April Lunch & Learn

April 26, 2018
11:30 AM - 1:00 PM
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The Headliners Club- 20th Floor
Chase Tower- 221 W. 6th Street
Austin, TX 78701
 Directions

Please join Anna Stepan and Steve Harvey with Maxwell Locke & Ritter for a 2018 Tax Reform Update.  They will focus on how the Tax Cuts and Jobs Act, along with other recent tax legislation, will impact professional service firms and their owners.

         

Anna Stepan has her Bachelor of Science in Business Administration from Trinity University and her Master in Professional Accounting from the Univeristy of Texas at Austin.  Anna obtained her CPA license in 2007, and received an Outstanding Achievement/Top Ten Award from the Texas State Board of Public Accountancy. She joined Maxwell Locke & Ritter in November 2007 and provides federal and multi-state tax compliance and consulting services to a variety of businesses and their owners. Her primary industry focuses include real estate, technology, professional services, and retail/wholesale, as well as the U.S. tax aspects of international operations.  

Steve Harvey has his Bachelor of Business Administration in Accounting and  is a wealth advisor and partner of ML&R Wealth Management. Steve assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives.  As a Registered Investment Advisor representative, a Certified Public Accountant, and a Certified Financial Planner (CFP®), he believes the “holistic” approach to planning best serves clients.

Our business partner sponsors for this month's luncheon are

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Important Reminders About Parking

Option 1:      

Park in the Chase Tower Building Garage at 221 W. 6th Street.  Be sure to either stamp your parking ticket or pick up a discount ticket at the meeting to receive the $5.00 discounted parking rate when you exit the garage. 

Option 2: 

If the Garage is full, the Headliners Club offers a discounted parking rate of $5 at the parking lot at 600 Guadalupe Street (Lot P3010 which is connected to the Extended Stay America Hotel). 

Instructions for Using Discounted Rate 

  • Enter lot from either Guadalupe Street or San Antonio Street
  • Park in any unmarked space and immediately head over to the Pay Machine
  • Enter license plate into Pay Machine
  • Choose the rate named "Headliners 3Hr"
  • Enter passcode: HC1955
  • Pay $5.00 (Pay Machine accepts cash or credit) 

 

Tickets

$30.00 Member Ticket

$40.00 Non-Member