2017 Louisiana Tax Conference - BOTH DAYS (LTC17)
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 Export to Your Calendar 12/7/2017 to 12/8/2017
When: 12/7-8/2017
8:30 AM until 4:20 PM
Where: Hilton New Orleans Riverside
#2 Poydras Street
New Orleans
United States
Presenter: Various


Online registration is available until: 12/7/2017
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Keeping up with tax regulations and changes can leave you feeling down for the count. Don’t sweat it! The 2017 Tax Conference will help get you in fighting shape for tax season. The knockout lineup offers rigorous training in core areas like individual and business tax, but also trickier topics that will keep you on your toes. And with heavyweights like Ted Stacey, Jerry Schreiber, Bob Angelico, and Ray Ladouceur in your corner, you’ll leave pumped up and ready to come out swinging this busy season.

Visit our Virtual Expo!

Click on the logos and links in the Virtual Expo tab above to get a preview of their offerings and make sure to stop by and introduce yourself at the conference to learn more. Plus, many will be giving away fabulous prizes, so bring your business cards so you can enter to win!

Sponsorships are still available. Contact Misean Reed at 504.904.1133 or mreed@lcpa.org.

Thursday, December 7

7:45 – 8:30 am Registration & Continental Breakfast
8:30 – 10:00 am

Individual Tax Update

Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA

Coming soon.

10:00 – 10:20 am Break/Visit Exhibitors
10:20 – 11:10 am

Cyber Liability: Exposure, Trends, and Claims

Danielle Bonano • Gilsbar • Covington, LA
Linnette Nolan • Travelers • Metairie, LA

How well do you understand cyber-risks? Are you aware of all your cyber-exposures? Are you confident your policy will respond to an attack? This session will help you ask the right questions so you’ll be prepared in case of a data breach.

Topics include:
  • Coverage Overview Analysis
  • Symantec Demonstration, Pre-Breach Services
  • State of the Market
  • Exposures and Vulnerabilities
  • Types of Breaches Seen Recently
  • Travelers Claim Response
11:10 am – 12:00 pm

Repair vs Capitalization Decisions: A Practical Approach Using Examples

J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA

The repairs regulations are 4 years old, but tax professionals still face some uncertainty about what to expense vs capitalize. This presentation will use specific examples to clarify and ease the decision-making process.

12:00 – 1:00 pm Lunch/Visit Exhibitors
1:00 – 2:00 pm

Preparing Your Clients for the New Centralized Partnership Audit Regime

Jonathan Horn, CPA, CGMA • AICPA • Washington DC

The rules for partnership audits by the IRS are about to undergo the most dramatic change since TEFRA was enacted in 1982. Partnership level responsibility for payment, a new all-powerful Partnership Representative, revised opt-out rules, and multiple options and elections are just the beginning. We’ll review what the law says, the status of implementing regulations by the IRS, how the states are responding to the changes and what you need to be telling your clients (both partners and partnerships) about the changes right now.

2:00 – 3:00 pm

Code Section 1033: Involuntary Conversions

Gerard H. Schreiber, Jr., CPA • Schreiber & Schreiber, CPAs • Metairie, LA

This session will cover the various aspects of involuntary conversions for business and personal property covering both disaster and non-disaster related circumstances.

3:00 – 3:20 pm Break/Visit Exhibitors
3:20 – 4:50 pm

Louisiana State and Local Tax Update

Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA

Coming soon.

Friday, December 8

7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 9:30 am

Business Tax Update

Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA

Coming soon.

9:30 – 9:50 am Break/Visit Exhibitors
9:50 – 10:50 am

Employee Benefit Plan Update

Michael S. Williams, JD • Liskow & Lewis, APLC • New Orleans, LA

Coming soon.

10:50 am– 12:00 pm

Taxation of Usufruct

Raymond Ladouceur, JD, MBA, CPA, CFF • Ladouceur and Ladouceur, LLC • Abita Springs, LA

Usufruct is a unique Louisiana concept. We will focus on the special rules which affect the taxation of this right of use.

12:00 – 1:00 pm Lunch/Visit Exhibitors
1:00 – 2:00 pm

Louisiana Tax Incentives and Credits Update

Don Allison, CPA • Advantous Consulting, LLC • Baton Rouge, LA

During 2017, there have been countless changes made to Louisiana’s tax incentives and credits. Many of the changes are statutory ones made by the Legislature, and others are regulatory ones made by the Executive branch. This session will give you an overview of these changes and information to help you determine how the changes may impact you and your clients or employer.

