Search - Western CPE

Product Search

Conferences

Blog

Keyword Search

Search Filters

Product Delivery

Webcast (402)

Self-Study (800)

Self-Study Video (93)

Functional (10)

Instructors

CPE Topic

Accounting (376)

Auditing (225)

Business & Industry (67)

California Federal Tax Update (7)

California Regulatory Review (1)

Ethics (165)

Ethics for Enrolled Agents (9)

Federal Tax Update (9)

Financial Planning (57)

Fraud (14)

Personal Development (35)

Practice Management (60)

Specialized Knowledge (11)

Taxes (226)

Technology (93)

NASBA CPE Category

Credit Type

California Fraud (1011)

CFP (278)

CMA (438)

CTEC (225)

EA/IRS (223)

Non-Technical (200)

Technical (1096)

Yellow Book (2)

Price

CPE Credits

Keyword Search

Search Filters

Product Delivery

Webcast (402)

Self-Study (800)

Self-Study Video (93)

Functional (10)

Instructors

CPE Topic

Accounting (376)

Auditing (225)

Business & Industry (67)

California Federal Tax Update (7)

California Regulatory Review (1)

Ethics (165)

Ethics for Enrolled Agents (9)

Federal Tax Update (9)

Financial Planning (57)

Fraud (14)

Personal Development (35)

Practice Management (60)

Specialized Knowledge (11)

Taxes (226)

Technology (93)

NASBA CPE Category

Credit Type

California Fraud (1011)

CFP (278)

CMA (438)

CTEC (225)

EA/IRS (223)

Non-Technical (200)

Technical (1096)

Yellow Book (2)

Price

CPE Credits

Sort By:

Taxes
2026 Federal Tax Update: Pro Edition

Credits: 16 ~~$679.00~~ $499.00
Taxes
2026 Federal Tax Update: Self-Study Only

QAS Self-Study
Credits: 16 ~~$609.00~~ $489.00
Taxes
2026 California Federal Tax Update: Pro Edition

Credits: 20 ~~$838.00~~ $618.00
Taxes
2026 California Federal Tax Update: Self-Study Only

QAS Self-Study
Credits: 20 ~~$758.00~~ $598.00
Taxes
Assets, Income & Cash

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Accounting (Governmental)
2026 A&A Update for Nonprofits and Single Audit

Jennifer F. Louis, CPA

Webcast
Credits: 8 $392.00
Taxes
Partnership Taxation

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Regulatory Ethics
Professional Ethics for Pennsylvania CPAs

Joseph Helstrom, CPA

QAS Self-Study
Credits: 4 $116.00
Taxes
Entities & Title

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Regulatory Ethics
Kansas Professional Ethics

Joseph Helstrom, CPA

QAS Self-Study
Credits: 2 $58.00
Finance
Budgeting: The Comprehensive Guide

Steven M. Bragg, CPA

QAS Self-Study
Credits: 14 $364.00
Specialized Knowledge
Wealth Management

Steven M. Bragg, CPA

QAS Self-Study
Credits: 8 $232.00
Auditing
Going Concern Audit Issues

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
Taxes
Education Tax Benefits

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Accounting
Accounting for Art Galleries

Steven M. Bragg, CPA

QAS Self-Study
Credits: 2 $58.00
Auditing
How to Audit Fixed Assets

Steven M. Bragg, CPA

QAS Self-Study
Credits: 2 $58.00
Personal Development
Succession Planning

Steven M. Bragg, CPA

QAS Self-Study
Credits: 3 $87.00
Taxes
Bankruptcy Tax Issues

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Personal Development
Conflict Management

Steven M. Bragg, CPA

QAS Self-Study
Credits: 4 $116.00
Taxes
Selected Legal Issues with Tax Analysis

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Finance
Corporate Cash Management: A Treasurer’s Guide

Steven M. Bragg, CPA

QAS Self-Study
Credits: 15 $375.00
Taxes
Dealing with Debt & Interest

Danny Santucci, JD

QAS Self-Study
Credits: 18 $396.00
Regulatory Ethics
Professional Ethics for Colorado CPAs

Patricia McCarthy, MBA & Joseph Helstrom, CPA

QAS Self-Study
Credits: 4 $116.00
Auditing
Behavioral Forensics

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
Regulatory Ethics
Alabama Professional Ethics

Patricia McCarthy, MBA & Joseph Helstrom, CPA

QAS Self-Study
Credits: 2 $58.00
Regulatory Ethics
Ethical Conduct for Florida CPAs

Joseph Helstrom, CPA

QAS Self-Study
Credits: 4 $116.00
Finance
The CFO Guidebook

Steven M. Bragg, CPA

QAS Self-Study
Credits: 22 $440.00
Taxes
2027 Annual Tax Season Update

Paul J. Winn CLU ChFC

QAS Self-Study
Credits: 8 $232.00
Taxes
Employee Stock Options

Karen Brosi, CFP, EA

Webcast
Credits: 2 $98.00
Regulatory Ethics
Ethics for Ohio CPAs

Delta CPE LLC

QAS Self-Study
Credits: 3 $87.00
Auditing
How to Audit Human Resources

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
Taxes
Passive Loss & At-Risk Rules

