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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This three day event can be utilized for 24 CPE credits and 15 CLE credits.
Succession Planning so the CPA Firm is Handed to the Future
This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.Read moreSix Tactics CPA Businesses Need to be Firms of the Future
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The three guests have dedicated their careers to the advancement and understanding of mental health. Because May is Mental Health Awareness Month, the show welcomed, Alfredo Aguirre, Dr. Jeffery Rowe, and Shannon Jaccard. Alfredo Aguirre is the Director of Behavioral Health Services of San Diego County and has been the Mental Health Director since 2007. He ...Read moreCultural Dynamics of the CPA Offices of the Future
Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the ...Read more
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