CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

November 2023

Koloa, Kauai,HI

The Grand Hyatt Kauai

November 6th – November 10th

Koloa, Kauai,HI

The Grand Hyatt Kauai

Known as the “Garden Isle,” Kauai is considered by many to be the most beautiful of the Hawaiian islands. Explore its crystal waters, dramatic mountain vistas, unforgettable culture.

Kauai is renowned for its stunning natural beauty, with cascading waterfalls, pristine beaches, and breathtaking canyons. Explore the Na Pali Coast and Waimea Canyon on a scenic hike or by zip-line, or kayak and surf until the sun goes down. Hawaii’s rich culture is on full display here, and guests can visit ancient sites, enjoy traditional Hawaiian music and dance, and sample some of the best food on the planet.

Recommended hotel accommodations

Ko’a Kea Resort on Po’ipu Beach Kaua’i (Overflow Hotel)

Save the most when you book through Western CPE. Get the best discounts with Conference booking, along with the Western CPE team to help you along the way. 

Starting at $525 Per Night

Room Block Cutoff Date: September 15th

To book, email reservations@koakea.com or call the resort at (808) 742-4271, and identify yourself as part of the "Training Conference / Hawaii – Overflow” group.

This is our overflow room location. Conference will be at The Grand Hyatt Kauai

Vacation at a Glance

Population

73,298

Best Time

Year-Round

Time Zone

Hawaii-Aleutian Standard Time

Founded

1835

Climate

Tropical

Nickname

The Garden Island

Learning at a Glance

Class Days

November 6th – 10th

Number of Courses

8

Topic Highlights

Taxes, Accounting

New Federal Tax Update

Available

Instructor Highlights

Sharon Kreider, Mark Seid, Cost Segregation Authority, Jeff Sailor, Steve Siegel

Live Credits Available

30

World Class Instructors

If there’s one thing Western CPE Conferences are known for, it’s our instructors. These industry veterans provide courses that are our signature mix of engaging, thought-provoking, and informative. At the end of your CPE conference vacation, you’ll leave feeling refreshed and recharged, but you’ll also have more professional expertise than ever. 

About the Conference Venue

5/5

Escape to the soothing white sands of Poipu on Kauai’s sunny south shore. The Grand Hyatt Kauai is a luxury oasis of ocean-view dining, lush gardens, and acres of tropical pools. Guests flock from around the world to experience the resort’s championship golf, world-famous Anara Spa, and unforgettable restaurants.

Note: Our group room block for the Grand Hyatt Kauai is sold out, but we have an additional room block at the gorgeous Ko’a Kea Resort on Po’ipu Beach Kaua’i, rated the 2023 top resort in Kauai by Travel + Leisure. To book, email reservations@koakea.com or call the resort at (808) 742-4271, and identify yourself as part of the “Training Conference / Hawaii – Overflow” group.

Select Your Conference Courses

Koloa, Kauai,HI

All courses take place from 7:30 am – 1:00 pm

November 6th – November 10th

Day One - November 6

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Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Learning Objectives

Upon successful completion of this course, participants will accomplish:
  • Increased understanding of individual and business federal tax reform developments;
  • Tax savings strategies for individuals;
  • Enhanced knowledge of the different types of individual and business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions;
  • The ability to compare and contrast qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans;
  • Identify top estate planning strategies; and
  • Increased understanding of current IRS administration and compliance issues.

Day Two - November 7

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Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Discuss business tax reform developments;
  • Enumerate planning ideas for business tax reform; and
  • Accurately prepare returns for business taxpayers.

