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"I'm proud to collaborate with Western CPE in bringing you the tax update information you need. Every aspect of this program was designed to effectively prepare you to remain the trusted advisor your clients expect. With our eminent instructors, my comprehensive tax manual, real-world strategies, and a robust selection of ongoing tax resources, we've created the definitive Federal Tax Update."
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– Vern Hoven, CPA, EA
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Vern Hoven, CPA, EA, MTA, is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He receives outstanding evaluations and has won numerous teaching awards. Vern is the author of the best-seller Real Estate Investor's Tax Guide. He is a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association.
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“Jane Boucher’s classes came at a good time in my personal and professional life. It is too soon to tell if it will last, but I left San Antonio with an energy and focus that I have not had in a long time. I will work to make sure that our paths cross again. Thank you.”
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– Bill Wasson; College Station, TX
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Kelly Allen, C.P.A. has been employed by two of the world’s top accounting firms. He has performed audit, tax and consulting work for Nestlé, Shell, Mobil, Southern California Edison, Wells Fargo, Virgin Records, Baskin Robbins and numerous other publicly and privately held companies. Since opening his firm in 2005, Kelly has obtained specialty licenses in the fields of business valuation and financial forensics. His firm specializes in litigation support and complex tax matters.
Kelly holds a bachelor's degree in accounting and a minor in economics from the University of Redlands. Kelly has lectured at the undergraduate, graduate and professional levels since 2005.
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Chuck Borek is an attorney, certified public accountant, author, and frequent lecturer on a variety of topics associated with law, accounting, and taxation. Chuck received his joint law degree and MBA summa cum laude from the University of Baltimore School of Law and Merrick School of Business. There he served as editor-in-chief of the law review and was awarded the 1993 Law Faculty Award for outstanding scholarship, leadership, and service. After practicing law for several years in Baltimore, Chuck was appointed associate professor of accounting and business law at Prince George’s Community College and later served as a visiting assistant professor of Law at the University of Baltimore School of Law. Following the conclusion of his visitorship, he spent five years practicing public accounting as a principal in a Washington, DC-area CPA firm. Chuck was also the founder of The Borek Group, LLC, a professional education and consulting firm located in Columbia, Maryland, where he now serves as CEO and chief counsel. In addition to his professional education and consulting activities, Chuck continues to practice tax and business law with the law firm Davis, Agnor, Rapaport & Skalny and regularly appears before the IRS and in U.S. Tax Court.
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Karen Brosi, EA, CFP, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen Brosi will teach you how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media such as BusinessWeek. Karen Brosi’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching you what you need to know to optimally assist your clients.
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Bradley Burnett, J.D., LL.M. (Taxation) worked in the tax department for a national CPA firm and managed the tax department as a partner in a regional Colorado law firm before establishing his own law firm. He has delivered more than a thousand presentations on tax law and planning in 49 different states and has received Outstanding Instructor awards in several states. He served as adjunct professor at the University of Denver Graduate Tax Program and has authored more than 15 CPE tax courses.
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As an accounting graduate of La Salle University in Philadelphia, Prof. Connors went on for his law degree at the University of Notre Dame, graduating in 1980. After serving as an instructor in the School of Business Administration, he obtained his Masters of Law in Taxation at the University of Miami Law School in Coral Gables, Florida. He then served on the graduate tax faculty at the University of Wisconsin’s School of Business in Milwaukee, WI.
His professional background includes experience in income and estate tax planning, as well as individual, partnership and corporate tax return preparation and research as a senior tax consultant for Price Waterhouse in the Philadelphia and South Bend offices. Prof. Connors also worked on expatriate and corporate tax matters as an international tax consultant for the Chrysler Corporation in London, England.
Prof. Connors currently conducts a national consulting practice designed especially for tax professionals based out of Milwaukee, WI. He also publishes a tax newsletter devoted exclusively to practitioners entitled the Monthly Tax Update. He has been the outside editor for CCH’s Federal Tax Course, and has spoken at numerous tax institutes and workshop around the country. And, his “Complete Guide to Depreciation, Amortization & Transfers of Property - Issues, Strategies & Answers” is sold to tax practitioners throughout the U.S, along with a brand new publication entitled “LLCs Taxed as Partnerships.”
As a nationally known speaker on a variety of tax topics, Prof. Connors has consistently earned average overall ratings in excess of 4.7 (i.e., on a 5.0 scale) for his knowledge and presentation skills, as well as the quality of his materials. He was chosen as a Distinguished Discussion Leader for the New York Society of CPAs Foundation for Accounting Education. And, on any item that he has presented in his materials, he is available for follow-up questions, a factor much-appreciated by those practitioners attending his seminars.
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Edgar H. Gee Jr., CPA, FACFEI, MBA, is a practitioner with over 40 years of professional experience. He worked with Touche Ross & Company (now Deloitte & Touche) before working with a local firm, both in Nashville. He opened his own firm in Knoxville in 1977. Gee has defeated the government in litigation in over half the states in the Union.
