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  June 22, 2011

Rick Telberg,
Editor and
Publisher,
Bay Street
Group
LLC
This issue of AccountingWEB Wealth Management newsletter is filled with tips and ideas for expanding your financial services practice.

In Peer2Peer David Strother of DSF Wealth Management LLC, an affiliate of Darnall, Sikes, Gardes & Frederick, a corporation of CPAs in Lafayette, LA, discusses his history as a financial advisor working with a respected CPA firm..

From The Wealth Management Academy®, will help your firm discover how tax-centric financial advisors can help their clients and acquire new ones with a few new well-timed investment ideas.

And, looking over The Landscape, learn the four reasons why firms like yours may be uniquely positioned to help clients through today’s national financial crisis.

Finally, don’t forget to download the whitepaper on Sustainable Income Solutions and to join some of the best firms and leading experts for a Growth Strategy Forum coming to a city near you.

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.
A Case for CPAs in Wealth Management

Al Prentice,
vice president,
strategic firm
development,
1st Global
There are many reasons that CPAs provide wealth management solutions for their clients: clients want their CPAs to be involved, stronger client relationships, higher profitability, and construction of an enterprise-building business model. But there is another very compelling reason that has resulted from the financial crisis of 2008-2009: A vacuum has developed in the financial services marketplace that CPAs are very well-positioned to fill.
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.
Understanding Tax-Centric Wealth Management: An Advisor's Perspective

David Strother,
Financial
Services
Director,
DSF Wealth
Management,
LLC
David Strother, Financial Services Director of DSF Wealth Management LLC, an affiliate of Darnall, Sikes, Gardes & Frederick, a corporation of CPAs in Lafayette, LA, discusses his history as a financial advisor working with a respected CPA firm. 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-Advantaged Solutions to Help Keep Taxes Low in 2011 and Beyond

Tim Mezhlumov,
director,
advanced
markets,
1st Global
Although the two-year extension of Bush-era tax cuts will keep tax rates unchanged, tax-efficient investment portfolio construction and the utilization of tax-efficient strategies will have a more significant effect on the net after-tax income and wealth your clients can ultimately pass on to the next generation. Tax-centric financial advisors who are ready to offer these solutions are well-positioned to benefit their existing clients and acquire new ones, and CPA firms that offer wealth management are ideally suited for the task. 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 www.1stGlobal.com
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