FREE Drinks & Money Talks!!!
W. Tom Robinson, W. Tom Robinson CPA
Will Mitchell, Mitchell & Associates Investment Consultants
Mike Carroll, Thrash Law Firm
TOPIC: The ABC's of establishing, managing and retiring in business.
This elite moderated panel will dive into detail about what you need to know regarding business planning from beginning to end, tax law changes and preparing you and your business for retirement.
BONUS: FREE DRINKS!!
W. Tom Robinson, is the President and Sole Member of W. Tom Robinson CPA, PC. His Practice provides accounting services, including taxes, write-up and payroll processing, to over 200 clients, both businesses and individuals.
Tom began his career as an auditor with Arthur Andersen, at that time one of the largest international accounting firms in the world, specializing in real estate. He later worked as controller and CFO in the real estate industry before opening his accounting practice.
Tom currently serves as the Treasurer for the Lake Travis Chamber of Commerce.
Tom has a BBA degree from Texas A&M University with a major in accounting, and is a Certified Public Accountant licensed in the state of Texas. Tom is a member of the American Institute of CPA?s, the Texas Society of CPA?s, and the Austin Chapter of the Texas Society of CPA?s.
Mike Carroll, Thrash Law Firm. Mike was born in Port Lavaca, Texas on October 30, 1957, but grew up in Tyler, Texas making him a native Texan! He received his undergraduate degree from Baylor University (BBA 1980 Magna Cum Laude and received his J.D. from Baylor University School of Law (JD 1982). There he made the law review, where he served as an associate editor of the Baylor Law Review. He was admitted to the Texas Bar in 1982 and admitted to practice before the U.S. District Court for Eastern and Western Districts of Texas. Mike is a member of the State Bar of Texas and the Real Estate Probate and Trust Section of State Bar.
Mike originally came out of law school intending to primarily practice in the area of civil litigation. However, after several years of battling for his clients in court, he began to work at keeping his clients out of court through proper planning. He soon assumed the duties of taking care of the estate planning and probate matters for employees and families at the firm where he worked, which ultimately lead him to switch the emphasis of his practice solely to estate planning, asset protection, and probate. Mike was recently named a 2017 Five Star Wealth Manager by Texas Monthly Magazine.
Mike is active in his church and has served as chairman of his church Board of Trustees and its Finance Committee. He also served several terms on the Board of Directors of Habitat for Humanity. Mike is a member of Rotary International and AGLCC.
He and his wife Lu are proud parents of five children and now have 9 grandchildren. He enjoys golfing, hunting, and fishing.
Will Mitchell, Mitchell & Associates Investment Consultants
After earning his degree in Finance from Sam Houston State University in 1996 Will went to work for Prudential Securities in 1997 and started building his Investment Consultant practice in 1999. In 2006 Will saw a need to serve the South Lake Travis community and formed Mitchell & Associates Investment Consultants. Mitchell & Associates is a fee based Investment Consulting business focusing on investors primary needs of growing and protecting what?s important to them.
Will has also served on many non-profit boards in the area including Lakeway/Lake Travis and Bee Cave Rotary Clubs, Highland Lakes Group, Lake Travis Fire and Rescue Community Foundation, Central Texas Water Coalition and the Lake Travis Chamber of Commerce. Will has served his community through the Newspapers in Education program, mentoring at Lake Travis High School and is also a member of the Presidential Who?s Who and the Five Star Wealth Manager Program.
Will and his wife Laura have made the South Lake Travis area their home since 2003 and enjoy everything about the lake lifestyle. Will and Laura are accompanied by their two, four legged companions Cashew and Lucy.
Mitchell & Associates Investment Consultants manages money for families, small businesses, trusts and foundations.
Date and Time
Wednesday Aug 15, 2018
5:30 PM - 7:00 PM CDT
August 15 5:30-7pm
Location
Vintage Villas
4209 Eck Ln, Austin, TX 78734
Fees/Admission
$30
$35 Non Member
We are unable to issue any refunds for cancelations after the Friday before the event. NO SHOWS WILL BE BILLED!