CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS · - Convenient scheduling options. Multiple...
Transcript of CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS · - Convenient scheduling options. Multiple...
2019 | WESTERN CPE CONFERENCES
CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS
SAVE $250 ULTRA - EARLY BIRD SAVINGS
Conference Pricing: Attend more, SAVE more.
Customize your conference experience with one purchase!Pick your days or your Passport. Choose the total number of conference days you’d like to attend in 2019. The more you choose, the more you save.
Traveler Passport 4-6 Conference Days
3-Day Pass ($1,249) + $200/day
4 Days 5 Days 6 Days
$1,449 $1,649 $1,849
Explorer Passport 6-10 Conference Days
6-Day Pass ($1,849) + $150/day
7 Days 8 Days 9 Days 10 Days
$1,999 $2,149 $2,299 $2,449
Register by Feb. 28th for $250 OFF* www.westerncpe.com/2019catalogCall us at (800) 822-4194.
1-Day Conference Pass
$5492-Day
Conference Pass
$9493-Day
Conference Pass
$1,249
SAN DIEGOJuly 8-12
LAS VEGASMay 6-10/Oct. 21-25/Dec. 2-6
SCOTTSDALEOct. 21-25
MAUINov. 18-22
BAR HARBORJuly 8-12
NEW ORLEANSNov. 4-8
NEW YORK CITYDec. 16-20
ASHEVILLEAug. 5-9
CHARLESTONMay 13-17
ORLANDOJune 10-14/ Nov. 24-27
MYRTLE BCH.June 24-28
CABO SAN LUCASNov. 11-15
What’s your CPE destination?
Conference/passport pricing_________________________1Save Now Choose Later____________________________2Website Booking__________________________________3Call of the Wild___________________________________ 4Western CPE_____________________________________5Self-Study Video CPE______________________________6Webcast CPE____________________________________7
CPE information__________________________________8Delta Discounts__________________________________9Conferences_________________________________10-65Federal Tax Update______________________________66Federal & California Tax Update____________________67Group solutions_______________________________68-69
CONTENTS
AMELIA ISLANDMay 20-24
Flathead LakeJune 3-7
SEATTLEJune 17-21
JACKSON HOLEJune 24-28
ALASKAN CRUISEJuly 20-27
WHITEFISHJuly 29-Aug. 2
COEUR D’ ALENEAug. 12-16
NAPAAug. 26-30
BOSTONAug. 26-30
MEDITERRANEANSept. 5-17
HILTON HEADSept. 16-20
NASHVILLEOct. 28-Nov. 1
NAPLESOct. 28 - Nov. 1
2019
Conference/Passport Pricing | (800) 822-4194 | 1
*Applies only to registrations of 3 days or more.
Save Now. Choose Later.Can’t decide where to go?With so many amazing CPE conference locations, we know it can be difficult to choose! If you’re still not sure but don’t want to miss out on special discount offers, you can Save Now, Choose Later!
How It Works
First, review our amazing resort destinations and decide to attend one or more of our CPE conferences this year!
Next, take advantage of early registration savings and let us know how many days you’d like to attend – even if you’re not sure yet which location(s) is/are right for you. Space is limited at some locations, so we suggest you pick your potential destinations as soon as possible.
Then, register for Save Now, Choose Later online. This lets us know that you’d like a spot and locks in your price.
Finally, once you’ve decided on your location(s), contact us to select the specific courses you’d like to attend while at the conference and provide the names of any guests who will be with you. Use your purchased days in 2019.
For more information visitwww.westerncpe.com/2019catalog
Have you visited the all-new WesternCPE.com? Easily page through conference locations and sort by date.
Select a location for full details.
Registering Online Is Easier Than Ever.
2 | SNCL www.westerncpe.com/2019catalog Website Booking | (800) 822-4194 | 3
Call of the WildAn Exclusive Perk from Western CPE Skip class for a day, but keep your CPE credits! Our resort locations are fantastic, and there might be a day when you wake up and decide you’d rather explore than sit in class. Don’t worry, we’ve got you covered! You can have your amazing vacation and your CPE too.
Here’s what to do:
- Contact your Western CPE On-Site Coordinator and say, “Call of the Wild!”
- We’ll transfer the CPE credits you would have earned in class and make them eligible for use in our expansive Self-Study Video and Webcast CPE library. Any topic, any course – including a transferred registration to our popular Federal Tax Update or Federal & California Tax Update seminars.
- Use your credits by the end of the year.
- Go have FUN!
Western CPEFlexible and endless options for your specific education needs!
4 | www.westerncpe.com/2019catalog | Call of the Wild Western CPE | (800) 822-4194 | 5
CONFERENCES
SELF-STUDYWEBCASTCORPORATE
AND GROUP
SOLUTIONSGo Green with paperless conference materials.This option allows access to all course materials in a downloadable pdf format straight from your online account!
Learn more at: www.westerncpe.com/2019catalog/go-green
Webcast CPE:Choose from 150+ CPE topics, ready when you are available to learn.
Webcasts: Interactive, Convenient, Flexible.You don’t have to learn alone to complete CPE in your busy schedule. Connect with experts and peers through Western CPE’s Live Webcasts.
HIGHLIGHTS
- Replicated live learning.- Online chat with moderators and peers. Ask questions
and compare observations in real time.- Convenient scheduling options. Multiple days/times,
including weekends.- Manageable, one-hour segments. Organize your
learning time without missing critical information.- No exam requirement. Check in through the webcast
to verify your attendance.- Print your certificate. Receive your certificate of
completion by email within one business day.
For more information visit https://www.westerncpe.com/2019catalog/webcast-cpe
Self-Study: On-Demand, 24/7/365, Self Paced. Authored by top-quality industry experts, each Self-Study course includes a robust collection of learning and reference materials. Choose the format that works for you.
Online, Hard Copy, or Self-Study Video.
HIGHLIGHTS
- Take your CPE with you. Download digital courses to any device.- Learn anywhere. View video CPE from any device, then
take your exam when you choose.- Fast shipping. Get optional one-business-day shipping of print materials. - Complete your exam when you want. Take up to 12 months
to complete your exam, with instant online grading.- Print your certificate. Download or print immediately after you pass,
or access anytime from your WesternCPE.com account.
For more information visit https://www.westerncpe.com/2019catalog/self-study-cpe
Self-Study CPE: Choose from 400+ Online and Self-Study Video courses. Learn when and how it works best for you.
6 | www.westerncpe.com/2019catalog | Self-Study Video CPE Webcast CPE | (800) 822-4194 | 7
Travel Discounts for Western CPE Attendees.
DELTA Airlines
Western CPE is happy to partner with Delta to offer discounted flights for both domestic and international travel.
Use the link found at www.westerncpe.com/2019catalog/cpe-conferences/travel-dis-counts to access Western CPE’s exclusive offer on www.delta.com and book your travel through the airline’s website. Book your flight now on delta.com
PURCHASE AIRLINE TICKETS BY PHONE: Reservations can also be made by calling (800) 328-1111 and reference meeting code: NMR7C.
CPE InformationLearning objectives and course descriptions for all courses can be found on our website. No advance preparation is required unless otherwise noted. There are prerequisites for update, advanced, and intermediate level courses.
Conferences: There are no exams for live conference courses.
Self-Study: Per AICPA and NASBA Standards (S9-06), QAS Self-Study courses must include an expiration date that is no longer than one year from the date of purchase.
