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Advanced Tax Planning Institute / 2015. June 8-10, 2015 / La Costa Resort and Spa. Eliminate client retention risk by enhancing. Your most important client relationships? Deliver a unique, irresistible value proposition. And differentiate yourself from the competition? How can you address the needs of your very best clients. And create more time for what matters most? Sign Up Now For Our 2015 Event. June 8th - 10th, at The La Costa Resort and Spa. Seating is very limited. La Costa Resort and Spa. As a tw...

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CONTACTS AT ADVANCEDTAXPLANNING.ORG

Mission Pacific Asset Management, Inc.

Anthony Lombardi

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car●●●bad , California, 92011

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Mission Pacific Asset Management, Inc.

Anthony Lombardi

2177●●●● ave

car●●●bad , California, 92011

US

1.76●●●●0832
1.76●●●●9730
bd●●●@TEAMLOMBARDI.COM

View this contact

Mission Pacific Asset Management, Inc.

Anthony Lombardi

2177●●●● ave

car●●●bad , California, 92011

US

1.76●●●●0832
1.76●●●●9730
bd●●●@TEAMLOMBARDI.COM

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Advanced Tax Planning Institute / 2015. June 8-10, 2015 / La Costa Resort and Spa. Eliminate client retention risk by enhancing. Your most important client relationships? Deliver a unique, irresistible value proposition. And differentiate yourself from the competition? How can you address the needs of your very best clients. And create more time for what matters most? Sign Up Now For Our 2015 Event. June 8th - 10th, at The La Costa Resort and Spa. Seating is very limited. La Costa Resort and Spa. As a tw...
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ATPI | advancedtaxplanning.org Reviews

https://advancedtaxplanning.org

Advanced Tax Planning Institute / 2015. June 8-10, 2015 / La Costa Resort and Spa. Eliminate client retention risk by enhancing. Your most important client relationships? Deliver a unique, irresistible value proposition. And differentiate yourself from the competition? How can you address the needs of your very best clients. And create more time for what matters most? Sign Up Now For Our 2015 Event. June 8th - 10th, at The La Costa Resort and Spa. Seating is very limited. La Costa Resort and Spa. As a tw...

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SPEAKERS - San Diego CPE Credits | Accountant and CPA Training in Carlsbad

http://advancedtaxplanning.org/speakers

Speakers from our July ATPI Conference. Stay tuned for October 2016 Speakers! Managing Partner and Founder. The Business of Relationships. Creating Time For What Is Most Important. Making a Significant Impact. CPA, THE FAMILY OFFICE GUY. Director of Integration, The Lombardi Group. How CPA Firms of The Future Operate. Eight Great Questions to Engage Affluent Clients). Introduction and Welcome to The CPA Firms of The Future. How Institutional Investors Mitigate Risk and Taxes. Member at Duggan Bertsch, LLC.

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ABOUT - San Diego CPE Credits | Accountant and CPA Training in Carlsbad

http://advancedtaxplanning.org/about

Learn from the very best specialists, who are leaders in their respective fields who are flying to San Diego for this unique 3-day Advanced Tax Planning Institute. 24 CE Credits that address timely ideas, strategies and concepts that will enable you to provide the very best answers to your most important clients using a proprietary process that makes you look like the superstar CPA that you were destined to become. Access to Leaders in The Profession. Tools to Stay Ahead of The Pack. By Pop X Graphics.

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TESTIMONIALS - San Diego CPE Credits | Accountant and CPA Training in Carlsbad

http://advancedtaxplanning.org/testimonials

If you want to brand yourself/your firm as a true thought leader in the profession, this is the event to attend! Richard Muscio, CPA. The Family Office Guy and. New York Times Best Selling Author. I cannot tell any of you enough what a great, great job you have just done! Anthony Bird, CPA. Managing Partner, Cornerstone Wealth Strategies. Ray Gallagher, CPA Partner, Lavine, Lofgren, Morris & Engelberg, LLP. Linda Catalina, CPA. The 3 day event is awesome! Brad Chowdry, CPA. I’ve been to three ATPIs. ...

4

Gaining (from) your clients' trust - San Diego CPE Credits | Accountant and CPA Training in Carlsbad

http://advancedtaxplanning.org/news

Gaining (from) your clients’ trust. Gaining (from) your clients’ trust. March 20, 2013. How CPAs can shift from service provider to essential business adviser. BY LINDSEY FERGUSON, CPA, May 2012. This article was originally published on The Journal of Accountancy. Promotion of the CPA as a trusted adviser is one of the 10 main objectives of the CPA Horizons 2025 report released last year ( CPA Horizons 2025: A Road Map for the Future. Why seek to become your clients’ most trusted business adviser? CPAs w...

