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.
Water Conservation with Klaus Reichardt and Ryan Selhorn from Signature Analytics
Joe and Richard were joined by two guests on Saturday, Klaus Reichardt from Waterless Co. and Ryan Selhorn from Signature Analytics. Klaus Reichardt Klaus Reichardt grew up in Germany, where he received his baccalaureate degree. He moved to the United States in 1978 and attended Pepperdine University, receiving both his bachelor’s and master’s degrees in business and ...Read moreEstate Law with Sponsor Brenda Geiger
Richard and Joe welcome back sponsor, Brenda Geiger, San Diego Trust Attorney with Geiger Law Office. Ms. Geiger specializes in Estate Planning, and graduated from University of San Diego with both her undergraduate degree and her law degree. Even as the managing attorney at her firm, she has carved out the time to be a ...Read moreWorking to End Poverty in Baja and the Future of Belmonk Park
Richard and Joe broadcasted live from the Beachfront Benefit for the Pequeño Eden and Corazón de Vida orphanages in Baja, Mexico. The event is sponsored by the Maya Foundation, and will be held at the Rooftop Coaster Terrace at Belmont Park in Mission Beach. The Corazón de Vida Foundation was founded by Hilda Pacheco-Taylor, who ...Read moreDr. Richard Lederer and James Erskine
Listen to Podcast of the Show Richard and Joe matched words the original “verbivore,” Dr. Richard Lederer and film director, James Erskine. James Erskine and The La Costa Film Festival James Erskine directed a documentary that will be featured at the La Costa Film Festival, Pantani: The Accidental Death of a Cyclist. To date he has directed 27 ...Read more
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