Spring 2013 Roundtable
The Spring 2013 meeting will be held in Kansas City, Mo on April 17 – 19. We will begin with dinner on Friday evening and the meeting will begin on Saturday morning.
The registration deadline is Friday, March 23, 2013. Please print, complete and fax your registration form to Olivia Holcombe as soon as possible.
The financial survey and preparation requirements will be sent in a separate e-mail. If you have not yet received this information, please contact me immediately. It will include a worksheet of your financial survey results that will allow you to review your data and the resulting calculations before submitting your results to LRII. The financial survey is due on Friday, April 5.
The Financial Survey and preparation forms are located below. Please download these files and return them to Bob Erwin. Deadline for the financials is Friday, April 5 and documentation is due on Tuesday, April 9.
The password for the Financial Survey is lriiabc.
Recent Updates:
12/18/12 Added Updated Meeting Information
12/18/12 Added Audio file of Tax Discussion
12/18/12 Added Lead Paint Information
Important Dates:
Tuesday December 18, 10:00 AM (CST) Conference Call
Tuesday February 12, 10:00 AM (CST) Conference Call w/ Tax Benefits, Inc.
Friday March 22 Registration Deadline
Friday April 5 Fin. Survey Deadline
Tuesday April 9 Discussion Material Deadline
Friday April 17 Meeting Starts at 4:00 PM
Conference Call Phone Number: (218) 237-0330 Participant Access Code: 378218#
Important Files and Links:
Health Insurance Information from Federated
Information from Tax Favored Benefits, Inc.
TFB 2012 Year End Financial Checklist.pdf
Link to Tax Favored Benefits, Inc.
TFB December Tax Discussion Audio
Cycle Counting
Roundtable Meeting Files
Meeting Preparation Requirements
