2018 Conference Information Packet Costa Rica November 12 16, 2018

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1 Costa Rica November 12 16, 2018 The country that truly has something for everyone from surfing to shopping, wildlife watching to white-water rafting, beach-lounging to golfing Costa Rica has it all! Our locale in this stunning country is in the North Pacific Riviera in Guanacaste Province, a region rich in culture with a lush and varied landscape. The local scenery ranges from pristine beaches with Pacific-blue waters to dry tropical forests with semi-active volcanos. Our home will be at The Westin Golf Resort & Spa, Playa Conchal, offering a wide range of amenities, worldclass dining, and stunning views of the magnificent landscape. You can choose your adventure in the area s lush mountains, in the crystal-clear waters of local white-sand beaches, or on the resort s championship golf course. Westin Golf Resort & Spa Playa Conchal The Westin Golf Resort & Spa, Playa Conchal provides a luxurious, all-inclusive experience. This spectacular resort lies between the lush Playa Conchal Golf Course and gorgeous Playa Conchal one of the most beautiful beaches in Central America. Amenities include an incredible spa, state-of-the-art fitness facilities and complimentary fitness classes, health bars, tennis courts, eight restaurants, six lounges, and much more. Area activities abound, whether it be hiking or white-water rafting, zip-lining above the forest canopy, shopping in nearby Brasilito, relaxing on a sunset cruise, beachcombing, snorkeling, or simply lounging by the resort s magnificent pools. Come experience paradise!

2 Course Schedule Date Course* Instructor Category 11/12/ Individual Tax Update David Jarmusz Taxes 11/12/18 Excel s Best Features for Accounting and Financial Professionals K2 Enterprises Computer Software & Apps 11/13/ Business Tax Update David Jarmusz Taxes 11/13/18 Data Security: Risks and Solutions for Today s Busy Professional 11/14/18 Understanding the Federal Gift and Estate Tax: Preparing Forms 709 and /14/18 Business Development to Grow to the Next Level 11/15/18 The Uses of Trusts and Their Tax Consequences 11/15/18 Key Guide to Revenue Recognition and Lease Accounting with Ray Thompson K2 Enterprises Steve Siegel Ed Robinson Steve Siegel Ray Thompson Computer Software & Apps Taxes Bus Mgmt & Org Taxes Accounting 11/16/18 Succession Planning for Tomorrow Ed Robinson Bus Mgmt & Org 11/16/18 Current Challenges and Key Risks in Financial Reporting Ray Thompson Accounting *All courses are from 7:30 a.m. to 1:00 p.m. and worth 6 credits unless otherwise noted. Conference Prices 1 Day 2 Days 3 Days 4 Days 5 Days $549 $949 $1,249 $1,449 $1,649

3 Westin Golf Resort & Spa Playa Conchal Playa Conchal, Cabo Velas Guanacaste, Costa Rica Phone: Book Now!» Room Rates* Room Type Double Occupancy Rate* Single Occupancy Rate* Deluxe Junior Suite $189 $284 Upgrade Options (based on availability, adults only) Royal Beach Room $239 $359 Royal Beach Suite $394 $591 *Taxes are 13% and included in the rates above. To secure our rate, please make your reservation as early as possible. Due to demand, we cannot guarantee room availability or rate. Rates are per person, per night. Rates are available 3 days before and after the conference. Group discounted rate is not available after October 12, Check in: 3:00 p.m. Check Out: 12:00 p.m.

4 Question Deposit Cancellations Additional Room Guests (maximum occupancy: 2 adults & 2 children or 3 adults) Parking Wi-Fi Smoking/Non-Smoking Answer 1 night plus tax 30 days prior to arrival or full reservation charged 3rd person: $161 per night, child 3 12: $95 per night Complimentary self and valet parking Complimentary in room and meeting area Non-smoking General Information All-Inclusive Rate Includes: Breakfast, lunch, dinner & snacks Select liquors, local beers, water & sodas In-room mini bar Non-motorized water sports Tax, gratuities & service charges Room Amenities Hotel Amenities Flat-screen HDTV Fitness center & tennis courts Air conditioning Stage shows Private terrace Non-motorized water sports Free Wi-Fi 24-hour room service Hair dryer Spa services (not included in hotel rate) Work desk Golf (not included in hotel rate) On-Site Restaurants Bamboo Spirula Pizza & Pasta Corner Catalinas Caracola Poolside Manglar Mediterranean Las Candelas Faisanela Italian Cauri Lobby Bar & Bistro Mitra International Buffet La Sabana

