Meetings

2026 Speaker & Topics

Stay ahead with our monthly expert-led sessions.

2026Jan14

IRS Audit Targets

David Holtz

Second Wed8:30 AM
2026Feb11

Retirement Plan Rescues

Richard Myerson

Second Wed8:30 AM
2026Mar11

IRS Dirty Dozen List

Jessica Monroe

Second Wed8:30 AM
2026Apr8

Family Law

Jeffrey Bollinger

Second Wed8:30 AM
2026May13

Life Settlements

Daryl Hable

Second Wed8:30 AM
2026Jun10

ERISA Updates

Alex Brucker / Anne Tyler Hall

Second Wed8:30 AM
2026Jul8

When Audits turn Criminal

John Milikowsky

Second Wed8:30 AM
2026Aug12

1031 Exchanges

Eric Brecher

Second Wed8:30 AM
2026Sep9

Sales & Use Tax

John Ellis / Dena Oberst

Second Wed8:30 AM
2026Oct14

Year End Tax Planning

Owen Kaye

Second Wed8:30 AM
2026Nov11

Oil & Gas

Nick Padula

Second Wed8:30 AM
2026Dec9

Bankruptcy

Sevan Gorginian

Second Wed8:30 AM