Western CPE
INSTRUCTORS
At Western CPE, we take the instruction presented in our courses and at conferences seriously. Our instructors are industry experts, carefully selected to provide you the most current and relevant topics. Because of their dynamic instruction, you will be able to immediately apply what you learn. The material delivered is 100% original content created by our faculty with you in mind. See for yourself why Western CPE is known for delivering the best quality financial and accounting CPE in the industry.
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Vern Hoven, CPA, MT
Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year …
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Sharon Kreider, CPA
Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax …
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Karen Brosi, CFP, EA
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax a …
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Ed Robinson, CPA, CSP
Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and auth …
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Steven M. Bragg, CPA
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business b …
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Delta CPE LLC
For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financi …
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Danny Santucci, JD
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal care …
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Joseph Helstrom, CPA
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and coursewa …
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Jeff Sailor, CPA
Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon grad …
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Patricia McCarthy, MBA
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and coursew …
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Mary S. Schaeffer, MBA
Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that r …
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Marshall Romney, CPA, PhD, CFE
Marshall Romney, CPA, PhD, CFE, is the John and Nancy Hardy Professor of Accounting and Information …
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Larry L. Perry, CPA
Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manua …
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Jennifer Elder, CPA, CFF, CIA, CMA
Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a b …
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Michael J. Walker, CPA
Michael J. Walker, CPA, is based in New England and has decades of accounting experience in the fina …
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Paul J. Winn CLU ChFC
Paul J. Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and secur …
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Jeff Lanza
Jeff Lanza was an FBI special agent for over 20 years. He investigated corruption, fraud, organized …
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Francis X. Ryan, CPA, CGMA, MBA
Francis X. Ryan, CPA, CGMA, MBA, is the president of F.X. Ryan & Associates, which specializes i …
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Robert Keebler, CPA, AEP, MST, CGMA
Robert Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, …
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Steven G. Siegel, JD, LLM
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to a …
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Robert (Bob) E. McKenzie, EA, Esq.
Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chica …
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Dennis Dycus, CPA, CFE, CGFM
Dennis Dycus, CPA, CFE, CGFM, recently retired after 39 years with the Office of the Comptroller of …
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Jeff Rattiner, CPA, CFP
Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, …
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Tom Noce, CPA
Tom Noce, CPA, CFE, has over 37 years of experience in the field of public accounting, including eig …
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Kelen Camehl, CPA, MBA
Kelen is a recognized author and reviewer of CPE courses and has authored over 145 courses (350+ CPE …
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K2 Enterprises
K2’s goal is to produce and deliver the highest quality technology seminars and conferences availabl …
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Sandra Leyva, CPA
Sandra Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in A …
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K2 Enterprises (Randolph P. (Randy) Johnston, MCS)
Randolph P. (Randy) Johnston is a nationally recognized educator, consultant, and writer with over 3 …
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K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Adminis …
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Mark Seid, EA, CPA, USTCP
Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. …
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Kurt Oestriecher
Kurt Oestriecher is the partner in charge of accounting and auditing services with Oestriecher & …
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David F. Jarmusz, CPA, JD, LLM
David F. Jarmusz, CPA, JD, LLM, is a partner at Jarmusz & Associates Tax, LLC. He is also a vete …
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Claudia Hill, EA, MBA
Claudia Hill, EA, MBA, is a nationally recognized tax professional and a frequent lecturer on taxati …
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K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)
Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting …
