CPE Catalog+Events
Start Here and Get on Course
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.
Addressing Common Documentation Deficiencies
-
Online/Webcast
2.00 Credits
See more dates
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession. Over half of the engagements reviewed by the AICPA did not meet the requirements of AU-C 230. This course will look at common misconceptions related to audit documentation and help attendees address these deficiencies with efficient and effective best practices. Speaker - Melisa Galasso
More Dates
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
-
Online/Webcast
2.00 Credits
See more dates
How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.
More Dates
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
-
Online/Webcast
4.00 Credits
See more dates
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you. Speaker - Jonathan Robinson
More Dates
ACPEN Signature 2024: Partnership & LLCs Tax Return Preparation
-
Online/Webcast
8.00 Credits
See more dates
LLCs and partnerships continue to present some of the greatest challenges for return preparers and advisors. This program will address the latest developments: New IRS audit initiatives An SE tax update for LLCs and partnerships Disregarded entity rules and transactions Common allocation problems Identifying various types of partnership debt properly for basis purposes The 754 election in the sale of interests and at death Reporting LLC and partnership interests on gift and estate tax returns and valuation of closely held businesses and minority interests **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 - Laura Billingsley, J. Michael Inzina, Jennifer Wyss
More Dates
ACPEN Signature 2024: Small Business: Hot Tax Issues Today!
-
Online/Webcast
8.00 Credits
In addition to the many challenges faced by small businesses in today’s Post-COVID world, with labor shortages, serious inflation and “supply-chain” issues, small businesses face a variety of tax challenges from the time of formation of the business until sale. There are numerous special rules in the Code. And the IRS plans on increasing its small business audit emphasis. **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 - James Smith, C. Clinton Davis, Kathy Ploch, William H. (Bill) Wilson
K2's 2024 Paperless Office
-
Online/Webcast
8.00 Credits
See more dates
The Paperless Office is not a myth! With today’s technology, you have many fantastic options for “going paperless,” In this session, you will learn how to leverage these technologies for better document management and storage practices. Speaker - Thomas Stephens
More Dates
Monthly Federal Tax Updates - December 2024
-
Online/Webcast
2.00 Credits
See more dates
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA
More Dates
The Role of Internal Control in the Risk-Based Audit
-
Online/Webcast
4.00 Credits
See more dates
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.Speaker - Chris Harper, CPA
More Dates
Audit 203: Auditing Accounts Receivable - Common Risks
-
Online/Webcast
2.00 Credits
See more dates
Auditing Accounts Receivable - Focusing Procedures for Testing Existence and Valuation will explain tips and best practice techniques for auditing common accounts receivable risks, primarily focusing on existence and valuation. Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with initial recognition, subsequent measurement, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for auditing accounts receivable. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
More Dates
Advanced ChatGPT for Accountants
-
Online/Webcast
2.00 Credits
See more dates
This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP
More Dates
K2's 2024 Small Business Accounting Solutions And Add-Ons
-
Online/Webcast
2.00 Credits
See more dates
Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients. Speaker - Thomas Stephens
More Dates
Communication Miracles At Work and In Life - Part 2
-
Online/Webcast
4.00 Credits
See more dates
Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work. Speaker - Jonathan Robinson
More Dates
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
-
Online/Webcast
2.00 Credits
See more dates
Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another - but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
More Dates
Surgent's Going Concern Accounting and Reporting Considerations
-
Online/Webcast
2.00 Credits
See more dates
This course will review the relevant considerations related to going concern, including assessing when substantial doubt concerning an entity's ability to continue as a going concern exists, management mitigation efforts, and required disclosures both when management, and the accountant, feel such efforts will be effective in mitigating the risk, as well as when they do not. Lastly, we'll consider the accountant's reporting responsibilities under various scopes of services in various scenarios and how to audit this often-contentious topic.
More Dates
Surgent's Understanding Partnership Taxation: Debt Allocations
-
Online/Webcast
2.00 Credits
See more dates
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.
More Dates
Office 365 Teams App - Optimizing Your Setup & Configuration
-
Online/Webcast
4.00 Credits
See more dates
If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important setup and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable. The information shared in this course is sure to help you avoid costly mistakes in your Teams app deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John H. Higgins, CPA.CITP
More Dates
Internal Control - Testing for Operating Effectiveness
-
Online/Webcast
2.00 Credits
See more dates
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
More Dates
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
-
Online/Webcast
2.00 Credits
See more dates
The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dawn W. Brolin, CPA, CFE
More Dates
Surgent's Successful Communication
-
Online/Webcast
4.00 Credits
See more dates
Technology has created numerous ways for us to communicate with each other - but it's also increased the number of ways in which the message can get garbled. Effective communications skills are crucial to successful management. Learn how to control your message with clear communications strategies. You'll learn to recognize communication barriers, assess styles and behaviors, and learn how to listen more effectively as well.
More Dates
2024 Governmental GAAP Update
-
Online/Webcast
2.00 Credits
See more dates
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. Speaker - Melisa Galasso