Western CPE

Western CPE is a leader in accounting, auditing, fraud, finance, taxation, ethics, management and human resources, computer, estate planning, government and nonprofit accounting and auditing, and personal development continuing professional education (CPE and CE). We offer training for CPAs, CFP® professionals, accountants, enrolled agents, and affiliated tax and financial professionals through: resort conferences, theme conferences, federal tax update seminars, federal and California tax update seminars, accounting and auditing seminars, Webcasts, self-study courses, and in-house training. We strive to deliver quality CPE to accountants and financial planners by providing a unique variety of options, including our resort conferences; theme conferences that focus on special topics; self-study courses available online, on streaming video, in print; Webcast Internet-based training; 1- and 2-day tax update seminars; 1-day accounting and auditing seminars; and in-house training. Our instructors and authors are considered some of the best in the United States. Western CPE keeps you updated on issues related to the Financial Accounting Standards Board (FASB), the Governmental Accounting Standards Board (GASB), Generally Accepted Auditing Standards (GAAS), International Auditing and Assurance Standards Board (IAASB), and Generally Accepted Accounting Principles (GAAP). We encourage you to review our conferences, self-study courses, tax seminars, accounting and auditing seminars, Webcasts, and in-house training options. Maximize your continuing professional education (CPE) by learning from national-caliber instructors. Please browse our Web site (westerncpe.com) or feel free to call (800.822.4194) or e-mail us (wcpe@westerncpe.com). We would be happy to answer any questions you might have.

