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.
Founder of Hazel’s Army | Aaron Byzak
Richard and Joe sat down and talked to local activist, Aaron Byzak, who is the founder of Hazel’s Army. Mr. Byzak and his advocacy group have spearheaded reform in the laws and health codes governing assisted living communities and state-run retirement facilities. Along the way, they have discovered the benefits of bridging the gap between ...Read moreUBS Professional Recognition
Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron’s Top 100 Financial Advisors, 2015 Drew Freides Barron’s Top 1,200 Financial Advisors, 2015 Drew Freides & Michael Kanigher Financial Times Top 400 Financial Advisor, 2015 Michael Kanigher Barron’s Top 1,200 Financial Advisors, 2014, 2015 Drew Freides Barron’s Top 1,000 Financial Advisors, 2013Read moreThe Wrecking Crew Documentary
Richard and Joe welcomed director and producer, Denny Tedesco. Mr. Tedesco is the son of the late American master session musician and renowned jazz and bebop guitarist, Tommy Tedesco, in The Wrecking Crew. When his father was diagnosed with terminal cancer, Denny decided that the world needed to hear the story of the studio musicians ...Read moreNeal Stehly and Health Care Reform
The show welcomed a new sponsor, Marrs Maddocks & Associates A Division of HUB International Insurance Services Inc. Neal Stehly, executive Vice President, Benefits Division of sponsor is a native of San Diego. He attended the University of San Diego, earning a degree in political science. He has been in the the Employee Benefits field ...Read more
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