Day Three - November 8

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Course Description

Experience America’s most comprehensive California Federal Tax Update live and in action with our renowned tax expert, Karen Brosi. By combining the real-life experience of practicing CPAs with cutting-edge tax planning strategies, Western CPE provides you with essential knowledge while reviewing IRS, Congressional, and Judicial actions over the past year. Citing the latest legislative developments while clarifying which tax reforms pertain to California tax practitioners, our intensive update will enable participants to quickly understand and implement tax reform changes for their client’s Individual and Business preparations. Each tax season brings new challenges, and tax professionals in California experience more complexity. That’s why thousands of California Tax Professionals turn to Western CPE to get an update that helps them win every day of tax season. Be prepared for California’s unique tax fights, and always have the answers for your clients. Whether you’re a new Tax CPA or an Expert Tax Advisor, you’ll receive critical updates and in-depth explanations behind the changes Congress and the IRS make. You’ll receive the most complete and up-to-date reference manual written by our renowned tax experts. In addition, the digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it extremely convenient.  California has its own unique headaches, and its financial professionals still need to deal with the full weight of all the Federal Tax danger zones. Join us as our world-class tax instructors share cutting-edge, California-specific tax planning strategies.

Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Identify requirements for various tax credits applicable to individual taxpayers and characteristics of new legislation passed to assist businesses. Help your clients avoid California Tax problems with FTB and be able to explain why more businesses will owe California taxes;
  • Cite general rules and regulations for preparation of individual, business returns, and breeze through California Tax Basis work for LLCs and partnerships;
  • Cite current thresholds and phase-outs for key provisions for 2022; limitations for contributions, distributions, and conversions; requirements for real estate rentals for both small investors and real estate professionals; as well as benefits and drawbacks of Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs);
  • Identify key rules and regulations for IRAs, Roths, and qualified retirement plans; requirements and thresholds related to foreign financial asset reporting; tax issues for online rentals, vacation rentals, and like-kind exchanges; as well as capital loss v. ordinary loss on sale of property; and
  • Describe new developments in IRS policies and procedures.
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Course Description

COST SEGREGATION (2 HRS)
In this course, we go over cost segregation studies and their many benefits, how they are performed, and the frequent questions that arise when using these reports. We also cover other additional benefits of cost segregation including bonus depreciation, catch-up depreciation, reduced recapture, and partial asset dispositions.

§179D, §45L ENERGY CREDITS (1 HR)
Our presentation covers two of the most overlooked tax savings opportunities, the §179(D) energy deduction and §45L energy credit. We touch on qualifications, strategies for implementation, recent updates, and case study examples.

T.A.G. BUSINESS PERSONAL PROPERTY ( 1HR)
This course provides an overview of best practices to consider when approaching business personal property tax administration. Throughout the session we will review critical elements to successfully maintain compliance while identifying state-by-state opportunities to mitigate excessive property valuations and capture tax savings.

R&D TAX CREDITS:
This course provides an overview of the research and development (R&D) tax credit. It explores the definition of qualified research activities, eligible expenses, and documentation requirements. We will cover how the R&D tax credit is particularly favorable for startups meeting the qualified small business criteria.

1031 EXCHANGE:
This lecture will explore the intricacies of 1031 exchanges in this comprehensive course. Learn how to defer capital gains taxes and maximize investment returns through like- kind exchanges. Gain insights into legal requirements, property identification, and transaction timelines. Attendees will learn how to develop the skills necessary to navigate this powerful tax strategy and unlock new opportunities in real estate investing.

Learning Objectives

COST SEGREGATION:
  • Discern what Cost Segregation is, and understand how personal property is determined;
  • Determine the 13 principal elements of a quality study;
  • Understand Depreciation including:
    • Property classifications
    • Bonus & super bonus depreciation
  •  Have a knowledge of Bonus benefits like:
    • Catch-up benefit
    • 1031 exchange
    • Partial Disposition
§179(D) TAX DEDUCTION AND §45L TAX CREDIT:
  • Review the § 179D Energy Efficient Commercial Buildings Deduction and its opportunities;
  • §45L Energy Efficient Home Credits benefits and strategies; and
  • Inflation Reduction Act’s changes to these tax savings opportunities.
TAG (TAX ADVISORS GROUP) BUSINESS PERSONAL PROPERTY:
  • Understand what is required to file, appeal, and protest business personal property taxes.
  • Know the opportunity available to pursue business personal property tax reduction state-by-state.
  • Be aware of the business personal property tax trends that can impact overall tax liability.
R&D TAX CREDITS:
  • Understand what constitutes qualified research activities
  • Identify eligible expenses under Section 41
  • Understand the potential value of the R&D tax credit
  • Identify the potential benefits for startup companies that are qualified small businesses
1031 EXCHANGE:
  • Identify 1031 Exchange benefits
  • Learn what deadlines are in place when deciding to use a 1031 Exchange
  • Understand the Identification requirements for implementation on a property
  • Follow step by step instructions on how to complete a 1031 exchange

