2026-03-02T13:36:54-08:00 2025-06-30 760589675 Rosenthal & Co PC 3900 Essex Lane Suite 1120 Houston TX 77027 990EZ 2024-07-01 742109037 HOUSTON ESTATE & FINANCIAL FORUM HOUS 7136550163 C/O L ROSENTHAL 3900 ESSEX LANE 112 HOUSTON TX 77027 JEFFREY E RILEY Treasurer 2026-03-02 true true LOUISE S ROSENTHALCPA P00088243 7136550163 2024 2025-03-06 01:10:19Z X X WWW.HOUSTONHEFF.ORG X 112435 X 111987 448 0 0 0 0 112435 113933 113933 -1498 82874 81376 X 81874 80376 1000 1000 82874 81376 82874 81376 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 300 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 172 MEMBERS ATTEND EACH MEETING. X SCOTT ZINDLER CFP President 2.00 0 KAREN BURTON TO Vice President 1.50 0 R SCOTT ROBERTSON CPA Treasurer 1.50 0 BRETT T BERLY ATTY Secretary 1.50 0 RUSSELL HALL ATTY Director 0.50 0 JEFF E RILEY CLU Director 0.50 0 TANYA T CASTRO CFP Director 0.50 0 DAVID BOLLIS CPA Director 0.50 0 MICHELLE L MELNAR CPA Director 0.50 0 CHRISTY BROWN CFP Director 0.50 0 CAROLINE MARCIANO TO Director 0.50 0 MAURY OLIVER TO Director 0.50 0 EMILY RADKE ATTY Director 0.50 0 DAVID ZAHN TO Director 0.50 0 JONATHAN D ADINOLFI IMMED PAST PRES 0.50 0 false false false false false false false 0 0 0 0 0 false JEFFREY E RILEY TREASURER 4400 POST OAK PARKWAY SUITE 2330 HOUSTON TX 77027 7135892706 false false false false false false false false NONE NONE Other Expenses.1 MEETINGS/PROF NETWORKING EXP $62377 Other Expenses.2 OUTSOURCED ADMINISTRATION EXP $22200 Other Expenses.3 WEBSITE COSTS & IT SUPPORT $5166 Other Expenses.4 SPEAKER FEES/EXPENSES $5000 Other Expenses.5 BANK SERVICE/CREDIT CARD FEES $3476 Other Expenses.6 NAEPC CONFERENCE $3091 Other Expenses.7 SPEAKER GIFT CARDS/HONORARIUMS $3000 Other Expenses.8 ACCOUNTING FEES $2380 Other Expenses.9 CONTINUING ED REGISTRATION $2044 Other Expenses.10 SPEAKER TRAVEL EXPENSES $1783 Other Expenses.11 NAEPC DUES $1257 Other Expenses.12 ACCTING SOFTWARE SUBSCRIPTION $1238 Other Expenses.13 OFFICE/GENL ADMIN EXPENDITURES $695 Other Expenses.14 PRINTING OUTLINES/NOTICES $226 Other Assets.1 DEPOSIT FOR MEETING SPACE - Beginning $1000 DEPOSIT FOR MEETING SPACE - Ending $1000