| 307
E Call St
PO Box 678
Algona, IA 50511
ph: (515) 295-7275
fax: (515) 295-7917 |
| 102
N Main
PO Box 9
Buffalo Center, IA 50424
ph: (641) 562-2521 |
422 Sumner Avenue
PO Box 396
Humboldt, IA 50548
ph: (515) 332-2701
fax: (515) 332-2761 |
1801 Hwy 71 N
PO Box 605
Okoboji, IA 51355
ph: (712) 332-2443
fax: (712) 332-2318 |
Providing
Quality Services Since 1974
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We are pleased to announce that Brian L. Sohn, CPA has recently been notified by the national Certified Financial Planner Board of Standards, Inc. of successfully passing the CFP® Certification Examination. The mission of CFP Board of Standards, Inc. is to benefit the public by granting this certification and upholding it as the recognized standard of excellence for personal financial planning. As a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning, the CFP Board establishes and enforces education, examination, experience and ethics requirements for CFP® certificants. As a candidate for CFP® certification, Brian is committed to assisting clients to determine and attain their lifelong goals through personal financial planning. He will work with clients to minimize their tax liability while striving to preserve and grow wealth.
We are pleased to announce that Jeff Knapp has been selected to receive the Iowa Society of CPAs’ Public Service award for 2010. This award was established in 1981 to honor Society members who, through their continuing involvement in charitable, professional, governmental, and/or other public service organizations, have made an outstanding contribution to the community and, at the same time, have enhanced the professional image of CPAs. Jeff has done a tremendous job of giving back to his community through numerous volunteer organizations. Congratulations, Jeff!
On November 12, 2009, Erpelding, Voigt and Co., L.L.P. held a client appreciation dinner in Algona. The event celebrated our 35th year in business as well as the admission of two new partners, Aaron Greteman and Thad Lichter, to the firm. Thank you to all who attended.
In late October and early November, all professional staff attended the “AICPA Federal Tax Update.” The seminar objective was to identify planning strategies and compliance actions resulting from the latest changes to federal tax status, regulations, cases and rulings.
On November 6, Jeff Knapp, Roger Nerdig and Christie Berte attended “Integrity – A Professional Quest To Do The Right Thing” in Spencer. The course explored how one’s personal and professional integrity is the defining factor in determining ethical action.
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On November 3, Jeff Knapp attended an “Annual Update for Accountants and Auditors” in Sioux City. The seminar discussed the “Codification” of accounting standards as well as recent accounting and auditing pronouncements and the related effects on financial statements.
On October 29, 2009 Geri Kohlhaas attended “Cases in Corporate Ethics: Discussion of Real Life Conflicts” in Cedar Rapids, Iowa presented by John Daly. The seminar was designed to provide a forum where participants can discuss and apply ethical concepts to real life situations.
On October 26, Jeff Knapp attended “Advanced Estate Planning: Practical Strategies for Your Clients” in Sioux Falls. The seminar was designed to provide an overview of the Federal Transfer Tax System and discuss various strategies to minimize transfer taxes through the use family limited partnerships and certain types of trusts.
On October 26, Aaron Greteman attended the “2009 Accounting and Auditing Update for the Real World” in Cedar Falls. The seminar discussed the “Codification” of accounting standards as well as recent accounting and auditing pronouncements and the related effects on financial statements. |
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The
CPA. Never Underestimate the Value.® |
Securities
offered through ProEquities, Inc.
A Registered Broker-Dealer, Member
FINRA & SIPC 2355 J.F.K. Rd., Dubuque, IA 52002 319-582-2855
Erpelding, Voigt & Co., L.L.P. is independent of ProEquities,
Inc.
Advisory
Services offered through Honkamp Krueger Financial Services,
a Registered Investment
Advisor, 2355 J.F.K. Road, Dubuque, IA 52002
Please
be advised that presently Jim Voigt, Jeff Knapp, Roger Nerdig,
Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series
6 and 63 licenses in the state of Iowa. For residents of other
states in which registration is not held, proper licensing
and registrations must be obtained by the representative before
proceeding further. No part of this communication should be
construed as an offer to sell any security or provide investment
advice or recommendation. Securities offered through ProEquities,
Inc. will fluctuate in value and are subject to investment
risks including possible loss of principal.
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