ONESOURCE Trust Tax User Group

We invite you to join for the ONESOURCE Trust Tax User Group Spring Regional Meetings.

Regional meetings begin at 9:00 a.m. and conclude no later than 3:00 p.m. ONESOURCE Trust Tax clients are strongly encouraged to attend a regional meeting in your area. Below are the locations and dates for the 2010 Spring Regional Meetings.

Each region will identify their top ten federal, top ten state and top ten 990 enhancement requests. To ensure we use our meeting time wisely, all enhancement requests should be submitted online at Trust Tax Enhancements. On the web site, you will be able to submit and review your requests and even print a copy of your report to use at the Regional Meeting.

Please note that all voting will take place during the meeting so it is very important for you to attend and express your opinions.

Upcoming User Group Meetings

  • Central – May 25, 2010
    Key Bank
    4900 Tiederman Road
    Brooklyn, OH Attend
  • New England – June 3, 2010
    Silver Bridge Advisors
    60 State Street
    Boston, MA 02109 Attend
  • Mid Atlantic – June 2, 2010
    PNC Bank
    1600 Market Street, 3rd Floor
    Philadelphia, PA 19103 Attend
  • Midwest – May 6, 2010
    The Northern Trust Company
    50 South LaSalle St.
    Chicago, IL 60603 Attend
  • Southeast – May 18, 2010
    SunTrust Tower Bldg., Room 10
    25 Park Place
    Atlanta, GA 30301 Attend
  • West – May 20, 2010
    KPMG
    2020 N. Central Ave., Suite 700
    Phoenix, AZ 85004 Attend

Not a Member? Join Now!

ONESOURCE Trust Tax User Group members have rights over non members. More Info