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.
CEO of the Reuben H. Fleet Steven Snyder talks Science education
What are we doing with the kids this weekend? Richard and Joe’s guest was Steven Snyder, Ph.D., CEO of the Rueben H. Fleet Science Center. Dr. Synder joins the Science Center family from Philadelphia, where he was the Vice President of Exhibit and Program Development at the Franklin Institute. Prior to that, he was Director of ...Read moreHelping Victims of Child Abuse – Childhelp
Birth of a Brand This week, Richard and Joe talked to Brian Smith, founder of UGG boots (ever wonder where the name UGG came from?) about bringing sheepskin boots to the US and being and entrepreneur. Brian discuss his book “Birth of a Brand: Launching Your Entrepreneurial Passion and Soul” and his keynote speech at a ...Read moreJim Steeg talks Charger’s Stadium
Are you ready for some FOOTBALL?!! If you are a Charger fan or just wonder what is going on with the potential new stadium deal this is the podcast for you. Richard and Joe interview Jim Steeg, former Executive Vice President and Chief Operating Officer of the San Diego Chargers (from 2004 to 2010) where he ...Read moreEstate Planning Book: Protect Your Children’s Inheritance
Sponsor Brenda Geiger of Geiger Law Offices, and David Frees of UNRUH, TURNER, BURKE & FREES joined Rich and Joe for a discussion about preserving wealth across generations. Both guests are attorneys specializing in estate planning. To that end they have collaborated on the book Protect Your Children’s Inheritance: From Future Divorcing Spouses, Unjust Lawsuits, ...Read more
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