Webcasts: Webcasts provide group Internet-based CPE credits. There are no exams for webcast courses. Western CPE reserves the right to change conference locations, accommodations, instructors, and course offerings. Conference, seminar, and webcast registrants will be notified of any such changes should they occur. For further information regarding our standards and procedures, refund, complaint and/or program cancellation policies, the official NASBA statement, and all course information, please visit WesternCPE.com.
As a NASBA sponsor, our CPE credits are accepted in all 55 jurisdictions.
Western CPE Sponsor IDs:Hawaii: 14007, New York: 001353, Texas: 006477, NASBA Registry: 103220, IRS: 0MYXB, CTEC: 2071, and CFP Professional: 3199
CPE credit hours are based on AICPA and NASBA guidelines of 1 CPE credit for every 50 minutes
Course titles have been abbreviated in some instances. For full course titles please visit our website.
IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT A CUSTOMER CARE REPRESENTATIVE AT (800) 822-4194.
Western CPE has been a NASBA Registry provider for 25 years.
8 | Register at www.westerncpe.com/2019catalog DELTA | (800) 822-4194 | 9
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
Las Vegas—the entertainment capital of the country—draws tens-of-millions of visitors each year with its casinos, shows, celebrity chefs, and nightlife. Continually reinventing itself, the city offers a seemingly endless array of entertainment options that stimulate every sense. Whether it’s on the Strip, Fremont Street, or at one of the many other Vegas hot spots, you won’t have trouble filling your free time in the City of Lights.
THE FLAMINGO LAS VEGAS For over 70 years, the Flamingo name has been synonymous with Las Vegas and nightlife. A self-con-tained casino, resort, and entertainment venue, the hotel offers everything you’d expect from one of the city’s most historic landmarks. All the entertainment, excitement, sights, and sounds of the Strip are right out your door.
LAS VEGAS, NVMAY 6-10
DAY COURSE CATEGORY INSTRUCTOR
MondayMay 6th
Everybody's Critical Individual Tax Issues in 2019 Tax Vern Hoven & David Jarmusz
Effective Approaches to Preventing and Detecting Fraud Aud K2
TuesdayMay 7th
Everybody's Critical Business Tax Issues in 2019 Tax Vern Hoven & David Jarmusz
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayMay 8th
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
ThursdayMay 9th
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Frank Ryan
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
FridayMay 10th
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Frank Ryan
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
10 | Register at www.westerncpe.com/2019catalog Las Vegas | (800) 822-4194 | 11
12 | Register at www.westerncpe.com/2019catalog
Rich history, unique culture, and antebellum charm make Charleston, South Carolina, one of America’s most beautiful cities. The French Quarter and Battery districts both provide wonderful examples of the architecture, history, style, and cuisine that the city is renowned for. Old forts, churches, and plantations are also popular attractions in and around the city, providing insight into the region’s singular history still influencing its culture today. The city’s residents create a welcoming atmosphere; it’s often voted one of the friendliest cities in America. If you’ve never been, this is your chance. The Francis Marion Hotel, an elegantly restored 1920s-style property, is situated conveniently near many of the historic attractions you’ll want to see.
CHARLESTON, SCMAY 13-17
THE FRANCIS MARION Built in the 1920s and restored in 1996 with National Trust for Historic Preservation funds, the Francis Marion perfectly exemplifies the style and grace that Charleston is so well known for. While the hotel retains the character of the era when it was built, it now includes all the modern amenities you would expect, including a spa and fitness center.
Charleston | (800) 822-4194 | 13
DAY COURSE CATEGORY INSTRUCTOR
MondayMay 13th
Everybody's Critical Individual Tax Issues in 2019 Tax Sharon Kreider
Managing Strategically in Today's Uncertain World Mgmt August Petersen
TuesdayMay 14th
Everybody's Critical Business Tax Issues in 2019 Tax Sharon Kreider
Advanced Strategies for Game-Changing Success in 2019 Mgmt August Petersen
WednesdayMay 15th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Critical Excel Tools Everyone Needs to Know Tech K2
ThursdayMay 16th
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayMay 17th
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
A Practical Guide to Today's Technology Tech K2
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
14 | Register at www.westerncpe.com/2019catalog
AMELIA ISLAND, FLMAY 20-24
Amelia Island | (800) 822-4194 | 15
A southern jewel in the Sea Island chain of barrier islands, Amelia Island has 13 miles of pristine, uncrowded Atlantic beaches framed by natural beauty. The island has a unique, eclectic culture shaped by its history as a colonial possession of multiple countries, which is on display in the island’s rich historic district. Outside the historic district, the lush landscape of the maritime forests, marshlands, and beaches provides ample opportunities for relaxing, hiking, biking, boating, and observing the native wildlife. You can easily access all of this from our base on the island, the Omni Amelia Island Plantation Resort.
Omni Amel ia Is land Plantat ion Resort The Omni Amelia Island Plantation Resort is a sprawling 1,350-acre beachfront property on the picturesque tip of the beautiful barrier island. The resort offers championship golf, a massive multi tiered-pool deck, nine dining options, a full-service spa, and incredible views of the Atlantic Ocean. From the hotel, you can easily access three miles of pristine beaches, play in the Atlantic, or tour the island’s inland cultural sites. Stay with us at the Omni Amelia Island Plantation Resort and experience why this hotel is consistently rated as one of Florida’s best.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayMay 20th
Everybody's Critical Individual Tax Issues in 2019 Tax Doug Stives
A Practical Guide to Today's Technology Tech K2
TuesdayMay 21st
Everybody's Critical Business Tax Issues in 2019 Tax Doug Stives
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayMay 22nd
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Smarter Decision Making Mgmt Jennifer Elder
ThursdayMay 23rd
Key Tax and Estate Planning Strategies Tax Steven Siegel
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayMay 24th
Faster Disaster Recovery Mgmt Jennifer Elder
Planning for an Aging Population: Social Security, Medicare, and Medicaid Tax Steven Siegel
16 | Register at www.westerncpe.com/2019catalog
Flathead Lake sits just south of Glacier National Park in a glacially-carved valley ringed by jagged peaks. Quite simply, it’s one of the most spectacularly beautiful places in the U.S. The rich biodiversity of the area, plentiful outdoor activities, and incredible vistas provide opportunities to relax and take it all in or play as hard as you like. We’ll use Averill’s Flathead Lake Lodge for our conference as your headquarters to explore the Crown of the Continent.
FLATHEAD LAKE, MTJUNE 3-7
Averi l l ’s Flathead Lake Lodge The all-inclusive Averill’s Flathead Lake Lodge sits on the shore of a private bay on Flat-head Lake, with gorgeous views of the towering Montana mountains all around you. The resort provides guests the cozy comfort of traditional log furnishings with the cleanliness and service you’d expect from the best luxury destination. You’ll want to take advantage of their myriad of options when it comes to outdoor activities, whether it’s horseback riding, playing on the lake, guided fly fishing or whitewater rafting. After a few days at Averill’s Flathead Lake Lodge, the simple comforts, relaxing atmosphere, and spectacular setting will have you looking for your next opportunity to come back.
