Past Meetings

Steven Jarvis, As Seen On Michael Kitces - 2026 Keynote (2 hrs CE)

 

September 23, 2026

 

11:30 AM to 2:00 PM

 

Fort Washington Country Club
10272 N Millbrook Ave
Fresno, CA 93730
https://www.fortwashingtoncc.org/

The Tax Planning Your Clients Actually Care About

View Details ►

 

 

Exploring AI’s Transformative Potential and The OBBBA's 2026 Impact on High Net Worth Individuals

 

May 13, 2026

 

11:00 AM to 2:00 PM

 

The Point Patio Bar and Bistro
2940 E Nees Ave #107
Fresno, CA 93720

Speakers: John McNamara of Avantis and Tami Arnold of Sensiba LLP

View Details ►

 

 

Best Practices for the Purchase and Sale of a Business & Tax-Smart Investing with Direct Indexing

 

March 11, 2026

 

11:00 AM to 2:00 PM

 

Ruth's Chris Steak House
7844 N Blackstone Ave.
Fresno, CA 93720
https://www.ruthschris.com/

Speakers: Kevin Guzman of Goldman Sachs and Nicholas Phillips of Coleman & Horowitt LLP

View Details ►

 

 

FPA & CalCPA Mixer

 

January 29, 2026

 

5:00 PM to 7:30 PM

 

Burning Sun Brewery
1131 Railroad Ave
Clovis, CA 93612

Join CalCPA and the Central CA FPA for an evening of good conversations, great drinks, and new connections

View Details ►