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September 30, 2008
By David F. Veyna, CPA
 From
the inception of our two-partner practice, my partner and I determined
that we could not be a jack-of-all-trades. There were certain things we
were not proficient at performing. Therefore, if the need for these
services came up for our clients, we agreed that in their best
interest, we would refer them elsewhere. Financial planning is one of
those services.
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