HAEFELE FLANAGAN
CERTIFIED PUBLIC ACCOUNTANTS AND
CONSULTANTS
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October 2008 May 2008 March 2008
January 2008 |
About Us Services
Tax Tips Record Retention Career Opportunities The Buzz WE ARE PLEASED TO ANNOUNCE THE WINNER OF OUR 2ND ANNUAL ALZHEIMERS ASSOCIATION RAFFLE JEANNE SIDES OF CONGRATULATIONS JEANNE! *********************************************************************************** Alzheimer’s Association 2008 Memory Walk
Once again Haefele Flanagan employees and their families will team up to participate in
the Alzheimer's Association Memory Walk® on October 5, 2008.
Thanks to your help we raised over $33,000.00 at the 2007 Memory Walk. With your support, we can do it again and make a difference
in the lives of those affected by Alzheimer's disease. We believe that the
only way to defeat this horrific disease is to "pump" as much money
into finding a cure as quickly as possible.
We would like for you to join us in this effort. *********************************************************************************** THOMAS P. FEE., MBA, CPA/ABV, CVA, CEPA, Receives EPI’s Prestigious CEPA Credential MOORESTOWN, NEW The CEPA program was specifically designed for
business advisors who work closely with owners of privately held companies.
Using an executive MBA style format, the program is designed around a central
case study and uses a combination of lectures, group discussions, case
studies and individual exercises to introduce participants to concepts and to
reinforce skills. To receive the CEPA
certification Tom completed a rigorous 4 day program that involved
approximately 100 hours of pre-course study, 36 hours of class room instruction,
and successful completion of a 6 hour proctored examination. Tom is the managing
partner and the partner in charge of consulting services. He is a Certified Valuation Analyst (CVA),
Accredited in Business Valuation (ABV) by the AICPA, and specializes in
business valuations and merger and acquisitions. He holds an MBA degree from the The Exit Planning Institute is the premier
provider of learning, knowledge, and future-oriented research for exit
planning professionals. The Institute delivers innovative learning
experiences, performance-enhancing resources, and strategic tools designed to
advance the exit planning profession.  Haefele Flanagan is proud to
support the donation program sponsored by the Philadelphia Flyers. Our firm donated over a dozen hats
for their Hat Tricks for Kid’s program. We were pleased to receive the
following message from the Philadelphia Flyers: “I wanted to thank you for sending in a donation of hats for our Hat
Tricks for Kid's program. We'll be having Bernie Parent deliver all the hats collected to local
children's oncology wards\ at all the Philadelphia/South We appreciate your company thinking about our community initiatives
and applaud your efforts in working with kid's in need. Many thanks...” James R. Haefele, CPA/ABV, CVA HAEFELE FLANAGAN is pleased to announce the admittance of a new shareholder whose
dedication and expertise make him truly shine as a professional. In his role as shareholder, Jim assists in strategic guidance of the
firm and serves as a mentor to the Haefele Flanagan staff. He
specializes in the disciplines of Business Valuation and Forensic Analysis. He also provides tax, consulting and accounting services to a diverse
clientele. Jim’s professional credentials include Certified Public Accountant
(CPA), a Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV) by the AICPA and a
Certified Forensic Financial Analyst Candidate (CFFA). He a member of
the AICPA, PICPA, and NACVA. Jim
earned a Bachelor of Science degree in Accounting and Finance from |
