CPE Catalog+Events

Ready for another round of top-tier learning? The Winter Cluster is back at the stunning Beau Rivage Resort & Casino, offering world-class CPE in a world-class setting. Join us and dive into today's biggest issues with our most experienced and award-winning speakers. It’s your chance to elevate your performance and take your game to the next level. We’d love to see you there! CONFERENCE AGENDA DAY ONE: THURSDAY, NOVEMBER 21  7:30am Registration & Continental Breakfast  8:00am – 9:40am  The Quality Management Standards J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA In June 2022 the AICPA Auditing Standards Board adopted three new standards to be effective December 15, 2025.  The first two are Statements on Quality Management Standards (SQMS) that supersede Statement on Quality Control Standards (SQCS) 8.  The third is a SAS that amends AU-C 220, Quality Control for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards.  This course will present the requirements of all three standards and provide commentary and guidance on establishing a risk-based system of quality management.  9:40am – 10:00am Break  10:00am – 11:40am  A&A Update  Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA This course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.  11:40am – 12:40pm Lunch (included)  12:40pm – 2:20pm Maximizing Personal Productivity: Strategies for Getting More Done in Less Time  Sandy Michelet, SHRM-SCP, SPHR • Sparkhound • Baton Rouge, LA Regardless of your role, maximizing productivity is crucial. This session offers practical strategies for enhancing personal efficiency through effective time management, focus techniques, and the latest productivity tools. Learn how to streamline your workflow, maintain a healthy work-life balance, and sustain high productivity levels.  2:20 – 2:40pm Break  2:30 – 4:20pm  Creating a Cybersecurity Awareness Culture Justin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, AL Organizations continue to be plagued with cyber attacks that are now costing millions of dollars on average and hackers always appear to be one step ahead on protections in place. In this session we will discuss the latest attack method, real world cyber stories as well as the importance of establishing a strong cyber awareness culture. Additionally, we will highlight some best practice IT controls for utilizing and managing your use of AI as well as controls to help prevent, detect and respond to cyber incidents.  DAY TWO: FRIDAY, NOVEMBER 22  7:30am  Continental Breakfast  8:00am – 9:40am Handbooks and Hot TopicsMag Bickford, JD • McGlinchey Stafford • New Orleans, LASusanne Veters Cooper, JD, LLM • McGlinchey Stafford • New Orleans, LA This session will address best practices in today’s employee handbooks and hot topics in Employment law, such as the Pregnancy Workers Fairness Act, pay equity, reskilling and upskilling employees, addressing the mental health of employees, the hybrid/remote workforce, the future of vaccination policies, pending non-compete legislation, the Americans with Disabilities Act (ADA), and Fair Labor Standards Act (FLSA), upcoming matters for the Supreme Court and politics in the workplace and more.  Bring your questions for a lively discussion.  9:40 – 10:00am Break 10:00 - 11:40 amHot Tax Topics Post ElectionGreg Booth, CPA • EisnerAmper • Metairie, LA This session will cover tax planning opportunities for the 2024 year end and beyond.  We will discuss the tax implications of the election and potential changes to tax law under the new administration.    

Power up your knowledge at this year’s Energy Conference, formerly known as the Oil & Gas Conference. Dive into the evolving landscape of the energy sector, including oil, gas, and beyond. With top industry experts leading the way, this event equips you with insights and strategies to stay ahead in one of the state’s most critical industries. Whether you’re directly involved in energy or not, the takeaways will spark opportunities for all professionals.  DAY ONE: Thursday, December 5  8:00 am Registration Opens  8:25 am Welcome/Opening Remarks  8:30 – 9:00 am Oil and Gas Industry Update Mike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA  9:00 – 10:00 am Recent Developments in Mineral Law Kyle Polozola, JD • Kean Miller • Lafayette, LA  10:00 – 10:20 am Break  10:20 – 11:20 am Elections Have Consequences - Federal Tax Update John Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA  11:20 am – 12:10 pm Department of Energy and Natural Resources Update Tyler Gray • Secretary – Louisiana Department of Energy and Natural Resources • Baton Rouge, LA   12:10 – 1:10 pm Lunch (included)  1:10 – 2:40 pm Energy Update Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LA  2:40 – 3:00 pm Break  3:00 – 3:50 pm Global Expansion Opportunities Thomas Elliott, CPA, CGMA • Loadmaster Industries • Broussard, LADavid Russell • Loadmaster Industries • Broussard, LA  3:50 – 4:50 pm Carbon Capture Update Mark Dore • Kean Miller • Lafayette, LA 

