Foundation Tax and Financial Planning Institute Nov. 9
The MCC Foundation will host the second annual Tax and Financial Planning Institute from 8 a.m.-5:15 p.m., Thursday, Nov. 9 at the MCC Conference Center. The institute is sponsored through coordinated efforts of The Central Texas Chapter of CPAs, The Waco-McLennan County Bar Association, The Heart of Texas Estate Planning Council, The National Association of Insurance and Financial Advisors of Waco, and the MCC Foundation.
This full-day workshop, which presents current information on tax and estate planning, tax law, and other topics, is designed for area CPAs, attorneys, and financial advisors. Last year’s seminar attracted more than 100 professionals. Sponsors thus far include Jaynes, Reitmeier, Boyd, and Therrell, PC; Wells Fargo Private Client Services; Naman, Howell, Smith, and Lee, LLP; and Pattillo, Brown, and Hill.
This institute is an excellent way for financial and legal professionals to pick up some needed continuing education units. Cost is $125 and participants will receive eight hours of continuing education credit. Registration forms and information were mailed Sept. 29, and a printable registration form is included below. For more information, contact Kim Patterson at kpatterson@mclennan.edu or 299-8481.