2:00 – 3:00 pm

When the Old & New Collide: What’s New in the Universe of IRS Appeals & Enforcement Under a New Administration? 

Michael A. Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX

This session will cover the intersection of existing IRS Appeals policies and recent revisions. It will be a “can’t miss” opportunity to learn about IRS Appeals changes regarding how cases are processed, including the shift related to the availability of face-to-face conferences, settlement authority of Appeals Team Case Leaders, conference attendees, and pilot programs, such as virtual service. In a world of decreasing IRS budgets and uncertainty as to tax enforcement priorities, we will also cover the IRS’s enforcement priorities during the first year of a new administration.

3:00 – 3:20 pm Break/Visit Exhibitors
3:20 – 4:20 pm

Fiduciary Income Tax Planning: Why Trust Accounting Is Important

Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA

Coming soon.

Gold Sponsor

Alexander & Sanders/CAMICO
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Alexander & Sanders/CAMICO

Alexander & Sanders has specialized in professional liability insurance and risk management services for over 45 years. CAMICO is the largest CPA-directed provider of professional liability (PL) for CPA firms in the US. Together, CAMICO and Alexander & Sanders have played a big part in stabilizing the PL marketplace in Louisiana, while pioneering value-added risk and practice management services.

If you are a professional practicing in Louisiana and are not currently a client of Alexander & Sanders, let us show you how we can help you with your insurance and risk management needs.

Richard Moeller & Wyatt Sanders • 225.295.2995 • richard@alexsand.com

Silver Sponsors

ADP
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ADP

Powerful technology plus a human touch. Companies of all types and sizes around the world rely on ADP's cloud software and expert insights to help unlock the potential of their people. HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce.

Because every practice is different, ADP offers flexible options for accounting professionals and their clients, including valuable tax resources and compliance tools. You'll also get access to our award-winning cloud solution Accountant ConnectSM to help you stay connected to your ADP client data. Learn more about how you can partner with ADP by visiting us at adp.com/accountant.

Jessica Higgins • 225.287.8373 • Jessica.Higgins@ADP.com

Cost Segregation Initiatives
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Cost Segregation Initiatives

Cost Segregation Initiatives caters to CPAs and CFOs to help them manage fixed assets in regard to their real estate holdings and related tax issues. This includes cost segregation studies, asset management studies, disposal studies, and repairs/maintenance decisions. Curt regularly consults with CPAs and CFOs on planning and compliance issues relating to depreciation, tangible property regulations, and changes of method of accounting.

Curt Gautreau, CPA • 225.910.8195 • curt@crsbr.com

Gilsbar
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Gilsbar

For more than half a century, Gilsbar has offered services, solutions, and support to Louisiana association members. As one of the nation's largest privately held health and benefit administrators, we offer trusted ancillary and malpractice insurance solutions.

Colin Shea • 985.898.1582 • cshea@gilsbar.com

Bronze Sponsors

AICPA Member Insurance Progams
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AICPA Member Insurance Progams

Through the AICPA Member Insurance Programs, Aon and its 'rated' insurance carrier partners provide coverage to meet all of the insurance needs of today's CPAs. We tailor our business insurance for firms of all sizes, and we offer personal insurance for all of life's stages.

Robert Albertini • 800.221.3023 • Robert.albertini@aon.com

alliantgroup
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alliantgroup

alliantgroup's mission is one of education and awareness — we exist to help businesses, and the CPA firms that advise them, take full advantage of all federal and state tax credits, incentives, and deductions available to them. Our government has legislated these powerful incentive programs to help businesses grow and successfully compete both in the US and abroad. We are proud to have helped over 20,000 businesses claim more than $5 billion in tax incentives!

Cathryn Dall • 713.552.5544 • Cathryn.Dall@alliantgroup.com

canopytax
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Canopy

Canopy is an easy-to-use practice management and tax resolution software. It introduces intuitive client surveys that auto-populate IRS forms, smart tax resolution analytics to quickly compare outcomes, a dynamic client portal, and more. Stop by our booth for a free trial!

team@canopytax.com

Cardinal Capital
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Cardinal Capital

Cardinal Capital connects business to capital. We are a Baton Rouge, Louisiana based commercial finance and consulting firm that sources capital for commercial entities. We work with organizations to properly present financial statements and related information to potential lending institutions to facilitate capitalization. With access to over 4,000 sources of capital across the United States we find the right capital solution for clients regardless of industry or business lifecycle.

