MSEA Annual Meeting
Thursday, June 25, 2026
Election & Installation of 2026 - 2027 Officers
In-person at Three Flames Restaurant
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President Elect Dana Grijalva, EA
will be installed as your 2026-2027 President
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*The nomination deadline has passed but members can be nominated
from the floor the day of the Annual Meeting
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Lucinda Layton, EA
Andrew Hall, CFP, EA
Virginia Justus, EA
David Hatt, EA
OPEN
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David Kibrick, EA
Elizabeth DiTullio, EA
Jaswant S. Jessie, EA
OPEN
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Announcing the Return of MSEA's Mini Seminars:
Saturday Seminars offering 4 hours of In-Depth CE
2175 Lincoln Avenue, San Jose 95125
*registrations are in progress & will be open shortly
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July 18, 2026 – Larry Pon,CPA/PFS, CFP, EA, USTCP, AEP presenting Self-Employed for LLC's & S Corps
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July 25, 2026 - Larry Pon,CPA/PFS, CFP, EA, USTCP, AEP presenting Trusts, Pen to Paper
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August 8, 2026 – Steven Walker, Esq. Presenting IRS Civil Penalties & Handling Non-Filers and Bankruptcy
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Save the Dates:
Upcoming Lunch & Learn Speakers
*registrations are in progress & will be open shortly
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July 16, 2026 – Ron Ricard, Certified Exchange Specialist, Peter McNeil, Wealth Advisor & Sean McNeil, Wealth Advisor presenting Common Errors in 1031 Exchanges using Delaware Statutory Trusts (DSTs)
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August 20, 2026 - Professor Annette Nellen, CPA, Esq. San Jose State University presenting Ethics Review
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September 17, 2026 – Santa Clara County Assessor Neysa Fligor
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