“The Visionary CPA”, a FREE Business Planning Symposium will held on October 27, 2016,Thursday, from 12:00 PM to 6:00 PM in Simi Valley, CA. The event will count for 6 hours of California CPE credits and is designed for partner-level CPA’s.
Special event in Simi Valley partner-level CPA’s allows them to earn 6 hours of California CPE credits while attending "The Visionary CPA", a FREE Business Planning Symposium created specifically for partner-level CPA’s. On Thursday, October 27, 2016 from 12:00 PM to 6:00 PM in Simi Valley, CA, partner-level CPA’s can learn how a CPA collected over 3 million dollars in planning fees annually, how business planning with a client can return $60,000 in annual planning fees when it’s challenging to collect $600 dollars for tax return, and how a CPA firm can increase their revenue and add tremendous value to their clients.
Featured speakers for the event are Alex Sonkin, founder of the Advanced Tax Planning Institute (ATPI) and Deidra Hubenak, Vice President of Advanced Markets for AIG Financial Distributors. Alex Sonkin’s Advanced Tax Planning Institute (ATPI) is a unique CPA event that has been featured in Accounting Today and Accounting Web. Mr. Sonkin also serves as the Managing Partner for The Lombardi Group and works directly with The Lombardi Group's managing directors and clients in analyzing fact patterns. He ensures that the appropriate specialists are involved in designing the perfect solution for speciﬁc sets of challenges. He has been invited to give lectures on the topics of SUCCESSFUL RISK MANAGEMENT & OPTIMAL ASSET ALLOCATION throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. He began his career as a derivatives (options) trader and market maker. He is also a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE). Since 1994, Mr. Sonkin’s work has focused on optimizing ﬁnancial portfolios while mitigating risks and taxes.
Deidra Hubenak serves as Vice President of Advanced Markets for AIG Financial Distributors. AIG Financial Distributors is the U.S. Life and Retirement Distribution organization for American International Group, Inc. (AIG). In this role, Deidra will be the face of the company for Advanced Markets to their Distribution Partners and the Life Insurance Industry as a whole. Deidra joined AIG in March 2016, prior to her current role, she served as General Counsel for Access Consciousness, LLC. From 2008 to 2014, she worked as a Board-Certified, Tax Law Partner at the law firm of Looper, Reed & McGraw, PC. Prior to this stint, she was Partner with the law firm of Graves & Hawkins, LLC. and held previous positions including Senior Tax Consultant for International Tax Advisors, Lead International Tax Support Rep for Thomson/RIA, International Tax Manager for PricewaterhouseCoopers, LLP and Senior Tax Consultant for Ernst & Young. Overall, Deidra has over 25 years of experience in tax law.
“The Visionary CPA" is sponsored by Coastal Private Wealth Management and will provide attendees 6 hours of California CPE credits. Information on CPE credits can be accessed in the CalCPA website. The event, which is tailored for partner-level CPA’s, will be held in, easy to reach, Simi Valley, CA right off the 118 Freeway in Southern California. Ken Ogan of Coastal Private Wealth Management said that he is very excited to bring such an event to Southern California. Ogan stated, “The Complimentary CPA Symposium will allow attendees to learn how their firm can provide value-added services to their clients such as: Business and tax-planning strategies, succession planning, key employee retention and more. Delivering services like this would increase their firm's bottom line.""The Visionary CPA", a FREE Business Planning Symposium will held on October 27, 2016,Thursday, from 12:00 PM to 6:00 PM in Simi Valley, CA. The event will count for 6 hours of California CPE credits and is designed for partner-level CPA’s that would like to position their CPA firm for long-term growth, new revenue and customer retention. For more information, and on how to attend this event, visit http://www.coastalpwmllc.com/bps2.html