Club Rules

I. Governance

The governing body of the Club is the “Gang of Five,” consisting of the five immediately past Presidents. The Gang of Five adopts and amends the Club Rules, nominates officers for approval by the Club membership, and acts on membership applications.

The Club has a President and a Secretary-Treasurer. The term of these offices is one year. The Secretary-Treasurer normally becomes the President following his or her term. The Club votes for these positions at the annual members-only December meeting.

II. Membership Requirements

Members must have at least seven years of experience in the tax field.

There is no limit on the number of members from a firm. The emphasis is on quality and experience.

After attending at least one meeting, a prospective member is proposed by a current member, who applies to the President or Secretary-Treasurer, who submits the application to the Gang of Five.

Most members are with law or accounting firms, but the membership also includes sole practitioners and academics. Membership may continue after retirement.

Professionals working in industry may become members if they have unique experience or they were members before joining industry. Government employees are not permitted to be members, only when approved by the Gang of Five.

Members are required to make presentations from time to time, expected to be once every five years. Officers are not expected to make presentations until five years after the end of their term. Presentations may be made by non-members, including visiting professors and government officials. Written material is expected. PowerPoint presentations are permitted.

III. Dues

Regular Members:
Annual Dues: $100 virtual meeting
Substitutes: No Charge
Guests: $90
(Regular members include members who are in full-time tax practice or have left private practice or education to work in industry.)

Sustaining (Retired) Members:
Annual Dues: $100 virtual meeting
Per Meeting Charge $80
Guests: $90
(Sustaining members may pay annual dues instead of meeting
charges. Sustaining members are members no longer engaged
in full-time tax practice, or members no longer working in the
Bay Area.)

Annual Dues: $100 virtual meeting
Meeting Charge $70
Guests: $90
(Educators may pay annual dues instead of meeting charges.)

Annual dues are on a calendar year basis, payable by March 1.