CPE Catalog+Events
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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, and Surgent to deliver high-quality webcast and self-study content conveniently and cost-effectively. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
The Best Individual Income Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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Fraud Busters: Controls to Prevent & Detect Fraud
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Online/Webcast
2.00 Credits
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This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Keely Gohl, CPA, CGMA
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2024 Creative Strategies for Buying, Selling, or Gifting a Business
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Online/Webcast
8.00 Credits
Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Arthur Werner
IRS Penalties and Abatements
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Online/Webcast
2.20 Credits
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Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove “reasonable cause.” This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Allison McLeod
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Treasury Circular 230 for EAs and Other Tax Preparers
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Online/Webcast
2.20 Credits
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Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Allison McLeod
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Personal Leadership Skills
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Online/Webcast
4.00 Credits
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People skills are the most significant skills that Professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language which is key in communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts. Speaker - James Lindell
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The Controllership Series - Addressing Budgeting Uncertainty
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Online/Webcast
1.00 Credits
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With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions, and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization’s to properly plan for a volatile future. Speaker - Lynn Fountain
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Managing with a CEO Mentality
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Online/Webcast
1.00 Credits
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In this dynamic session, Sharrin Fuller, Entrepreneur and CEO, will share her insights on managing with a CEO mentality. Sharrin will guide participants in developing the mindset and skills necessary to excel as managers. Through real-life examples and practical strategies, attendees will learn how to adopt a CEO mindset, think strategically, and make informed decisions that align with long-term business goals. Additionally, valuable techniques will be presented for inspiring and motivating teams, fostering a culture of accountability, and driving high performance within their organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Sharrin Fuller
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Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
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Online/Webcast
2.00 Credits
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American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from deleting your email or sending your document to the circular file because they are too much work to decipher. Write with clear purpose and enjoy the results and time saved. Be part of the solution, not part of the problem – write it right the first time. Speaker - John Daly
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Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Online/Webcast
4.00 Credits
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This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Tax practitioners will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.
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Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
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Online/Webcast
8.00 Credits
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As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation, via deeper life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on transfer of an ownership interest, distributions, self-employment tax issues, and termination/liquidation of the LLC. With the right blend of legal and tax ramifications of LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
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Surgent's Single Auditing Made Simple
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Online/Webcast
8.00 Credits
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Single auditing can seem complex. With thousands of pages of potential AICPA, GAO, and OMB literature coming together for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do; however, it does not have to be that way. This course is designed to sharpen your skills and knowledge in performing single audits and eliminate wasted efforts.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online/Webcast
8.00 Credits
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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Walter Haig's Personal Financial Health Checkup
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Online/Webcast
8.00 Credits
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This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Walter J. Haig
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2024 Estate & Financial Planning Workshop
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Metairie
8.00 Credits
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Delve into the complexities of estate and financial planning at our specialized conference. Participate in focused workshops, learn from industry leaders, and network with peers. Elevate your planning strategies and set everyone up for success! WORKSHOP AGENDA 8:00 – 9:00 am Tales of Wall Street, Washington, and Warsaw: A Look at the Global Economy and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LA With global tensions taut, a record-breaking year of elections is rewriting the geopolitical landscape. Meanwhile the U.S. is navigating elections ahead of a year with immense taxation policy decisions. What trends are we seeing in economies around the world and how are investors making sense of all of it? We’ll examine the narratives in the market and the data behind them. 9:00 – 10:00 am Sailing Towards the Sunset: Navigating the Narrowing Window for Federal Gift, Estate and GST Planning Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA This session will cover the current estate tax framework and what the framework will look like if the higher exemption is allowed to expire effective January 1, 2026. The presentation will include strategies to take advantage of the current historically high lifetime exemption including transferring interests in privately held businesses and the use of various trusts. 10:00- 10:20 Break 10:20 – 11:20 am Income Tax Update – With Congress Doing Nothing – What’s New? Brandon Lagarde, CPA, JD, LLM • Eisner Amper • Baton Rouge, LA 11:20 – 12:10 Lunch 12:10 – 12:55 Not Your Parents Long-Term CareGene Plauche, CLTC, LUTCF, and FSS • Concourse Financial • Baton Rouge, LA 12:55 – 1:55 SECURE Act 2.0 Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA 1:55 – 2:10 Break 2:10 – 3:00 Reviewing a Tax Return from a Financial Planning PerspectiveAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA 3:00 – 4:00 Only Human – Cyber Security Vince Gremillion • Restech • Metairie, LA Cyber Security is a Human made problem. being defensible is the best option. Defensiblity is doing the well known practices that one would expect in todays world. We’ll review these issues and how to improve your defensibility factor.
