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  May 25, 2011
I'd like to introduce you to a new monthly wealth management newsletter. The wealth management experts at 1st Global have agreed to provide the AccountingWEB audience with monthly insights into the field of wealth management services with tips and ideas for expanding your practice in this area. Articles in this and future newsletters are grouped into three categories: The Landscape, Peer2Peer, and From The Wealth Management Academy®. We hope you find this information useful and worthwhile.

Gail Perry, CPA
Welcome to The Landscape, a monthly feature article that provides insights into the wealth management industry from a tax-centric point of view. With the economic and tax landscape constantly shifting, CPA and tax firms have a unique opportunity to change how their clients view and manage their economic futures more efficiently and effectively. Keeping an eye on The Landscape can help you navigate the road to wealth management success.
CPA Wealthcare - From Success To Significance

Tony Batman
chairman and
CEO, 1st Global
If it desires, the CPA profession can rapidly become the dominant provider of comprehensive high-profit wealth management and financial planning services in the U.S. to the 15 million American households who comprise two significant market segment classifications—the emerging affluent and affluent families, or roughly 12 percent of the 120 million American households that make up more than 75 percent of America’s financial wealth. Read More...
Peer2Peer is your source for case studies and best practices in wealth management coming directly from your colleagues. With experienced advice from your peers within the tax profession, you can glean business-building strategies and tactics to enhance the wealth management services your firm provides or seeks to embrace. Leverage the knowledge of industry leaders to carve your own path to success with Peer2Peer.
Sustainable Income Solutions

Harold "Skip"
Briggs, partner
and managing
director of
Bentley Wealth
Advisors, LLC.
Harold "Skip" Briggs, partner and managing director of Bentley Wealth Advisors, LLC, a registered investment advisor and tax-centric wealth management firm that is partnered with DiSanto, Priest & Co., and Wealth Management Solutions in Rhode Island, was recently interviewed about his wealth management practice and what he is doing to help his clients retire with dignity. Read More...
The 1st Global Wealth Management Academy® offers three distinct educational platforms for tax-centric wealth management firms, each possessing its own advantages: classroom-based education, Web-based instruction and self-study. As part of 1st Global’s commitment to progressive, ongoing education, the Wealth Management Academy® provides the opportunity to attain the knowledge, skills and habits necessary to become a highly successful wealth management firm. From The Wealth Management Academy® brings the academy to you in monthly installments.
Tax Reduction Strategies Through Direct Participation Programs

Al Prentice
vice president,
strategic firm
1st Global
As CPA wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning. Although tax planning incorporates traditional tax reduction strategies, such as use of IRAs, 401(k)s and tax-free investments, the real power of tax planning comes in the utilization of tax reduction tools inherent in direct participation programs (DPPs).
About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.

1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 500 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201. Additional information about 1st Global is available via the Internet at
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