CalTax November Board of Directors Meeting

Thursday, Nov 6, 2025 at 9:00 AM to Friday, Nov 7, 2025 at 5:00 PM PST

Mar Monte Hotel, 1111, East Cabrillo Boulevard, Santa Barbara, CA, 93103, United States

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Registration

Sale ended

Board of Directors Meeting (In-Person) Partial Approval - $565.00

Friday, November 7th from 8 a.m. to 1:30 p.m. -- The board meeting will be hosted at the Mar Monte Hotel (1111 E Cabrillo Blvd, Santa Barbara, CA 93103). Please register if you plan to attend in person. Due to space limitations, capacity is capped at 40 people.

sales ended

Private Wine Tasting Tour Partial Approval - $250.00

Thursday, November 6th at 9:45 a.m. -- Relax and enjoy the stunning views as you’re guided through wine tastings at local wineries, with seamless door-to-door shuttle service. Meet in the lobby at 9:30 a.m.

Sale ended

Golf at Sandpiper Golf Club Partial Approval - $175.00

Thursday, November 6 at 12 p.m. -- Experience an unforgettable day of golf and networking at Sandpiper Golf Club (7925 Hollister Ave., Goleta, CA 93117), where breathtaking ocean and mountain views meet a championship course recognized among the best in California. Please meet in the lobby at 10:45 a.m.

sales ended

Board of Directors Dinner Partial Approval - Free

Thursday, November 6 at 6:00 p.m. -- The Board Dinner will be held at Montecito Club (920 Summit Road, Santa Barbara, CA 93108). Meet in the lobby at 5:40 p.m. for carpool.

Sale ended

Board of Directors Networking Breakfast & Luncheon Partial Approval - Free

Friday, September 7th -- Breakfast and networking will begin at 8 a.m., followed by the Board of Directors meeting at 9 a.m. in the Lido event space. Lunch will be served following the board meeting in the Fireside event space. Lunch concludes at 1:30 p.m.

sales ended

Board of Directors Meeting (Virtual) Partial Approval - Free

Friday, November 7th from 9 a.m. to noon - The board meeting will be hosted at Mar Monte Hotel (1111 E Cabrillo Blvd, Santa Barbara, CA 93103). Please register if you plan to attend virtually.

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Thursday, Nov 6, 2025 at 9:00 AM to Friday, Nov 7, 2025 at 5:00 PM PST

Mar Monte Hotel, 1111, Santa Barbara, CA, 93103, United States.

Join us in Santa Barbara November 6-7 for the CalTax Board of Directors Meeting. 

The meeting will be held at Mar Monte Hotel (1111 East Cabrillo Blvd., Santa Barbara, CA 93103). Guests staying with CalTax will receive a discounted room rate of $259 per night. To receive the discounted rate, please make your reservations by Wednesday, October 13, here

 

Thursday, November 6

Morning Networking Excursions: Wine or Golf - Start your day by connecting with fellow tax professionals in one of two scenic settings. Join a guided excursion through the Santa Ynez Valley, featuring wine tastings at acclaimed local wineries, offering ample opportunity to network in a relaxed and picturesque environment. Alternatively, participate in a morning of golf and professional networking at Sandpiper Golf Club (7925 Hollister Ave., Santa Barbara, CA 93117). This championship course, ranked among California’s finest, provides stunning ocean and mountain views.

6 p.m. - The Board Dinner will be held at Montecito Club (920 Summit Road, Santa Barbara, CA 93108).

 

Friday, November 7

8 a.m. - Breakfast and networking will be held at Cafe Lido.

9 a.m. - Join us for the November Board of Directors Meeting from 9 a.m. to noon in the Fireside Ballroom. 

Noon - Lunch will be served following the board meeting in Fireside Ballroom. Lunch concludes at 1:30 p.m.

 

Virtual Attendance: There is an option to join the board meeting via Zoom if you cannot attend in person. Register here for the meeting information.

 

Refund Policy: You may request a cancellation of your registration for a full refund up to October 13. Cancellation requests made after October 13 until October 24 will receive a credit for future meetings. Cancellation requests made November 3 will not receive a refund. Please contact krissy@caltax.org with any questions or refund requests.

CalTax & the CalTax Foundation

For questions, logistics, or additional details, please contact Krissy Looney at krissy@caltax.org or (916) 930-3104.

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