2025 PROGRAM SCHEDULE

January 9, 2025: Steven Walker and Jennifer F. Scarre, Current Developments in Tax Controversy, Estate and Gift Tax

February 13, 2025: Karl Mills, Going Beyond 501(c)(3) — Non-Traditional Philanthropic Tools

March 13, 2025: Anshu Khanna, The U.S.-India Tax Puzzle: What You Must Know

May 8, 2025: Naomita Yadav, What the S? Estate and Succession Planning with S-Corporations.

June 12, 2025: Kelly Crug and Ryan Yamamoto, Hot Topics in Valuation

September 11, 2025: Chris Parker, California Residency Issues – Recent Developments with the FTB

November 6, 2025: Steve Katz and Jay Weill, IRS Civil and Criminal Enforcement Update

December 4, 2025: Holiday Lunch

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