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.
Click here to Register
Click here for a list of Speakers
This three day event can be utilized for 24 CPE credits and 15 CLE credits.
Mother’s Day Massacre in Ramona: 40 Years Later
Match-up set the stage for infamous Billie Jean King-Bobby Riggs “Battle of the Sexes” By Richard Muscio featured in East County Magazine I just returned from the Ramona suburb of San Vicente on Mother’s Day 2013, where I spent the weekend to see what festivities or activities might be going on to commemorate the 40th anniversary of one ...Read moreLengendary Tennis Matches:’Mother’s Day Massacre’ and ‘Battle of the Sexes’, interview with Bobby Riggs’ Practice Partner, Lornie Kuhle
Listen to Podcast of the Show We delved into tennis history with Lornie Kuhle, the owner and curator of the Bobby Riggs Tennis Club & Museum. Sunday was Mother’s Day, but many may not have been aware that this holiday was the 40th anniversary of the pioneering match between Bobby Riggs and Margaret Court. This match ...Read moreRelations Between the Banking Industry and Washington with John Savercool
Listen to Podcast of the Show The featured guest was John Savercool of UBS. Mr. Savercool has had a distinguished career working in many areas on Capitol Hill. He is now the Senior Lobbyist and Managing Director of Political Relationships in Washington for UBS. As their first Senior Lobbyist, he has focused on such topics as ...Read moreBuilding a Lasting Legacy with Rich Gaines and Ken Druck
Listen to Podcast of the Show Sponsor Rich Gaines returned to the show this Sunday. Mr. Gaines is a Tax Attorney with Family Legacy Legal, and he talked about an upcoming event that he is hosting on May 4th. Entitled “Creating an Inspired Legacy,” this workshop will cover the legal, emotional and psychological aspects of legacy ...Read more
Follow Us!