Flathead Lake | (800) 822-4194 | 17
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTORMonday June 3rd Everybody's Critical Individual Tax Issues in 2019 Tax Vern Hoven & Sharon Kreider
TuesdayJune 4th Everybody's Critical Business Tax Issues in 2019 Tax Vern Hoven & Sharon Kreider
WednesdayJune 5th
Tax Strategies for Real Estate Tax Karen Brosi
A Practical Guide to Today's Technology Tech K2
ThursdayJune 6th
Tax Strategies for Wealthy Individuals Tax Karen Brosi
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
FridayJune 7th
Critical Excel Tools Everyone Needs to Know Tech K2
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
18 | Register at www.westerncpe.com/2019catalog
ORLANDO, FLJUNE 10-14
Orlando | (800) 822-4194 | 19
The magic of Walt Disney World® treats visitors to four theme parks, two water parks, a dozen smaller attractions, and scores of restaurants. With so many amusements and attractions to choose from, the hardest part is deciding where to begin. Join us for fun and a lifetime of memories at this perfect family destination. We’ll be headquartered at Disney’s Grand Floridian Resort & Spa, a Victorian-Style resort hotel with all the Disney flair that you’d expect. Whether you’re a child or a child at heart, Disney’s unlimited attractions promise fun and excitement for all ages.
The Grand Flor id ian Disney’s Grand Floridian would be a famous vacation destination on its own even without all the famous theme parks just outside its front door. The resort is lavishly designed in Disney style, with a live orchestra playing ragtime, jazz, and popular Disney songs in the massive lobby. Multiple pools, Disney characters, nightly fireworks, plentiful dining options, and pampering services for adults make this resort hotel a great place for kids to play and adults to unwind.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJune 10th
Everybody's Critical Individual Tax Issues in 2019 Tax Mark Seid
Effective Approaches to Preventing and Detecting Fraud Aud K2
TuesdayJune 11th
Everybody's Critical Business Tax Issues in 2019 Tax Mark Seid
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayJune 12th
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
A Practical Guide to Today's Technology Tech K2
ThursdayJune 13th
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
FridayJune 14th
Beyond GAAP Acctg Jeff Sailor
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
20 | Register at www.westerncpe.com/2019catalog
SEATTLE, WAJUNE 17-21
Seattle | (800) 822-4194 | 21
Seattle is a city with its own wholly unique style. The birthplace of grunge and the capital of coffee is as diverse as it is singular. You’ll definitely want to check out the thriving downtown area; iconic Pike Place Market, Pioneer Square, the Space Needle, and the Museum of Pop Culture are all attractions essential to the Seattle experience. Our headquarters for the conference is the Seattle Marriott Waterfront, conveniently located near many of the city’s well-known attractions and with picturesque views of Elliot Bay.
Seatt le Marr iot t Waterfront Located right on the shores of Elliott Bay in exciting downtown Seattle, the Seattle Marriott Waterfront puts you right in the middle of the action in one of America’s most unique cities. The hotel has incredible views of the bay—a perfect place to sit and enjoy fresh, local seafood and a local craft beer. From here you can easily venture out to many of the famous landmarks in downtown Seattle, just a few minutes outside your front door.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJune 17th
Everybody's Critical Individual Tax Issues in 2019 Tax Mark Seid
A Practical Guide to Today's Technology Tech K2
TuesdayJune 18th
Everybody's Critical Business Tax Issues in 2019 Tax Mark Seid
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayJune 19th
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
ThursdayJune 20th
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
FridayJune 21st
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
22 | Register at www.westerncpe.com/2019catalog
Jackson Hole, surrounded by the towering peaks of the Tetons and Gros Ventre mountain ranges, is a small western town with an upscale gloss. The town square offers high-end boutiques, art galleries, and fine dining options. Outside of town, the fun really starts, with activities as abundant as they are beautiful. We’ll be staying at the Snake River Lodge and Spa, an upscale, western-themed hotel with luxury amenities so you can relax after a long day of playing in this incredible natural setting.
JACKSON HOLE, WYJUNE 24-28
Snake River Lodge and Spa Like the town of Jackson Hole itself, the Snake River Lodge and Spa mixes the charms of Western culture with an upscale flair. Located just 12 miles from downtown Jackson Hole, the hotel features Western decorum and plush accommodations in a beautiful natural setting. You also have an aesthetically dramatic drive from both Teton and Yellowstone National Parks. Whether it’s the five-story tall spa, indoor waterfalls, or incredible views of the Tetons, you’re sure to see why this unique hotel is the resort of choice in Jackson Hole.
Jackson Hole | (800) 822-4194 | 23
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJune 24th
Everybody's Critical Individual Tax Issues in 2019 Tax Karen Brosi
Managing Strategically in Today's Uncertain World Mgmt August Petersen
TuesdayJune 25th
Everybody's Critical Business Tax Issues in 2019 Tax Karen Brosi
Advanced Strategies for Game-Changing Success in 2019 Mgmt August Petersen
WednesdayJune 26th
Beyond GAAP Acctg Jeff Sailor
Effective Approaches to Preventing and Detecting Fraud Aud K2
ThursdayJune 27th
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Critical Excel Tools Everyone Needs to Know Tech K2
FridayJune 28th
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
A Practical Guide to Today's Technology Tech K2
MARINA INN AT GRANDE DUNES Located right next to the Grande Dunes Resort Golf Club, the Marina Inn at Grande Dunes is an award-winning hotel with a casual yet, elegant atmosphere. You’ll find multiple dining options from upscale to relaxed, featuring sustainable, farm-to-table offerings.
Known for its expansive beaches and world-class golf, Myrtle Beach, SC, is one of the East Coast’s best family getaways. Stroll down the Myrtle Beach Boardwalk to sample local fare, shop, and visit the 200-foot tall observation wheel. Or lounge and take in the view from one of the many beaches that make up the 60-mile long Grand Strand. If you’re feeling a bit more active, hit the links on one of the area’s numerous championship golf courses, many of which have hosted PGA events. After you’ve finished playing for the day, you can relax, eat fresh local seafood by the beach and catch a show at the Carolina Opry. It’s all well within reach when you stay with us at the Marina Inn at Grande Dunes.
24 | Register at www.westerncpe.com/2019catalog
MYRTLE BEACH, SCJUNE 24-28
Myrtle Beach | (800) 822-4194 | 25
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJune 24th
Everybody's Critical Individual Tax Issues in 2019 Tax Alice Orzechowski
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
TuesdayJune 25th
Everybody's Critical Business Tax Issues in 2019 Tax Alice Orzechowski
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
WednesdayJune 26th
Rarely Covered Tax Topics Tax Bob McKenzie
Critical Excel Tools Everyone Needs to Know Tech K2
ThursdayJune 27th
2019 IRS Representation Update Tax Bob McKenzie
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
FridayJune 28th
A Practical Guide to Today's Technology Tech K2
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
26 | Register at www.westerncpe.com/2019catalog
BAR HARBOR, MEJULY 8-12
THE HARBORSIDE Sitting directly adjacent to the water with incredible views of the bay, the Harborside is the ideal place to begin your Mount Desert Island adventures. The features of this hotel include multiple dining options, a wine bar, a bayside pool, and a full-service spa. You’ll be right at the center of the shops and restaurants in downtown Bar Harbor.
The gateway to Acadia National Park, Bar Harbor is a stunning getaway located on Mount Desert Island along Maine’s Frenchman Bay. The island is rich with history, with walking tours offering a glimpse into a past when wealthy elites used the island as an exclusive getaway. Today, the town serves as a launching point for exploration of the beautiful Atlantic coastline and Acadia National Park. Sightseeing and outdoor recreation opportunities abound on the island. Offshore, more adventure awaits, with whale watching and boat tours of the rugged, cliff-lined coast.
