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.
Click here to Register
Click here for a list of Speakers
This three day event can be utilized for 24 CPE credits and 15 CLE credits.
San Diego Union-Tribune Austin Beutner and Bill Powers on Scuba Diving in San Diego
Richard and Joe welcomed two guests, Austin Beutner, the CEO and publisher of both the Los Angeles Times and the San Diego Union-Tribune, and Bill Powers, master diver, scuba instructor and proprietor of Powers Scuba. Austin Beutner Mr. Beutner received his bachelor’s in economics from Dartmouth College, and is known for being the first Deputy Mayor ...Read moreIncreasing Intangibles of Business with Dr. Carl Sheeler
Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler is retained by companies as a “Strategic Value Architect” to distill complex issues into a strategic plan that mitigates risk, closes operational gaps and improves human and financial performance. In fact, Dr. Sheeler’s professional expertise is beneficial not ...Read moreEnding Financial Elder Abuse with Paul Hynes
This weeks guest will be Paul Hynes, President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only ...Read more6th Annual A Berry Good Night
Saturday, Joe Vecchio broadcasted the show from the Berry Good Night event in La Jolla. Hosted by Bill & Michelle Lerach and now in its sixth year, the event celebrates local growers, ranchers, and producers, along with championing the ideology of sustainable food. It unites kindred spirits—artisans, food activists, farmers, ranchers, winemakers, brewers, writers, chefs, restaurateurs and dedicated locavores—for ...Read more
Follow Us!