March 2026 Monthly Meeting

"Tax Strategy in Times of Change: Compliance and Beyond"

Jason Koebbe, CPA, Tax Principal
Sikich

The tax landscape continues to evolve, and change has become the norm rather than the exception. This session will equip treasury leaders with practical insights to navigate ongoing legislative developments and strengthen both tax compliance and strategic planning.

You'll learn how to avoid costly pitfalls, uncover opportunities, and leverage tax strategy as a competitive advantage. Key topics include:

• Understanding recent tax law updates and what they mean for your organization
  
• Recognizing common deductions and credits that can reduce taxable income
  
• Implementing proactive, year-round tax planning to minimize tax burden and improve cash flow identifying key triggers that signal when to engage your tax professionals for deeper analysis

Come for all or part of this event to reconnect and network with your fellow members and guests!

Missouri Athletic Club
1777 Des Peres Road
Town & Country, MO 63131

3:30 – 4:15 PM Networking & Refreshments
4:15 – 5:15 PM Presentation
5:15 – 6:00 PM Networking & Happy Hour

Members: No Charge
Guests:  $50.00

Pending approval for 1.2 CTP/CCM/FP&A recertification credits by the Association for Financial Professionals.