CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Orlando，FL

June 2022

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Overview
Hotel
Instructors
Courses
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Orlando，FL

June 13th – June 17th

Surround yourself with world-famous theme parks, sunny days, and family-friendly fun When you visit Orlando, FL. Stay at the luxurious Grand Floridian Resort & Spa and enjoy a Disney ambiance with good food and exquisite dining. Have an all-around vacation experience at multiple theme parks, ecotourism and outdoor adventures, dining, and shopping. Make lifetime-worthy memories in the Sunshine State.

Disney's Grand Floridian Resort and Spa

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 $295.00 Per Night

Room Block Cutoff Date: May 13th

Book Here

Vacation at a Glance

Population

307,573

Best Time

March-May

Time Zone

Eastern

Founded

1875

Climate

Subtropical

Nickname

The City Beautiful

Learning at a Glance

Class Days

June 13th – 17th

Number of Courses

10

Topic Highlights

Taxes, IT, Accounting, Auditing

New Federal Tax Update

Not Available

Instructor Highlights

Mark Seid, K2, Jeff Sailor, Ed Robinson

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.

See Courses

About the Hotel

Disney’s Grand Floridian Resort and Spa
5/5

Enjoy a luxurious, sophisticated feel of Orlando at Disney’s Grand Floridian Resort & Spa. The large, Victorian-style hotel offers exquisite dining, a pool with a waterslide, The Grand Floridian Spa, and a short travel time to Magic Kingdom Park on the complimentary Resort Monorail. Fun for the whole family with relaxation perks for the adults.

  • Valet parking
  • Free High-Speed Internet (WiFi)
  • Pool
  • Fitness Center with Gym / Workout Room
  • Bar / Lounge
  • Entertainment staff
  • Babysitting
  • Children Activities (Kid / Family Friendly)
  • Pets: NO

Select Your Conference Courses

Orlando，FL

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

June 13th – June 17th

Day One - June 13

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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.

Highlights of key updates include:

  • Latest individual federal tax reform developments
  • New proposed/enacted tax legislation
  • Tax savings strategies
  • SECURE Act guidance and SECURE 2.0
  • Advanced Child Tax Credit and IRS Letter 6419
  • Virtual currency overview
  • IRS administration and compliance
  • Relevant tax cases and rulings

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.
  • Increased understanding of current IRS administration and compliance issues.
  • Exposure to relevant 2022 tax cases and rulings.
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Course Description

Technology continues to evolve and amaze! In fact, but for technology, where would our businesses be today? It’s truly amazing to see how companies quickly embraced many forms of technology in response to the pandemic. That pace of change is likely to accelerate as newer technologies become mainstream. Tools such as robotic process automation, data analytics, collaboration tools, and artificial intelligence will affect virtually every organization over the coming five years, working alongside today’s mainstream technologies. Participate in this session so you are prepared to embrace and prosper in an ever-evolving technological world.

Highlights include:
• Developments in hardware and software
• Significant developments in emerging technologies and why many of these technologies are essential now
• Critical cybersecurity issues and potential solutions
• Determining if subscription-based software models are right for your team
• The impact of 5G technologies on virtually all aspects of communications

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify significant technology issues that affect accounting and financial professionals • List at least three security practices that should be in place in every organization • Evaluate software subscription models to determine if they are ideal for your team • Differentiate between various communication and collaboration platforms, such as Teams and Zoom • Estimate the impact of emerging technologies such as blockchain, artificial intelligence, machine learning, robotic process automation, and data analytics on businesses • Recognize technologies that will be key in a post-pandemic environment

Day Two - June 14

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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.

Highlights include:

  • Latest federal tax reform developments
  • New proposed/enacted tax legislation
  • Tax savings strategies
  • Cannabis Sales Taxed
  • Business Interest Deductions Limited
  • Business (Restaurant) Meals 100% Deducible
  • Depreciation Changes and Luxury Auto Depreciation Updated
  • QBI Deduction Stays the Same
  • Avoid Obamacare Form 226-J Penalties

Learning Objectives

Upon successful completion of this course, participants will be able to:
  • Convey details of updated IRS changes
  • Recognize opportunities to use business credits.
  • Summarize the different types of business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
  • Compare qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans, identifying the rules on loans to participants and hardship distribution rules to ensure compliance with tax regulations.
  • Discuss income subject to self-employment tax and withholding from wages, and assess the impact of various withholding and wages issues.
  • Determine the difference between an independent contractor and an employee and examine subsequent reporting requirements.
  • Prepare federal tax returns for C corporations.
  • Prepare federal tax returns for S corporations.
  • Understand federal changes and new rulings.
  • Provide tax services for clients based on IRS practice and procedure provisions.
  • Describe new developments in IRS policies and procedures.
  • Identify the requirements of filing an offer in compromise (OIC).
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Course Description

It is safe to say that you use Excel to some degree, but do you and your team use it as efficiently and effectively as you could? Are you taking advantage of newer features such as Data Models, Dynamic Arrays, and the ability to collaborate in real-time with other Excel users? Do you use IDEAS, the IFS function, or the XLOOKUP function? Is Power Query part of your daily routine? Can you use Flash Fill to manipulate data?

In this session, you will learn about each of the above features, plus many others, to boost your productivity and accuracy when working with Excel. This session is a “must-see CPE” session for every accounting and financial professional who desires to use Excel better.

Highlights include:
• New features available in Excel that accounting and financial professionals should use
• How to work with larger volumes of data in Excel
• Improving efficiency through Excel’s collaboration tools
• How to link various sources of external data into Excel for reporting and analysis
• Create user-defined functions in Excel.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify the importance of Power Query in everyday situations. • Utilize Flash Fill to manipulate data without resorting to formulas. • List examples of when you should use Excel’s multi-condition functions. • Define “array” and identify situations when Dynamic Arrays can improve productivity. • Specify at least two ways you can Data Models and their impact on reporting processes.