In 1996, he testified before the Ways & Means Subcommittee on Oversight. A noted author, Mr. Gee has published articles in The Tax Advisor covering the largest independent contractor case against the IRS in U.S. history and was winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000 for his "Independent Contractor or Employee: How the Process Works Today." He is co-author of PPC's Guide to Worker Classification and the author of Guide to Worker Classification (PPC), Secrets to Winning IRS Audits and Appeals, and IRS’s High Priority Audit Strategies and How to Protect Against Them.
In addition to his work as an author, Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants and, in 2001, was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs.
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Vern Hoven, CPA, EA, MTA, is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He receives outstanding evaluations and has won numerous teaching awards. Vern is the author of the best-selling Real Estate Investor's Tax Guide. He’s a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association.
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Sharon Kreider, CPA, EA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon Kreider will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon Kreider will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations.
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William F. Murphy, CPA/PFS, ABV, CFF, CVA, is the owner of Murphy Financial Group, P.C., a firm that focuses on providing tax consulting and financial planning services to corporations and professional practices in the State of Indiana. He assists the Indianapolis and Bloomington based law firm of Mallor Grodner LLP, providing tax, valuation, and financial analysis services in the areas of family law and business transactions. In addition, Mr. Murphy provides consultation services on tax and financial planning issues to various news and publishing organizations. Recent topics include current tax law changes occurring within federal and state government.
Prior to his association with the law firm of Mallor Grodner LLP, Mr. Murphy owned Murphy & Company, P.C. (the predecessor of Murphy Financial Group P.C.) for over twenty five years. While at Murphy & Company, P.C. he served as the Director of Entrepreneurial and Tax Services and was the firm’s majority shareholder. The firm specialized in taxation, business valuations, and small business development. Prior to establishing his own firm in 1982, Mr. Murphy worked with both local and national CPA firms. He served as a director with the Indiana Attorney General's Office while attending Indiana University law school.
Mr. Murphy has appeared as an expert witness in numerous cases involving marital and business disputes. He has lectured extensively on valuation and tax issues for Western CPE, the National Business Institute, Indiana Continuing Legal Education Forum, Indiana CPA Society, American Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts.
In 1973, Mr. Murphy graduated from Butler University with honors and was admitted to practice as a Certified Public Accountant in the State of Indiana on December 7, 1977. He now serves on the Board of Visitors for Butler University School of Business.
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For more than 15 years, Ron Roberson has been a popular tax speaker covering individual and business tax topics. Each year, Ron speaks to thousands of CPAs and other tax professionals about the latest tax-related law changes, planning opportunities, and other business matters. Ron’s energetic, easy-to-understand, and humorous presentation style has made him a favorite nationwide. After beginning his career with international accounting firm Deloitte Haskins & Sells, Ron founded his own firm in Twain Harte, CA, near Yosemite National Park. Ron actively participates in his firm today, bringing his practical experiences into the classroom to bring his tax lectures to life.
Ron is also a prolific author who has written, edited, and collaborated to write tax training manuals for multiple CPE providers, and has written about business entity selection, taxation of corporations, Social Security, and many areas of individual income taxation. Ron has also routinely been a guest on tax-related Internet radio broadcasts.
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Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and State of New Jersey located in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.
Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions, and other tax matters. He has presented more than three hundred seminars to various state accounting societies other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues.
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William C. Rose, MBA, CPA, has a diverse background. He attended Virginia Military Institute and University of North Carolina at Chapel Hill for his undergraduate degree and received his MBA from there as well. His business career began with Haskins & Sells (now Deloitte & Touché) in 1975, where he worked for 11 years.
William joined a large local firm in Winston-Salem, North Carolina, in 1986 and was named the firm’s managing partner in 1988. His client base included privately held companies, nonprofit organizations, and local governmental entities. Under his leadership, the firm grew to four offices and six partners. William found ample entrepreneurial opportunities within the firm and established a real estate firm, an investment management firm, and a quick turnaround tax services firm. William retired from the firm in 2008 after 33 years.
He furthered his career by serving at the local and state levels with the NC Association of CPAs. He’s an adjunct professor at Winston-Salem State University and teaches for the NC Association of CPAs and other training organizations. William also serves as a board member and/or treasurer for six different profit and nonprofit organizations.
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Jerry Schreiber is a Partner in the accounting firm of Schreiber & Schreiber with expertise in accounting, tax, and consulting matters of individuals and small businesses. He received his BBA from Loyola University and is licensed to practice in Louisiana and Texas. He is a member of the AICPA, SLCPA, and New Orleans Estate Planning Council. He currently serves on the AICPA IRS Practice and Procedures Committee and has served on the AICPA Tax Practice Responsibilities Committee, SSTS Revision Task Force, Tax Forms Committee, Tax Forms and Education Task Force, and Circular 230 Education Task Force.