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Statistics
Business Statistics with Excel

Steven M. Bragg, CPA

QAS Self-Study
Credits: 2 $58.00
Accounting
Expense Report Best Practices

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
Finance
Invoice Factoring Essentials

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
Finance
Intangible Asset Valuation

Steven M. Bragg, CPA

QAS Self-Study
Credits: 3 $87.00
Accounting
Fixed Asset Controls

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
Regulatory Ethics
Ethics for Indiana CPAs

Joseph Helstrom, CPA

QAS Self-Study
Credits: 4 $116.00
Computer Software & Applications
Use Pivot Tables to Organize, Summarize, and Analyze Data

Patricia McCarthy, MBA

QAS Self-Study
Credits: 5 $145.00
Taxes
Installment Sales

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Taxes
Medical, Charitable & Casualty

Danny Santucci, JD

QAS Self-Study
Credits: 2 $58.00
Computer Software & Applications
Mastering XLOOKUP and XMATCH

Patricia McCarthy, MBA

QAS Self-Study
Credits: 1 $29.00
Accounting
Public Company Accounting and Finance

Steven M. Bragg, CPA

QAS Self-Study
Credits: 13 $351.00
Accounting
Accounting for Investments

Delta CPE LLC

QAS Self-Study
Credits: 4 $116.00
Taxes
Federal Tax Changes 2026

Paul J. Winn CLU ChFC

QAS Self-Study
Credits: 3 $87.00
Taxes
Federal Income Tax Changes – 2026

Paul J. Winn CLU ChFC

QAS Self-Study
Credits: 5 $145.00
Regulatory Ethics
Ethics for Enrolled Agents

Delta CPE LLC

QAS Self-Study
Credits: 2 $58.00
Regulatory Ethics
Professional Ethics for Wyoming CPAs

Joseph Helstrom, CPA

QAS Self-Study
Credits: 4 $116.00

Learn More

December 2, 2016

Estate Planning Questions for Large and Small Estates December 2, 2016

By: Vern Hoven, CPA, MT

President-elect Donald Trump has proposed eliminating estate taxes. If there is a repeal, or when there is a repeal, will estate planners be out of a job? Of course not—estate planning is not only about tax. It includes how the estate is divided, whether the estate is big or small. Estate planning mistakes by the ultra-rich, when they had plenty of money to pay for the best advice, make a dramatic starting point for a discussion about transferring family assets to the next generation. No will. Prince died April 21, 2016, without a will, even though his estate is valued at …

October 27, 2016

Avoiding and Resolving ACA Employer Mandate Policies October 27, 2016

By: Vern Hoven, CPA, MT

My Business Client Received a Bill from the IRS for Violating the ACA Employer Mandate.What Now?…and why did he call me instead of his payroll provider or his insurance broker? Employer notifications are on the way for the 2015 year if any full-time employee of the business received a premium assistance credit.A penalty applies if an applicable large employer did not provide affordable and adequate insurance coverage. The IRS will send employers a §1411 Certificate informing them that an employee has applied for insurance through the Marketplace and that the employee qualified for a premium assistance credit. Once it receives …

October 27, 2016

Be Careful Paying Wages to Minor Children October 27, 2016

By: Sharon Kreider, CPA

Tax planning often includes a recommendation to the small business owner that he or she pay wages to their minor children. Wages to the kids may mean (1) using the child’s standard deduction to provide some tax free money, (2) shifting income from the parent’s high tax bracket to the child’s lower bracket, (3) saving FICA/SE tax on wages paid to the minor child, and (4) allowing the parent (or child) to fund a Roth IRA. All of these are legitimate tax savings ideas as long as the parent follows some strict rules. Two 2016 Tax Court cases show what …

August 23, 2016

FASB Issues New Guidance for Not-for-Profit Entities August 23, 2016

By: Vern Hoven, CPA, MT

On August 18, 2016 FASB issued Update 2016-14, Presentation of Financial Statements of Not-for-Profit Entities.This represents the culmination of the first phase of FASB’s project on Not-for-Profit Entities and represents the first major revision since the issuance of FASB 116 and 117 in 1993. The provisions reflected in this update are effective for annual periods beginning on or after December 15, 2017 and for interim periods within fiscal years beginning on or after December 15, 2018. Please note that this update has a very short fuse! The most striking component of this update is the reduction of the classes of …

August 4, 2016

From Making Laws to Breaking Laws: Ex-speaker of the House Sent to Prison for Structuring Bank Withdrawals August 4, 2016