5 El Ranchito 2018 Conference Information Packet Transportation and Directions Nearest Airport(s) Liberia/Daniel Oduber Quiros International (LIR) 39 miles or 1 hour to the hotel Transportation Recommended Travel: Fly into LIR and rent a car Shuttle Rental Car Western CPE has discounts up to 25% o Avis use Avis Worldwide Discount (AWD) code: X o Budget use Budget Customer Discount (BCD) code: U Driving Directions from LIR

6 Costa Rica Conference Activities Sunday November 11, 2018 Conference Reception 4:30 p.m. 5:30 p.m. After arriving, please stop by the Western CPE registration desk from 4:30 p.m. to 5:30 p.m. to pick up your conference materials. We ll be available to answer any questions you might have about the courses and activities that are scheduled during the week. Monday November 12, 2018 TBA 0:00 p.m. 0:00 p.m. $0.00 Description Coming Soon! Pricing Information Coming Soon! Tuesday November 13, 2018 TBA 0:00 p.m. 0:00 p.m. $0.00 Description Coming Soon! Pricing Information Coming Soon! Wednesday November 14, 2018 TBA 0:00 p.m. 0:00 p.m. $0.00 Description Coming Soon! Pricing Information Coming Soon! Thursday November 15, 2018 TBA 0:00 p.m. 0:00 p.m. $0.00 Description Coming Soon! Pricing Information Coming Soon!

7 Please note: Prices are subject to change. Prices include service fees and taxes, where noted. Activity fees are nonrefundable. Register early! Tickets and transportation for our optional Group Activities may be limited and are sold on a first-come, first-served basis.

8 Conference Activities Registration Form To register, please complete this form and fax it to or call and speak with a member of our Customer Care Team. CONFERENCE LOCATION: Activity Day Number of Participants Cost Total Conference Attendee s Name: _ Family/Guests Names: Total Cost: Adults Children and Ages PAYMENT INFORMATION Credit Card # (Visa, MasterCard, American Express, or Discover) Expiration Date / Security Code Check Number (please make payable to Western CPE)

9 RELEASE FROM RESPONSIBILITY AND ASSUMPTION OF RISK AND POWER TO AUTHORIZE MEDICAL TREATMENT Complete only if you are participating in optional out-of-class activities. Release must be signed by each participating adult. It being my intention to participate in the optional activities offered while attending the Western CPE conference, and it being known and understood by me that said participation in these optional activities shall necessarily involve exposure to risks to my person and my property, I do hereby assume the full responsibility for any such risks and do hereby waive any right to any claim against Western CPE or any of its employees or agents for any injury, loss, damage, accident, delay, or expense resulting from any acts or omission of any carrier, government, private legal entity, or third person. I also assume sole responsibility for and agree to indemnify Western CPE against any loss due to any financial obligations or liabilities that I may personally incur, or any damages or injury to persons or property that I may cause during the time of my participation. I further release Western CPE from any claims arising from the aggravation of any physical disability or illness not disclosed to Western CPE and grant the employees of Western CPE full authority to take whatever actions they may consider to be warranted under the circumstances regarding my health and safety, and, at their discretion, to place me in any hospital or in the hands of any local doctor for medical treatment at my own expense, or to transport me by any means of conveyance required at my own expense for medical treatment or in the event of my demise. I understand the optional activities will be conducted in and around the conference area, and I understand that these activities carry certain risks. I am in good health and, to my knowledge, I do not have any physical problems that would hamper my participation in said activities. I, the undersigned, being cognizant of the hazards of these activities, assume the risks of same and agree to indemnify and hold harmless Western CPE and its employees against any and all claims for damage on account of any injury to my person or property. While participating in the activities, I am personally responsible for my own health insurance. All of the above statements also pertain to any children under the age of 18 who may be participating in the activities under my care and direction. Wherefore I have subscribed this document on this the day of, Print Names of Participants: Signatures of Participants: Conference Location: