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.
Condolences to the Family of Jerry Gross
The iymoney.com family sends its condolences to Gretchen Gross and her children on the passing of Jerry Gross, show guest in June 2012, and the first announcer for the San Diego Padres in 1969 and the San Diego Rockets in 1967. Jerry always told it like it was and he will be dearly missed. U-T San Diego ...Read moreNew Sponsor: California Republic Bank
The show welcomed Lane Elliott who is the Senior Vice President of our newest sponsor, California Republic Bank, the nation’s 3rd best performing community bank in 2012. Mr. Elliot received his B.A. in Accounting and Finance from California State University Los Angeles, and has since gone on to obtain his California Real Estate License as ...Read moreCommercial Properties and Taxation
A new year brings new tax code regulations. The show welcomed returning guest and sponsor, Joel Grushkin of Cost Segregation Initiatives (CSI). This was an important show for commercial property owners who want to minimize their tax liability. Mr. Gruskin is the regional director for CSI. CSI is a real estate specialty consulting firm providing cost ...Read moreMemory Care for Seniors with St. Paul’s Senior Homes & Services
The show explored the issue of senior care. Richard and Joe were joined by Liam Dunfey, Major Gifts and Planned Giving Manager, and Melissa Stinson, Senior Day Supervisor at St. Paul’s Senior Homes & Services. This establishment was founded in 1967 by St. Paul’s Parish to aid senior citizens in San Diego with limited financial ...Read more
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