CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

CPE CONFERENCE

San Diego, CA

November 18 - 22, 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

Mission Bay Resort

Discover the fully transformed San Diego Mission Bay Resort, where the best of the Southern California lifestyle is at your fingertips – sun, sand, and so much more. We invite you to indulge in the heart of San Diego, where you’ll enjoy waterfront dining, endless outdoor activities, luxurious spa treatments, poolside relaxation, and – best of all – proximity to everything you could want to do in our vibrant city.

Starting at $289 Per Night

Discount ends October 29, 2024

Located in heart of San Diego

Waterfront Pool

endless outdoor activities

hotel Accommodations 

Mission Bay Resort​

State-of-the-art fitness center

Tennis and pickleball court access

volleyball, basketball, giant chess, and more

Complimentary access to men and women’s Sauna’s

Waterfront pool

Waterfront dining

Beach access

Poolside cabana rentals

Nightly live music

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.

Other Federal Tax Update Course Options

You’ve got options. Do you prefer taking a test or watching with attendance prompts? Want to see this course live and in-person? Western CPE has you covered.

Other
CPE Conference locations

Other
CPE Conference locations

LAS VEGAS, NV

OCT. 21 - 25, 2024

$200 /day

LAS VEGAS, NV

OCT. 21 - 25, 2024

$200 /day

TEMPE, AZ

OCT. 28 - NOV. 1, 2024

$200 /day

BOSTON, MA

OCT. 14 -18, 2024

$200 /day

NEW YORK, NY

OCT. 14 -18, 2024

$200 /day

SAN DIEGO, CA

NOV. 18 - 22, 2024

$200 /day

LAS VEGAS, NV

DEC. 9 - 13, 2024

$200 /day

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.

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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, November 18

Day 2 - Tuesday, November 19

Day 3 - Wednesday, November 20

Day 4 - Thursday, November 21

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Course Description

Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality management deficiencies in all services that are subject to peer review.

Learning Objectives

• List the potential impact of risks faced by public accountants when performing audit and other attest services • Recall common peer review deficiencies in all types of attest engagements • Identify minimum documentation requirements contained in the SSARSs, SASs and SSAEs • Recognize how to strengthen analytic procedures to support conclusions on reviews and audits • Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement • List the quality management standards and guidance related to a CPA firm’s responsibilities for its system of quality management over the audit and attest practice
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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

Day 5 - Friday, November 22

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Course Description

This six hour course is up to date with all significant legislative, administrative and judicial developments up to the date of presentation. It includes S corporation eligibility and election requirements, taxable income, compensation, distributions basis and other loss limits. Although this program has an S corporation emphasis, several of the topics apply to other forms of closely held businesses, including partnerships and C corporations.

Learning Objectives

• Determine the entities which are, and which are not, eligible for S corporation status. • Understand the corrective rules for repairing eligibility and preserving S status. • Identify corporate income, loss, and other items that affect income, loss and basis. • Recognize the pervasive issue of compensation of shareholder-employees. • Understand the S corporation shareholder stock and debt basis rules. • Calculate the effects of income, distributions, losses and other items on shareholder’s basis. • Apply the sequence of loss limitations affecting shareholders and other business owners.
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Course Description

Many for-profit and non-for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Government Auditing Standards (Yellow Book) relevant to a variety of circumstances. This course will cover the latest in independence, quality control, audit planning, satisfying compliance audit requirements, reporting, and more!

Learning Objectives

• List important requirements of Government Auditing Standards • Explain important areas of emphasis within the Yellow Book • Describe when Generally Accepted Auditing Standards may apply to a variety of types of entities • Explain what additional responsibilities exist with a Yellow Book financial statement audit • Recall the importance of independence and other ethical responsibilities • Distinguish internal control responsibilities for Yellow Book and compliance audits • List required elements of a Yellow Book findings and publicly-available reports • Identify proper responses to a variety of FAQ related to the application and compliance with Yellow Book

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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