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.
James Rosebush on Building Wealth and Philanthropy
James Rosebush was a Reagan White House official and is a widely recognized leader in building and managing corporate wealth and philanthropic organizations. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc., advising on management strategies, finance, marketing, and communications, throughout the world. He pioneered a holistic approach to ...Read moreFinancial Fridays | Jason Labrum
Richard Muscio was the guest on Financial Fridays on AM 1170 the Answer with host Jason Labrum. Listen to the commercial free podcast:Read moreBisnow | Almost Never Boring
Richard and Joe interviewed Sean Spear, Business Manager of the Southern California for Bisnow. Bisnow is commercial real estate site that was launched in Washington DC in 2007 and now has more than 32 offices across the nation. Sean has recently opened a San Diego office to promote the events that his company hosts. These ...Read moreStrategic Planning with Business Valuation Expert Carl Sheeler
Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler recently published a book, Equity Valuation: A Tool to Enhance Value and Mitigate Risk. The book focuses on how to apply valuation techniques and leverage human capital and operational effectiveness. Dr. Sheeler is retained by companies as a “Strategic ...Read more
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