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Cost Segregation Initiatives - It's Your Money and Your Life Radio Show

http://www.iymoney.com/cost-segregation-initiatives-sponso

So What's Your Play. The Rise By Greg S. Reid. UBS Private Wealth Mangagement. Berry Good Food Foundation. Marrs Maddocks and Assocs Insurance Services. Nathan Watkins Worldwide Credit Corporation. Senior Safe and Sound. It's Your Money and Your Life Radio Show. Or email him at jgrushkin@costseganalysts.com. For more information. Visit costseganalysts.com. Joel Grushkin, San Diego Regional Director of Cost Segregation Initiatives. October 14, 2016. On October 19th Joel will be speaking about advanced cos...

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About Us – Lombardi Group

http://www.teamlombardi.com/about-us

A company is only as strong as its people, and we have been very blessed to attract such a talented group. Anthony P. Lombardi. Anthony P. Lombardi is an accomplished athlete, successful business owner, and restaurateur. He has spent his adult life redesigning his businesses to fit his lifestyle and not the other way around. Alexander L. Sonkin. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. Advanced Tax Planning Institute.

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Blog – Lombardi Group

http://www.teamlombardi.com/blog

Jamie Sutherland and Ted McRae of Xero Interviewed on KFMB. November 5, 2013. Jamie Sutherland and Ted McRae of Xero INTERVIEWED BY RICHARD MUSCIO AND JOE VECCHIO ON IT’S YOUR MONEY, IT’S YOUR LIFE, A WEALTH MANAGEMENT TALK SHOW ON 760KFMB. Tune in to the podcast to hear Jamie Sutherland and Ted McRae of Xero, discuss how their company’s online accounting solution makes it easy for… Read More. Why understanding the firm M&A market may be critical to your retirement. June 11, 2013. May 20, 2013. How Analy...

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The LG Experience – Lombardi Group

http://www.teamlombardi.com/the-lg-experience

How to Engage LG. As The Lombardi Group continues to attract new clients, we are very focused on our ability to continue to deliver ‘The LG Experience’ to everyone. In order to maintain our high standard of service, we have been forced to become even more selective about what types of firms fit our model and which types do not. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. Advanced Tax Planning Institute.

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Advanced Taxis on Twitter. The Premier Taxi Company for Hexham and Hadrian's Wall. Hadrian’s Wall Service. Advanced Taxis of Hexham. Based in the market town of Hexham. Offers a reliable taxi service. Which caters for the transport needs of everyone. From everyday local runs to Hexham General Hospital. Supermarkets for example, to sight seeing tours of Hadrian’s Wall. To Newcastle Airport Transfers. And Train Station Transfer services. Perhaps to or from Slaley Hall. And Hadrian’s Wall. December 12, 2013...

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The task of preparing your own income tax return, be it individual or business, can be a frustrating one. Today's tax laws are so complicated that filing a relatively simple return can be confusing for many individuals. Here's what you get. Your tax return will be checked and rechecked by us using our tax software,. We will identify potential problems the IRS may look at more closely, and review the math to limit IRS audits. We will show you how to adjust your payroll withholding to get more money back e...

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Advanced Tax Planning Institute / 2015. June 8-10, 2015 / La Costa Resort and Spa. Eliminate client retention risk by enhancing. Your most important client relationships? Deliver a unique, irresistible value proposition. And differentiate yourself from the competition? How can you address the needs of your very best clients. And create more time for what matters most? Sign Up Now For Our 2015 Event. June 8th - 10th, at The La Costa Resort and Spa. Seating is very limited. La Costa Resort and Spa. As a tw...

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Tax Preparation Service Portland, IN - Advanced Tax Service, LLC.

Portland, IN Tax Preparation Service. Advanced Tax Service, LLC. For tax and bookkeeping services you can trust, contact the professionals at Advanced Tax Service, LLC. We are a financial management firm in Portland, IN offering accurate and affordable services. We offer tax preparation, bookkeeping, payroll, and more. Our knowledgeable, skilled team is here to help you with all your needs. Learn More About Advanced Tax Service, LLC.:. Contact Advanced Tax Service, LLC. today at 260-726-3301.

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