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FPA Houston Chapter Meeting - November 14, 2017
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 Export to Your Calendar 11/14/2017
When: November 14
10:30 - 1:30 PM
Where: Map this event »
Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785


Online registration is available until: 11/14/2017
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FPA Houston Chapter Meeting


 

  • Note the earlier start times for chapter luncheon meetings.  As of 2017 all chapter meetings will begin and end 30 minutes earlier.  CE will not be granted for those arriving late.  If you need to leave early please check out so that we can grant the proper # of CE credits to you. 
  • FPA members are no longer required to sign in to receive the discounted FPA member rate.  However, all member registrations will be confirmed and if your membership has lapsed an additional $20 will automatically be added to your card on file to cover the non-member rate.
  • If you select the "2017 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 
  • Online registration closes at noon on May 1.  We will take at the door registrations on a space available basis.

 

 

Agenda

10:30 Registration, check in and networking
11:00

Welcome & announcements & Sponsor Spotlight

11:30 Lunch is served (salads will be preset beginning at 11:00)
Session 1
12:20 Break
12:30 Session 2
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hurricane Harvey Recovery Process for Financial Planners

 

Jerry Schreiber, CPA
Schreiber & Schreiber

 

 

Jerry Schreiber, CPA will present "Tax and Financial Aspects of Hurricane Harvey".  Topics covered will include an overview of recovery considerations, individual and business tax considerations for flooding victims, and ideas for financial planning with disaster matters.  Jerry is known as the "CPA Master of DIsaster" and has done presentations on Hurricanes Katrina, Rita, Wilma, Gustav, Ike, Isaac Irene, Sandy, Matthew, Harvey, and Irma, the 2010 Nashville TN flooding, 2012 Colorado Springs fires, 2014 Oklahoma tornado's, South Carolina 2015 flooding, Spring 2016 Louisiana flooding, and August 2016 Louisiana flooding.

 

Quick Answers to Questions for Individual Hurricane Harvey Victims (PDF)
Resource List - Texas (PDF)

 

 

Jerry Schreiber is a Partner in the local accounting firm of Schreiber & Schreiber with expertise in accounting tax, and consulting matters of individuals and small businesses.  He received his BBA from Loyola University.  He is a member of the AICPA, SLCPA, and New Orleans Estate Planning Council.  He is currently a member of the AICPA IRS Advocacy and Relations Committee and has served on the AICPA IRS Practice and Procedures Committee, AICPA Tax Practice Responsibilities Committee, SSTS Guidance Task Force, SSTS Revision Task Force, Tax Forms Committee, Tax Forms and Education Task Force, and Circular 230 Education Task Force.  He has appeared on IRS' Tax Talk Today and Nationwide Tax Forums and authored continuing education courses on Individual Income Taxes, IRS Practice and Procedure, Current Developments, Casualty Losses, Hurricane Katrina Tax Matters, GO Zone Act, and Curcular 230.

 

 

 

Re imagining Retirement: Thriving in the Third Age

 

Dr. Michael Winters, Ph.D.

 

 

Details coming soon!

 

Dr. Michael Winters, Ph.D. is a psychologist in private practice in Houston, former director of the Rice University Counseling Center and a frequent presenter at the Glasscock School of Continuing Studies.  He is a diplomate in the logotherapy - a meaning centered psychotherapy - and has also taught courses at Rice University, Purdue University, the University of Houston and other higher education institutions.  

 

 

 

 


 

Registration Fees

 

FPA Members $40
Guests/Non Members $60
2017 Season Ticket Holders $0 (Season ticket holders must have pre-purchased the season pass for 2017)
Corporate Partners N/C (must pre-register) 

 

 

Agenda - Note the new earlier start time - CE will not be granted for those arriving late or who leave early

 

10:30 Registration, check in and networking
11:00

Welcome & announcements & Sponsor Spotlight 

11:30 Lunch is served (salads will be preset beginning at 11:00)
Session 1
12:20 Break
12:30 Session 2
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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