By: Vern Hoven, CPA, MT

Dennis Hastert, Speaker of the United States House of Representatives from 1999 to 2007, pleaded guilty to federal criminal charges of structuring financial transactions to conceal payments to an individual whom he had abused more than three decades earlier, when Hastert worked as a high school wrestling coach. On June 22, 2016, Mr. Hastert began serving a 15-month sentence for the “structuring” charge (a felony).    What is structuring? In a series of transactions, Mr. Hastert withdrew cash from his bank accounts in amounts of less than $10,000 each, hoping to avoid bank currency-reporting requirements. Hastert made a total of 106 withdrawals …

July 21, 2016

Read it and Weep: IRS Releases Draft of New Form 8867 July 21, 2016

By: Vern Hoven, CPA, MT

On July 20, the IRS released a draft of the 2016 Form 8867 – Paid Preparer’s Due Diligence Checklist. In our tax practice, we have been completing the Form 8867 for several years as part of our compliance requirements when claiming the earned income credit (EIC) on a client’s return. Beginning for 2016 returns, new legislation requires that we complete the same checklist when preparing a return that claims the child tax credit (CTC) or the American Opportunity Tax Credit (AOTC). There are lots of changes to the form. It’s grown from one page to two pages and from seven “yes/no” questions …

July 20, 2016

20 Tips for Planning at The Eleventh Hour – Part 2 July 20, 2016

Reprinted with permission of Estates and Trusts Make Taxable Gifts The client may contemplate making taxable gifts in excess of their available federal gift tax exemption because the effective federal gift tax rate is less than the effective estate tax rate. While no gift tax is payable on funds used to pay gift tax, estate tax is payable on funds used to pay estate tax. This result occurs because the federal estate tax is tax “inclusive” and the federal gift tax is tax “exclusive.” Accordingly, even though gift and estate tax rates are the same (40 percent in 2016), the effective gift …

July 15, 2016

20 Tips for Planning at The 11th Hour – Part 1 July 15, 2016

Reprinted with permission of Estates and TrustPlan for IncapacityMany techniques we discuss require that the dying client him or herself, or someone authorized to act on their behalf, take actions. If not already completed, the client should execute a durable power of attorney (POA), which is effective on execution, authorizing an agent to make gifts and establish, amend or fund inter vivos trusts on behalf of the client during the client’s life. A springing POA, which is effective only on incapacity, presents challenges. Locating one or more physicians who will attest to the client’s incapacity may be difficult and time-consuming. As a result, a …

December 18, 2014

Extender Bill Passed By Congress December 18, 2014

By: Sharon Kreider, CPA

Late as usual, Congress finally extended almost 60 expiring tax provisions to December 31, 2014. Sen. Ron Wyden, chairman of the Senate Finance Committee, who voted against the bill, criticized passage, saying that “with this stop-and-go tax extender bill, Congress is turning in its tax homework 11 months late and expecting to earn full credit.” Yes, Sen. Wyden, but with tax season looming, taxpayers, tax preparers, tax software programmers and the IRS are all breathing a sigh of relief now that we know what law will apply on the 2014 tax returns. A few of our clients might need an …

About Us

Customer Experience

Professional Resources

Firms & Groups

Western CPE LLC

2026 Federal Tax Update: Pro Edition

2026 Federal Tax Update: Self-Study Only

2026 California Federal Tax Update: Pro Edition

2026 California Federal Tax Update: Self-Study Only

Assets, Income & Cash

2026 A&A Update for Nonprofits and Single Audit

Partnership Taxation

Professional Ethics for Pennsylvania CPAs

Entities & Title

Kansas Professional Ethics

Budgeting: The Comprehensive Guide

Wealth Management

Going Concern Audit Issues

Education Tax Benefits

Accounting for Art Galleries

How to Audit Fixed Assets

Succession Planning

Bankruptcy Tax Issues

Conflict Management

Selected Legal Issues with Tax Analysis

Corporate Cash Management: A Treasurer’s Guide

Dealing with Debt & Interest

Professional Ethics for Colorado CPAs

Behavioral Forensics

Alabama Professional Ethics

Ethical Conduct for Florida CPAs

The CFO Guidebook

2027 Annual Tax Season Update

Employee Stock Options

Ethics for Ohio CPAs

How to Audit Human Resources

Passive Loss & At-Risk Rules

Business Statistics with Excel

Expense Report Best Practices

Invoice Factoring Essentials

Intangible Asset Valuation

Fixed Asset Controls

Ethics for Indiana CPAs

Use Pivot Tables to Organize, Summarize, and Analyze Data

Installment Sales

Medical, Charitable & Casualty

Mastering XLOOKUP and XMATCH

Public Company Accounting and Finance

Accounting for Investments

Federal Tax Changes 2026

Federal Income Tax Changes – 2026

Ethics for Enrolled Agents

Professional Ethics for Wyoming CPAs

Keep up with our content