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2024 Estate & Financial Planning Workshop- Webcast
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Online/Webcast
8.00 Credits
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Delve into the complexities of estate and financial planning at our specialized conference. Participate in focused workshops, learn from industry leaders, and network with peers. Elevate your planning strategies and set everyone up for success! WORKSHOP AGENDA 8:00 – 9:00 am Tales of Wall Street, Washington, and Warsaw: A Look at the Global Economy and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LA With global tensions taut, a record-breaking year of elections is rewriting the geopolitical landscape. Meanwhile the U.S. is navigating elections ahead of a year with immense taxation policy decisions. What trends are we seeing in economies around the world and how are investors making sense of all of it? We’ll examine the narratives in the market and the data behind them. 9:00 – 10:00 am Sailing Towards the Sunset: Navigating the Narrowing Window for Federal Gift, Estate and GST Planning Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA This session will cover the current estate tax framework and what the framework will look like if the higher exemption is allowed to expire effective January 1, 2026. The presentation will include strategies to take advantage of the current historically high lifetime exemption including transferring interests in privately held businesses and the use of various trusts. 10:00- 10:20 Break 10:20 – 11:20 am Income Tax Update – With Congress Doing Nothing – What’s New? Brandon Lagarde, CPA, JD, LLM • Eisner Amper • Baton Rouge, LA 11:20 – 12:10 Lunch 12:10 – 12:55 Not Your Parents Long-Term CareGene Plauche, CLTC, LUTCF, and FSS • Concourse Financial • Baton Rouge, LA 12:55 – 1:55 SECURE Act 2.0 Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA 1:55 – 2:10 Break 2:10 – 3:00 Reviewing a Tax Return from a Financial Planning PerspectiveAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA3:00 – 4:00 Only Human – Cyber Security Vince Gremillion • Restech • Metairie, LA Cyber Security is a Human made problem. being defensible is the best option. Defensiblity is doing the well known practices that one would expect in todays world. We’ll review these issues and how to improve your defensibility factor.
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Mastering the Excel Lookup Functions
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Online/Webcast
2.00 Credits
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In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
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Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
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Online/Webcast
2.00 Credits
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It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shopping to entertainment and business transactions. Why wouldn't accounting firms and other professionals want to get in early on this new frontier? All types of businesses have begun purchasing and setting up shop in this new virtual world. These are no small endeavors - professionals are creating business plans to operate successfully in the virtual world that started off originally as a niche format for gamers. Accounting firms are starting to announce their acquisition of virtual real estate, and some are paying a premium to obtain prime locations. To operate successfully in the metaverse, professionals need to understand the environment and the rules of the game. This course provides an introduction to the metaverse and an overview of opportunities, risks and rewards for professionals who wish to stay relevant in the ever-expanding virtual world. Participants will walk away with an understanding of where we are in this rapidly developing space, plus gain insights on how to establish a presence or advise clients who wish to explore metaverse opportunities.
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Surgent's Six Common Barriers to Investment Success
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Online/Webcast
2.00 Credits
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Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.
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Surgent's Understanding Partnership Taxation: Debt Allocations
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Online/Webcast
2.00 Credits
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How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt it is and the type of partner we are talking about. Furthermore, 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this course, we will tackle the concept of debt allocations - how you do it, what it means, and why you do it.