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.
Mapping the Brain with Dr. Ralph Greenspan
This week we put our thinking caps on. Richard and Joe’s guest was Ralph J.Greenspan, Ph.D. Director of the Kavli Institute for Brain and Mind and Director of The Center for Brain Activity Mapping (CBAM) at UCSD. On top of that, he is also the co-Director of the cal-BRAIN program. That is a lot of directing. ...Read moreJason Kruger Discusses Outsourced Accounting
Richard and Joe welcomed back sponsor Jason Kruger, President of Signature Analytics. Signature Analytics is an outsourced accounting firm that provides accounting support for small and medium sized companies not in a position to support the cost of an entire accounting department. The senior management team at Signature Analytics consists of individuals who each have ...Read moreThe Life and Times of Retired Orthodontist Dr. Budd Rubin
Richard and Joe’s guest was Dr. Budd Rubin DDS, MS. Dr. Rubin has led an exciting and eclectic life. In his early career he became one of the first orthodontists to use the transparent plastic brace (you may know it as Invisaline) to bring orthodontics to adults. As a result he became an orthodontist to ...Read moreAnalyzing the San Diego Real Estate Market with Alan Nevin
Richard and Joe interviewed Mr. Alan Nevin, Director of Economic and Market Research at Xpera Group and returning sponsor Joel Grushkin of Cost Segregation Initiatives. Mr. Nevin has an extensive background in real estate economics, lending and market analysis. He serves the development, investment, legal and public agency communities with residential and commercial real estate ...Read more
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