Advanced Tax Planning Institute 2014 Summer Conference
Read moreJune 16 – 18 at La Costa Resort and Spa
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 with your best clients, separate yourself from the competition, and eliminate the risk of 3rd party referrals interfering with those relationships.
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Click here for a list of Speakers
This three day event can be utilized for 24 CPE credits and 15 CLE credits.
San Diego Philanthropist Malin Burnham Discusses Business and the America’s Cup
Listen to Podcast of the Show This interview features San Diego philantrhopist Malin Burnham, Vice Chairman of Cushman & Wakefield. Mr. Burnham is a graduate of Stanford University, and he is a benefactor of local colleges such as UCSD, SDSU, and USD. Beyond his financial interest in higher education, Mr. Burnham believes that more focus needs ...Read moreFundraising with James Kidrick of the Air and Space Museum
Listen to Podcast of the Show The guest was James Kidrick, the President of the San Diego Air & Space Museum in Balboa Park. Mr. Kidrick has held this position since 2006. He was hired to take over the role because the museum had gone into the red by nearly half a million dollars the ...Read moreThomas McLoughlin of UBS Discusses Government Debt and Bonds
Listen to Podcast of the Show Thomas McLoughlin is Head of Municipal Research at UBS which is leading research and strategy efforts within the municipal bond market. He currently serves as a member of the Wealth Management Research Management Committee. Prior to joining UBS Wealth Management, Tom spent more than 25 years in the public finance ...Read moreServing Through Leadership with Art Barter
Listen to Podcast of the Show The guest was Art Barter, CEO of Datron World Communications, Inc. and the founder and CEO of the Servant Leadership Institute. In 2004 Mr. Barter purchased Datron World Communications, Inc., and served as the Vice President of Finance, and was able to implement a servant leadership style of management. The guiding ...Read more
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