Submit A Fact Pattern

Registered clients of LG can submit a fact pattern (FP) by filling out the online form to the right.

High Net Worth Family


Closely-Held Business That Will Stay In the Family


Closely-Held Business That Will Someday Be Sold


Real Estate Owners


Highly Paid W-2 Employees

ATPI Resources

ATPI Day 1 10:30am

ATPI Becoming the CPA Firm of the Future

Anatomy of the Integrated Model pt 2a

Anatomy of the Integrated Model pt 2b

Becoming the Most Trusted Business Advisor


2013 ATPI Agenda


2013 ATPI Invite


2013 Arrows & Quiver Booklet


2013 ATPI Presentation

Donwloadable Fact Pattern Questionnaire


High Net Worth Family


Closely-Held Business That Will Stay In the Family


Closely-Held Business That Will Someday Be Sold


Real Estate Owners