Bar Harbor | (800) 822-4194 | 27
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJuly 8th
Everybody's Critical Individual Tax Issues in 2019 Tax Karen Brosi
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
TuesdayJuly 9th
Everybody's Critical Business Tax Issues in 2019 Tax Karen Brosi
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
WednesdayJuly 10th
Critical Excel Tools Everyone Needs to Know Tech K2
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
ThursdayJuly 11th
Effective Financial Statement Analysis: Practical Advice to Guide Business Strategy Acctg Jennifer Elder
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
FridayJuly 12th
A Practical Guide to Today's Technology Tech K2
Smarter Decision Making Mgmt Jennifer Elder
28 | Register at www.westerncpe.com/2019catalog
SAN DIEGO, CAJULY 8-12
Known for its laid-back vibe, beautiful beaches, and year-round pleasant weather, San Diego offers endless opportunities for exploration. Downtown San Diego provides all the entertainment you’d expect from California’s second-largest city, with a plethora of dining options, shopping opportunities, and cultural attractions. We’ll be staying just north of downtown San Diego in La Jolla, an eclectic beach community renowned for its surfing and golf. Downtown La Jolla offers a diverse mix of shopping, art, and dining options that cater to any style. The coastline of La Jolla is particularly beautiful, with a craggy coastline broken by inviting beaches. Offshore surfing, marine wildlife viewing, snorkeling, and scuba diving are all popular in the crystal-clear waters.
THE LODGE AT TORREY PINES To be rated AAA Five Diamond, you have to do just about everything right. And at the Lodge at Torrey Pines, everything they do is above and beyond. The lodge’s accommodations, dining, spa, and service are among the finest you’ll find at any hotel in the world.
San Diego | (800) 822-4194 | 29
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJuly 8th
Everybody's Critical Individual Tax Issues in 2019 Tax David Jarmusz
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Jennifer Elder
TuesdayJuly 9th
Everybody's Critical Business Tax Issues in 2019 Tax David Jarmusz
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Jennifer Elder
WednesdayJuly 10th
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
Critical Excel Tools Everyone Needs to Know Tech K2
ThursdayJuly 11th
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Key Tax and Estate Planning Strategies Tax Steven Siegel
FridayJuly 12th
Planning for an Aging Population: Social Security, Medicare, and Medicaid Tax Steven Siegel
Effective Approaches to Preventing and Detecting Fraud Aud K2
30 | Register at www.westerncpe.com/2019catalog
S C H E D U L E :No classes held while in port.
ALASKAN CRUISEJULY 20-27
Alaskan Cruise | (800) 822-4194 | 31
Join us on our relaxing and beautiful 7-day Alaska cruise aboard the Ruby Princess. Embarking from Seattle, we will cruise to three ports of call and the dramatic Glacier Bay National Park, a 30-mile waterway that includes some of Alaska’s largest glaciers. We’ll witness waterfalls cascading down the fjords, huge ice sheets crashing into the sea, and gorgeous blue-tinged glaciers. We’ll visit Ketchikan, Juneau, and Skagway, with each port offering unique local excursions and adventures. On our return trip to Seattle, we’ll spend an evening in Victoria, the charming capital of British Columbia located on Vancouver Island.
RUBY PRINCESS Sail with us on the Ruby Princess, voted best cruise line for food lovers by Food & Wine Magazine. Enjoy an incredible array of flavors by some of the best chefs in the industry. In between adventures, there’s always plenty to do on board. Relax with a massage in the Lotus Spa, join a cycling class in the fitness center, or enjoy any of the nightly world-class shows in the theater.
DAY COURSE CATEGORY INSTRUCTOR
SundayJuly 21st
Everybody's Critical Individual Tax Issues in 2019 Tax Vern Hoven & Sharon Kreider
World's Liveliest Accounting Update with Ray Thompson Pt 1 Acctg Ray Thompson
MondayJuly 22nd World's Liveliest Accounting Update with Ray Thompson Pt2 Acctg Ray Thompson
WednesdayJuly 24th Current Challenges and Key Risks in Financial Reporting Pt 1 Acctg Ray Thompson
ThursdayJuly 25th Everybody's Critical Business Tax Issues in 2019 Tax Vern Hoven & Sharon Kreider
FridayJuly 26th
Fraud and Internal Control: An Integrated Approach Acctg Ray Thompson
Current Challenges and Key Risks in Financial Reporting Pt 2 Acctg Ray Thompson
32 | Register at www.westerncpe.com/2019catalog
WHITEFISH, MTJULY 29 - AUGUST 2
Whitefish—tucked among the stunning peaks of Glacier National Park and the shores of Whitefish Lake—is an outdoor paradise. In downtown Whitefish, you’ll find inviting shops and galleries, award-winning cuisine, and a lively cultural scene. In Glacier National Park, be sure to tour scenic Going-to-the-Sun Road and see Lake McDonald, the Weeping Wall, Logan Pass, and more. If you enjoy hiking or mountain biking,there are 700+ miles of trails to explore. The lake is perfect for kayaking, paddleboarding, and waterskiing. Spectacular white-water rafting and float trips on the Flathead River also offer fun and excitement.
GROUSE MOUNTAIN LODGE Just outside of Whitefish and a short, scenic drive from Glacier National Park, Grouse Mountain Lodge offers a modern, comfortable atmosphere with western flair and Montana hospitality. Relaxing by the massive fireplace at Logan’s Bar and Grill, you can recall your Montana adventures with a cocktail in the evenings in a warm, inviting atmosphere. The lodge also sits adjacent to one of Flathead Valley’s nine golf courses, all of which feature views of the towering peaks above.
Whitefish | (800) 822-4194 | 33
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayJuly 29th
Everybody's Critical Individual Tax Issues in 2019 Tax Alice Orzechowski
A Practical Guide to Today's Technology Tech K2
TuesdayJuly 30th
Everybody's Critical Business Tax Issues in 2019 Tax Alice Orzechowski
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayJuly 31st
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Managing Strategically in Today's Uncertain World Mgmt August Petersen
ThursdayAugust 1st
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayAugust 2nd
Advanced Strategies for Game-Changing Success in 2019 Mgmt August Petersen
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
34 | Register at www.westerncpe.com/2019catalog
ASHEVILLE, NCAUGUST 5-9
The Omni Grove Park Inn With over a hundred years of history and a chest overflowing with awards, Omni’s Grove Park Inn is the place to stay in Asheville. Its subterranean spa, Donald Ross designed golf course, and locally sourced restaurants perfectly compliment the resort’s historic architecture, making it the perfect place to unwind when class is done.
A small city with a funky attitude, Asheville offers visitors the duality of a burgeoning cultural scene and a respite from the congestion found in larger metropolitan areas.
Downtown you’ll find a mix of locally owned boutiques, galleries, live music venues, and farm-to-table restaurants. You’ll also want to check out the Downtown Asheville Historic District, the centerpiece of which is the Basilica of St. Lawrence, a beautiful example of Catalan-style architecture from the early twentieth century. Outside of town, you’ll find plenty to do in the lush Blue Ridge Mountain countryside. Hiking, biking, and sightseeing are popular on the region’s extensive trail system, featuring views of hundreds of waterfalls cascading down mountainsides.