Day Four - November 9

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Course Description

Join us as we address the important and hot topics for tax and estate planning in 2023. This course will cover the latest in the legislation, court decisions, and IRS rulings that emerged in late 2022 and into 2023. Is the IRS becoming more aggressive about gift tax returns?  Have the Secure Acts lead to more Roth IRA conversions? Are there concerns about portability use? Will there be any new tax laws enacted in 2023? The sunset of the 2017 Act is getting closer – what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? We will discuss and recommend planning techniques for all clients – including the “Middle Rich” and the wealthiest.  © Copyright Steven Siegel 2023.

Reproduction or reuse for purposes other than a Western CPE training event is prohibited. Notice: This publication is designed to provide accurate information in regard to the subject matter covered. It is provided with the understanding that neither the author, the publisher, nor any other individual involved in its distribution is engaged in rendering legal, accounting, or other professional advice and assumes no liability in connection with its use. Because regulations, laws, and other professional guidance are constantly changing, a professional should be consulted should you require legal or other expert advice. Information is current at the time of printing. © Copyright Steven Siegel 2023.

Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Gain a practical and useful understanding of current hot issues announced by the legislature, the courts, and the IRS;
  • Become familiar with income tax and estate planning strategies to benefit clients; and
  • Address planning, both in the near and long-term, to get ahead of the curve in dealing with both anticipated and unexpected changes in laws and how to advise clients to proceed.
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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, System of Quality Management, 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

Upon successful completion of this course, participants will be able to:
  • Identify and apply the most pervasive GAAP updates;
  • Cite the basics of the narrow scope GAAP updates;
  • Apply the provisions of the new lease standard;
  • Apply the major provisions of the standard for Credit Losses; and
  • Apply the standards for preparations, compilations and reviews.

Day Five - November 10

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Course Description

There are major topics which practitioners face on a regular basis which may consistently create challenges. In this course, Jeff will go over those topics in a Step by Step format to give you the confidence you need with these topics. Major topics will include, Accounting for Income Taxes, Preparing a Statement of Cash Flows, Preparing personal Financial Statements, and Focus on Fraud: FTX.

As will all his courses, this course is sure to keep you awake with Jeff Sailor’s signature videos designed to entertain and educate.

Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Apply the standards for accounting for income taxes;
  • Apply the standards for preparing a statement of cash flows;
  • Apply the standards for preparing personal financial statements;
  • Apply the standards for performing an agreed-upon procedures engagement; and
  • Cite and apply better practice skills.
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Course Description

The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered. We examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement program of Medicare is reviewed, particularly with an analysis of what is and is not covered, and how planning may increase one’s chances of securing the benefits of this program. Retirement planning issues are explored, particularly on the distribution planning changes and challenges required by the Secure Acts 1.0 and 2.0.

Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Evaluate a number of estate planning alternatives that address a variety of personal and financial circumstances and recommend the best plan for their clients;
  • Explain the tax consequences of an estate plan, taking into account the exemptions provided by law and the choices that can be made to minimize the tax consequences of death;
  • Appreciate the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits;
  • Address what the Medicare system does and does not cover, when to apply for benefits to avoid penalties, and how planning can make a difference in what individuals may receive;
  • Understand the impact of the Secure Acts 1.0 and 2.0 on retirement plan distribution requirements and decisions and how to avoid the traps; and
  • Advise clients as to what must be done with their retirement plans upon attaining age 73 as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs.

