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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Click here for a list of Speakers
This three day event can be utilized for 24 CPE credits and 15 CLE credits.
How CPAs can Differentiate Themselves in the Market
CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from ...Read moreSan Diego Philanthropist Kathy Kinane Featured in Huffington Post
Recommended Reading Together, your host Richard Muscio and Kathy Kinane founded the Move Your Feet Before You Eat Foundation, which sponsors the annual Oceanside Turkey Trot. The races held Thanksgiving morning have become a loved tradition in Oceanside and had a whooping 8,500 participants in 2013, the event’s eighth year. Kathy Kinane, also founder of Kinane Events ...Read moreCity Council Seat District 2 and Understanding Financial Literacy
The show welcomed two different guests. The first half featured Sarah Boot, who is running for a City Council Seat in District 2. The second interview was with Brad Pagano of the San Diego Financial Literacy Center. Ms. Boot was in private practice early in her law career, but she was drawn to public service ...Read moreMaking Sense of Wall Street
Saturday night’s guests were former securities trader Larry Doyle and returning guest Gary Aguirre, former SEC attorney and founder of Aguirre Law, APC. Mr. Doyle, a former securities trader, publishes his blog, Sense on Cents on topics related to Wall Street. He launched Sense on Cents in 2009 when he realized that most people ...Read more
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