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Doug Stives, CPA
Doug Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Br …
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Alice Orzechowski, CPA, CMA, EA
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Econ …
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K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD)
Lawrence A. (Mac) McClelland, MBA, JD, is an attorney and accounting professional. Mac was formerly …
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K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist …
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Chris Pembrook, CPA,MBA,CGAP,CRFA
Chris Pembrook, MBA, CGAP, CPA, is a manager for Crawford & Associates, P.C., Certified Public A …
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Greg Conderacci
For more than four decades, Greg Conderacci has been using the magic of communication to help people …
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Shehan Chandrasekera, CPA
Shehan Chandrasekera is a Certified Public Accountant in the state of Texas and New Jersey. He speci …
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Katye Maxson-Landis, CPA
Katye Maxson-Landis is irreverent, inquisitive, and professionally skeptical of just about everythin …
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K2 Enterprises (Ward Blatch)
Ward Blatch provides consulting and training services as the Managing Director for K2E Canada throug …
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Western CPE
Western CPE helps tens of thousands of Tax Advisors and CPAs understand constant tax changes so they …
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Evan M. Levine, ChFC
Evan M. Levine began his career in the summer of 1988 as the very first intern for New York City’s # …
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Nainesh Shah, CFA
Nainesh Shah grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, …
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Amy Vetter
Amy Vetter, CPA, CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote spea …
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James Lange, CPA, Attorney
James Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 t …
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William T. Allen
Originally from the San Francisco Bay Area, Bill has 30 years of federal audit and contract monitori …
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Sefton Boyars
Until his retirement in October 1996, Sefton Boyars was the Department of Education’s Regional Inspe …
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Jane Ryder, EA, CPA
Jane Ryder, EA, CPA is the owner of Brass Tax Ryder Professional Group, Inc., a full service tax and …
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Frank Castillo, CPA
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work in …
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Mary Kay Foss, CPA
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty y …
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Larry Pon CPA/PFS, CFP, EA, USTCP, AEP
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Plann …
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Sunish Mehta, CPA, CGMA
Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of …
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William B. Henry – Founder & CEO of “The WBH D.E.I.I. Experience”
With more than 20 years of experience William B. Henry specializes in having D.E.I.I. conversations …
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James Counts, CPA, CTFA
Sole Proprietorship since 1987, CPA since 1982. James Counts has extensive experience in income tax …
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Robert W. Jamison, CPA, Ph.D.
Robert “Bob” W. Jamison, CPA, Ph.D., is Professor Emeritus of Accounting at Indiana University, Purd …
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A.J. Reynolds, EA
A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though …
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Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical cons …
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Adam Fayne, Attorney
Adam Fayne assists companies and individuals, nationally and internationally, on corporate and tax i …
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Jessica L. Jeane, J.D.
Jessica keeps her finger on the pulse of Congress and the IRS. She has an extensive background in an …
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Cost Segregation Authority
Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation s …
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CSA Erik Oliver
Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joi …
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CSA Steve Ruf
Steve Ruf is the CEO of Cost Segregation Authority, LLC. He holds a Bachelor of Science degree from …
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Leslie Book, J.D., LL.M.
Professor Leslie Book is a Professor of Law at the Villanova Charles Widger School of Law. While at …
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Jennifer F. Louis, CPA
Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality traini …
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Tony Nitti, CPA, MST
Tony Nitti, CPA, MST is a partner in the National Tax Department of EY US, with a focus on Section 1 …
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Damien Martin, CPA, MST
Damien R. Martin, CPA, MST will be joining EY as a partner in the Private Client Services tax practi …
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Darryl Lee Brown, EA, CPA, Ph.D.
