HAEFELE FLANAGAN

CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS

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About Us Services Tax Tips Record Retention Career Opportunities The Buzz *********************************************************************************** December 2009 HAPPY HOLIDAYS FROM ALL OF US AT HAEFELE FLANAGAN November 2009 We are pleased to announce the winners of our raffle ticket drawing 1^st Prize – Kristin Comly 2^nd Prize – Jasmin Nelson 3^rd Prize – Susan Shirley All proceeds from this raffle benefit the Alzheimer’s Association *********************************************************************************** Thank you for your support! Alzheimer’s Association 2009 Memory Walk October 2009 It’s not too late to make a donation! Alzheimer’s Association 2009 Memory Walk We will continue accepting your donations until November 30, 2009 September 2009 Once again Haefele Flanagan will be participating in the Alzheimer’s Association 2009 Memory Walk On Sunday, October 4^th in Atlantic City *********************************************************************************** February 2009 *********************************************************************************** Haefele Flanagan Is pleased to announce being named TOP FUNDRAISING TEAM – Delaware Valley Chapter for the 3^rd year in a row! Alzheimer’s Association 2008 Memory Walk *********************************************************************************** JAMES R.HAEFELE, CPA/ABV, CVA, CFFA, CFF, EARNS EXCLUSIVE CERTIFIED IN FINANCIAL FORENSICS CREDENTIAL AS FINANCIAL FORENSICS EXPERT MOORESTOWN, NEW JERSEY, February 16, 2009-- JAMES R. HAEFELE, a CPA financial forensics expert with HAEFELE FLANAGAN, located in Moorestown, New Jersey, has recently been awarded the Certified in Financial Forensics (CFF) Credential by the American Institute of Certified Public Accountants (AICPA). The CFF Credential, established in 2008 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial forensics. JAMES R. HAEFELE met the requirements to earn the CFF Credential, which include demonstrating significant business experience in the area of financial forensics as well as completing a minimum of 75 hours of life-long learning and education activities in the area of financial forensics. The CFF Credential is granted exclusively to CPAs who are members in good standing of the AICPA which binds them to the AICPA Code of Professional Conduct. CPAs who have earned the CFF Credential must be recertified every three years to maintain their credential. In the litigation arena business valuations are often necessary in situations of business disruption, divorce, and partner disputes. Business valuations are also commonly required in conjunction with the purchase or sale of a business, succession planning, buy/sell agreements, and estate and gift taxes. James attended Villanova University and double majored in finance and accounting. He joined HAEFELE FLANAGAN after graduating in 1997, and became a partner in January 2008. The American Institute of Certified Public Accountants is the national, professional association of CPAs, with over 350,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and non-profit organizations. It also develops and grades the Uniform CPA Examination. Headquartered in New York, the AICPA also maintains offices in Washington, D.C.; Durham, N.C.; and Lewisville, TX. HAEFELE FLANAGAN, founded in 1967, is a full service consulting, accounting, auditing and tax service firm.  In addition to being a member of the American Institute of Certified Public Accountants, New Jersey Society of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants, the firm is a registrant with the Public Company Accounting Oversight Board and a member of CPA Associates International, Inc. (www.cpaai.com), a consortium of 148 select CPA firms with members in major cities in the United States, as well as in 71 countries around the world. JAMES A. ROGERS, JR., CPA, CFFA, CFF, EARNS EXCLUSIVE CERTIFIED IN FINANCIAL FORENSICS CREDENTIAL AS FINANCIAL FORENSICS EXPERT MOORESTOWN, NEW JERSEY, February 2, 2009-- JAMES A. ROGERS, JR., a CPA financial forensics expert with HAEFELE FLANAGAN, located in Moorestown, New Jersey, has recently been awarded the Certified in Financial Forensics (CFF) Credential by the American Institute of Certified Public Accountants (AICPA). The CFF Credential, established in 2008 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial forensics. JAMES A. ROGERS, JR. met the requirements to earn the CFF Credential, which include demonstrating significant business experience in the area of financial forensics as well as completing a minimum of 75 hours of life-long learning and education activities in the area of financial forensics. The CFF Credential is granted exclusively to CPAs who are members in good standing of the AICPA which binds them to the AICPA Code of Professional Conduct. CPAs who have earned the CFF Credential must be recertified every three years to maintain their credential. In the litigation arena business valuations are often necessary in situations of business disruption, divorce, and partner disputes. Business valuations are also commonly required in conjunction with the purchase or sale of a business, succession planning, buy/sell agreements, and estate and gift taxes. Jim serves as partner in charge of the firm’s litigation support services. He specializes in damage assessments and forensic accounting. He holds a BS in accounting from LaSalle University. The American Institute of Certified Public Accountants is the national, professional association of CPAs, with over 350,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and non-profit organizations. It also develops and grades the Uniform CPA Examination. Headquartered in New York, the AICPA also maintains offices in Washington, D.C.; Durham, N.C.; and Lewisville, TX. HAEFELE FLANAGAN, founded in 1967, is a full service consulting, accounting, auditing and tax service firm.  In addition to being a member of the American Institute of Certified Public Accountants, New Jersey Society of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants, the firm is a registrant with the Public Company Accounting Oversight Board and a member of CPA Associates International, Inc. (www.cpaai.com), a consortium of 148 select CPA firms with members in major cities in the United States, as well as in 71 countries around the world. January 2009 THOMAS P. FEE, JR., MBA, CPA/ABV, CVA, CEPA, CFF, EARNS EXCLUSIVE CERTIFIED IN FINANCIAL FORENSICS CREDENTIAL AS FINANCIAL FORENSICS EXPERT MOORESTOWN, NEW JERSEY, January 15, 2009—THOMAS P. FEE, JR., a CPA financial forensics expert with HAEFELE FLANAGAN, located in Moorestown, New Jersey, has recently been awarded the Certified in Financial Forensics (CFF) Credential by the American Institute of Certified Public Accountants (AICPA). The CFF Credential, established in 2008 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial forensics. THOMAS P. FEE, JR. met the requirements to earn the CFF Credential, which include demonstrating significant business experience in the area of financial forensics as well as completing a minimum of 75 hours of life-long learning and education activities in the area of financial forensics. The CFF Credential is granted exclusively to CPAs who are members in good standing of the AICPA which binds them to the AICPA Code of Professional Conduct. CPAs who have earned the CFF Credential must be recertified every three years to maintain their credential. In the litigation arena business valuations are often necessary in situations of business disruption, divorce, and partner disputes. Business valuations are also commonly required in conjunction with the purchase or sale of a business, succession planning, buy/sell agreements, and estate and gift taxes. Tom serves as managing partner and the partner in charge of consulting services. He specializes in business valuations and merger and acquisitions. He holds an MBA degree from the Wharton School of the University of Pennsylvania as well as a B.S. degree in accounting from Drexel University. The American Institute of Certified Public Accountants is the national, professional association of CPAs, with over 350,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and non-profit organizations. It also develops and grades the Uniform CPA Examination. Headquartered in New York, the AICPA also maintains offices in Washington, D.C.; Durham, N.C.; and Lewisville, TX. HAEFELE FLANAGAN, founded in 1967, is a full service consulting, accounting, auditing and tax service firm.  In addition to being a member of the American Institute of Certified Public Accountants, New Jersey Society of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants, the firm is a registrant with the Public Company Accounting Oversight Board and a member of CPA Associates International, Inc. (www.cpaai.com), a consortium of 148 select CPA firms with members in major cities in the United States, as well as in 71 countries around the world. *********************************************************************************** 2008