The Tax Discussion Group brings together tax practitioners of all experience levels and domains, as well as financial planners, attorneys and others to discuss various tax-related topics. From tax law changes, to tax planning, client service, firm development, and more, this group offers a forum to share insights, questions and resources with other professionals. The committee generally meets monthly between June through January. Email Tara Schoennauer at tschoennauer@jgrcpa.com or eastbay@calcpa.org with any questions. 

This will be a hybrid meeting in person and on Zoom—please RSVP through CalCPA by 2 p.m. on Wednesday, December 2, 2026 to receive the meeting link.