Tax Reform and Year-End Planning

Date: Thursday, November 15, 2018
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club
Speaker: Matthew Shell, CPA, CFP®

What else is there to say - the title does it all.

Matt Shell, CPA, CFP® is a tax manager with Markham Norton Mosteller Wright and Company, P.A. and joined the firm in 2002.  He graduated summa cum laude from Florida Gulf Coast University with a Bachelor of Science degree in Accounting and a Master of Science degree in Accounting and Taxation.  He is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNERTM.  Matt is a frequent program speaker with the Goodwill Industries MicroEnterprise Program and serves as the treasurer of the Estate Planning Council of Lee County.

RESERVATION DEADLINE:  November 9, noon

Colleagues and professional friends are always welcomed guests.  We are proud to share our Council's activities with them.  Should they wish to be considered for membership, an application is available on the www.epclc.org website, under "About" - "Documents".

 

Reservations: Note that your reservation is not complete until you see ""Event RSVP"  and the "Thank You" for your reservation.  Select one of the menu choices.  Members then select "pre-paid."  Guests ($35) then select either "pay at the door" or "credit card or PayPal". 

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