Next Meeting:
Friday, June 9, 2023
Bonus Summer Session: Fiduciary Income Taxation co-sponsored with Community Foundation for Southern Arizona
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June 9, 2023
Anne Roediger, Roediger Hoff PLC & Daren Layton, Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.
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July 21, 2023
Bonus Summer Session Special Needs Planning co-sponsored with Community Foundation for Southern Arizona
Evelyn Kleinhans, Life in Balance Accounting CPAs, PLC & Robert Fleming, Fleming & Curti, PLC
September 20, 2023
Valuation/Cecil v. Commissioner
Nainesh Shah, Complete Advisors
October 18, 2023
SECURE Act and SECURE 2.0
Sarah A. Brenner, Ed Slott and Company, L.L.C.
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