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 May through January on the 4th Thursday of the month from 9:00am-10:00am. The group will have two check-in discussion groups during the tax season in both February and March 8:30am-9:30am. Email Jennifer Bogart at jbogart@bogartcpas.com with any questions.

Zoom – please RSVP through CalCPA by 2pm on Wednesday, February 21st to receive the meeting link.