Meetings

2026 Speaker & Topics

Stay ahead with our monthly expert-led sessions. Click a completed meeting to download its materials.

2026Jan14

IRS Audit Targets

David Holtz

Second Wed11:30 AM
2026Feb11

Retirement Plan Rescues

Richard Myerson

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2026Mar11

IRS Dirty Dozen List

Jessica Monroe

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2026Apr8

Family Law

Jeffrey Bollinger

Second Wed11:30 AM
2026May11

Life Settlements

Daryl Hable

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2026Jun11

ERISA Updates

Alex Brucker / Anne Tyler Hall

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2026Jul11

When Audits turn Criminal

John Milikowsky

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2026Aug11

1031 Exchanges

Eric Brecher

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2026Sep9

Sales & Use Tax

John Ellis / Dena Oberst

Second Wed11:30 AM
2026Oct14

Year End Tax Planning

Owen Kaye

Second Wed11:30 AM
2026Nov11

Oil & Gas

Nick Padula

Second Wed11:30 AM
2026Dec9

Bankruptcy

Sevan Gorginian

Second Wed11:30 AM