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East Bay November 2023 - Zoom
Thursday, November 09, 2023, 7:30 AM - 9:00 AM PST
Category: Monthly Meeting

Group: East Bay

The East Bay CouncilONE group meets on the 2nd Thursday of the month. We alternate every other month between an in-person meeting and zoom.

Zoom Meeting Link -


Our Featured Speaker for November
Phil Winslow CPA
Cash Flow and Tax Planning for 2023 and 2024
 Phil Winslow CPA help clients minimize tax liability and exposure to IRS audit and represents clients in tax matters with the IRS and Franchise Tax Board. Phil was on the front lines as an IRS field agent before opening his own CPA practice, in addition to having a Master's degree in taxation.

Company Specialties: Help businesses manage cash flow; create retirement plans that benefit the business owner; income tax planning to increase the cash flow of business owners and individuals; pre- and post-mortem estate planning; preparation of business and individual income tax returns, and estate tax returns.


Please register yourself and your guest if you are bringing one.

If you are a CouncilONE member or have attended a CouncilONE meeting as a guest in the past year, please RSVP here.

If you are not a member and would like to attend this meeting, please fill out our guest inquiry form.