CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

CPE CONFERENCE

Bozeman, MT

June 10 - 14, 2024

With our acclaimed CPE conferences, you’ll get world-class continuing professional education and a bucketlist vacation experience, all in one package.

Class Days

1 - 5

Available Courses

8

Live Credits Available

30

New Federal Tax Update

Yes

CPE CONFERENCES

Get Your CPE In Paradise

The Best Instruction—Period

For over 30 years, Western has set the bar for best-in-class instruction. Our instructors are renowned industry veterans with decades of experience.

First Class Amenities

Details matter, and we’re deeply focused on getting them right. Your food and thread count are important to us, which is why we only settle for the best.

Fun Destinations

Have fun. Relax. Golf. See a show. Get a spa treatment. Our CPE is application-oriented, but it won’t dominate your entire trip. Who says you can’t mix work and pleasure?

JOIN US AT

Kimpton Armory Hotel

This historic destination is located in the heart of the American West, and Bozeman’s first and only 4-star hotel. Seamlessly merging past and present, it honors the rich heritage of the landmark Armory building and brings a relaxing, contemporary refinement and energetic spirit to vibrant Downtown Bozeman.

Starting at $329 Per Night

Discount ends April 26, 2024

Bozeman's only 4-Star hotel

Downtown Location

Rooms with Rocky Mountain or downtown view

hotel Accommodations 

Kimpton Armory Hotel

Complimentary seasonal outdoor gear

In-room Illy’s coffee and mini-bar with local favorites

24-hour fitness center & In-room yoga mats

Pet-friendly amenities

Two Restaurants + lounge onsite

Rooftop Bar

headted rooftop pool

Music Hall

Loaner bikes

Learning Highlights 

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CPe Topic highlights

Taxes, Computer Software & Application, Accounting, Auditing

Instructor highlights

Mark Seid, Robert Jamison, Segregation Authority, K2 Enterprises, Jeff Sailer

Instructors

Meet our experts

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

GROUP DISCOUNTS

Send your whole team on a CPE vacation.

Western CPE for Business is a smarter strategy to drive real CPE transformation. Upskill your teams, improve retention and satisfaction, and get a real ROI on your continuing education.

Course selection for this conference is not yet available.

No worries, though – you can still secure an amazing discounted price by opting for our ‘Save Now, Choose Later’ pre-order option.

Important Note: Pre-ordering with ‘Save Now, Choose Later’ does not reserve your spot at this specific location. To ensure your attendance, you’ll need to make your course selections once the booking window opens. However, Save Now, Choose Later customers are able to select courses before the general public.

SAVE NOW CHOOSE LATER

LIVE EVENT

What's Included:

  • 40 Total Credits
  • 30 CPE Credits + 10 Bonus Credits
  • 5 Days

$4,190 $2,514

You Save $1,676 (40%)

What's Included:

  • 32 Total Credits
  • 24 CPE Credits + 8 Bonus Credits
  • 4 Days

$3,352 $2,011

You Save $1,341 (40%)

What's Included:

  • 24 Total Credits
  • 18 CPE Credits + 6 Bonus Credits
  • 3 Days

$2,514 $1,760

You Save $754 (30%)

What's Included:

  • 16 Total Credits
  • 12 CPE Credits + 4 Bonus Credits
  • 2 Days

$1,676 $1,508

You Save $168 (10%)

What's Included:

  • 8 Total Credits
  • 6 CPE Credits + 2 Bonus Credits
  • 1 Days

$838

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COURSE SELECTION

Select Your Conference Courses

Fast Track Course Selection

Unlock your career potential with just a click! Explore our fast track courses packages in Tax, Accounting & Finance, and Finance Leadership tracks by selecting the buttons below. Elevate your skills and accelerate your journey to success.

Tax Professional

Practical insights into the latest tax developments and strategies to keep you ahead of the game.

Select Courses

Accounting & Finance

A&A and GAAP updates, risk assessment, quality management, and beyond.

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Financial Leadership

Whether you’re leading a firm now or seeking to rise to new heights, these courses will help you get there faster.

Select Courses

Day 1 - Monday, June 10

Day 2 - Tuesday, June 11

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Course Description

Financial, retirement, tax, and valuation issues are critical concerns when contemplating a divorce. Understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Learn business valuation and the division of assets. Discuss property, retirement, and other possibilities that may enter the equation. Gain insights on the tax and financial ramifications of divorce. Navigate the assessment and division of financial assets before, during, and after the divorce.

Learning Objectives

• Minimizing the inevitable financial damage • Financial issues in the heart of dividing assets in a post COVID world! • Understanding which types of assets, plans or equity components the client should pursue during the division. • Tax elements inherent in valuing and selling assets • Valuing retirement plans • Community property vs. common law issues • The importance of being prepared by planning in advance • The ongoing payment issues dealing with alimony and child support • The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post nuptials and many others • The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales • The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets • The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options • Redesigning the personal financial plan after divorce
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Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest reporting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to risk assessment, compilation and review, and implementation of the System of Quality Management.

Learning Objectives

• Implement a system of quality management • Apply the standards for risk assessment in an audit • Apply the standards for other audit standards • Apply the standards for performing a compilation • Apply the standards for performing a review

Day 3 - Wednesday, June 12

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Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest accounting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to, Credit Losses, Lease Implementation Issue, miscellaneous FASB updates and Compilations and Review issues.. Topics covered in this course include GAAP updates SSARS and accounting theory for useful financial information.

Learning Objectives

• Identify and apply the most pervasive GAAP updates • Cite the basics of the narrow scope GAAP updates • Apply the major provisions of the standard for Credit Losses • Apply the standards for financial instruments • Apply the standards for preparations, compilations and reviews • Discuss the aspects of recent fraud cases

Day 4 - Thursday, June 13

Day 5 - Friday, June 14

Selected Courses

5 Days Includes:

40 Total Credits (30 CPE CREDITS +10 BONUS CREDITS)

$2,514 $4,190

You Save: $1,676 (40%)

4 Days Includes:

32 Total Credits (24 CPE CREDITS +8 BONUS CREDITS)

$2,011 $3,352

You Save: $1,341 (40%)

3 Days Includes:

24 Total Credits (18 CPE CREDITS +6 BONUS CREDITS)

$1,760 $2,514

You Save: $754 (30%)

2 Days Includes:

16 Total Credits (12 CPE CREDITS +4 BONUS CREDITS)

$1,508 $1,676

You Save: $168 (10%)

1 Day Includes:

8 Total Credits (6 CPE CREDITS +2 BONUS CREDITS)

$838

Please select conference courses above to continue.


Select courses above to continue.

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