2024-03-22T09:37:37-07:00 2023-06-30 760589675 Rosenthal & Co PC 3900 Essex Lane Suite 1120 Houston TX 77027 990EZ 2022-07-01 742109037 HOUSTON ESTATE & FINANCIAL FORUM HOUS 7136550163 C/O L ROSENTHAL 3900 ESSEX LANE 112 HOUSTON TX 77027 PAIGE K BEN-YAACOV Treasurer 2024-03-22 true PAIGE K BEN-YAACOV 999009999 true LOUISE S ROSENTHALCPA P00088243 7136550163 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X WWW.HOUSTONHEFF.ORG X 107932 X 107931 1 0 0 0 0 107932 137720 137720 -29788 105803 76015 X 104803 75015 1000 1000 105803 76015 105803 76015 HOUSTON ESTATE AND FINANCIAL FORUM PROVIDES EDUCATION FOR ITS MEMBERS IN THE FIELDS OF ESTATE AND FINANCIAL PLANNING. IT ALSO PROMOTES UNDERSTANDING AND COOPERATION AMONG THE DIFFERENT DISCIPLINES OF ITS MEMBERS. THE ORGANIZATION HOLDS MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS CURRENT ESTATE AND FINANCIAL PLANNING TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, NETWORKING AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES TO THE PUBLIC. MEMBERSHIP INCLUDES APPROXIMATELY 396 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 165 MEMBERS ATTEND EACH MEETING. X KRISTI N ELSOM ATTY President 2.00 0 JONATHAN D ADINOLFI CPA Vice President 1.50 0 KAREN BURTON TO Treasurer 1.50 0 SCOTT M ZINDLER CFP Secretary 1.50 0 RUSS NEWTON ATTYTO IMMED PAST PRES 0.50 0 MICHELLE L MELNAR CPA Director 0.50 0 CHRISTY BROWN CFP Director 0.50 0 JEFF E RILEY CLUCFP Director 0.50 0 RUSSELL W HALL ATTY Director 0.50 0 PAIGE K BEN-YAACOV ATTY Director 0.50 0 DAVID G BOLLIS CPA Director 0.50 0 TANYA T CASTRO CFP Director 0.50 0 CAROLINE MARCIANO TO Director 0.50 0 MAURY OLIVER TO Director 0.50 0 BRETT T BERLY ATTY Director 0.50 0 R SCOTT ROBERTSON CPA Director 0.50 0 DAVID ZAHN TO Director 0.50 0 false false false false false false false 0 0 0 0 0 false PAIGE K BEN-YAACOV TREASURER 712 MAIN STREET STE 1900 HOUSTON TX 770023320 7136321314 false false false false false false false false NONE NONE Other Expenses.1 MEETINGS/PROF NETWORKING EXP $79525 Other Expenses.2 OUTSOURCED ADMINISTRATION EXP $20500 Other Expenses.3 NAEPC CONFERENCE $5255 Other Expenses.4 SPEAKER FEES/EXPENSES $5184 Other Expenses.5 SPEAKER TRAVEL EXPENSES $5039 Other Expenses.6 BANK SERVICE FEES/CREDIT CARD $4787 Other Expenses.7 VIRTUAL MEETINGS EXPENSES $4687 Other Expenses.8 IT SUPPORT $3154 Other Expenses.9 SPEAKER GIFTS/HONORARIUMS $2932 Other Expenses.10 ACCOUNTING FEES $2375 Other Expenses.11 CONTINUING ED REGISTRATION $1584 Other Expenses.12 ACCTING SOFTWARE SUBSCRIPTION $1167 Other Expenses.13 PRINTING OUTLINES/NOTICES $926 Other Expenses.14 NAT'L ASSOC ESTATE PLN COUNCIL $525 Other Expenses.15 WEBSITE COSTS $80 Other Assets.1 DEPOSIT FOR MEETING SPACE - Beginning $1000 DEPOSIT FOR MEETING SPACE - Ending $1000