CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

CPE CONFERENCE

Boston, MA

October 14 - 18, 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

10

Live Credits Available

30

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

Hilton Boston Park Plaza

Situated in the historic Back Bay neighborhood, Hilton Boston Park Plaza is surrounded by shopping, dining and entertainment. Boston Common and the Public Garden are steps away, while Beacon Hill and the Theater District are within a half-mile. As one of Boston’s most historic hotels, they are rooted in community and committed to growing the people and places that make the city of Boston thrive.

Starting at $299 Per Night

Discount ends September 20, 2024

A Boston original, rich with history since 1927

Downtown Boston

Pet-Friendly

hotel Accommodations 

Hilton Boston Park Plaza​

On-site Starbucks

Room service

Wheelchairs Accessible Amenities

FedEx Business Center

20,000 square foot Fitness Club

Full Swing golf simulator

Leica Store & Gallery

On-site restaurants

valet parking available

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.

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.

*Please note the fast track course selections provided are suggestions; individuals should verify compatibility with their credentials/licensing before registering.

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.

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Day 1 - Monday, October 14

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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

Technology continues to evolve and amaze! From new technologies such as Artificial Intelligence (AI), to new features in existing tools such as Excel, the possibilities for improved efficiency and internal control are seemingly endless. Participate in this session to learn about key technologies that may impact you and your team in the months and years to come.

In this session, you will learn about critical developments in Microsoft 365 subscriptions, how you can use generative AI to become more productive, developments in Windows that will impact you, security risks and concerns, and tips for using technology more efficiently and effectively. If you’re going to participate in only one technology-focused session this year, this should be the one!

Learning Objectives

  • List examples of generative AI tools and how you can take advantage of them
  • Identify key new features appearing in Microsoft 365 subscriptions
  • Cite examples of security and privacy features that you should consider implementing

Day 2 - Tuesday, October 15

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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
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Course Description

Discover how to take your clients and businesses to the next level with Brayn Consulting’s Specialty Tax Incentives Course. This course will equip you with the skills to create effective collaboration and lead teams of professionals, including lawyers, engineers, accountants, and tax support staff. You will learn how to review, document, and substantiate tax incentives specific to your clients, and gain insight into the latest industry best practices for maximizing tax credits and deductions. With Brayn Consulting, you’ll have access to expert knowledge and guidance on the R&D Tax Credit, 174 R&E Expenses & Amortization, 45L Energy Efficient Home Credit, 179D Energy Efficient Commercial Building Deduction, Cost Segregation, Building Science Consulting, Employee Retention Tax Credit, Payroll Tax Credit, Tax Audit Resolution, and the Investment Tax Credit. Elevate your business and start empowering your clients today with Brayn Consulting’s course.

Learning Objectives

  • Examine how to leverage tax incentives for renewable and energy-efficient projects
  • Recognize which businesses can take advantage broad definition of “qualified research” tied to the R&D tax credit
  • Cite ways Building owners can take advantage of the ability to look back and “catch-up” lost depreciation deductions without having to amend a tax return
  • Discuss Tax Audit Resolution strategies and comprehensive documentation frameworks
  • Understand Section 48 federal tax credit for installing renewable or recoverable property in 2023 & after
  • Learn and discuss why the architecture, engineering, construction, manufacturing, software, transportation, and biotechnology industries are earmarked for tax incentives

Day 3 - Wednesday, October 16

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Course Description

In today’s tough economic environment, Finance leaders, like CEOs, must also shift their mindset. Every firm and company faces an existential threat, whether it’s excessive cash burn, liquidity crises, or raging competition. Financial Leaders need to know how to take control of capital allocation, scrutinize areas of revenue leakage, and identify pockets of profitability.

Jennifer Elder will show you how Financial Leaders and their teams can think differently to survive and thrive during peacetime and wartime.

Learning Objectives

  • Discuss & Identify current economic trends impacting your situation
  • Learn to apply strategies during changing landscapes
  • Identify when to shift priorities based on profitability or growth goals
  • Learn & Discuss methods to create better visibility into financial data
  • Apply accountability measures to address financial constraints
  • Cite the right skill set financial leaders need
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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 closelyheld 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.

Day 4 - Thursday, October 17

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Course Description

Join us as we address the important and hot topics for tax and estate planning in 2024. This course will cover the latest in the legislation, court decisions, and IRS rulings that emerged in late 2023 and into 2024. Is the IRS becoming more aggressive about gift tax returns?  Have the Secure Acts lead to more Roth IRA conversions? Are there concerns about portability use? Will there be any new tax laws enacted in 2024? The sunset of the 2017 Act is getting closer – what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? We will discuss and recommend planning techniques for all clients – including the “Middle Rich” and the wealthiest.

