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.
The Dyanamics of the Economy with Kurt Reiman
Listen to Podcast of the Show Kurt Reiman of UBS was the guest. Reiman currently holds the head position of the thematic research group within UBS Wealth Management Research in the Americas. As the senior editor of one of the flagship publications, UBS research focus, he has had the distinction of publishing many pieces on varying ...Read moreCresting the Peaks of Mt Everest and more with Paul and Denise Fejtek
Listen to Podcast of the Show The guests were Paul and Denise Fejtek, who shared their exciting story with you about their Seven Summits Quest, and what it takes to train, prepare, and select the right team to help you get to the top. In addition, they highlighted some of the exciting stories and lessons found ...Read moreThe Forms of Journalism with John Rippo
Listen to Podcast of the Show John Rippo, who is the publisher and editor of ESPRESSO San Diego’s Coffeehouse Newspaper was the guest. This publication has given local cafe society news, views, commentary, art, food, and culture news for nearly thirty years, along with the occasional story about coffee. Started by Mr. Rippo after having an ...Read moreWealth Investment Strategies with Stephen R. Freedman, Ph.D., CFA
Listen to Podcast of the Show The guest was Stephen Freedman, Head of Investment Strategy at UBS. After earning a Master’s degree in economics and business from University of Gallen in Switzerland, Mr. Freedman went on to earn a Ph.D. in financial economics from the same institution. His career at UBS began back in 1998 where ...Read more
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