Day Three - June 15

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Course Description

Learn why and how to develop leaders in your organization. Identify people who can be considered part of the succession plan when the management team retires. Develop people to understand the core leadership competencies, successfully develop people and grow. This program will differentiate between leading, managing, coaching and mentoring, how and when to apply each skillset.

This high impact program cultivates the best in your leaders and shows them how to serve as role models to enhance organizational performance. Besides developing leaders for success, this program also helps to accomplish more objectives with greater results at a faster pace than ever before. Participants learn to understand the key strategies they need to use as coaches and mentors to produce high payoffs in their staff with little or no expense. Participants leave the program enthused, motivated and empowered to act.

Learning Objectives

Upon successful completion of this course, participants will be able to: • The 4 key characteristics of a leader • How to be an effective leader and a trusted advisor • 7 Core competencies of good managers • The 5 core competencies of leaders • What motivates the managers and leader in people • How to increase performance at all levels. • How to empower others. • Assessing your empowerment strength. • Various types of leaders • What demotivates the manager and leader in people
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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 Revenue Recognition, Leases and Credit Losses. Topics covered in this course include GAAP updates 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. • Describe the characteristics of useful disclosures. • Apply the provisions of the new lease standard. • Apply the provisions for revenue recognition. • Describe the major provisions of the standard for Credit Losses

Day Four - June 16

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Course Description

Fraud continues to plague businesses at epidemic levels, and internal control weaknesses and failures contribute to fraud’s large presence in organizations today. In this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk. Using a case study approach, you will learn using real-world examples of recent scams and identify the control weaknesses and failures that contributed to each crime.

The design and application of information technology general controls (ITGCs) and information technology application controls (ITACs) is a specific focus of this session. With strong IT controls in place, your business can reduce the risk of fraud substantially. Further, you can use IT-based controls to help overcome other control issues that your organization might face.

Participate in this session to learn how you can reduce the risk of fraud in your organization – the survival of the business might depend on it!

Highlights include:
• Detailed examination of many of the widely reported frauds of the past decade
• Examples of control failures and weaknesses that lead to fraud
• Identify critical information technology general controls and application controls that should be in place to deter and prevent fraud

Learning Objectives

Upon successful completion of this course, participants will be able to: • Recognize control failures and weaknesses that can lead to fraud. • Define information technology general controls and information technology application controls and distinguish between the two. • Identify examples of critical internal controls, including information technology controls. • List recommendations for improving internal controls in an organization.
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Course Description

Practitioners must provide a variety of reporting services, including compilations, reviews, and audits. This course will cover the latest requirements as well as practical advice for practitioners to effectively do their jobs. Particular attention will be paid to peer review issues. Various “big picture” thinking skills will be discussed as well. A major topic will be the AICPA’s focus on risk assessment. Jeff will also cover the new requirements for Agreed-Upon Procedures engagements under brand new SSAE 19. 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: • Identify and apply the latest audit standards. • Cite and apply the latest compilation, preparation, and review standards. • Apply the new provisions for Agreed-Upon Procedures engagements under SSAE 19. • Identify peer review problem areas. • Cite and apply better practice skills.

Day Five - June 17

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Course Description

Many businesses do not need GAAP. In addition, there are many “big picture” issues in accounting that go “beyond GAAP”. This course will examine the variety of other legitimate options available, which are referred to in the professional standards as Special Purpose Frameworks (SPFs). Accounting expert Jeff Sailor will look at the traditional SPFs (cash, modified cash, and tax) in light of recent events and will also cover IFRS-SME and FRF-SME. To put things in perspective, Jeff will also discuss what makes financial statements useful. In addition, reporting issues and peer review pitfalls will also be discussed. This course is perfect for any CPA who works with small and medium-sized companies who do not need GAAP.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Identify how to apply the cash basis of accounting • Identify how to apply the modified cash basis of accounting • Identify how to apply the income tax basis of accounting • Cite the major components of IRFS-SME • List the major components of FRF-SME and apply the basic elements of framework • Identify how to apply the reporting requirements for SPFs • Explain what makes financial statements useful
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Course Description

Use a 5 step PREDI program to solve problems as a team or individually learn how to utilize a variety of problem-Solving Tools. Make clear and convincing oral presentations to individuals or groups. Listen effectively and clarify information as needed. Facilitate an open exchange of ideas and foster an atmosphere of open communication. Weigh the positive and negative aspects of each option, and consider all the alternatives.

Learning Objectives

Upon successful completion of this course, participants will be able to: • Weigh the positive and negative aspects of each option, and consider all the alternatives • Forecast the important outcomes of each alternative based on an analysis of available (often incomplete) data • Determine which option is best for a situation • Make effective and timely decisions, even when data is limited, or solutions produce unpleasant consequences • Be proactive and achievement-oriented • Express facts and ideas in writing in a clear, convincing, and organized manner • Consider and respond appropriately to the needs, feelings, and capabilities of different people in different situations.

5 Days Includes:

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

$2,579 $3,990

You Save: $1,411 (35%)

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

4 Days Includes:

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

$2,229 $3,192

You Save: $963 (30%)

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

3 Days Includes:

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

$1,799 $2,394

You Save: $595 (25%)

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

2 Days Includes:

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

$1,439 $1,596

You Save: $157 (10%)

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

1 Day Includes:

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

$768 $798

You Save: $30 (4%)

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. 

We can help! Please call us at (800) 822-4194 or email wcpe@westerncpe.com.

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. 

Just contact us via phone, email or online, and we’ll let you know.

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.