Publications for CPAs, Attorneys, and Other Professionals

"I am a Fiduciary Financial Advisor" by Ron A. Rhoades, as featured in Advisor Perspectives (November 3, 2009)

 

Perspectives for Wealth Advisors, May 4, 2009

• Federal Estate Tax Reform: Implications for Professional Practices
• Estate Tax Provisions of the FY 2010 Budget Resolution
• "Portability" of the Estate Tax Exemption: The End of "A-B Trusts"?
• The Challenges for Today's Estate Planning Law Practice
• Securing New Sources of Revenue from Established Relationships: How We Can Help

 

Continuing Education for CPAs and Attorneys (as of May 4, 2009)

• Holistic Planning - A New Approach to Serving Your Clients' Needs, Comprehensively
• Securing New Sources of Revenue from Established Relationships: How We Can Help

 

Guide to the Interview of a Business Entity’s CEO, CFO or General Counsel (Updated May 4, 2009)

 

Florida Bar Journal Article: "The Attorney as 'Complete Advisor' - Fiduciary Ancillary Business Models (March 2005)

 

Join Our Team

Private Wealth Advisors & Counselors

 

Joseph Capital Management, LLC offers a unique, team-oriented, investment advisory back-office solution and training. This is designed for CPAs, attorneys, and select others who desire to add investment advisory and wealth management professional services to their practices. For more information, please contact John J. Ceparano, Director of Business Development, by toll-free phone at 1-866-746-4460 or via e-mail at jceparano@josephcapital.com.

 

For information regarding other employment opportunities with our firm, please submit your resume to Mary Ann Ceparano, Director of Human Resources, via e-mail at mceparano@josephcapital.com.

 

Affiliate RIA Program

 

Joseph Capital Management, LLC offers to establish one or more affiliated registered investment advisory (RIA) firms with other professional services firms (i.e., law firms, CPA firms, entertainment management companies, etc.). Joseph Capital would possess majority interest in such affiliate RIA firms, with minority interest being owned by the professional services firm. The goal of this program is to expand the fiduciary investment advisor services of the type which Joseph Capital provides, in order to bring value-added services from trusted, professional advisors to a broader segment of the investment public.

 

For information regarding the Affiliate RIA Program, please contact John J. Ceparano, Director of Business Development, by toll-free phone at 1-866-746-4460 or via e-mail at jceparano@josephcapital.com.