| 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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On June 29, 2009, Brian Sohn attended Minnesota Society of CPAs sponsored “Advanced Update for Compilation, Review and Accounting Services” in Bloomington, MN. The presenter was Stephen W. Bodine, CPA of LarsenAllen. The seminar focused on the technical issues to consider during compilation and review engagements as well as a discussion of accounting changes on the horizon.
On June 8–9, 2009, Aaron Greteman and Thad Lichter attended the Iowa Society of CPAs “Technology Conference” in West Des Moines, Iowa. The two-day conference explored the current technology issues facing CPAs and their clients. A number of different presenters offered a variety of solutions to today’s accounting and income tax technology challenges.
On May 19–21, 2009, Tom Erpleding, Jim Voigt, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Jeff Knapp, Aaron Greteman, Thad Lichter, and Brian Sohn attended the annual Honkamp Kruger Financial Services (HKFS) Investment Conference. The Conference was held over the course of three days and featured numerous local and national speakers on investment related topics. Again this year, Erpelding Voigt, & Co., L.L.P. was recognized as a Distinguished Trusted Advisor by HKFS.
The Humboldt EV&Co. team hosted an open house for their new building and new location at 422 Sumner Avenue – downtown Humboldt on Wednesday, January 7th from 4 until 6 p.m. The event featured a Humboldt Chamber of Commerce ribbon cutting at 4:30 p.m. and tours of the new building. Drinks and hors d’oeuvres were served.
On November 12, Brian Sohn and Shannon Trunkhill attended the Iowa Society of CPAs seminar “Ethics: The Role You Play!” The presenter was Paul K. Johnson, CPA, MBA. The seminar discussed the AICPA Code of Conduct, the process of ethical decision making, and corporate case studies.
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On November 3, Jeff Knapp attended the Minnesota Society of CPAs seminar “Multistate Income Tax: Simplifying the Complexities.” The presenter was Bruce Nelson, CPA of Colorado. The seminar discussed interstate activity and nexus, filing methods for multistate taxpayers and apportionment and allocation formulas and factors.
In early November 2008, the partners and most professional staff attended “AICPA’s Federal Tax Update” in either West Des Moines, IA or Mankato, MN. The nationally recognized presenters were Bob Ranweiler, CPA and Andy Biebl, CPA of LarsenAllen. Highlights included a review of recent income tax changes and strategies to maximize tax savings.
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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, and Brian Sohnhold 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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