2026-02-25T13:54:32-08:00 2025-05-31 760589675 Rosenthal & Co PC 3900 Essex Lane Suite 1120 Houston TX 77027 990EZ 2024-06-01 760042342 HOUSTON BUSINESS & ESTATE PLANNING COUNCIL HOUS 7138508787 4400 POST OAK PARKWAY 1100 HOUSTON TX 77027 JON D ADINOLFI Treasurer 2026-02-25 true true LOUISE S ROSENTHALCPA P00088243 7136550163 2024 2025-03-06 01:10:19Z X X WWW.HBEPC.ORG X X 61126 X 61126 0 0 0 0 61126 54807 54807 6319 44299 50618 44299 50618 44299 50618 44299 50618 THE HOUSTON BUSINESS & ESTATE PLANNING COUNCIL PROVIDES EDUCATIONAL SEMINARS AND MEETINGS TO KEEP MEMBERS CURRENT ON PERTINENT BUSINESS, FINANCIAL AND ESTATE PLANNING TOPICS. 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 BUSINESS, FINANCIAL AND ESTATE PLANNING CURRENT TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES. F GIB SURLES IMMED PAST PRES 0.50 0 BRYAN A PHILLIPS President 2.00 0 SARAH A SNOOK Vice President 1.00 0 CELESTE C LAWTON Secretary 1.00 0 TANYA T CASTRO Treasurer 1.00 0 JON D ADINOLFI EDUCATION CHAIR 1.00 0 TERRELL TAYLOR MEMBERSHIP CHR 1.00 0 false false false false false false false 0 0 0 0 0 false Jon D Adinolfi Treasurer 1330 Post Oak Blvd Suite 2400 HOUSTON TX 77056 7136253521 false false false false false false false false NONE NONE Other Expenses.1 MEETINGS/NETWORKING EXPENSES $51015 Other Expenses.2 ACCOUNTING FEES $1900 Other Expenses.3 PROF. CERTIFICATIONS/DUES $1092 Other Expenses.4 SPEAKER GIFT CARDS/HONORARIUMS $800