 1:30PM
Speaker: Pamela F. Olson, Skadden Arps Slate Meagher & Flom LLP, Washington, DC
Topic: The Impact of the Tax Reform Commission Proposals on Financial Institutions
SECTION PROGRAM
Date: 5/6/06
Start Time: 2:00PM
End Time: 3:00PM
Tax Reform, Tax Policy and Savings in the 21st Century--What Do Annuities, Credit Cards, Life Insurance and Mutual Funds Have in Common?
A discussion of current tax law treatment of various savings vehicles as well as suggested changes to current law.
Moderator: Tom Quinn, Law Office of Tom Quinn, Boston, MA
Panelists:
John J. Ensminger, Law Offices of John J. Ensminger, Peoria, AZ
Mark Cantor, American Council of Life Insurers, Washington, DC
Joseph F. McKeever, Davis & Harman LLP, Washington, DC
Lisa Robinson, Investment Company Institute, Washington, DC
Sponsored by: Insurance Companies Committee, Banking and Savings Institutions Committee and Investment Companies Committee
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