Memo #
30683

June 21-22 2017 Tax Committee Meeting in Santa Monica, California - Hotel Information
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[30683]

April 25, 2017 TO: Tax Committee RE: June 21-22 2017 Tax Committee Meeting in Santa Monica, California - Hotel Information

 

The next meeting of the ICI Tax Committee, as discussed during the last Tax Committee meeting, will be held on Wednesday, June 21 and Thursday, June 22 in Santa Monica, CA.  Dimensional Fund Advisors will be hosting the meeting at its offices (located at 1299 Ocean Avenue, Suite 150).

Hotel Information

A hotel room block (at a group rate of $340) has been reserved at the Huntley Santa Monica Beach, 111 Second Street, Santa Monica, CA.  To reserve a room at this hotel, please call 888-532-5115 or 310-394-5454 and identify yourself as a member of the Investment Company Institute.  Reservations must be made by Tuesday, May 30, 2017, to receive the ICI rate.

Meeting Registration and Committee Dinner Information

The meeting on Wednesday, June 21 will begin at 2:00 p.m.  The meeting on Thursday, June 22 will begin at 9:00 a.m.  Lunch will be served both days; breakfast will be available on Thursday.  Additional information regarding the June meetings – including the online registration process, the committee dinner, baseball game, meeting agendas, etc. – will be distributed as soon as the information becomes available. 

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) or Karen Gibian (at 202/371-5432 or kgibian@ici.org).

 

Jon Davis
Tax Committee Chair