Schedule

Each class session begins at 7:30 a.m. and ends at 1:00 p.m.

Day	Course	Instructor	Activities
MON	Individual Tax Update	Joseph Walloch	“Jersey Boys”
	The Basics of Estate Planning	Danny Santucci
	Personal Financial Planning in the Wake of the Recession	Jeff Rattiner
TUE	Insurance Issues for Finance Professionals	Jeff Rattiner	Cirque du Soleil “Viva Elvis”
	Asset Protection Strategies	Danny Santucci
	Business Tax Update	Joseph Walloch
WED	The Complete Trust Workshop	Anthony Rocca	Cirque du Soleil “Mystère”
	World’s Liveliest Accounting Update	Michael Morgan
	Playing the Valuation Game—Tax Savings & Successful Intra-Family Transfers	Owen Fiore
THUR	Eldercare Tax & Financial Planning	Steven G. Siegel	TBA
	FLPs, LLCs, S Corps—Effective Income, Gift, & Estate Planning	Owen Fiore
	Traps & Pitfalls in the Estate Planning Process	Anthony Rocca
FRI	Estate & Financial Planning for 2010 & Beyond	Art Werner
	Succession Planning in the Privately Held Business	Steven G. Siegel
CFP Board accepted

Attendees are allowed 2 online conference course CPE credits for each live course at no extra charge. Online conference course exams must be completed by 12/31/10.

Western CPE has been an accredited NASBA Registry provider for 17 years:

• CPE credits are accepted in all 50 states.
• Credits in different states may vary; please check with your state board of accountancy.
• Western CPE is a recognized sponsor with the IRS; enrolled agents receive full credits for tax courses.
• No advance preparation is required.
• CPE credit measurement is based on NASBA’s QAS guidelines and the NASBA Registry’s guidelines of 1 CPE credit for every 50 minutes. Courses provide interactive CPE credits.
• Learning objectives for each course can be found at www.westerncpe.com.