Learning Objectives

  • Gain a practical and useful understanding of current hot issues announced by the legislature, the courts, and the IRS
  • Become familiar with income tax and estate planning strategies to benefit clients
  • Address planning, both in the near and long-term, to get ahead of the curve in dealing with both anticipated and unexpected changes in laws and how to advise clients to proceed.
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Course Description

Financial leaders in public practice and industry are facing challenges from a completely new paradigm be it, the post pandemic work structure, Generative AI and technology, generational gap and culture issues, the upcoming large-scale retirement of the Baby Boomers and continuing challenges of time, productivity and stress management.

This full day seminar focuses on how mindfulness can help you develop the abilities you need to be an effective, decisive, and influential leader, especially during these difficult times of uncertainty and change with an emphasis on building Resilience, Energy, Innovation and Balance.

With over 25 years of work experience and practicing mindfulness, Sunish Mehta CPA and Founder of Mindful-CPA Mindful-PRO guides you through a day of mindfulness practices, exercises and tools to tackle your leadership challenges and enhancing your effective management of your teams and organizations.

Sunish has attended several mindfulness retreats including several 10-day retreats in complete silence and has studied with mindfulness teachers such as HH The Dalai Lama, S.N. Goenka, Craig Marshall, Robert Thurman, Jon Kabat-Zinn, Sharon Salzberg, Dan Siegel and teachers of Transcendental Meditation and Self Realization Fellowship. He has travelled and spent extensive time studying Mindfulness in the Himalayan regions of India, Tibet and Nepal.

Learning Objectives

  • Define Mindfulness and its application in increasing leader influence
  • 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 as a leader
  • Managing teams effectively and efficiently in a mindful manner
  • Plan a roadmap to the new state of CPA (Conscious.Present.Aware.)

Day 5 - Friday, October 18

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Course Description

The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered. We examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement program of Medicare is reviewed, particularly with an analysis of what is and is not covered, what penalties can be imposed, and how planning may increase one’s chances of securing the benefits of this program. Retirement planning issues are explored, particularly on the distribution planning changes and challenges required by the Secure Acts 1.0 and 2.0

Learning Objectives

  • Consider the tax planning and preparation challenges confronting the survivors of a decedent and the available tools for post-mortem planning
  • Appreciate the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits
  • Address what the Medicare system does and does not cover, when to apply for benefits to avoid penalties, and how planning can make a difference in what individuals may receive
  • Understand the impact of the Secure Acts 1.0 and 2.0 on retirement plan distribution requirements and decisions and how to avoid the traps
  • Advise clients as to what must be done with their retirement plans upon attaining age 73 as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs
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Course Description

Bogdan Constantin will teach you how to apply entrepreneurial management strategies and tactics to your firm, team, or company. He’s committed to teaching the disciplines of entrepreneurial thinking that produce not just entrepreneurial inspiration but a strategic frame of mind. You’ll learn how to better measure success and reframe your priorities based on available business levers. You’ll see how your current business or industry environment can influence success or failure and what to do about it. You’ll learn how companies develop unique internal sources of competition to create advantages and thrive with disruptions in their marketplace or industry.

Learning Objectives

  • Cite and apply KPIs to measure business success
  • Learn how to develop internal sources to create competitive advantages
  • Discuss ways companies win with evolving business models and value propositions
  • Apply growth strategies and tactics to survive and thrive during marketplace disruptions
  • Learn how to create a sustainable, continuous improvement environment
  • Identify and discuss ways to Manage commercialization challenges and market launches efficiently and effectively
  • See beyond current paradigms in order to uncover innovation needs and to predict impact through strategic idea and concept development

Selected Courses

5 Days Includes: 40 Total Credits

(30 LIVE CREDITS +10 BONUS CREDITS)

$2,729 $4,190

You Save: $1,461 (35%)

4 Days Includes: 32 Total Credits

(24 LIVE CREDITS +8 BONUS CREDITS)

$2,229 $3,352

You Save: $1,123 (34%)

3 Days Includes: 24 Total Credits

(18 LIVE CREDITS +6 BONUS CREDITS)

$1,879 $2,514

You Save: $635 (25%)

2 Days Includes: 16 Total Credits

(12 LIVE CREDITS +4 BONUS CREDITS)

$1,508 $1,676

You Save: $168 (10%)

1 Day Includes:8 Total Credits

(6 LIVE CREDITS +2 BONUS CREDITS)

$838

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