Asheville | (800) 822-4194 | 35
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayAug. 5th
Everybody's Critical Individual Tax Issues in 2019 Tax Sharon Kreider
To Be Announced TBA Jim Lindell
TuesdayAug. 6th
Everybody's Critical Business Tax Issues in 2019 Tax Sharon Kreider
To Be Announced TBA Jim Lindell
WednesdayAug. 7th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
ThursdayAug. 8th
Critical Excel Tools Everyone Needs to Know Tech K2
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayAug. 9th
A Practical Guide to Today's Technology Tech K2
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
36 | Register at www.westerncpe.com/2019catalog
COEUR D’ ALENE, IDAUGUST 12-16
Cour D’ Alene | (800) 822-4194 | 37
Situated on a brilliant turquoise-colored lake, Coeur d’Alene is a spectacularly beautiful summertime destination. In town, you’ll find a multitude of art galleries, boutiques, dining options, and guided adventures catering directly to visitors. The lake itself and the surrounding area are an outdoor-lover’s paradise, with activities ranging from sightseeing to whitewater rafting. We’ll be staying at the Coeur d’Alene Golf and Spa Resort, centrally located in the downtown area on the shore of the lake.
The Coeur d’Alene The Coeur d’Alene is a majestic hotel located on the shores of one of the most picturesque lakes in the country. You’ll revel in the incredible views of the mountains and lake while enjoying their impressive list of services and amenities. The downtown galleries, boutiques, and dining options are all just a short walk away – and you won’t want to miss out on their immaculately manicured golf course with the world’s only floating green.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayAug. 12th
Everybody's Critical Individual Tax Issues in 2019 Tax Vern Hoven & Sharon Kreider
Managing Strategically in Today's Uncertain World Mgmt August Petersen
TuesdayAug. 13th
Everybody's Critical Business Tax Issues in 2019 Tax Vern Hoven & Sharon Kreider
Advanced Strategies for Game-Changing Success in 2019 Mgmt August Petersen
WednesdayAug. 14th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Rarely Covered Tax Topics Tax Bob McKenzie
ThursdayAug. 15th
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
Critical Excel Tools Everyone Needs to Know Tech K2
FridayAug. 16th
2019 IRS Representation Update Tax Bob McKenzie
A Practical Guide to Today's Technology Tech K2
38 | Register at www.westerncpe.com/2019catalog
NAPA, CAAUGUST 26-30
Napa | (800) 822-4194 | 39
Napa Valley - the nation’s leading wine producer - is beautiful, chic, and the perfect place to indulge in superb wines and world-class cuisine. Hundreds of wineries offer everything from in-depth tours to casual conversation over a few sips of wine. There are all kinds of fun ways to see and experience the magnificent Napa Valley: on a dinner trip aboard the Napa Valley Wine Train, from a hot air balloon, or on a private limousine tour. At the award-winning Silverado Resort, you can play golf and tennis, relax by one of 10 swimming pools, or get pampered at the luxurious spa.
Si lverado Resort and Spa Located in the heart of Napa Valley wine country, the Silverado Resort and Spa is a luxury resort providing relaxation and adventure for every guest. If relaxation is your focus, visit the resort’s full-service spa for a massage or facial. If adventure is what you seek, check out the resort’s two PGA championship golf courses, tennis and bocce courts, and nearby hiking and biking trails. With over 400 wineries nearby, the Silverado Resort and Spa is the ideal getaway to experience all Napa Valley has to offer.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayAug. 26th
Everybody's Critical Individual Tax Issues in 2019 Tax Doug Stives
To Be Announced TBA Jim Lindell
TuesdayAug. 27th
Everybody's Critical Business Tax Issues in 2019 Tax Doug Stives
To Be Announced TBA Jim Lindell
WednesdayAug. 28th
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
ThursdayAug. 29th
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
Critical Excel Tools Everyone Needs to Know Tech K2
FridayAug. 30th
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
Effective Approaches to Preventing and Detecting Fraud Aud K2
40 | Register at www.westerncpe.com/2019catalog
BOSTON, MAAUGUST 26-30
Boston | (800) 822-4194 | 41
Boston is an epicenter of American cultural tradition. Well-known but essential to the experience, Boston’s Freedom Trail takes you through historic cobblestone streets and explores the city’s many revolutionary landmarks. Whether you’re looking for cultural history, an exquisite array of dining options, arts and culture, or local nightlife, Boston has options aplenty for everyone. And wherever you explore the city, you’ll experience the unique cultural traditions and distinctly local characteristics that make Boston a revered metropolitan area.
Hotel Commonwealth Located in the vibrant city hub of Kenmore Square, Hotel Commonwealth features newly-renovated accommodations just adjacent to Fenway Park. You can enjoy an unparalleled view of this historic district from the hotel’s outdoor terrace, the perfect place to try a signature cocktail and enjoy an afternoon. Within the hotel, you’ll find two restaurants offering locally-sourced cuisine and a bar specializing in craft cocktails. With an ideal location, Hotel Commonwealth is the perfect place to start your exploration of Boston’s history and contemporary culture.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayAug. 26th
Everybody's Critical Individual Tax Issues in 2019 Tax Karen Brosi
Effective Financial Statement Analysis: Practical Advice to Guide Business Strategy Acctg Jennifer Elder
TuesdayAug. 27th
Everybody's Critical Business Tax Issues in 2019 Tax Karen Brosi
Smarter Decision Making Mgmt Jennifer Elder
WednesdayAug. 28th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Critical Excel Tools Everyone Needs to Know Tech K2
ThursdayAug. 29th
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Frank Ryan
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayAug. 30th
A Practical Guide to Today's Technology Tech K2
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Frank Ryan
42 | Register at www.westerncpe.com/2019catalog
MEDITERRANEAN CRUISESEPTEMBER 5-17
Join us for this special, extended conference as we explore the Mediterranean with Celebrity Cruise Line.
Begin your adventure in Barcelona, a city with a unique mix of both the modern and medieval. See the architectural wonders of Gaudi or the famous works of artists like Goya, Picasso and Dali. Then it’s off to Provence (Marseilles), France’s oldest city, where Vieux Port has existed for 26 centuries. Next is Livorno, gateway to Florence, Pisa, and the Tuscan countryside. Visit the famous Tower of Pisa or immerse yourself in the history of the Renaissance. Then it’s on to Ajaccio, a beautiful Mediterranean resort with palms, pristine azure waters, sandy beaches, shopping, and bistros. From there, journey to Valletta, a medieval treasure of cathedrals, fortresses, and art. Next stop is Montenegro, a UNESCO World Heritage site, whose history begins before the writings of Homer. Enjoy the rustic romance and fresh cuisine before sailing the Greek Isles to Corfu, fabled honeymoon destination of Poseidon himself. Explore the cobblestone streets and relax on the beach before making your way to Sicily (Messina), where medieval cathedrals and the Italian countryside await. Don’t forget Salerno and the Amalfi Coast with their picturesque views and rustic walkways. Finally, wrap up your one-of-a-kind experience in Rome, a city rich in architecture, art, and history. Marvel at the Roman Colosseum and the Vatican or enjoy a gelato near Trevi Fountain.
Celebr i ty Inf in i ty Sail with us on the Celebrity Infinity, a ship known for its exceptional service and culinary excellence. Enjoy an incredible array of flavors, from Italian toJapanese, in one of eight luxury dining areas. In between adventures, there’s always plenty to do onboard. Relax with a massage in the CanyonRanch SpaClub, join a cycling class in the Fitness Center, or enjoy any of the nightly world-class shows in the theater.
Mediterranean Cruise | (800) 822-4194 | 43
S C H E D U L E :No classes held while in port.