He has appeared on IRS’ Tax Talk Today and Nationwide Tax Forums and authored continuing education courses on Individual Income Taxes, Current Developments, Casualty Losses, Hurricane Katrina Tax Matters, GO Zone Act, and Circular 230.
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Joseph F. Scutellaro, CPA, is the partner in charge of the tax department at Jump, Scutellaro, and Company, LLP. Joseph has specialized in taxation since 1985, and over the past 20 years, he has been involved in every aspect of tax practice. He is a past member of the American Institute of Certified Public Accountant’s Tax Executive Committee. Joseph also is very active in the New Jersey Society of Certified Public Accountants, currently serving as a member of the New Jersey CPA Magazine Editorial Advisory Board and recently serving as Chair of the Professional Conduct Committee, where he still participates as an active member. Previously, he served 2 years as Treasurer of the NJSCPA as well as Chair of the Finance Committee, Tax Resource Group, and Federal Taxation Committee. Joseph is a frequent lecturer and author for the AICPA and NJSCPA on various technical tax topics, practice management, and professional ethics. He also helped develop the NJSCPA’s New Jersey Law and Ethics course in 2002, and over the past 6 years, he has served as an instructor for the course over a hundred times.
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Steven G. Siegel, JD, LLM, is President of the Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in taxation from New York University.
Mr. Siegel has lectured extensively throughout the United States on tax, business, and estate planning topics. He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
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Stuart P. Sobel, EA is the president of Tax Media Network, Inc. located in Indianapolis, Indiana. He graduated in accounting from Ohio University.
For 15 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employment benefits, and tax controversy issues. He has helped to create thousands of diverse businesses and nonprofit organizations including public charities, trade associations, and athletic organizations worldwide. Stuart has helped to form international entities in a number of countries including Belize, Senegal, Central African Republic, El Salvador, Mexico, Lebanon, Suriname, Guinea, Sierra Leone, Ghana, Cameroon, Bulgaria, Romania, Zimbabwe, Iraq, Philippines, Romania, Kenya, Congo, Zambia, and Nicaragua.
During the 30 years he worked for the Internal Revenue Service, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. His responsibilities included oversight of audit selections, examination of tax returns, and technical approval of completed cases. He is one of the co-authors of the Internal Revenue Service Examination Standards and was loaned by the IRS to the Russian Republic for the design of their tax system after the breakup of the Soviet Union. He also co-authored the IRS Guide for Return Selection and Examination Plans for Returns Program Managers
For fourteen years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty. He currently teaches tax planning and tax controversy to CPAs and other financial professionals. He conducts training programs for trade associations, community foundations, government agencies, and private businesses. His average rating for knowledge and presentation skills exceeds 4.75 for the hundreds of presentations made to accounting, taxation, and nonprofit professionals.
Stuart was the producer and host of his own nationally syndicated radio program, Wise Choices: Taxes and Charity Today, which aired for eight years on more than 25 radio stations throughout the United States. The media has referred to Stuart as a tax expert and “The Guru of Giving.” Stuart is a recognized author of four books dealing with taxation and nonprofit issues. He loves to make taxation less “taxing” for the mind and wallet!
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Douglas Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he was honored as “outstanding business professor of the year” in 2009. He completed a BS in BA, and an MBA at Lehigh University and started his career at Price Waterhouse in 1969. Doug joined a small firm that became The Curchin Group in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for the AICPA and many state CPA societies. He’s been quoted in the New York Times, Wall Street Journal, Forbes, and other national publications and has appeared on CNN, CNBC, PBS, and the three major networks.
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Joe Walloch, CPA, MBA, MBT, speaks and teaches across the United States and internationally on a variety of tax topics and has gained the reputation of being one of the most knowledgeable and interesting tax instructors in the country. Joe is known as "America's Tax Answer Man" for his willingness to be a resource for tax answers to seminar participants' most complex tax questions.
He has been recognized by CPA Magazine as one of “50 Top Tax Professionals in America.” Recently, Joe testified before Congress as an expert witness on the Alternative Minimum Tax as official representative of the AICPA. Joe is President and CEO of Walloch & Associates in Redland, California, and been a CPA for 39 years. He specializes in income and estate tax planning, expert witness assignments, litigation support, quality control review, and second opinion assignments. Joe is Professor of Advanced Taxation and Advanced Financial Accounting at University of California, Riverside and chair of the AICPA Individual Income Tax Technical Resource Panel for 2007–2008. He has had numerous articles published in tax periodicals, has authored two tax videos, and has been quoted as a tax authority in USA Today, CNN’s MONEY magazine, and on TV and radio. In May, 2011, Joe received the AICPA’s Sidney Kess Award for Excellence in Continuing Education.
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Arthur Joseph Werner, JD, MS (Taxation), is the president and a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial, and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented more than 2000 eight-hour seminars over the past twenty years. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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