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.
Allianz Class Action Attorney Howard Finkelstein
The guest was Howard D. Finkelstein, a partner in Finkelstein & Krinsk, LLP which specializes in investor, consumer and employee class actions law suits. Mr. Finkelstein talks about the Allianz class action suit. The suit alleges the Allianz lured 230,000 seniors into buying poorly performing deferred annuities with harsh surrender policies and is in the ...Read moreThe CPA Firm of the Future: Technology-Driven and Paper-free
The second of a 2-part series on the “CPA Firm of the Future” featuring guests Richard Francis and Jody L. Padar. Richard Francis Richard Francis heads up Spotlight Reporting, a software company that offers advanced reporting and dashboard reporting tools and multi-entity analysis to accountants and organizations globally. Their cloud-based tools can integrate data from a variety ...Read moreThe CPA Firm of the Future, Value Based Pricing with Ron Baker and Daniel Morris
Ronald J. Baker and Daniel D. Morris are founders of the Verasage Institute, a leading think tank dedicated to promulgating and teaching value-based pricing, economics, and human capital development to professionals and businesses around the world. Ronald J. Baker, a founder of the VeraSage Institute, began his CPA career KPMG’s Private business Advisory Services. A ...Read moreConscious Capitalism’s Malcolm Avner | GameChangers 500 Founder Andrew Hewitt
Richard and Joe welcome Malcolm Avner and Andrew Hewitt. Malcolm Avner Mr. Avner is a business leader and life coach. He has built his more than 25 year professional coaching career on three core principles: 1. Isolation breeds under performance. We do better when we allow ourselves to be supported by others 2. Judgment of inadequacy is the predominant ...Read more
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