DAY COURSE CATEGORY INSTRUCTOR
MondaySept. 9th
Everybody's Critical Individual Tax Issues in 2019 Tax Steven Siegel
Beyond GAAP Pt 1 Acctg Jeff Sailor
WednesdaySept. 11th
Everybody's Critical Business Tax Issues in 2019 Tax Steven Siegel
Beyond GAAP Pt 2 Acctg Jeff Sailor
SaturdaySept. 14th
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
44 | Register at www.westerncpe.com/2019catalog
HILTON HEAD ISLAND, SCSEPTEMBER 16-20
Hilton Head Island | (800) 822-4194 | 45
Combining world-renowned golf with a warm island attitude, Hilton Head is a marvelously unique luxury destination. The Atlantic’s largest barrier island, Hilton Head offers endless possibilities for relaxation and adventure. Fill your days with sparkling sun and gentle waves on Hilton Head’s 12 miles of pristine sand beach, and spend your nights under endless starry skies. Explore the area’s extensive hiking, biking, and nature trail system—and of course there’s the golf! The island is home to 24 world-class golf courses. You’ll enjoy your stay at the Inn at Harbor Town, home of the PGA Tour’s RBC Heritage golf tournament.
The Inn at Harbour Town—Sea Pines Resort The Inn at Harbour Town—Sea Pines Resort is a AAA Four Diamond-rated place of luxury. Reflecting the refreshing colors of the coast, the entire Inn radiates calming el-egance. Each beautifully appointed guest room is spacious and loaded with comforts, including in-room mini bars, 24-hour room service, iPod docking stations, gourmet coffee and tea each morning, Italian linen and terry, custom-made mattress sets, and laptop-sized in-room safes. After a day of pleasure, enjoy a hot walk-in shower with a rainfall showerhead, and relax in a plush robe and slippers in the soundproofed room. Your time here will be spent in the lap of luxury, and you’re sure to never forget it.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondaySept. 16th
Everybody's Critical Individual Tax Issues in 2019 Tax Doug Stives
Critical Excel Tools Everyone Needs to Know Tech K2
TuesdaySept. 17th
Everybody's Critical Business Tax Issues in 2019 Tax Doug Stives
A Practical Guide to Today's Technology Tech K2
WednesdaySept. 18th
Rarely Covered Tax Topics Tax Bob McKenzie
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
ThursdaySept. 19th
To Be Announced TBA Jim Lindell
2019 IRS Representation Update Tax Bob McKenzie
FridaySept. 20th
To Be Announced TBA Jim Lindell
Current Challenges and Key Risks in Financial Planning Acctg Ray Thompson
Las Vegas—the entertainment capital of the country—draws tens-of-millions of visitors each year with its casinos, shows, celebrity chefs, and nightlife. Continually reinventing itself, the city offers a seemingly endless array of entertainment options that stimulate every sense. Whether it’s on the Strip, Fremont Street, or at one of the many other Vegas hot spots, you won’t have trouble filling your free time in the City of Lights.
THE FLAMINGO LAS VEGAS For over 70 years, the Flamingo name has been synonymous with Las Vegas and nightlife. A self-contained casino, resort, and entertainment venue, the hotel offers everything you’d expect from one of the city’s most historic landmarks. All the entertainment, excitement, sights, and sounds of the Strip are right out your door.
LAS VEGAS, NVOCTOBER 21-25
Las Vegas | (800) 822-4194 | 47
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm. DAY COURSE CATEGORY INSTRUCTOR
MondayOct. 21st
2019 Individual Tax Update Tax Karen Brosi
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
GASB Update: A Year to Catch Our Breath Gov Acctg Frank Crawford
TuesdayOct. 22nd
2019 Business Tax Update Tax Karen Brosi
Rarely Covered Tax Topics Tax Bob McKenzie
Auditing Standards Update for the State and Local Government Environment Gov Aud Frank Crawford
WednesdayOct. 23rd
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
A Practical Guide to Today's Technology Tech K2
2019 IRS Representation Update Tax Bob McKenzie
ThursdayOct. 24th
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
Key Tax and Estate Planning Strategies Tax Steven Siegel
Critical Excel Tools Everyone Needs to Know Tech K2
Effective Financial Statement Analysis: Practical Advice to Guide Business Strategy Acctg Jennifer Elder
FridayOct. 25th
Planning for an Aging Population: Social Security, Medicare, and Medicaid Tax Steven Siegel
Smarter Decision Making Mgmt Jennifer Elder
Effective Approaches to Preventing and Detecting Fraud Aud K2
THE SCOTTSDALE PLAZA RESORT Just a brief jaunt away from championship golf courses and bustling downtown Scottsdale you’ll find the Scottsdale Plaza Resort, our home for the conference. The hotel is a Mediterranean-themed resort with multiple pools, lighted tennis courts, a relaxing spa, and wonderful vistas of Camelback Mountain.
The rugged Sonoran Desert landscape, with the McDowell Mountains as a backdrop, provides a beautiful setting for explorations in arts and culture, outdoor adventures, savory cuisine, and trend-setting boutiques in Scottsdale, Arizona. Scottsdale is known as a mecca for art, upscale shopping, and challenging golf courses. With dozens of restaurants, lounges, and clubs, downtown Scottsdale delivers diverse and exciting nightlife options as well. Whether you’re looking to hit the links or treat yourself to some of the finer things in life, in Scottsdale, options abound.
Scottsdale | (800) 822-4194 | 4948 | Register at www.westerncpe.com/2019catalog
SCOTTSDALE, AZOCTOBER 21-25
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayOct. 21st
2019 Individual Tax Update Tax David Jarmusz
Effective Approaches to Preventing and Detecting Fraud Aud K2
TuesdayOct. 22nd
2019 Business Tax Update Tax David Jarmusz
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayOct. 23rd
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
ThursdayOct. 24th
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Frank Ryan
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayOct. 25th
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Frank Ryan
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
50 | Register at www.westerncpe.com/2019catalog
NASHVILLE, TNOCTOBER 28 - NOVEMBER 1
Nashville | (800) 822-4194 | 51
Nashville is a music-lover’s dream vacation spot. Check out the local clubs for an eclectic mix of live music genres or tour the iconic Grand Ole Opry for a glimpse of music history. Amble through the downtown area for shopping that ranges from upscale to alternative and sample one of the many local eateries in the city’s up-and-coming food scene. We’ll use the Westin Nashville as our base to explore the sights and sounds of Music City.
WESTIN NASHVILLE Located in the center of downtown Nashville the Westin Nashville is the perfect place to stay during your time in the country music capital. Some of Nashville’s most iconic sights are just a few steps away including the Country Music Hall of Fame, Ryman Auditorium, Ascend Amphitheater, and Lower Broadway. Enjoy the incredible city views and a cocktail from the rooftop pool and bar or experience a relaxing massage at the Rhapsody Spa. Wherever your adventure takes you, the Westin Nashville is the perfect place to begin your music history explorations.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayOct. 28th
2019 Individual Tax Update Tax David Jarmusz
Managing Strategically in Today's Uncertain World Mgmt August Petersen
TuesdayOct. 29th
2019 Business Tax Update Tax David Jarmusz
Advanced Strategies for Game-Changing Success in 2019 Mgmt August Petersen
WednesdayOct. 30th
Smarter Decision Making Mgmt Jennifer Elder
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
ThursdayOct. 31st
Effective Financial Statement Analysis: Practical Advice to Guide Business Strategy Acctg Jennifer Elder
A Practical Guide to Today's Technology Tech K2
FridayNov. 1st
Critical Excel Tools Everyone Needs to Know Tech K2
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
52 | Register at www.westerncpe.com/2019catalog
NAPLES, FLOCTOBER 28 - NOVEMBER 1
Naples blends an upscale, cosmopolitan vibe with the relaxing atmosphere of Florida’s Paradise Coast.
