Memo #
29574

March 3-4 2016 Tax Committee Meeting in Scottsdale, Arizona - Hotel Information
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[29574]

December 18, 2015

TO:

TAX COMMITTEE No. 45-15

RE:

MARCH 3-4 2016 TAX COMMITTEE MEETING IN SCOTTSDALE, ARIZONA - HOTEL INFORMATION

 

The next meeting of the ICI Tax Committee, as discussed during the recent Tax Committee call, will be held on Thursday, March 3 and Friday, March 4 in Scottsdale, Arizona.  Vanguard will be hosting the meeting at its office (located at 15111 N. Pima Road).

Hotel Information

A hotel room block (at a discounted group rate of $240) has been reserved at the Spring Hill Suites by Marriott, 17020 N. Scottsdale Rd, Scottsdale, AZ 85255.  To reserve a room at this hotel, please call 480-922-8400 and identify yourself as a member of the Investment Company Institute or use the following link:  Book your group rate for Investment Company Institute.  The reservation cutoff date is February 10, 2016.

While the room block is available, using the link above, only for Wednesday, March 2 and/or Thursday, March 3, we have been advised that the discounted rate will be honored through the weekend on a space-available basis.  You will need to call the hotel directly to reserve a room for any additional days.

Meeting Registration and Committee Dinner Information

The meeting on Thursday, March 3 will begin at 2:00 p.m.  The meeting on Friday, March 4 will begin at 9:30 a.m.  Lunch will be served both days; breakfast will be available on Friday.  Additional information regarding the March meetings – including the online registration process, the committee dinner, meeting agendas, etc. – will be distributed in January. 

Continuing Professional Education (CPE) Credit

Meeting attendees are eligible for approximately 7.00 hours of CPE credit (Taxation). 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, www.nasba.org.

For more information regarding administrative policies such as complaint and refund, please contact the ICI’s office at 202/326-5968.

  • Learning Objectives: To provide updates on current legislative and regulatory developments       affecting mutual funds and investment advisors.
  • Program Level: Update.
  • Delivery Mode: Group Live Course.
  • No prerequisites or advance preparations are necessary for these meetings.

If you have any questions or comments regarding the upcoming meetings, please contact Keith Lawson (at 202/326-5832 or lawson@ici.org), Karen Gibian (at 202/371-5432 or kgibian@ici.org) or Ryan Lovin (at 202/326-5826 or ryan.lovin@ici.org).

 

Greg Hinkle
Tax Committee Chair