Tax Panel Discussion

Tax Panel Discussion

Thu Oct 17 2024

Thomas Horton, Houston Trust Manager at the Bank of Texas

 

 

 

 

 

 

 

 

 

 

 

About Thomas Horton: 

Thomas Horton establishes strong trusting relationships with families to advise them on fiduciary and wealth management planning needs. He administers all types of trusts such as Charitable Trusts, Multi-Generational Trusts, Court Created Trusts, Revocable Trusts, Investment Management Accounts and Retirement Accounts. Thomas practiced law at a boutique estate, trust and guardianship litigation firm before joining the Bank of Texas. Thomas received his bachelor's degree in economics from Baylor University and Juris Doctorate from South Texas College of Law. He is a member of Houston Estate and Financial Forum, Attorneys in Texas an Probate, and Disability and Elder Law Attorney’s Association. He is board certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization.

 

Ashley Van Osdel, Partner at Melton & Melton, LLP

 

 

 

 

 

 

 

 

 

 

 

 

About Ashley Van Osdel:

Ashley has 14 years of experience working with a variety of individual, partnership and corporate tax clients. Her tax experience is within various industries that include real estate, construction, automobile, manufacturing, wholesale/retail, trade and others, including those with family offices. Ashley graduated from Grand Valley State University in December 2007 with a Bachelor of Business Administration in Accounting and in 2008 with a Master of Science in Taxation. She joined Melton & Melton in January 2009 and was promoted to partner in July 2018. Ashley serves as a member of Melton & Melton’s DE&I and Recruiting Committees. She is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Houston Chapter of the Texas Society of Certified Public Accountants.

 

Marcia Mazingo, Senior Financial Advisor at Merrill Lynch

 

 

 

 

 

 

 

 

 

About Marcia M Mazingo:

Since 1993, Marcia has provided her clients with unique financial strategies and guidance, focusing on retirement and legacy planning services, tax efficient strategies for asset allocation, and families with special needs. She has extensive and personal experience in dealing with challenges and opportunities faced by these families and are passionate about working alongside them to successfully plan for their unique financial futures. Within the realm of personal wealth management, Marcia focuses on retirement and estate planning services. She holds designations as a Retirement Accredited Financial Advisor, RAFA, Certified Plan Fiduciary Advisor, and Certified Divorce Financial Analysis. On a personal note, Marcia is deeply involved in the Houston community, as exemplified by her leadership, membership, and support of local programs like the Houston Chemical Association, Conroe Noon Lion's Club, the Women's Energy Network, and St. Ignatius Loyola Catholic Church among others. In her spare time, Marcia enjoys jazzercise, volunteering with the National Charity League, and traveling with her husband, Tommy, and their two children, Madeleine and Thomas.

Tickets
Log In or Join for Member Prices
Guest - $75
Details
10/17/2024 @ 11:15am - 1pm
Contact: TBD
Location
The Briar Club
2603 Timmons Ln, Houston, TX 77027
Speaker
Thomas Horton, Ashley Van Osdel, Marcia Mazingo
Houston Trust Manager at the Bank of Texas, Partner at Melton & Melton, LLP, Senior Financial Advisor at Merrill Lynch
Topic
Tax Panel Discussion