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Power up your knowledge at this year’s Energy Conference, formerly known as the Oil & Gas Conference. Dive into the evolving landscape of the energy sector, including oil, gas, and beyond. With top industry experts leading the way, this event equips you with insights and strategies to stay ahead in one of the state’s most critical industries. Whether you’re directly involved in energy or not, the takeaways will spark opportunities for all professionals.  DAY ONE: Thursday, December 5  8:00 am Registration Opens  8:25 am Welcome/Opening Remarks  8:30 – 9:00 am Oil and Gas Industry Update Mike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA  9:00 – 10:00 am Recent Developments in Mineral Law Kyle Polozola, JD • Kean Miller • Lafayette, LA  10:00 – 10:20 am Break  10:20 – 11:20 am Elections Have Consequences - Federal Tax Update John Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA  11:20 am – 12:10 pm Department of Energy and Natural Resources Update Tyler Gray • Secretary – Louisiana Department of Energy and Natural Resources • Baton Rouge, LA   12:10 – 1:10 pm Lunch (included)  1:10 – 2:40 pm Energy Update Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LA  2:40 – 3:00 pm Break  3:00 – 3:50 pm Global Expansion Opportunities Thomas Elliott, CPA, CGMA • Loadmaster Industries • Broussard, LADavid Russell • Loadmaster Industries • Broussard, LA 3:50 – 4:50 pm Carbon Capture Update Mark Dore • Kean Miller • Lafayette, LA    DAY TWO: Friday, December 6  7:30 am Registration Opens  7:55 am Opening Remarks  8:00 – 9:00 am A Primer - The Joint Operating Agreement and Accounting ProcedureMike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO  9:00 – 10:00 am Technology Update, including Artificial Intelligence Les Nettleton • Retired- Bourgeois Bennett • New Orleans, LA  10:0 – 10:20 am Break  10:20 –11:35 am State Tax Update: Property, Sales and Income Brandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LAJulia Bennetsen, JD • EisnerAmper LLP • Little Rock, AR 11:35 am – 12:35 pm Lunch  12:35 – 1:55 pm Gulf Coast Energy Update Greg Upton, PhD • Louisiana State University • Baton Rouge, LA  1:55 – 2:45 pm   Employment Law Update E. Fredrick Preis, Jr., JD • Breazeale, Sachse & Wilson, LLP • New Orleans, LA 2:45 – 3:05 pm Break  3:05 – 4:20 pm   Economic Update Stephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LA    

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Power up your knowledge at this year’s Energy Conference, formerly known as the Oil & Gas Conference. Dive into the evolving landscape of the energy sector, including oil, gas, and beyond. With top industry experts leading the way, this event equips you with insights and strategies to stay ahead in one of the state’s most critical industries. Whether you’re directly involved in energy or not, the takeaways will spark opportunities for all professionals. DAY TWO: Friday, December 6  7:30 am Registration Opens  7:55 am Opening Remarks  8:00 – 9:00 am A Primer - The Joint Operating Agreement and Accounting ProcedureMike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO  9:00 – 10:00 am Technology Update, including Artificial Intelligence  Les Nettleton • Retired- Bourgeois Bennett • New Orleans, LA  10:0 – 10:20 am Break  10:20 –11:35 am State Tax Update: Property, Sales and Income Brandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LAJulia Bennetsen, JD • EisnerAmper LLP • Little Rock, AR 11:35 am – 12:35 pm Lunch  12:35 – 1:55 pm Gulf Coast Energy Update Greg Upton, PhD • Louisiana State University • Baton Rouge, LA  1:55 – 2:45 pm   Employment Law Update E. Fredrick Preis, Jr., JD • Breazeale, Sachse & Wilson, LLP • New Orleans, LA 2:45 – 3:05 pm Break  3:05 – 4:20 pm   Economic Update Stephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LA 

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GAFRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GAFRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:FRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:FRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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