|Aspire | The CFO Preparatory Institute
November 2nd, 2016
Easter Tower Conference Room B
5001 Spring Valley Rd
Dallas, TX 75244
You can download the presentation here.
A&A Senior III
Please join us for our final Aspire meeting of 2016.
Our guest speakers will be Greg Hext, CEO of Chapman Hext, Mark Levine, Tax Manager at Chapman Hext, and Curtis Harris, Compliance Manager of CH Wealth Management.
This panel discussion will focus around tax and financial reporting considerations for year end.
Part 1. Introduction and Tax Update
Part 2. Insurance, Estate Planning, Retirement, and Personal Changes
Part 3. Corporate Planning
Part 4. Tax Extenders, The Election, and Markets Update