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President's message
November 13th luncheon
Leonard Weiner
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FSP Houston November News

HEADED TOWARDS THE CLIFF

Mark Sorrell
Mark Sorrell, President 2012-2013

President's Message

By the time you read this newsletter, the nation will have elected a new president. I am sure things will have totally settled down and no matter who is elected, we will be back to "normal." Markets will calm and start an unimpeded upward movement, employment will rise, energy prices will decrease and business will surge simply because we will have made our choice collectively as a nation. 

 

Actually, I don't expect any of this to take place no matter who is elected. Markets will still go up and down and businesses will make decisions to expand or contract depending on what the current economic conditions dictate.

 

Hence, the need for our diligence in understanding our clients, their needs and concerns and being the trusted advisor they deserve. This is not an easy task. But it is a goal the Society strives to help each of us achieve.

 

Towards that end, our speaker this month will be talking about tax aspects of buying and selling a business. This is a real challenge in today's tax environment given the pending changes. I have noted an increase in businesses being bought and sold given the anticipated change in tax law that is looming. Each of us has clients that have either gone through or are contemplating such a move. Please join us at our luncheon this month and please bring a CPA and an attorney to hear this timely presentation. I look forward to seeing each of you there.

November 13th luncheon

11:30 TUESDAY AT MAGGIANO'S
Join us for lunch at Maggiano's. David B. Rea, J.D., of Crady, Jewett & McCulley, LLP, will present Selected Tax Aspects of Selling a Business.

Click here for more information. CE and CLE approved.
Leonard Weiner
Leonard Weiner, J.D., C.P.A., M.B.A.
Leonard Weiner Elected National Chairman of Synergy Summit

PAST PRESIDENT OF SOCIETY

 of FSP HOUSTON CHAPTER

Leonard Weiner, J.D., C.P.A., M.B.A., A.E.P.® was elected Chairman of Synergy Summit, a unified think tank and voice of the leadership of eight major financial and legal services organizations.

 

Synergy Summit is composed of the American Bar Association's Tax Section and Estate Planning (RPTE) Section, the American Institute of Certified Public Accountants' Tax Section and Financial Planning Section, the American Association of Attorney-Certified Public Accountants, Inc., the Partnership for Philanthropic Planning, the National Association of Elder Law Attorneys, the Society of Financial Service Professionals, and the National Association of Estate Planners and Councils (parent of Houston Estate and Financial Forum and Houston Estate and Business Planning Counsel).

 

"I'm thrilled to work with this extraordinary group of visionaries. Together we look forward to continue to find ways to help our clients and help our colleagues help their clients," said Leonard.

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