Meeting Dates
View the upcoming dates for our meetings below:
Monthly Meetings
October 20, 2025 - The One Big Beautiful Bill Act featuring Louis Plung & Company
November 17, 2025 - Qualified Small Business Stock Gain Exclusion featuring Jeff Getty with Callan Family Office
December 8, 2025 - Year End Tax Planning: Key Opportunities featuring Michael Koontz, Tax Director, Sisterson & Co.
January 26, 2026 - Tax Due Diligence for M&A Transactions featuring Michael Herzog, Member, Metz, Lewis, Brodman, Must and O’Keefe LL
February 28, 2026 – U.S. Tax Policy Update featuring Jessica Jeane, National Tax Director of Tax Policy, Baker Tilly US, LLP
March 23, 2026 – AI Overview and Update on Ethics featuring Amy Cyphert and Elaine Waterhouse Wilson, WVU College of Law
April 20, 2026 – State and Local Tax Update featuring Daniela Wilps, Managing Director, BDO
May 18, 2026 – International Tax Update featuring Andrew McKinley and Luke Wischnowski, Global Tax Management, Inc.
October 19, 2026 – Ten Most Typical Issues with Benefit Plans featuring Heather Stone Fletcher, Esq.
November 9, 2026 – Charitable Giving Strategies featuring Alice Sahel-Azagury, Esq., LLM, CAP
December 14, 2026 – R & D Tax Credits and Incentives featuring Nicholas DeHainaut
January 25, 2027 – Tax Credits and Incentives featuring Ziya Hajiyev
February 2027 – Joint Meeting
March 22, 2027 – 1031 Exchanges featuring Eric Salant, Esquire
April 19, 2027 – Forensic Accounting featuring Douglas S. King, CPA/ABV/CFF, CTP
May 24, 2027 – Tax Exempt Organizations featuring Holly S. McCann, Esquire