5 Days Includes:

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

$2,790 $3,990

You Save: $1,200 (30%)

Note: Extra Savings are reflected in the cart and at checkout.

4 Days Includes:

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

$2,234 $3,192

You Save: $958 (30%)

Note: Extra Savings are reflected in the cart and at checkout.

3 Days Includes:

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

$1,675 $2,394

You Save: $719 (30%)

Note: Extra Savings are reflected in the cart and at checkout.

2 Days Includes:

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

$1,116 $1,596

You Save: $479 (30%)

Note: Extra Savings are reflected in the cart and at checkout.

1 Day Includes:

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

$558 $798

You Save: $240 (30%)

Note: Extra Savings are reflected in the cart and at checkout.

Please select conference courses above to continue.


Frequently Asked Questions

The maximum number of CPE credits you can earn at most Western CPE conferences is 40; this includes up to 10 Bonus CPE online credits. 

To provide our customers with the utmost flexibility, Western CPE happily accommodates split registration requests. For example, if you register to attend 5 days, you can take your family to Orlando for 3 class days and then go to Las Vegas later in the year for the other 2 class days. Keep in mind that when you register and pay for a conference, you must use those conference days in the same calendar year and cannot be transferred to another year. 

Western CPE offers group discounts for conferences.

Please call (844) 690-2167 and ask to speak to a Corporate Solutions representative. Group discounts cannot be used in conjunction with any other special offer or promotion.

Please call (844) 690-2167 and ask to speak to a Corporate Solutions representative. Group discounts cannot be used in conjunction with any other special offer or promotion.

You can! Select your classes from our available Conferences and we will automatically apply the Save Now, Choose Later at checkout.

If you need further assistance, please call us at (800) 822-4194 or email wcpe@westerncpe.com.

Important note: “Save Now, Choose Later” conference registrations cannot be carried over to a subsequent conference year. If you do not attend a conference in the same year the registration payment was made, you will forfeit payment.

Bonus CPE courses will be available to participants at the time of registration.

You can apply your Bonus CPE to any Webcast or Self-Study products at checkout.

Bonus CPE credits will expire in your account on December 31 at midnight EST. You will no longer be able to enroll in a course after that date.

If you need further assistance, please call us at (800) 822-4194 or email wcpe@westerncpe.com.

Once attendance is reconciled, your certificates of completion will be available in your account. Once certificates have been issued, you can also access them in your Western CPE customer account. Use this link to access your certificate directly, https://www.westerncpe.com/account/my-certificates/

Breakfast for conference attendees is served each morning prior to class and a light snack is provided mid-morning. Attendees are on their own for lunch and dinner. 

The conference registration price does not include lodging. The conference price is just for your CPE.

Western CPE does not book flights for conference participants. However, we encourage you to take advantage of discounts available for Western CPE conference attendees.

Western CPE has contracted discounted accommodations with the resort properties, however all customers are responsible for making their own reservations directly with the hotel either through the reservation link on our website or by calling the hotel directly and specifying you are a Western CPE conference attendee. Group rates apply to initial room blocks, which occasionally sell out. It’s always best to make your room reservation immediately after booking your conference.

We want you to be comfortable at our conferences, so at most locations, resort casual is recommended. At some conferences, such as our cruises, it’s recommended that gentlemen have a jacket and tie for evening dining. Our main goal is for you to receive quality education comfortably!

Western CPE gives you several options for replacing a day of live instruction. Please contact customer care at (800) 822-4194 for details. 

Yes! We sincerely appreciate all customer referrals and encourage you to bring along your peers so that they may experience our popular CPE Conferences firsthand. Individual guests will be charged our full registration fee, and for groups of 5 or more, discounts are available. 

Each day you attend a conference, you are awarded 6 credits for completing the course.

You also get an additional 2 bonus credits awarded to you that can be used for online CPE. Keeping in mind that bonus credits expire at the end of each calendar year.

You must attend the conference to obtain your 2 additional credits for each day. If you decide to cancel the conference by switching your conference to online CPE or store credit, you forfeit your additional bonus cpe.