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Chapman, Hext & Co., P.C.
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As a result of our 2010 Client Service Internal Strategic Planning, we realized our clients needed help in 2010 because it is an important transitional year for Estate and Tax Planning.  This brought us to the conclusion that the best vehicle was to make several financial and legal firms available through a consulting agreement with Chapman, Hext. 

As a result, we are pleased to announce a formal arrangement between Chapman, Hext and Marilyn Harris, CLU and EVOS, LLC.EVOS, LLC (an acronym for Evolutionary Financial Strategies, LLC) is an independent firm founded by financial advisors who have more than 40 years’ experience in the field.  Specializing in financial planning, wealth strategies, and asset management, EVOS, LLC’s advisors have been recognized as 5-Star Wealth Managers, for excellence in client satisfaction.  One of the principals of EVOS, LLC, Marilyn Harris has over 25 years’ of leadership experience in the financial services industry.  Marilyn was an award-winning General Agent for a Fortune 100 financial services company, a sales manager, and an advisor.  This year brings significant and unprecedented changes impacting the 2010 Estate and Gift Tax exemptions.  Due to these changes, Chapman, Hext, EVOS, LLC, and Marilyn Harris are therefore teaming up to present to you a series of educational seminars, including but not limited to the following:
·        2010 Estate and Gift Tax Planning.  Documents drafted prior to 2001 may have been drafted with “tax concepts” that are significantly altered or ineffective due to changes in current estate law. A worst-case scenario could possibly result in the disinheritance of family members and unplanned estate taxes.

·        2010 Tax Planning for Individuals. How to take advantage of every tax credit, deduction and exemption available to you.  Credits, in particular, are valuable because they provide dollar-for-dollar reduction of your tax bill.

 

·        2010 Business Tax Planning Strategies.  

 

·        2010:  Is the Roth conversion an appropriate strategy?

 

·        Life Insurance, a tool that uniquely uses leverage throughout your financial plan

 

·        Employer-Provided Fringe Benefits. 
Businesses can generally avoid payroll taxes on the portion of compensation shifted from salary to fringe benefits.Watch for emails from us or EVOS, LLC detailing the seminars which we plan to present over the next few months.  We look forward to working with Ms. Harris and EVOS, LLC, to provide you the best possible comprehensive financial and tax planning.  Our objective is to insure that YOU have an opportunity to capitalize on all your financial opportunities and nothing is lost, left to chance or forgotten.