In downtown Naples, you’ll find chic boutiques, eclectic galleries, and swank eateries in the 5th Avenue South and Third Street South districts. Throughout the region, you’ll also find some of the nation’s finest golf courses, including Old Corkscrew, TPC Treviso Bay, and Tiburόn. The area is also home to incredible natural wonders. Pristine, white-sand beaches meet the teal waters of the Gulf of Mexico, providing plenty of relaxation and fun. Naples is also close to secluded islands and multiple wildlife sanctuaries and preserves, and provides easy access to the Everglades.
LAPLAYA BEACH & GOLF RESORT Soak in the subtropical sun and relax on the beach with us at LaPlaya Beach & Golf Resort. This beautiful beachfront resort offers easy access to incredible beaches, excellent golf, a high-end spa, dining options ranging from fine to casual, and a myriad of activities to enjoy out on the water.
Naples | (800) 822-4194 | 53
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayOct. 28th
2019 Individual Tax Update Tax Mark Seid
A Practical Guide to Today's Technology Tech K2
TuesdayOct. 29th
2019 Business Tax Update Tax Mark Seid
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayOct. 30th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
ThursdayOct. 31st
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayNov. 1
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
54 | Register at www.westerncpe.com/2019catalog
NEW ORLEANS, LANOVEMBER 4-8
New Orleans | (800) 822-4194 | 55
One of the world’s most unique cities, New Orleans is steeped in history and always ready for fun. No city in the United States is as distinct in its culture, food, and architecture as New Orleans. The Big Easy is best known for its exceptional Creole and Cajun cuisine, jazz and blues, the French Quarter, and seemingly endless festivals and partying. There are shopping options galore, including six miles of shops along Magazine Street. For a unique experience that truly captures the essence of New Orleans, head to the French Market, the oldest open-air market in the country.
RITZ-CARLTON NEW ORLEANS The Ritz-Carlton New Orleans reflects the graciousness of the antebellum mansions of the Garden District. All the city’s most popular and unique attractions are just a few blocks from the hotel’s premier location in the heart of the French Quarter. Situated on famous Canal Street near the scenic Mississippi River, the hotel features a 25,000 square-foot spa, four exceptional dining facilities, and easy access to Bourbon and Royal streets.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayNov. 4th
2019 Individual Tax Update Tax Alice Orzechowski
Smarter Decision Making Mgmt Jennifer Elder
TuesdayNov. 5th
2019 Business Tax Update Tax Alice Orzechowski
Faster Disaster Recovery Mgmt Jennifer Elder
WednesdayNov. 6th
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
A Practical Guide to Today's Technology Tech K2
ThursdayNov. 7th
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Key Tax and Estate Planning Strategies Tax Steven Siegel
FridayNov. 8th
Critical Excel Tools Everyone Needs to Know Tech K2
Planning for an Aging Population: Social Security, Medicare, and Medicaid Tax Steven Siegel
56 | Register at www.westerncpe.com/2019catalog
CABO SAN LUCAS, MXNOVEMBER 11-15
Cabo San Lucas | (800) 822-4194 | 57
Located on the southern tip of the Baja Peninsula, Los Cabos is a destination of stunning natural contrasts, where the harshness of the desert mountains meets the fertile waters of the Gulf of California. The two towns that comprise Los Cabos are a world of contrasts. San José del Cabo is a quiet, traditional Mexican town with cobbled streets, art galleries, boutiques, and intimate dining venues. Cabo San Lucas—just to the west—is the home of nightlife and entertainment. No need to choose between the two; they’re just a few miles apart, so you can relax and drink in the charm of old Mexico one day, and seek out some nightlife the next. The strip of coastline between two Cabos is known for its pristine beaches and multiple championship golf courses. If you’d like to try your hand at deep-sea fishing, the waters surrounding the peninsula are renowned by anglers worldwide. We’ll be staying at Hyatt Ziva Los Cabos near San José del Cabo, located on the beach and in close proximity to whatever you choose to do.
HYATT ZIVA LOS CABOS Located beachside on the Sea of Cortez and within minutes of downtown San Jose del Cabo, Hyatt Ziva Los Cabos is an all-inclusive, family-friendly resort that serves as the perfect location to explore Los Cabos. The Hyatt Ziva Los Cabosgives you 12 restaurants, bars, and lounges to choose from when you aren’t relaxing by the pool, playing golf, or lounging on the beach. It’s the perfect place to relax and spoil yourself after a long day of exploring all that Baja has to offer.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayNov. 11th
2019 Individual Tax Update Tax David Jarmusz
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
TuesdayNov. 12th
2019 Business Tax Update Tax David Jarmusz
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
WednesdayNov. 13th
Essential International Tax Strategies Tax David Jarmusz
Effective Approaches to Preventing and Detecting Fraud Aud K2
ThursdayNov. 14th
Critical Excel Tools Everyone Needs to Know Tech K2
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
FridayNov. 15th
A Practical Guide to Today's Technology Tech K2
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
58 | Register at www.westerncpe.com/2019catalog
MAUI, HINOVEMBER 18-22
Few places on earth—if any—can match the beauty of Maui. Towering, volcanic peaks give way to immaculate beaches and turquoise waters, every bit earning the moniker “paradise.” While most of us dream of the beach, you’ll want to explore the interior as well. Haleakalā National Park offers visitors a chance to visit a dormant volcano overlooking the bamboo forest in the West Maui Mountains; Wai’ānapanapa State Park will take you to some of the world’s most beautiful coastline; Iao Valley State Monument will lead you through lush flora to the place of an ancient battlefield. And of course, the beaches are as plentiful as they are stunning, all framed by water with a perfect hue. We’ll stay beachside at the Ritz-Carlton Kapalua, which you can use as a base to choose your own Maui adventure.
THE RITZ-CARLTON KAPALUA Resplendent luxury to match the incredible natural beauty of its surroundings is the calling card of the Ritz-Carlton Kapalua. Fine dining, championship golf, a Hawaiian-inspired spa, and multiple on-site recreational activities are just a few of the reasons this is the place to stay in Maui.
Maui | (800) 822-4194 | 59
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayNov. 18th
2019 Individual Tax Update Tax Mark Seid
A Practical Guide to Today's Technology Tech K2
TuesdayNov. 19th
2019 Business Tax Update Tax Mark Seid
Critical Excel Tools Everyone Needs to Know Tech K2
WednesdayNov. 20th
World's Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
ThursdayNov. 21st
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
FridayNov. 22nd
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
60 | Register at www.westerncpe.com/2019catalog
ORLANDO, FLNOVEMBER 24-27
Orlando | (800) 822-4194 | 61
The theme parks of Universal Orlando Resort™ take you to the magical world of your favorite movies with rides, elaborately constructed sets, and even the characters themselves.
Everything within Universal Orlando is designed to put you and your family into the fantastical worlds of your favorite films, providing endless fun and inspiring imagination. Whether it’s Universal Studios Florida™, Universal’s Islands of Adventure™, Universal’s Volcano Bay™, or the Universal CityWalk™, this destination is guaranteed to create thrills, fun, and lasting memories for the whole family. We’ll spend the week at Loews Sapphire Falls Resort, a Caribbean-themed hotel right at the center of all the fun.
