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The Advanced Tax Planning Institute (ATPI) is specifically designed to help you retain and attract your Perfect Clients while creating more time in your life for what matters most to you.

Summer 2018



Sign Up Now For Our Event
Summer 2018
Seating is very limited


Omni La Costa Resort & Spa

  • #1 Ranked Wellness Spa in the Nation
  • Southern California’s ONLY Gold Medal Golf Resort
  • Over $60 Million in recent renovations
  • Tennis, Yoga, Adult Pools, Kid Pools, Waterslides


  • “I have never seen so many brilliant speakers like this in one place.”
    –Joseph Calvo
  • “The ATPI was one of the most informative and cutting-edge CPE seminars I’ve ever attended. Tony’s insights on practice development and management were eye-opening and deeply thought-provoking. The technical presenters were first rate and presented a number of new and different ideas, on the frontiers of planning, like no other tax seminar I have experienced. Recommended for any CPA that wants to be, and have a practice that is, ahead of the curve.”
    –Mark A. Buchanan CPA, P.C.
  • “As a two year participant in the ATPI, I have found the level of expertise of the speakers, the multitude of topics covered and the relevance of each topic for my clients to be in the top 5 percent of CE classes I have ever attended.”
    –Ray Gallagher, CPA
    Partner, Lavine, Lofgren, Morris & Engelberg

Contact Us

The Event will be held at the Omni La Costa Resort & Spa

Here is the link to book a room with your discounted rate: CLICK HERE

2100 Costa Del Mar Road – Carlsbad, California  92009
(760) 602-0861