Members are notified by e-mail when the agenda for the current month is available on the website. Presentations from monthly sessions may be posted here as well.

 

February 20, 2010

     Estate Tax Uncertainties - Client

January 16, 2010

November 14, 2009

 October 17, 2009

     Kelly Mooney presentation: Chart Outline

September 26, 2009

     Bill Hewitt, Tri-Merit presentation:  CPA Magazine article  Credit Model - ABC Corporation  Client Profile Worksheet  CPA Partnership