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.
KNoodleit.com’s Shannon Matwiyoff and Sponsor Brenda Geiger
The guests were Shannon Matwiyoff and sponsor Brenda Geiger. Brenda Geiger practices trust and probate law in Carlsbad, California. She collaborates with Richard the complex estate issues that affect family offices. She also prepares trusts, handles trust administration and probate for individuals and families, and has recently updated her estate planning website. Brenda will be hosting ...Read moreInnovative Ways to Fund Nonprofits
Resultants, not Consultants Mark Neilson has developed a creative way to increase funding for nonprofits. Accretive of San Diego performs cost savings analysis for both nonprofits and their corporate donors. In return for this service, Accretive asks that corporations donate a percentage of the found money to the nonprofit. Accretive is also paid a percentage of ...Read moreBankable Lending Options with Ethan Senturia and Sean Puckett
This Saturday night’s guests are Ethan Senturia, co-founder and CEO of DealStruck, and returning sponsor, Sean Puckett of Regents Bank. DealStruck is a local start-up that is dedicated to providing small businesses with a transparent process to secure capital. By combining crowd-funding and traditional financial lending institutions in one simple-to-use website, Mr. Senturia’s company is ...Read moreCommercial Real Estate with Tom van Betten and Joel Grushkin
The guests were Senior Vice President of Cassidy Turley, Tom van Betten, and returning guest and sponsor Joel Grushkin of Cost Segregation Initiatives (CSI). With more than 20 years in commercial real estate, Tom van Betten now represents tenants exclusively. His clients have ranged from start-ups to Fortune 500 companies and include: ViaSat Inc., Prudential ...Read more
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