LOEWS SAPPHIRE FALLS RESORT AT UNIVERSAL ORLANDO™An incredibly lavish, tropically-themed property, Loews Sapphire Falls Resort at Universal Orlando™ is our home for excitement and family fun for our Universal Orlando conference. The resort holds plenty of entertainment of its own, with a massive pool surrounded by cascading waterfalls and tropical vegetation. But the real fun starts when you cash in on your exclusive theme park benefits, which include early entry to the Wizarding World of Harry Potter™ and complimentary water taxi and shuttle service to and from the theme parks and Universal CityWalk™. It’s the perfect way to stay while you and your family are exploring all of the enchantments at Universal Orlando™.
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
SundayNov. 24th
2019 Individual Tax Update Tax Doug Stives
Critical Excel Tools Everyone Needs to Know Tech K2
MondayNov. 25th
2019 Business Tax Update Tax Doug Stives
A Practical Guide to Today's Technology Tech K2
TuesdayNov. 26th
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Frank Ryan
World's Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
WednesdayNov. 27th
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Frank Ryan
Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Las Vegas | (800) 822-4194 | 6362 | Register at www.westerncpe.com/2019catalog
Las Vegas—the entertainment capital of the country—draws tens-of-millions of visitors each year with its casinos, shows, celebrity chefs, and nightlife. Continually reinventing itself, the city offers a seemingly endless array of entertainment options that stimulate every sense. Whether it’s on the Strip, Fremont Street, or at one of the many other Vegas hot spots, you won’t have trouble filling your free time in the City of Lights.
THE FLAMINGO LAS VEGAS For over 70 years, the Flamingo name has been synonymous with Las Vegas and nightlife. A self-contained casino, resort, and entertainment venue, the hotel offers everything you’d expect from one of the city’s most historic landmarks. All the entertainment, excitement, sights, and sounds of the Strip are right out your door.
LAS VEGAS, NVDECEMBER 2-6
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm. DAY COURSE CATEGORY INSTRUCTOR
MondayDec. 2nd
2019 Individual Tax Update Tax Doug Stives
Business Development Skills to Grow Revenue and Increase Impact Mgmt Ed Robinson
TuesdayDec. 3rd
2019 Business Tax Update Tax Doug Stives
Critical Excel Tools Everyone Needs to Know Tech K2
Time and Project Management Skills for Greater Productivity Mgmt Ed Robinson
WednesdayDec. 4th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
A Practical Guide to Today's Technology Tech K2
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
ThursdayDec. 5th
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Frank Ryan
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
Key Tax and Estate Planning Strategies Tax Steven Siegel
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
FridayDec. 6th
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Frank Ryan
Effective Approaches to Preventing and Detecting Fraud Aud K2
Planning for an Aging Population: Social Security, Medicare, and Medicaid Tax Steven Siegel
64 | Register at www.westerncpe.com/2019catalog
NEW YORK CITY, NYDECEMBER 16-20
Come with us to explore the sights, sounds, and flavors of the greatest city in the world, NYC.
We’ll be staying in the Chelsea neighborhood in Manhattan, just steps away from Penn Station, Madison Square Garden, Chelsea Market, and a seemingly endless offering of museums, galleries, nightclubs, and eateries. This neighborhood is also near the Empire State Building, Times Square, Rockefeller Center, and many more of the iconic landmarks that make Manhattan a place like no other. NYC has so much to offer; there’s no way you can fit it all into one week—or one lifetime—but you can sure try! And what could be better than visiting this fabulous city at the most wonderful time of the year? We’ll be staying at the Kimpton Hotel Eventi, right at the epicenter of the city that shapes the world, in the height of the holiday season—a spectacular sight indeed.
Kimpton Hotel Event i Occupying an entire city block, the ultra-modern Kimpton Hotel Eventii gives you everything you’d expect from an upscale NYC hotel and puts you right in the middle of the action. With floor-to-ceiling windows throughout the entire high-rise property, you can relax and observe the vibrant Chelsea area until you’re ready to join the fray. This boutique hotel offers a hosted wine hour every evening and other amenities that set them apart. The hip, contemporary restaurants and bars on the premises will get you ready for the city when you’re done with class.
New York City | (800) 822-4194 | 65
S C H E D U L E : Earn 6 CPE credits per day.
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
MondayDec. 16th
2019 Individual Tax Update Tax Alice Orzechowski
Critical Excel Tools Everyone Needs to Know Tech K2
TuesdayDec. 17th
2019 Business Tax Update Tax Alice Orzechowski
A Practical Guide to Today's Technology Tech K2
WednesdayDec. 18th
World's Liveliest Accounting and Auditing Update 2019 3 Acctg/3 Aud Rod Redding
Personal Financial Planning for the Sophisticated CPA Tax Jeff Rattiner
ThursdayDec. 19th
The U.S. and Global Business Environments: What Could Happen Next 2 Acctg/4 Mgmt Frank Ryan
Do You Need GAAP: Financial Reporting Framework for SMEs Acctg Rod Redding
The Changing Face of A&A: AI, Blockchain, and Data Analytics Aud Rod Redding
FridayDec. 20th
Crisis in Leadership: Ethics and the Role of the CPA Mgmt Frank Ryan
Financial Pitfalls and Practical Solutions for Divorce Tax Jeff Rattiner
VERN HOVEN, CPA, MT
FEDERAL TAX UPDATES
FEDERAL TAX UPDATE LIVE SEMINARS
66 | www.westerncpe.com/2019catalog | FTU
Get the TCJA inside scoop at:www.westerncpe.com/resources/video-library/
SHARON KREIDER, CPA & KAREN BROSI, EA, CFP
FEDERAL & CALIFORNIA TAX UPDATE LIVE SEMINARS
Can’t make it to a live seminar? Visit our website for webcast and self-study options.
FEDERAL & CALIFORNIA TAX UPDATES
FedCal | (800) 822-4194 | 67
• Find answers to your client’s questions on the new 20% QBI deduction.• What is the best entity for your client to choose after the 20% QBI deduction?• How does the §179 and 100% bonus depreciation deduction change business purchases?• Will each of your clients pay more or less taxes after tax reform?• Are investors hurt by tax reform? Not with proper planning!• Now that alimony isn’t deductible, what do your divorcing clients and divorce attorneys do?• And MUCH more...
• Find answers to your client’s questions on the new 20% Qualified Business Income deduction.• Implement the QBI formula.• Learn over 50 new individual tax planning ideas after tax reform!• Identity scams hitting employers.• What are the latest charity audit issues?• Are real estate rentals helped by tax reform?• Know the impact of employee misclassification.• And MUCH more...
www.westerncpe.com/tax-updates-cpe/ www.westerncpe.com/tax-updates-cpe/
Align your firm’s training strategy and budget with CPE.If you oversee continuing education for a staff of 15 or more accounting and finance professionals, we will work with you to develop custom CPE packages and events that will not only align with your business plans but save your firm money.
Discover our group training options- Bulk CPE credit packages- Group CPE conference rates- In-house CPE training- Private WebcastsFor more information visit https://www.westerncpe.com /2019catalog/firm-discounts
We’ll help you meet your firm’s training needs.Exceptional savingsOur bulk credit discounts offer you scalable plans and pricing to give you flexibility in your CPE planning. Provide your firm with access to Western CPE’s extensive self-study and webcast CPE library at up to 50% off individual pricing.
Customized solutionsOne size doesn’t have to fit all. Your dedicated representative will help you choose from our group pricing and packages or help you design in-house training. Contact us to learn more!
68 | www.westerncpe.com/2019catalog | Corporate Group SolutionsCorporate Group Solutions | (800) 822-4194 | 69
243 PEGASUS DRIVEBOZEMAN, MT 59718
(800) 822-4194WESTERNCPE.COM/2019catalog