Programs

2023 PROGRAM SCHEDULE

January 5, 2023: Rescheduled due to storm.

February 2, 2023: Robert Houston, BPM, “Common Structures and Issues in M&A Transactions”

March 2, 2023: James Su, BPM, “Cost Segregation and Real Estate”

May 4, 2023: Brad Marsh, Greenberg Traurig, “California SALT Update”

June 1, 2023: Professor Annette Nellen, San Jose State University, Topic TBD

September 14, 2023: TBD

November 9, 2023: Mike Schlect, Deloitte Tax, “Post-Mortem Tax Planning”

December 7, 2023: Holiday Lunch