Upcoming Event



4:00 pm - 5:30 pm

The Buffalo Club

11/15/2023 – Year-End Tax Planning

Rowan R. Ketchum, CPA - Tax Manager from LVBW LLP Accountants & Consultants

TOPIC: 11/15/2023 – Year-End Tax Planning

Year End Tax Planning Strategies


Organizational Overview

The professional organization was formed in 1940 to "encourage respect and active cooperation among the members in providing the highest quality of service to mutual clients". The organization continually evolves to provide its members the contacts, resources and relevant industry updates for a competitive advantage.

Benefits of Membership

Membership Directory

Financial professionals in each discipline and their contact information are provided.

Professional Development

Subject matter experts provide perspective and an overview of current events, tax updates and hot topics affecting the financial industry.

Past Meeting Materials

Biographies of presenters and PowerPoint slides are included. See topics of interest and relevant industry updates.