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  July 27, 2011

Gail Perry, CPA
This issue of the monthly AccountingWEB Wealth Management newsletter contains timely information about opportunities for enhancing the services offered by your firm.

In Peer2Peer, Michele Tremblay, CPA, of Weil, Akman, Baylin & Coleman, P.A., a corporation of CPAs in Timonium, Maryland, discusses her firm's experiences in adding an in-house wealth management advisor to the practice.

From The Wealth Management Academy® explains how the 2011-2012 Federal Estate Tax Patch provides opportunities for tax-centric advisors to discuss estate planning with clients.

The Landscape presents a comparison of how wealthcare advisory services and accounting and tax preparation services are expected to grow in 2011-2015.

In addition to reading these articles, be sure to sign up to attend one of the Growth Strategy Forums presented by Rick Telberg and sponsored by AccountingWEB. Click here to receive your complimentary† registration.
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.
Implementing Wealth Management in a CPA Firm: A CPA's Perspective

Tremblay, CPA,
partner of
WABC Wealth
Michele Tremblay, champion partner of†WABC Wealth Management Services, an affiliate of Weil, Akman, Baylin & Coleman, P.A., a corporation of CPAs in Timonium, Maryland, discusses her history as a CPA working at a respected CPA firm with an in-house wealth management advisor. Read More...
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.
Where Will Growth Be 2011-2015: Wealthcare vs.† Accounting & Tax Preparation?

Tony Batman,
chairman and
CEO, 1st Global
The purpose of this article is to inform, even possibly awaken, readers to the comparative growth prospects of the wealthcare industry and the combined accounting and tax preparation services industries.
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 Globalís 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.
Opportunities Created by 2011-2012 Federal Estate Tax Patch

Tim Mezhlumov,
1st Global
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (The Tax Relief Act, or TRA) introduced a number of changes in the area of federal gift, estate, and generation-skipping transfer taxes among other items. These changes can have a significant impact on certain high-net-worth families. At the same time, they provide a great opportunity for advisors to discuss with clients their estate plans and help close the gaps where needed. Read More...
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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