Advanced Tax Planning Institute Conference

Postponed until late October or early November
Estancia La Jolla Hotel & Spa in La Jolla, California

We know the COVID-19 virus is causing great concern for many of you and we share in that concern. The health and welfare of our Lombardi Family Office members and their families are paramount, and collectively, we believe we can each do our part to help prevent the spread of this virus.

We are taking into consideration the seriousness of this situation, while closely monitoring new developments. Given the latest information available, until circumstances and solutions become clearer, we have taken direct action in an effort to keep our team, our clients, our families, and friends safe.

With this in mind, we have made the difficult but prudent decision to postpone the May 6-8, 2020 Advanced Tax Planning Institute in La Jolla, CA.

As of now, the “proposed” new dates for our next ATPI summit will be late October early November 2020.

Please know that you are all in our thoughts and prayers, and we hope that you and your families are not only safe but taking advantage of the time this has given us to grow our most important relationships.