Next Meeting:
Thursday, January 23, 2025
Focus Group - Transition Outlook: What to Expect Under a Second Trump Administration Re: Future Tax Policy
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January 23, 2025
Moderated by Patricia Harik and Angela Klenk
See Event Details
February 13, 2025
SECURE Act and SECURE Act 2.0 panel
Panelists: Eric Harris, Larry Takahashi, Mollie Kaiser
March 13, 2025
Update 2025: What’s happening with Medi-Cal Qualification Expansion?
Carlos Arcos
May 8, 2025
Capital Gains Tax Planning for Older Americans
Bruce Givner
See Full Calendar
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