ATPI Conference

November 7 in Carlsbad, CA
8 CE Credits.

The Advanced Tax Planning Institute (ATPI), presented by the Lombardi Family Office, is the country’s premiere event for forward-thinking CPA firms. For over 12 years, the ATPI bi-annual event has provided education in an intimate setting, teaching often over- looked, but necessary communication, leadership and relationship building skills, as well as the technical strategies needed by CPAs to bring more value than they could have ever imagined to their most accomplished families. Guest speakers are among the finest qualified strategists and solution providers nationally, in their respected fields of comprehensive advanced income tax, cost mitigation and estate/generational planning strategies, as well as unique Family Office services empowering CPAs to take their planning beyond the next level.


Our intimate setting at the ATPI allows attendees to meet and interact with the specialists, as well as their peers, and get to understand the value of offering collaborative Modern Family Office Services as a CPA, while also earning 24 hours of CE. This is a ‘must attend’ for any CPA that wants to deliver exceptional value to their most accomplished families and business owner clients.

Due to Covid-19 restrictions, the ATPI will be streaming live (3 eight-hour sessions on June 22nd-24th). In person attendance at the event in La Jolla on those dates will be granted to the first 15 requests.