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.
