For Immediate Release
Dwayne K Dowell, CPA, PLLC
Contact: Dwayne K. Dowell, CPA/PFS
(502)657-6428
dkdowell@dkdcpa.com
Dwayne K. Dowell, CPA/PFS Among Elite Group at Advanced Financial Planning Conference
AICPA’s Dowell Among Elite Group at Advanced Financial Planning Conference
LAS VEGAS— Dwayne K. Dowell, CPA/PFS with Dwayne K. Dowell CPA, PLLC, gained enhanced education on investments, insurance, tax, estate, retirement and elder planning from some of the world’s foremost experts on those issues at the Advanced Personal Financial Planning Conference held January 9-12 in Las Vegas.
• Managing Fixed Income in a Rising Rate Environment
• Creating the Family’s Crisis Management/Response Plan
• Tax Efficient Portfolio Optimization “CPA financial planners, because of their extensive education, professional ethical standards and unwavering commitment to clients, already rank among the highest echelons of the personal financial planning industry,” said Michael Goodman, CPA/PFS, chairman of this year’s conference. “Those like Dwayne who attend the advanced personal financial planning conference take their skills to another level, adding knowledge that translates into even more value for clients and new paths to their personal and financial goals.” Indeed, Dowell and other personal financial specialists must demonstrate – and commit to – advanced knowledge to earn the PFS designation. The PFS credential is available exclusively to CPAs who specialize in personal financial planning and are members in good standing with the AICPA. Their knowledge and experience encompass disciplines such as investments, estate planning, risk management, retirement planning and personal income tax planning.
“The Conference was very informative and provided great interaction among both attendees and presenters” said Dwayne. “The overall tone was that the U.S Economy is in recovery, but will still exhibit a period of volatility for the upcoming year. With the extension of the Bush tax cuts, there are tremendous opportunities over the next two years.” About Dwayne K. Dowell, MBA (Tax law), CPA/PFS, CWPP, CAPP. CAS
Mr. Dowell is a Certified Public Accountant, Personal Financial Specialist that has over 26 years of experience, with 19 years in public accounting and seven years in private industry as a Chief Financial Officer. Dwayne graduated with an A.B. in Economics and Political Science from Duke University and a Masters of Business Administration from Golden Gate University. Dwayne is also a Certified Wealth Preservation Professional, Certified Asset Protection, Planner and a Certified Annuity Specialist.
Mr. Dowell has been published in a national publication and has lectured locally to various professional organizations. Dwayne received a Varsity Athletic Scholarship and a Tax Scholarship from an International Accounting Firm.
About AICPAThe American Institute of Certified Public Accountants (www.aicpa.org) is the world’s largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination. The AICPA maintains offices in New York, Washington, DC, Durham, N.C., Ewing, N.J. and Lewisville, Texas. Media representatives are invited to visit the AICPA Press Center at www.aicpa.org/press.