Course Library

Please go to our website for detailed description.

Please go to our website for detailed description.

Please go to our website for detailed description.

Please go to our website for detailed description.

Please go to our website for detailed description.

Stay ahead of the curve with our comprehensive in-person Tax Update Seminar; from understanding changes in tax laws to optimizing your tax returns, this seminar is designed to equip you with the knowl ...

Western CPE's Tax Update courses have been an industry staple for over 30 years. We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and bu ...

Western CPE's Tax Update courses have been an industry staple for over 30 years. We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and bu ...

Western CPE's Tax Update courses have been an industry staple for over 30 years. We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and bu ...

Western CPE's Tax Update courses have been an industry staple for over 30 years. We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and bu ...

Western CPE's Tax Update courses have been an industry staple for over 30 years. We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and bu ...

Western CPE's Tax Update courses have been an industry staple for over 30 years. We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and bu ...

The retirement landscape is rapidly shifting. Tax policies are changing, financial markets are volatile, and new digital tools are emerging. For retirees, this means navigating an environment that dem ...

The retirement landscape is rapidly shifting. Tax policies are changing, financial markets are volatile, and new digital tools are emerging. For retirees, this means navigating an environment that dem ...

Planning for retirement is a critical financial decision, and Defined Benefit (DB) Plans provide a structured, employer-funded solution to secure a stable income in later years.Unlike Defined Contribu ...

Planning for retirement is a critical financial decision, and Defined Benefit (DB) Plans provide a structured, employer-funded solution to secure a stable income in later years. Unlike Defined Contrib ...

After completing this course, participants will be able to: Locate, interpret, and apply current Virginia statutes and VBOA regulations that govern licensure, CPE, and public-practice responsibilities ...

Vendors can make or break your business. From supply chain stability to cybersecurity threats, every outside relationship adds both opportunity and risk. In today fast-moving business world, failing t ...

Vendors can make or break your business. From supply chain stability to cybersecurity threats, every outside relationship adds both opportunity and risk. In todays fast-moving business world, failing ...

Unethical behavior can ruin professional careers and could result in fines, penalties, or even a loss of licensure. This course focuses on the risks faced by those who work in either public accounting ...

Unethical behavior can ruin professional careers and could result in fines, penalties, or even a loss of licensure. This course focuses on the risks faced by those who work in either public accounting ...

Ethical dilemmas often arise in accounting, but knowing how to navigate them is essential to maintaining trust and professionalism. This course dives deep into the AICPA Code of Professional Conduct, ...

Government Auditing Standards¯(or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others.¯ This course will discuss the ...

Government Auditing Standards¯(or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others.¯ This course will discuss the ...

The employment landscape is shifting rapidly, with new labour laws redefining how businesses categorize and compensate their workers. From updated overtime rules to changes in non-compete agreements, ...

The employment landscape is shifting rapidly, with new labour laws redefining how businesses categorize and compensate their workers. From updated overtime rules to changes in non-compete agreements, ...

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for audits. This co ...

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for compilations an ...

The amount of change in the accounting profession is staggering, making it tough for the average CPA to keep up. This course will get you up to date with the latest information coming from the FASB. I ...

Class participants will learn the foundations of 5Dynamics, the natural energy styles in which they operate. They will also learn about how their own natural energy style contributes to team dynamics ...

Objectives: - Understand new Statutory Accounting Principles adopted by the NAIC in Q1-26 - Understand guidance for statutory accounting technical issues - Understand NAIC Annual Health Financial Stat ...

Webinar Overview: Excel expert David Ringstrom, CPA, explains helpful ways to improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive presenta ...

The 2026 AML/CFT/ BSA & Fraud Compliance Conference continues to offer both challenges and opportunities for financial institutions to tackle financial crime.  Join us at the Hilton Sandestin Beach Go ...

This session will review several accounting challenges affecting nonprofit organizations in the current environment. We’ll walk through new and proposed accounting standards as well as review lessons ...

Each year, various limits impacting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various new tax laws may be passed. This course will examine ...

Please Note: This course covers tax issues applicable to 2025 income reported in the 2026 tax season. Each year, various limits impacting income tax return preparation and tax planning are affected by ...

This two-day school covers in detail the issues and opportunities in the ever-expanding environment of the Anti-Money Laundering, Combatting the Financing of Terrorism, and Bank Secrecy Act, and revie ...

This seminar highlights the ever-increasing federal expectations for AML/CFT/BSA. Customer/Member Due Diligence remains THE focus in BSA compliance, with the major emphasis on Suspicious Activity Repo ...

A fast-paced update to equip IARs with a practical playbook for today’s mixed macro signals. Fritz Meyer's classes provide comprehensive analysis of current conditions in the economy and financial mar ...

8:30 - 9:30 AM - Employee Benefits Updates: by Jesse St.Cyr In this one-hour legal update, Jesse St.Cyr will review key changes in Employee Benefits law, emerging regulatory trends, and their implicat ...

The passage of House of Representatives (H.R. 1)Opportunity for a Better Budget Balance Act (OBBBA) has reshaped how CPAs and financial advisers approach estate and trust planning. With new laws influ ...

The Feasibility Preconference Workshop provides a full-day, step-by-step roadmap for exploring employee ownership as a powerful succession and exit planning tool. Before lunch, attendees will focus on ...

In this timely, relevant, and actionable session, Jason Dinesen known nationwide as “The 1099 Guy” guides attendees through the practical realities of Form 1099 compliance. This session goes beyond th ...

Tax rules are always evolving, and staying ahead of the curve is critical. With new IRS draft forms and projections from trusted sources like Bloomberg, professionals need clarity on what changing, wh ...

Join us for a practical, in-depth 90-minute conversation designed to help professionals navigate the increasingly complex rules governing inherited IRAs. The webinar will address beneficiary classific ...

In this 90-minute webinar, we will walk through the operational and regulatory requirements surrounding traditional IRA distributions, Roth IRA qualified and non-qualified distributions, taxations rep ...

Listeners will gain key insights on capital markets and takeaways from major political and economic events in 2025 and hear forecasts for the year ahead. Enhance market knowledge around key and timely ...

The NAPA 401(k) Summit stands out as the premier conference for retirement plan advisors across the nation. It’s the only industry event tailored specifically for advisors, offering actionable, unbias ...