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Panel Discussion: 2022 Tax Update

February 17 @ 11:15 am - 1:00 pm

$55.00 – $75.00
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Please join WFE on Thursday, February 17th from 11:15 AM – 1:00 PM at The Briar Club (2603 Timmons Lane), for a panel discussion with Thomas Horton (Bank of Texas), Kristen Sayegh (Whitley Penn), and Gwynne Shackelford (Truist) regarding 2022 Tax Updates.

This event is sponsored by:

 

 

Thomas Horton currently serves as the Houston Market Manager for the Personal Trust and Estate Administration group. In this role, Thomas leads a team that is responsible for the administration of Trust, Estate, Agency and Retirement Accounts totally more than $700MM in assets under management.

Prior to joining Bank of Texas, Thomas worked at a boutique estate planning, probate, and guardianship litigation firm. At the firm, Thomas handles litigation matters, administration issues and prepared numerous Estate Planning documents. In addition to these services, Thomas often guided clients through tax issues, including gift, estate and income matters as it related to their estate or trust. I worked at a estate and trust firm doing mainly litigation and administration.

In 2019, Thomas certified by the Texas Board of Legal Specialization in the area of Estate Planning and Probate. Thomas joins a group of less than 800 board certified estate planning probate attorneys in the Estate of Texas.

 

 

 

Kristen Sayegh joined Whitley Penn in 2012. Her tax practice has centered around working with families, entrepreneurs, closely held businesses, and high net worth individuals focusing on estate planning, financial planning, federal and multi-jurisdictional income tax planning, and professional accounting services. She is a member of the Houston Estate and Financial Forum, Financial American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TXCPA). Kristen serves on Whitley Penn’s Innovation Council and is involved with the firm’s recruiting efforts at several Texas universities. Additionally, Kristen regularly prepares and presents on tax legislation both internally and externally.

Kristen was a Rotary Ambassadorial Scholar to Hong Kong, Past President of the Rotary Club of Houston Skyline and a member of Leadership Houston, Class of XXXII. Kristen was the University of Houston-Victoria’s 2021 Young Alumna of the Year and was a Houston Business Journal 2021 Woman to Watch Honoree.

Kristen received a B.B.A. and M.B.A. from the University of Houston-Victoria.

 

 

Gwynne is a Senior Vice President and Investment Strategist with Truist Private Wealth Management. She offers clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. She is a native of Houston Texas and is a graduate of The University of Oklahoma. Gwynne serves on the board of The Joy School.

Prior to joining Truist, Gwynne was with BBVA Compass Global Wealth where her experience provided her with the knowledge and skills to understand not only the financial and investment needs of clients, but also the business and economic trends that affect them. Gwynne began her career in 1988 with River Oaks Trust Company.

Gwynne holds herself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Gwynne takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

Details

Date:
February 17
Time:
11:15 am - 1:00 pm
Cost:
$55.00 – $75.00
Event Category:

Organizer

WFE
Email:
events@wfehouston.org
View Organizer Website

Venue

The Briar Club
2603 Timmons Ln
Houston, 77027
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