CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

San Diego,CA

November 2023

San Diego’s 70 miles of shoreline are widely considered some of the most beautiful in the world. Beaches aside, the city is home to perfect weather, incredible cuisine, exciting nightlife, and a vibrant arts scene.

San Diego,CA

November 27th – December 1st

San Diego offers the perfect combination of beachside attitude and big-city culture. Perfect weather, a coastline that seems to stretch on forever, waterfront dining, and unforgettable nightlife are just a few of the city’s perks. From aquatic attractions to the city’s vibrant arts scene, there’s something for everyone.


San Diego Mission Bay Resort

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 $289.00 Per Night

Room Block Cutoff Date: Nov 7, 2023

Vacation at a Glance

Population

1,382,000

Best Time

March – July

Time Zone

Pacific Standard Time

Founded

1769

Climate

Mediterranean

Nickname

America’s Finest City

Learning at a Glance

Class Days

November 27th – 1st

Number of Courses

10

Topic Highlights

Accounting, Computer Software & Applications, Auditing, Accounting & Auditing, Taxes

New Federal Tax Update

Available

Instructor Highlights

K2 Enterprises, Sunish Mehta, Karen Brosi, Cost Segregation Authority, Jane Ryder

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

The newly-renovated San Diego Mission Bay Resort is the perfect place to indulge in everything the Southern California lifestyle has to offer—sun, sand, food, and more. Take your pick from three waterfront dining options for some fresh California fare, chase adventure with endless outdoor activities, and kick back by the water. At night, gather at the resort’s beach firepits to make s’mores and embrace the ocean breeze. The serene waterfront environment of Mission Bay is the perfect basecamp to explore everything San Diego has to offer. Reserve a Room >

  • Newly Upgraded Rooms
  • Private Poolside Cabanas
  • 3 Waterfront Restaurants

Select Your Conference Courses

San Diego,CA

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

November 27th – December 1st

Day One - November 27

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Course Description

How good are you with the technology you use daily? What new technology tools are available that could save you time and make you more effective? Technology continues to accelerate rapidly, and the need to keep pace is important. If you are not an information technology (IT) expert, but need a technology update to maintain and improve your skills so that you can serve your companies and/or clients more efficiently and effectively, then this course is for you!

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Office 2016/Office 2019/Office 365), operating systems (including Windows 10) and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools which can provide you with knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills needed to enhance the value of your IT investment.

Learning Objectives

Upon completing this course, you should be able to:
  • Identify key hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems;
  • Implement key features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook;
  • List and apply key features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms; and
  • Identify key security and privacy issues facing accountants, including practical tools and techniques for mitigating risk, such as data encryption, password management, biometrics, and portals.
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Course Description

The CPA in 2023: Practicing Mindfulness Daily

Learning Objectives

Upon completion of this course, participants will be able to:
  • Define Mindfulness and its application in daily life;
  • Describe the current state of CPA (Constant.Pressured.Anxious);
  • Apply ‘The Compass of Mindfulness™ to projects on hand;
  • Practice the 8-minute CPA Mindfulness Practice™ (Construct.Practice.Awaken);
  • Describe the Honesty of Monotasking and the Science of Neurology;
  • Application of Mindfulness to daily tasks;
  • Manage working in the 2023 hybrid environment; and
  • Plan a roadmap to the new state of CPA (Conscious.Present.Aware.).

Day Two - November 28

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Course Description

Today’s accounting and financial professionals need leading-edge technologies to thrive in a high-speed economy. Unfortunately, many still use tools that first appeared over a decade ago, or are mired in manual processes.  This practice leads to inefficiency, fraud, poor decisions, and ineffective communication and collaboration.

Participate in this session to learn about today’s best accounting and finance tech tools, how to take advantage of them, and the benefits they provide. You’ll be amazed at what is available, how easy implementing these can be, and the benefits they offer.

  • Using data analytics for better decisions
  • Business intelligence platforms
  • Automating business processes
  • Integrating data across the organization
  • Communication and collaboration tools
  • Key security technologies

Learning Objectives

Upon completion of this course, participants will be able to:
  • Differentiate between data analytics and business intelligence and list examples of each;
  • Identify at least three opportunities for automating transaction flows, including approvals, in any organization;
  • List examples of the benefits of data integration and specific tools you and your team can use to facilitate data integration efforts;
  • Cite examples of technology to facilitate intra-team communication and collaboration efforts and the related benefits; and
  • List at least three security concerns facing businesses and provide examples of solutions to address these risks.

Day Three - November 29

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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.
INCREASING REVENUE USING SPECIALTY TAX SERVICES ( 1HR)
This course provides details on how to successfully implement different specialty tax services to generate additional income and increase your firm’s revenue. We will go over different important documents that are necessary to understand the process and take you through relevant case studies.
MARKETING YOUR CPA FIRM ( 1HR)
Our presentation covers the importance of marketing your CPA firm correctly. It can be used to attract the attention of your ideal client and generate new leads. We will also touch on your digital footprint and how social media can be a useful tool in marketing to your clientele, as well as how rebranding/refocusing can help your firm stand apart from others.

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;
  • 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;
INCREASING REVENUE USING SPECIALTY TAX SERVICES:
  • Implement cost segregation strategies and know what to look for, like:
    • 8825
    • Schedule E
    • Depreciation Schedule
  • Understand why New Construction projects can build revenue;
  • Identify why specialization is important;
MARKETING YOUR CPA FIRM:
  • Identify why Marketing matters;
  • Learn wow to attract your ideal client;
  • Implement social media strategies in your firm to build your digital visibility and footprint; and
  • Understanding when to rebrand and refocus to target your chosen demographic.

Day Four - November 30

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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 Five - December 1

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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.

5 Days Includes:

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

$2,975 $3,990

You Save: $1,015 (25%)

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

4 Days Includes:

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

$2,549 $3,192

You Save: $643 (20%)

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

3 Days Includes:

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

$2,029 $2,394

You Save: $365 (15%)

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)

$798

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.