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Advanced Tax Planning Institute 2014 Summer Conference
November 21, 2024
June 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.
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Best Branding Yourself as a CPA: Its Not Always CPA Centric
November 20, 2024
Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.Continue ReadingProfessional Tennis Team Comes to San Diego
November 19, 2024
May 3, 2014Continue ReadingMarketing to Best Clients Not New Clients
November 18, 2024
Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.Continue ReadingProfessional Tennis Team Comes to San Diego
November 17, 2024
Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well as co-founder ...Continue ReadingSuccession Planning so the CPA Firm is Handed to the Future
November 16, 2024
This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.Continue ReadingMay is Mental Health Awareness Month
November 15, 2024
April 26, 2014Continue ReadingSix Tactics CPA Businesses Need to be Firms of the Future
November 14, 2024
1. People 2. Paperlessness 3. Work flow 4. Technology 5. Seasonality 6. Hourly BillingContinue ReadingMay is Mental Health Awareness Month
November 13, 2024
The three guests have dedicated their careers to the advancement and understanding of mental health. Because May is Mental Health Awareness Month, the show welcomed, Alfredo Aguirre, Dr. Jeffery Rowe, and Shannon Jaccard. Alfredo Aguirre is the Director of Behavioral Health Services of San Diego County and has been the Mental Health Director since 2007. He ...Continue ReadingCultural Dynamics of the CPA Offices of the Future
November 12, 2024
Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the ...Continue ReadingHow CPAs can Differentiate Themselves in the Market
November 11, 2024
CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from ...Continue Reading