3 – 8 Hour days.
24 CE Credits.
Four-Hour Virtual Sessions
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.Register
The 3 day event is awesome! I learned that there are so many important deductions available which I was not aware of for my existing clients, as well as future potential clients. The amount of knowledge and expertise all brought together under one roof is unbelievable.
The ATPI has opened up a new world of possibilities for assisting clients and associates. It has educated me in various areas, but unlike other seminars, the ATPI also provides the experts to assist with implementation when applicable.
I’ve been to three ATPIs. I’ve got more tools than ever to work with now, and I feel I can tackle the biggest client, because I know I have the knowledge and experts behind me. By attending the ATPI, my practice has expanded its scope tremendously!
CPA Partner, Ventura Kuehn & Associates
I would suggest all CPAs go to this event. Everything you need is in that room. It’s going to revolutionize the way you use your resources, save you time, and give you more opportunities to add value to your clients.
CPA, Gatto, Pope & Walwick