Schedule

Day	Course	Instructor	Activities†
MON 12/1	Everybody’s Federal Tax Update	Vern Hoven	Cirque du Soleil Mystère
	Estate Planning: Leveling the Playing Field	Matt Brodie
	A New Stroll Down GAAP Memory Lane	Rod Redding
TUE 12/2	Business & Corporate Tax Update	Matt Brodie	MAMMA MIA!
	Tips, Tricks, & Traps of Designing an Investment Portfolio	Jeff Rattiner
	World’s Liveliest Accounting Update	Rod Redding
WED 12/3	Everybody’s Divorce Tax Crash Course	Danny Santucci	Bette Midler
	Integrated Estate & Financial Planning: A Breakthrough Approach	Anthony Rocca
	Critical Personal & Business Insurance Issues Facing Financial Professionals	Jeff Rattiner
THUR 12/4	Unique & Creative Uses of Trusts	Art Werner	Phantom of the Opera
	IRA Distribution Planning	Robert Keebler
	Generational Estate & Financial Planning Issues	Anthony Rocca
FRI 12/5	Hot Topics in Estate Planning	Art Werner
	The Mathematics of Wealth Transfer Planning	Robert Keebler
	Creative & Cutting-Edge Uses of Charitable Gifting Strategies	Anthony Rocca
† Shows & dates subject to change

Attendees are allowed 2 online conference course credits for each live course at no extra charge; see http://www.westerncpe.com/conferences/preconference_intro.cfm for details. Online conference course exams must be completed by 12/31/08.

All courses are CFP Board accepted, with the exception of “A New Stroll Down GAAP Memory Lane” and “World’s Liveliest Accounting Update.”

Western CPE has been an accredited NASBA Registry provider for 15 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.
• Courses do not require advanced preparation.
• CPE credit measurement is based on NASBA’s QAS guidelines and the NASBA Registry’s guidelines of 1 credit for every 50 minutes. Courses provide interactive CPE credits.