CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Scottsdale,AZ

November 2023

Scottsdale has it all: luxurious resorts, high-end shopping, and unforgettable natural scenery. It’s a paradise for outdoors lovers, golfers, shoppers, and foodies alike.

Scottsdale,AZ

November 13th – November 17th

Scottsdale is a laid-back urban oasis amidst the Sonoran Desert. Whether it’s exploring the area’s spectacular mountain ranges, relaxing at a sprawling resort, or taking advantage of Old Town Scottsdale’s unbeatable boutiques and eateries, there’s something here for everyone.


The Scottsdale Plaza 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 $209.00 Per Night

Room Block Cutoff Date: Oct 13, 2023

Vacation at a Glance

Population

242,753

Best Time

September-November

Time Zone

Mountain Standard Time

Founded

1951

Climate

Desert

Nickname

The West’s Most Western Town

Learning at a Glance

Class Days

November 13th – 17th

Number of Courses

8

Topic Highlights

Taxes, Business Management & Organization, Accounting

New Federal Tax Update

Available

Instructor Highlights

Mark Seid, Ed Robinson, Jeff Rattiner, Jennifer Louis

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

Overseen by Mummy Mountain’s purple peaks and surrounded by the splendor of the Sonoran Desert, the sprawling Scottsdale Plaza Resort & Villas is the perfect laid-back Arizona resort. Whether it’s a day of waterfront margaritas at one of the resort’s five pools, teeing off from any of Scottsdale’s championship golf courses, or getting spoiled at the spa, make your stay your own. With over 40 acres of gardens, superior service, and spectacular views, even the most easygoing day at The Scottsdale Plaza is unforgettable. Reserve a Room >

  • 5 Heated Swimming Pools
  • World-Renowned Hiking
  • 40 Acres of Gardens

Select Your Conference Courses

Scottsdale,AZ

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

November 13th – November 17th

Day One - November 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.

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 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.

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 15

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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.
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Course Description

Has your organization experienced change during the recent disruption? Are the professionals in your industry being challenged by new ways of doing business, including industry or regulatory changes?

Ed will share core strategies to manage and lead remotely along with critical strategies to manage projects and time. Participants willl learn how to skillfully rethink and retool your managerial skills in ways that will help you reach your people and empower them to perform while enhancing overall performance and productivity.

Business has changed more since the end of the economic downturn (2009) than in all the prior 30 years. Add to that this recent disruption and you’ll find you’re in a brand-new game. Ed will help you understand the new rules and how to win the game.

This program will also afford Professionals the skills to enhance their performance while enjoying time to increase productivity at work and at home. The course is divided into three key modules. The first section focuses on the skills and tools necessary to effectively manage your time, plan your day, week, month and year as a professional.   The second section is designed to take your newly developed time management skills to the next level by increasing your productivity and enhancing overall performance.

 

Learning Objectives

  • Remotely Inspire, motivate, and guide others towards goal accomplishments.  Consistently develop and sustain cooperative working relationships.  Encourage and facilitate cooperation within the organization and with customer groups; fostering commitment, team spirit, pride, trust.  Develop leadership in others through coaching, mentoring, rewarding, and guiding employees
  • Reenforce the key skills to be an effective manager both remotely and on site
  • Enhance the effectiveness of remote work groups by improving -
    • Goal, role clarification and interpersonal processes
    • The setting of  priorities, performance objectives and performance measures
    • Monitoring and improving performance and methods employed
  • Prioritizing your day, week and life
  • Managing multiple priorities as we focus on key outcomes
  • Getting more done in less time
  • Create a work environment that encourages creative thinking and innovation
  • Influence others toward a spirit of service and meaningful contributions to mission accomplishment
  • Enable others to acquire the tools and support they need to perform well remotely
  • Assure that effective controls are developed and maintained to ensure the integrity of the organizations
  • Monitor and evaluate plans and focus on results and measuring

Day Four - November 16

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Course Description

WOW! What a beginning to this decade! Our clients finally learned about the importance of being well positioned and ready for unexpected events!  The lessons learned are life altering and game changing! It proves that your clients must always be ready for the multitude of life’s financial uncertainties. Many rules of thumb have been challenged and replaced by more cautious types of planning. In essence, we need to make sure our clients are prepared for this NEW NORM – The Roaring 20s! Having said that, the other side of unique possibilities and future success now exist because of a quickly changing world!

We all know what we would like to do as advisors in helping our clients, but how realistic will it be for us to assess, evaluate and implement our clients’ ability to tackle these objectives using traditional financial planning tools and techniques during this rapidly changing decade? Are the tools we use applicable in truly helping our clients attain these goals in this next decade?

Join Jeff Rattiner, CPA, CFP®, MBA, of the Rattiner’s Financial Planning Fast Track ™, Inc., as he will be sharing with you on how to prepare during the Roaring 20s!!  Rattiner will focus on an evaluation of the core areas of financial planning: cash flow management and budgeting, insurance planning, investment planning, education planning, income tax planning, retirement planning, estate planning as well as other uncertainties that need advance prep, such as divorce and closely held business owner planning opportunities.

 

You’ll learn how a financial advisor may approach and work with a client in exploring and setting the stage in this unique and previously unexplored terrain. You’ll work through the intricacies of how different types of clients react to the experience of financial endeavors possibly turning out differently than what was previously expected and initially hoped for!

Learning Objectives

Upon completion of this course, participants will be able to:
  • Learn how to assess, evaluate, and implement specific real-life scenarios by distinguishing where a client stands financially today and what may transpire into the uncertain future (The Roaring 20s), all while applying appropriate reads and recommendations towards developing long term strategies, and determining what needs to happen if things go off-course – Again!
  • Incorporate the new norm and distinguish that from the old norm within the financial planning process;
  • Work through a rapidly changing environment by re-examining the core components of cash flow management, and planning for insurance, investing, education, retirement and estate realities;
  • Help identify and communicate critical thoughts in each step of the planning process to develop a strong understanding of client issues; and
  • Help you present worthwhile recommendations that will further your client’s lifelong objectives to build an appropriate model during changing times.
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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 17

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Course Description

One of the many phenomena of our post pandemic workforce is the concept of “quiet quitting’. Quiet quitting has impacted the professional service industry in a wide variety of ways such as allowing people to fulfill their normal duties with zero desire to expand the scope of their impact. Quiet quitters may take ownership of their primary responsibilities with no desire to engage as a good corporate citizen including but not limited to staying late, showing up early or on time. These professionals are also less likely to participate in nonmandatory meetings.

This program examines the various details of these concepts and the various ways it has allowed the culture to pivot. Ed will cover 9 secrets to counterattack the behavior’s as we lead this group. It is roughly estimated to be 50-68% of the workforce that participate in this quiet quitting. We’ll identify 9 secret strategies to empower this group to be more engaged and empowered.

Learning Objectives

Upon completion of this course, participants will be able to:
  • Proper definition of the people who fall into this phenomena;
  • Strategies to retain those who are productive;
  • Strategies to attract new hires;
  • How to create a culture around engaging employees; and
  • How to recruit great talent to your firm.
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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 Performing an Agreed-Upon Procedures Engagement.

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
  • Cite and apply better practice skills

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.