Address

243 Pegasus Lane
Bozeman
MT
59718
United States

NASBA Approved providers

  • National Registry

Registry ID

103220

Approved Delivery Method

Group Live, Group Internet Based, QAS™ Self Study
This course outlines the responsibilities auditors have when addressing possible illegal acts during an audit. It covers the definition of illegal acts in the audit context, how such acts may affect f …
This course walks through common ways companies can influence reported cash flow through classification decisions. It focuses on practices such as presenting financing inflows as operating cash flows, …
This course reviews auditor responsibilities when issues are discovered after the audit report is issued. It covers how to spot and assess deficiencies on current, completed, or other firms’ engagemen …
Software is one of the more unusual assets, because the accounting for it varies, depending on whether it is intended for internal use or for sale to others. In the Accounting for Software course, we …
This course covers how to create a custom function (sometimes called an UDF or user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function …
Fundamentals of Artificial Intelligence provides a comprehensive, practical overview of artificial intelligence, explaining how modern AI systems perceive data, learn from examples, reason about infor …
Fundamentals of Earnings Management provides a comprehensive overview of earnings management, explaining why managers adjust reported results and how a variety of issues influence financial reporting …
In the evolving landscape of retirement planning, Roth IRAs have emerged as a popular choice, especially among those born in the 1990s. However, advising clients on whether a Roth IRA is the right cho …
This course looks at the ways companies can influence operating cash flow and make liquidity appear stronger than it really is. It covers common methods, including reclassifying activities, factoring …
Forming an S corporation is often treated as a quick compliance step—until a client brings you a balance sheet with liabilities in excess of basis, an LLC “statutory conversion” already in motion, or …
This course looks at how the timing of cash coming in and going out can affect reported liquidity. It covers common tactics like speeding up collections, slowing down payments, and using short-term wi …
This course provides a detailed overview of comfort letters in the context of securities offerings. It covers the purpose of comfort letters, the differences between negative assurance and positive as …
This course looks at how companies can structure transactions to make operating cash flow appear stronger without actually changing the underlying business results. It covers techniques like contract …
Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation o …
Microsoft Copilot for CPAs equips accounting professionals with a practical framework for using Microsoft Copilot to improve efficiency while preserving professional judgment, accountability, and ethi …
This course explores how companies can manipulate financial statements and cash flow to mislead stakeholders. It covers schemes such as inflating revenue, understating liabilities, mismanaging assets, …
This course explains how artificial intelligence is transforming every stage of the audit process by enabling deeper analysis, faster testing, and stronger fraud detection. It shows auditors how to ap …
Sweeping new legislation passed on July 4, 2025, titled “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14” and referred to as the One Big Beautiful Bill Act (OBBBA) became …
When an S corporation is ready to exit—whether it’s time to sell a profitable operation, restructure a deal, or unwind a business that’s no longer viable—the tax outcome often comes down to how the ex …
Circular 230 isn’t “ethics theory”—it’s the rulebook that determines who can practice before the IRS, what conduct is prohibited, and what happens when the Office of Professional Responsibility (OPR) …
Shareholder transactions are where S corporations most often go sideways—especially when distributions, compensation, and related-party deals blur together. In this CPE webcast, Robert Jamison walks t …
When a client shows up with an IRS balance due, the real work starts after the notice—triaging facts, protecting the client, and choosing the resolution path that fits. In this practical CPE course, M …
Foreign asset reporting has become a high-stakes compliance issue—harder to ignore, easier to detect, and far more expensive when mishandled. In this CPE webcast, Alice Orzechowski, CPA, CMA, EA walks …
Trump Accounts—created under Public Law 119-21 (§530A)—are tax-deferred savings accounts for children under 18 that are designed to compound over time and generally operate like a traditional IRA once …
Choosing the right entity is never just a checkbox—and “OBBBA-era” rules make the tradeoffs sharper. In Choice of Entity After OBBBA, Alice Orzechowski walks through the core options (sole proprietors …
Early distributions from IRAs and qualified retirement plans can trigger income tax and the 10% additional tax—unless you know exactly where the exceptions, repayment rules, and rollover mechanics app …
Estate plans fail in predictable ways: no plan at all, a plan that’s outdated, or a plan that ignores how assets actually transfer (beneficiary designations, retirement plans, life insurance, and non- …
Settling a decedent’s tax matters is rarely about “just filing the final 1040.” This CPE webcast walks through what belongs on the decedent’s final return (income and deductions through date of death) …
When a client becomes a surviving spouse, the tax issues arrive fast—and they touch almost everything: the final 1040, filing status changes, basis and residence decisions, retirement distributions, p …
Disclaimers are one of the most practical “after-the-fact” tools in an estate planner’s kit—if you know the rules, the deadlines, and the traps. In this 2-credit CPE webcast, Steven Siegel (J.D., LL.M …
This 4-hour course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPAs as outlined by the Washington State Board of Accountancy. This course covers the Washington State Pub …
The Ethics for Washington CPAs course meets the four-hour ethics CPE requirement for CPAs licensed in the state of Washington. It covers the regulations with specific application to the practice of pu …
The One Big Beautiful Bill (OBBBA) didn’t just extend expiring provisions—it completely reshaped the planning landscape for individuals and closely held businesses. In this 2-credit webcast, Karen Bro …
Audit Wrap-Up is where audit quality is either confirmed or compromised. In this focused one-credit webcast, Sunish Mehta walks through the “twilight zone” of the financial statement audit life cycle …
Non-statistical sampling is still the workhorse method on most private-company audits—but it’s also one of the easiest areas to over- or under-do. In this one-hour course from Sunish Mehta, CPA, CGMA, …
Tests of details are where audit efficiency is won or lost. In this one-hour course from Sunish Mehta’s Auditing Top 10 List series, you’ll walk through a focused, practical top 10 framework for when …
Disaggregation, A Cutting Edge Tool shows auditors how to use disaggregation deliberately at every stage of the audit to sharpen judgment, reduce unnecessary work, and improve audit quality. Building …
Effective documentation is the backbone of a defensible audit. In this 1-credit webcast, Documentation from Sunish Mehta’s Auditing Top 10 List series walks auditors through the full lifecycle of audi …
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 …
We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the p …
We'll do a deep dive on everything that's happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the p …
In this course Kyle will bring his practical experience to introduce the fascinating topic of forensic accounting. You will learn about the professional standards governing this topic, investigative t …
Describe the results of recent fraud surveys that indicate trends in today’s operating environment Explain the most common fraud schemes, and how they are evolving with time
This practical course answers the most frequently asked questions about equity financing for private companies, providing clear, actionable insights to help financial professionals, entrepreneurs, and …
Let's face it – many financial professionals avoid detailed insurance conversations because they don't feel confident in the area. Yet inadequate insurance coverage can destroy all your other careful …
This practical course transforms workplace conflict from a destructive force into a catalyst for innovation and enhanced productivity. Financial professionals regularly face tension points—from perfor …
This comprehensive overview untangles the often confusing world of financial instrument accounting under GAAP. Through a practical "good, bad, and ugly" framework, the course stratifies different inst …
The modern tax practice extends far beyond return preparation. This critical second part of the California Tax Update series equips tax professionals with the essential knowledge to navigate the Franc …
Navigating the complexities of California's tax code requires a specialist's focus. This dynamic and essential update course, led by renowned expert Karen Brosi, provides tax professionals with a comp …
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