Innovative Education

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Phone:
(800) 822-4194
(406) 556-0115

Fax:
(206) 774-1285

E-mail: wcpe@westerncpe.com

243 Pegasus Drive
Bozeman, MT 59718

Office hours:
Monday - Friday
7 A.M. - 6 P.M. MST
2012 Business Tax Update                                       X X X X X X 2012 Business Tax Update
2012 Individual Tax Update                                       X X X X X X 2012 Individual Tax Update
Advanced Fraud Detection Skills X       X         X   X         X X               Advanced Fraud Detection Skills
Alternatives and Strategies for Selling the Family Business                                             X     Alternatives and Strategies for Selling the Family Business
Antifraud Protocols for Financial Professionals X       X         X   X         X X               Antifraud Protocols for Financial Professionals
Beyond SWOT Analysis: Today's Effective Strategic Tools   X   X       X X     X X       X     X X         Beyond SWOT Analysis: Today's Effective Strategic Tools
Business & Personal Insurance Planning for Preserving Family Wealth                                             X     Business & Personal Insurance Planning for Preserving Family Wealth
Buy-Sell Agreements and Life Insurance Issues in Succession Planning                                             X     Buy-Sell Agreements and Life Insurance Issues in Succession Planning
Creative Health Care & Fringe Benefit Strategies X X                                               Creative Health Care & Fringe Benefit Strategies
Critical Business Tax Issues in 2012 X X X X X X X X X X X X X X X X X X X             Critical Business Tax Issues in 2012
Critical Individual Tax Issues in 2012 X X X X X X X X X X X X X X X X X X X             Critical Individual Tax Issues in 2012
Critical Issues for Industry Accountants in 2012   X X       X   X   X     X     X   X     X   X   Critical Issues for Industry Accountants in 2012
Driving Dysfunctional Behavior from an Organization: Keys to a Healthy Company X   X   X X         X       X       X X   X       Driving Dysfunctional Behavior from an Organization: Keys to a Healthy Company
Effective Uses of Trusts in Family Wealth Succession                                             X     Effective Uses of Trusts in Family Wealth Succession
Estate, Tax & Financial Planning for Baby Boomers       X X             X X       X X   X   X   X X Estate, Tax & Financial Planning for Baby Boomers
Family Business Succession Planning                                             X     Family Business Succession Planning
Family Succession Planning: Entities & Wealth Management Techniques             X                 X         X         Family Succession Planning: Entities & Wealth Management Techniques
Family Succession Planning: Valuation & Discount Structures             X                 X         X         Family Succession Planning: Valuation & Discount Structures
Governmental Auditing Update: AICPA, Yellow Book & Single Audits X                                     X           Governmental Auditing Update: AICPA, Yellow Book & Single Audits
How State Lines Impact Estate, Tax & Financial Planning       X X             X X       X X   X   X   X X How State Lines Impact Estate, Tax & Financial Planning
How to Receive College Financial Aid and Scholarships, Regardless of Family Income                                                 X How to Receive College Financial Aid and Scholarships, Regardless of Family Income
Investment Choices and Management                                             X     Investment Choices and Management
Investment Planning in Difficult Markets: Global Concerns and the US                                                 X Investment Planning in Difficult Markets: Global Concerns and the US
It Cost What? A Unique & Practical Approach to Implementing Activity-Based Costing X     X   X   X         X   X X       X           It Cost What? A Unique & Practical Approach to Implementing Activity-Based Costing
It's All in How You Say It: Communication Tips for the Financial Professional X   X   X X         X       X       X X   X       It's All in How You Say It: Communication Tips for the Financial Professional
Key Financial & Economic Issues for Finance Professionals X     X   X   X         X   X X       X           Key Financial & Economic Issues for Finance Professionals
Keys to Crafting & Executing a Successful Competitive Strategy   X   X       X X     X X       X     X X         Keys to Crafting & Executing a Successful Competitive Strategy
Kiima's Famous SEC Update for 2012                                       X           Kiima's Famous SEC Update for 2012
Leadership Strategies That Have Worked for Your Peers             X     X       X   X   X     X     X   Leadership Strategies That Have Worked for Your Peers
Letting the IRS Pay for College—Tax and Cash Flow Strategies                                                 X Letting the IRS Pay for College—Tax and Cash Flow Strategies
Making Sense Out of IRA Planning                                             X     Making Sense Out of IRA Planning
Nonprofit Taxation & Governance — From A to Z     X     X         X     X                     X Nonprofit Taxation & Governance — From A to Z
Proven Business Best Practices in a Tough Economy             X     X       X   X   X     X     X   Proven Business Best Practices in a Tough Economy
Retirement Planning in an Unsettled Financial World                   X                   X         X Retirement Planning in an Unsettled Financial World
Retirement Planning in Uncertain Financial Times X X                                               Retirement Planning in Uncertain Financial Times
Retirement Planning Strategies for Business Succession Purposes                                             X     Retirement Planning Strategies for Business Succession Purposes
Santucci's Fascinating 2012 Technology & Gadget Update X                                     X           Santucci's Fascinating 2012 Technology & Gadget Update
Secrets to Winning at IRS Audits & Appeals                                     X             Secrets to Winning at IRS Audits & Appeals
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast X                                     X           State & Local Governmental Accounting (GASB): The Hits from Coast to Coast
Tax & Financial Strategies for a Difficult Real Estate Market X                 X                             X Tax & Financial Strategies for a Difficult Real Estate Market
Tax Course To Be Announced               X             X                     Tax Course To Be Announced
Tax Course to be Announced               X             X                     Tax Course to be Announced
The Cash Flow Statement: Knowing the Old and Preparing for the New   X X       X       X     X         X     X   X   The Cash Flow Statement: Knowing the Old and Preparing for the New
The Complete Trust Workshop                                                 X The Complete Trust Workshop
The CPA's No-Nonsense Approach to Insurance Planning                                                 X The CPA's No-Nonsense Approach to Insurance Planning
The Mathematics of Wealth Transfer Planning                                             X     The Mathematics of Wealth Transfer Planning
The Most Significant Mistakes Tax Professionals Make—and How to Avoid Them     X     X         X     X         X           X The Most Significant Mistakes Tax Professionals Make—and How to Avoid Them
The Opportunities & Pitfalls in Family Wealth Succession Planning                                             X     The Opportunities & Pitfalls in Family Wealth Succession Planning
The Role of Entities & Transfer Techniques in Wealth Succession Planning                                             X     The Role of Entities & Transfer Techniques in Wealth Succession Planning
What Every Financial Professional Needs to Know About Financial Instruments X X X X X X X X   X X X X X X X   X X X X X   X   What Every Financial Professional Needs to Know About Financial Instruments
World's Liveliest Accounting Update X X X X X X X X X X X X X X X X X X X X X X   X X World's Liveliest Accounting Update
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