📝 The Memo: June 28, 2024

This week, we talk returning referral favors, Michael Scott as a client, and the some great places to eat in Las Vegas. Don't forget: The 2024 Summer Sale ends on 6/30. Don't get left out.

Did you know you're entered to win a free CPE course each week just by receiving this newsletter? Scroll to the end to see if you're this week's winner.

Welcome to Dear Western, where you ask the Western Experts questions regarding your firm, tough clients, or general (non-tax) things. All submissions are anonymous. To submit questions, send an email to .

There is a financial advisor that has consistently sent me referrals for the last two years. What should I be doing as a thank you for all these referrals? Over the years, I've tried to provide free general tax advice for their office whenever needed, or I'll offer to do a 2nd review of a return when one of their clients has concerns. Is that enough? Should I be doing more?

Watch the video response from JJ the CPA:

New Courses

New courses added this week:

• Ethical Responsibilities by Steven M. Bragg, CPA
• Auditing Cash - Applying Basic Skills to the Starting Point of Any Audit
  by Jennifer F. Louis, CPA
• Accounting for Guarantees by Steven Bragg, CPA

Wellness Corner

• Incorporating short power naps (10-20 minutes) into your day can boost your energy and improve cognitive function. Power napping has also been shown to increase brain volume according to a recent study.
• According to John Hopkins Medicine, in moments of stress, practicing guided imagery to visualize peaceful scenes or positive outcomes can reduce stress and improve mental clarity.
  
• Research shows that setting aside some time each day to reduce mental clutter and enhance mindfulness. Silence can promote relaxation and inner peace, as well as drop cortisol levels.

Western Course of the Week

This week, we are highlightingCoaching the Next Generation of CPAs: Tips for Developing Millennials and Beyond taught byJennifer Louis, CPA.

Attracting and retaining talent is essential for organizational success. This course focuses on best practices for nurturing your organization's human element, particularly millennials who make up a growing part of the workforce. Enhance your ability to build a strong, cohesive team and ensure long-term success.

Purchase this course by midnight on July 5th and receive 25% off by using coupon code COACH25.

Conference Highlight: Las Vegas, NV

Our Las Vegas conference is on October 21st-25th, and it features 16 live courses this year. We know you're hungry for knowledge, so we're sure you're hungry for good eats. We've highlighted some decadent dining options in Vegas for you to add to your itinerary.

Featured dining:

• Best Friend, located at the MGM Grand, is a culinary experience for all. This Korean restaurant will take your tastebuds to a whole new level.
• If you're looking for something with a twist, check out Boom Bang. Known for their French-American fusion dishes, this restaurant boasts fresh ingredients and the best cheeseburgers around.
• When you're feeling chic yet casual, head over to Fine Company. Here, they specialize in comfort food that takes you back to your most comforting memories.

Western Newsroom Recap

Read about tax and accounting news from our Western CPE experts on our blog.

Coupon Clippings:

• The Summer Sale offers discounts on the 2024 Summer Federal Tax Update, bulk CPE credit packages, and CPE conference getaways.

Western Giveaway:

This weeks free CPE course winner is: Brian Roberts. Brian, to claim your free course, please respond to this email, and our Customer Experience team will make sure its added to your account.

Want to win a free 1 CPE credit course? Theres only one thing you need to do: read The Memo each week. Every Friday, well announce the winner here.

This weeks free course is: The Coming Sunset of the 2017 Act: Key Income and Estate Tax Planning Issues by Steven Siegel, JD, LLM, Check back next week to find out if youre a winner.