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.
ChatGPT and IRS Taxation Law Research
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Online/Webcast
2.00 Credits
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The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. 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
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Monthly Federal Tax Updates - March 2025
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Online/Webcast
2.00 Credits
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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
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Start a Forensic Accounting Practice with Confidence
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Online/Webcast
4.00 Credits
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The need for a forensic accountant has grown in the last two decades, with more expected in the future. From oil well spills to divorces - from stealing trust funds to partnership disputes - forensic accountants are needed to find and calculate losses. They are financial detectives that are needed to explain the money story to attorneys, judges, and juries. If you are interested in starting a forensic accounting practice or adding on this service to your existing firm, this course is for you. In this presentation, you will know what service to provide possible clients, how to find those clients, and the cost-effective ways to start the forensic accounting practice. Your instructor has over 20 years of experience as a special agent with IRS-Criminal Investigation where he conducted investigations into tax and money laundering crimes across the globe. After his successful investigative career, he started a CPA firm from scratch that focused on forensic accounting. He shares the successes and failures in starting a forensic accounting practice, including getting the right credentials, various ways of marketing to potential clients, closing the deal with engagement letters, and delivering the service to the client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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Digging Deep with Excel Pivot Tables
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Online/Webcast
1.00 Credits
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This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
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Audit 405: Designing Internal Controls for Smaller Entities
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Online/Webcast
2.00 Credits
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Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for designing or evaluating the design of internal controls. 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
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Entertainment, Meals & Travel Expenses: Review and Update
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Online/Webcast
2.00 Credits
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
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2024 FASB Update and Review
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Online/Webcast
2.00 Credits
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This course focuses on recent FASB updates with an emphasis on implications for private entities. We will also explore significant elements of the FASB’s technical agenda. Speaker - Chris Harper
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Money Laundering 101 for CPAs
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Online/Webcast
4.00 Credits
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CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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ChatGPT and Advanced Financial Analysis for Accountants
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Online/Webcast
2.00 Credits
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This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. 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
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Taxation of Judgements and Settlements
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Online/Webcast
2.00 Credits
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In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. 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
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Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online/Webcast
1.00 Credits
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Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
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Audit 406: Auditing Revenue Recognition - Common Risks
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Online/Webcast
2.00 Credits
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Auditing Revenue Recognition - Grasping the Higher Risks and Special Audit Considerations will provide tips and techniques for obtaining sufficient and appropriate audit evidence to support conclusions related to accounting for revenues obtained from contracts with customers. Revenue recognition is presumed to be a significant risk for financial statement auditing purposes due to the increased risk of both fraud and error. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities in auditing revenues. 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
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Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online/Webcast
3.00 Credits
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Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.
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2024 Financial & Tax Accounting for Partnerships & LLCs
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Online/Webcast
4.00 Credits
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This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed. Speaker - Steven Dilley, CPA, JD, PhD
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2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
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Online/Webcast
4.00 Credits
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This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. Speaker - Doug Van Der Aa, CPA, JD
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Using e-Signature Software to Process Agreements-Updated
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Online/Webcast
2.00 Credits
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Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. 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 Higgins, CPA.CITP
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2024 Financial & Tax Accounting for S Corporations
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Online/Webcast
4.00 Credits
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This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA "small" GAAP accounting standards. Speaker - Steven Dilley, CPA, JD, PhD
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2024 Fiduciary Accounting for Estates and Trusts
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Online/Webcast
4.00 Credits
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Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting. Speaker - Doug Van Der Aa, CPA, JD
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Trust Fund Recovery Penalty And Request For Refund
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Online/Webcast
1.00 Credits
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You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Billy L. Fauller, III, EA, CTRS, NTPI
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Fixing Your Chart of Accounts
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Online/Webcast
1.00 Credits
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A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems 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 L. Daly, MBA, CPA, CMA, CPIM