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 CPA Firm of the Future
In this video presentation, accounting thought leader shows clients of CPA firms why they should work with a “CPA Firm of the Future” not a CPA firm of the past. CPAs are known for being historians. The two service offerings CPAs are best known for, preparing income tax returns and preparing financial statements, are of course ...Read moreLocal San Diego Bank Vice-President Sean Puckett Joins the Show
Listen to Podcast of the Show Why Businesses Should Consider Regional Banks Richard, Joe and guest Sean Puckett talked about the banking industry in San Diego and how local community banks differ from the big national banks. Sean Puckett joined Regents Bank in November of 2011 as First Vice President. Mr. Puckett is a graduate of the ...Read moreJudge Robert C. Coates Will Discuss the Homeless Issue and Climate Change
Listen to Podcast of the Show The show welcomed a figure who has long been serving the San Diego community, Judge Robert C. Coates. Judge Coates has had the privilege to see and work within the legal system since 1971 as a Trial Lawyer and presented cases from the local courts all the way to the ...Read moreAre you getting the most out of your accountant?
Guest Blogger Paul Polito Often, out of ignorance mostly, clients put their accountants in a box and won’t let them out. I have experienced this. Once a client gets it in their head that “Polito is our tax guy,” it’s really hard to shake that image. Our profession has so much more to offer! When I was ...Read more
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