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.
“Mr. Warmth,” Don Rickles and The City Club of San Diego’s Geo Mitrovich
Listen to Podcast of the Show The show was be filled with laughter as comedian and actor, Don Rickles joined the show. Mr. Rickles began in show business back in the late 1940s playing small roles on television. However, he became frustrated with the limited number of roles, so he branched out into stand-up comedy. Not ...Read moreWing Howard & Harrison Howard | A San Diego Art Story
Listen to Podcast of the Show The guest was artist, Harrison Howard. Harrison Howard started his career at the age of 19, following in the footsteps of his late and well-known father, Wing Howard. Wing Howard is well-loved in San Diego for his murals at the Whaling Bar of the La Valencia Hotel in La Jolla. ...Read moreRichard Muscio Criticizes the CPA Profession for Granting Itself the Moniker “Most Trusted Advisor”
Significant literature exists in the CPA profession, whereby the CPA profession has granted itself the lofty title of “Most Trusted Advisor.” Witness the AICPA’s report “CPA Horizons 2025” and articles that have followed the release of this report. The self-granting of this moniker to CPAs, by the CPA profession, is ludicrous. This title has been self-conferred ...Read more“Steps to the Summit: Reaching the Top in Business and Life”
“Steps to the Summit: Reaching the Top in Business and Life” talks about the determination and strategy you need to achieve business and personal goals. Managing director of Hunter Wise Financial Group, LLC., Paul Fejtek and his wife, Denise have made this metaphor a reality. This successful couple has not only scaled all the major ...Read more
Follow Us!