• Advanced Tax Planning Institute 2014 Summer Conference

    June 16 – 18 at La Costa Resort and Spa Map It As North America’s Premier Educational Symposium for Tax Professionals, the Advanced Tax Planning Institute (ATPI) 2014 Summer Conference offers more than simple training, but guidelines on how to become the “CPA Firm of the Future.” Utilizing a simple and elegant system: develop incredible relationships ...
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  • Best Branding Yourself as a CPA: Its Not Always CPA Centric

    Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.
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  • Marketing to Best Clients Not New Clients

    Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.
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  • Professional Tennis Team Comes to San Diego

    Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well as co-founder ...
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