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April 24, 2009

Editor's Note
Given the current economic turmoil, it's no surprise that people everywhere are seeking financial advice, and many accountants are finding that they are being called upon to provide financial planning services. In addition to pursuing financial planning certification options, many accountants are scrambling to pick up training in this area. As you can see from the advertising material accompanying this newsletter, financial planning classes are being prominently featured at continuing education sites and conferences. More work for accountants! We like that!

Best regards,
Gail Perry, CPA
Managing Editor


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Gear Up Tax & Accounting Education — Conferences, Live Seminars, Self-Study CPE
Complete your 150 hour requirement from your home or office – Stetson University
Personal Financial Planning Handbook: with Forms & Checklists
You were her hero during tax season … how soon will she forget you?
Is your financial advisor really working for you?
As the events of the last several months have made clear, it's never been more important for consumers to act in their own best interests when working with a financial advisor. Consumers must ask the right questions when selecting an advisor, AND they must keep asking questions on a regular basis. more >>
CPAs offer tips for managing money in down economy
With many retailers filing for bankruptcy and liquidating merchandise, you may be tempted to splurge on items from clothing to electronics. However, the Virginia Society of Certified Public Accountants (VSCPA) encourages consumers to make wise financial decisions during this economic crisis. Here are some tips to help you avoid overspending and make sure you purchase only what you need and can afford. more >>
Gear Up Tax & Accounting Education — Conferences, Live Seminars, Self-Study CPE
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10 tips for choosing a financial planner
You may be considering help from a financial planner for a number of reasons, whether it's deciding to buy a new home, planning for retirement or your children's education, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future. more >>
Financial planners suggest that investors remain calm during financial crisis
CPA financial planners associated with the American Institute of Certified Public Accountants advise a calm approach to American investors concerned about the safety of their savings and investments amid the present financial crisis. more >>
Complete your 150 hour requirement from your home or office

Stetson University’s Master of Accountancy (MAcc) online program is the most unique program currently available to aspiring CPAs. Enjoy the following benefits:

Designed with the CPA Examination in mind – Complementing your preparation for the CPA exam, we cover each CPA Exam module, and provide you with the 30 credit requirement of most states.
Study break during tax season –No classes from late February to early April.
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Stetson University is consistently ranked among the South's top universities for academic quality in U.S. News & World Report's "America's Best Colleges" edition.
Free consumer Webcast series addresses key financial planning topics
The current economic situation has countless Americans wondering where to turn for unbiased, ethical guidance and advice. To help consumers deal with the current turmoil, Certified Financial Planner Board of Standards, Inc. has developed a new a Consumer Webcast Series featuring CFP professionals addressing key financial planning topics. more >>
The only reference source you need for personal financial planning:
Personal Financial Planning Handbook: with Forms & Checklists

Customize financial planning strategies for your clients with WG&L’s Personal Financial Planning Handbook: with Forms & Checklists. You’ll get all the forms and checklists you need, plus illustrative examples, specific strategies for the ten most common client types, charts, graphs and so much more. Call 1.800.950.1216 or visit today.
A Conversation with Barry Goldwater: Handling high net worth clients
As CPAs get deeper into financial services and wealth management, they will have to solve more and more complex financial problems which often cut across unfamiliar planning territory. One group of clients many firms hope to close can be both challenging and rewarding. They are high net worth individuals, those clients who fit into the $10 million-and-above club. more >>
You were her hero during tax season … how soon will she forget you?

Stay memorable through the year with the practice-building strategies found only in The Tax Strategist. Every month, The Tax Strategist’s marketers and tax advisors will prepare customizable sales letters for you to edit as you wish – on your letterhead – and in just minutes per month you’ll be winning new business from your clients and prospects.

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