Welcome to ShopTalks@SDM group discussions. Advanced registration is required. Group size is limited. 

Each meeting will cover a particular topic with a short presentation followed by open discussions. 

In June, we will be having our last ShopTalk – Client Stories (until the Fall!). This month will feature our host, Charlie Leo! Though Charlie is mostly retired now, he owned his own practice and helped countless clients complete their tax returns. Over the years, he has witnessed changes in the tax return process, and adapted as technology became more prevalent in that process. He has a lot of insight into using technology and online tools to complete your tax return. We are excited to have him share his knowledge with us!

Online registration closes on Sunday of the week prior to the lesson. After that time, please contact SDM for availability. This topic can also be discussed at any time in individual sessions. Please call for more information. Cancellation must be at least 48 hours before the lesson begins to avoid further appointment restrictions.