As a former senior manager, with a “big six” public accounting firm, Darryl has a vast array of expe …
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Kelly Phillips Erb, J.D., LL.M
Kelly Phillips Erb, J.D., LL.M, is Tax Counsel for White & Williams, LLP where her primary pract …
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Orumé Hays, CPA, CGMA, MST
Orumé Hays, CPA, CGMA, MST, is the Founder and CEO of HAYS CPA LLC, a boutique client advisory and a …
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Nicole Davis, CPA, MBA
Nicole Davis, CPA, MBA, is the founder and CEO of Butler-Davis Tax & Accounting, BD Payroll, and …
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Bogdan Constantin
Bogdan Constantin is a serial entrepreneur and investor. He previously founded Menguin, the world’s …
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Jason Staats, CPA
Jason Staats, CPA has run a $5M accounting firm, built a successful SAAS company, sold a startup, an …
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Josh Youngblood, EA, CTRS, NTPI
Josh Youngblood, EA, CTRS, NTPI, began his business career over 25 years ago, starting his first com …
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Alicyn McLeod, CPA, CFP
Alicyn McLeod is an Atlanta-based CPA and CFP®, specializing in tax advisory and tax-focused wealth …
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Logan Graf, CPA
Logan Graf, CPA, is the owner of The Graf Tax Co. PLLC, located in the Austin, TX area. He holds a M …
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Lorilyn Wilson, CPA
Lorilyn Wilson is a CPA, mother, and accounting personality. Located in the Pacific Northwest, Loril …
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Brian Streig, CPA
Brian Streig, CPA has nineteen years of public accounting experience in tax assistance and complianc …
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Lily Tran, EA, CTC
Lily Tran, EA, CTC, is the Founder of TaxUSign®, a Washington State firm providing virtual tax help …
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Cecily VM Welch, CPA, PFS, CFP
Cecily VM Welch, CPA, PFS, CFP, demystifies complex financial issues so people can make informed dec …
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Fred Stein, CPA, EA
Fred Stein, CPA, EA is the tax director of BQ Tax & Accounting, Ltd, a firm dedicated to working …
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Sabrina P. Cook, CPA
Sabrina P. Cook, CPA, is a tax practitioner, speaker, mom, and accounting personality. Based in Nort …
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Jessica L. Smith, EA
Jessica L. Smith, EA is a speaker and educator with more than a decade of experience helping small b …
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Jeremiah B. Pagano, Esq., LL.M., CEPA, PC
Jeremiah B. Pagano, Esq., LL.M., CEPA, PC is a securities regulatory and corporate compliance attorn …
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Illyasha Peete
Illyasha Peete, a Chief Member at Chief, is part of a powerful network of women leaders who support …
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Jamie O’Kane, CPA, CTC
Jamie O’Kane, CPA, CTC is the owner of the Colorado based CPA firm Abundant Beans Tax & Accounti …
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Matt Gaylor, EA, CTC
Matt Gaylor, EA, CTC has been serving clients in tax compliance, planning and resolution as owner of …
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Tyler Menzer
Tyler Menzer is a Ph.D. Candidate at the University of Iowa, graduating in 2024. His research involv …
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Ashley Francis, CPA
Ashley Francis is a CPA with 23 years of experience. She specializes in helping ultra-high net worth …
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Alex M. Parker
Alex M. Parker, principal at Capitol Counsel, LLC, has over a decade of experience analyzing interna …
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Matthew E. Foreman, Esq., LL.M.
Matthew E. Foreman, Esq., LL.M. co-chairs FRB’s Taxation Practice Group, advising businesses on the …
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BRAYN Consulting, LLC
BRAYN Consulting, LLC is a niche consulting firm that empowers business through specialty tax incent …
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Jared M. Le Fevre
Jared Le Fevre is a Partner in Crowley Fleck’s Tax, Trusts & Estates and Creditor’s Rights Pract …
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Yvette Durazo, Unitive Consulting
Being the youngest of seven children, she has been a negotiator and mediator from the cradle. As a f …
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Lucas H. Forcella
Lucas primarily practices as a business attorney, advising clients on commercial transactions (inclu …
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Joshua “JJ the CPA” Jenson
Joshua Jenson, CPA has 32 years of public accounting experience in tax, specializing in LLC, partner …
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Amanda Jenson
Amanda Jenson, a proud native of the red dirt state, hails from Chickasha, OK, and has deep roots in …
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Dr. Josh McGowan
Dr. Josh McGowan is an accounting professional and educator, holding a Doctorate in Business Adminis …
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Rocco Lueck, Ph.D.
Dr. Rocco Lueck is an Associate Professor and Chairperson of the Business Department at D’Youville U …
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Kevin Stratvert
With over 4.5 million subscribers and 30 million views monthly, Kevin Stratvert’s YouTube, Instagram …
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Tom Gorczynski, EA, USTCP
Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law m …
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Natalie Kolodij, EA, CRETS
Natalie Kolodij, EA, CRETS is an IRS Enrolled Agent who has been working exclusively with Real Estat …
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Matthew Metras, EA
Matt Metras, EA is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing si …
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Brad D. Messner, MBA, EA
Brad D. Messner, MBA, EA is a seasoned professional in both the technology/cybersecurity domain and …
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Jennifer Sailor
Jennifer has a masters degree in accounting with a concentration in auditing and works for a large r …