The 4th quarter of the year is the best time to begin preparation for that year's tax returns. You can take the time while there isn't any pressure to review your finances, make last minute contributions to charity to get credit on this year's return, and get a sense of what you will owe come April 15. This presentation will not only help you prepare for next year, it will outline the changes and potential pitfalls in the tax code that will help you submit an accurate return.
About the speakers:
John Mottram has extensive experience as a successful CFO working with CEO's, presidents, CFO's and controllers in start-up, small, and medium sized businesses that are managing change and need to meet critical deadlines to achieve corporate finance, bookkeeping, taxation, financial systems and business objectives. John has an MBA in Finance and BA in Finance & Accounting from Heriot-Watt University, Edinburgh, Scotland. He is a CPA in the state of Texas and a member of the American Institue of Certified Public Accountants and a member of the Texas Society of Public Accountants.
Richard Fleming is the CEO and founder of State Tax Group, LLC, a state and local tax advisory firm located in Farmers Branch (Dallas), Texas since 2005. He has 24+ years' experience in the state and local tax arena. He is an appointed member of the Texas State Comptroller's Glen Hagar's "Taxpayer Advisory Group," which meets to discuss proposed rules and tax laws before they are published in the Texas Register. He serves on numerous boards of business groups and charitable organizations in the Dallas area. He earned both an undergraduate degree and an MBA from Cameron University School of Business in Lawton, Oklahoma.
PRE-ORDER YOUR BROWN BAG LUNCH!
You can pre-order online with Jersey Mike's and have it delivered to the Tech Titans office in time for the lunch program, or pick it up at the East Side location (700 E. Campbell Rd., corner of Campbell Rd at N. Central Expy). To ensure delivery to Tech Titans for the Brown Bag Lunch event, please place order the day before, or by 9 AM the day of the event. Put "Deliver- Tech Titans (MTBC) Brown Bag Lunch" in the Notes section during the online check out. You may see that the only "order type" available online is for pickup. As long as you specify "Deliver- Tech Titans (MTBC) Brown Bag Lunch" in the Notes, Jersey Mike's will deliver to our office.