Rob Powell • 225.308.3700 • rob@cardinalcap.net

Cost Segregation Services
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Cost Segregation Services

CSSI is the premier company providing IRS defined engineering-based cost segregation studies for commercial property owners. CSSI has completed over 10,000 studies nationally, with properties ranging from $150,000 to $750 million in cost. We are also experts on the application of the tangible property regulations.

Pam Richardson • 225.278.3635 • pamelafreeman@aol.com

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Highflyer Human Resources

Highflyer provides you with a unified solution for HR, Payroll, Benefits and Time and Attendance. One login, accessible anywhere and anytime, means it’s ready when you are. Check your full payroll preview, view the Executive Dashboard or prepare a performance review. Highflyer provides you a flexible and intuitive solution with the vital data you need to make more informed business decisions and drive employee engagement.

Lauren Reap • 225.930.8320 • laurenr@highflyerhr.com

Lumpkin Management Company
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Lumpkin Management Company

Lumpkin Agency helps all types of businesses maximize cash flow by taking advantage of the accelerated depreciation identified by a cost segregation study, which we provide. We also specialize in interpreting the tangible property regulations and applying them to your property.

Mark Lumpkin • 225.268.1157 • mark@lumpkinagency.com

Meadows Collier
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Meadows Collier

From the boardroom to the courtroom, our attorneys bring both dedication and experience to our clients' legal matters. While our origins are in tax planning and tax litigation practice, we also provide counsel to clients with a variety of other specialized legal needs, including business and estate planning, probate, real estate, securities, banking and commercial litigation. We also have a long-standing concentration in the area of white collar defense and government regulatory practice.

Mike Villa, JD • 214.744.3700 • mvilla@meadowscollier.com

Paychex
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Paychex

Paychex is a leading provider of payroll, payroll tax, HR, and benefits outsourcing solutions for small- to medium-sized businesses. They also offer 401(k) plan recordkeeping, section 125 plans, a professional employer organization, and other administrative services for businesses.

James Reynolds • 504.368.4455, ext. 44008 • jreynolds@paychex.com

Robert Half
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Holly Wingerter • 504.520.8368 • holly@payrollrx.com

Robert Half
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With more than 400 specialized locations worldwide, Robert Half is dedicated to connecting you with professionals with skills well-matched to your hiring needs. And we help job seekers find rewarding positions where they can thrive. We've been making happy matches since 1948.

Shana Silcio • 504.529.9747 • shana.silcio@roberthalf.com

Exhibitors

Absolute Document Destruction
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Absolute Document Destruction

Bobby Poche • 985.373.3684 • bob.poche@gmail.com


Brooke Companies
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Brooke Companies

Caroline Middleton • 504.834.9772 • CarolineM@brookecompanies.com


CPACharge
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CPACharge

Caroline Blum • 855.656.4684 • CBlum@cpacharge.com


Crescent Payroll Solutions
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Crescent Payroll Solutions

Sanders Offner • 504.301.3318 • Sanders@Crescent-Payroll.com


Dave Martin/Allstate
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Dave Martin/Allstate

Tammy Vicente • 985.649.7531 • tvicente@allstate.com


Louisiana Department of Revenue
Luca Falcone Custom Clothiers
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Luca Falcone Custom Clothiers

Sonny Mitchell • 504.390.3711 • sonny@lfsuits.com


Luca Falcone Custom Clothiers
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New York Life

Kevin Fannon • 248.895.6405 • kfannon@ft.newyorklife.com


Personnel Consulting Group
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Personnel Consulting Group

Frank Loria • 504.581.7800 • floria@pcgla.com


Precision Payment Systems
Restech
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Restech

Matthew Diaz • 504.733.5633 • matt@restech.net


Server@Work
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Server@Work

Mark Bolton • 337.419.3053 • mark.bolton@serveratwork.com


Stonehenge Capital Company
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Stonehenge Capital Company

Anna Kathryn Barber • 225.408.3259 • akbarber@stonehengecapital.com


Tax Materials, Publisher of TheTaxBook
Thomson Reuters
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Thomson Reuters

Jonathan Therio • 504.272.0932 • jonathan.therio@thomsonreuters.com

Hilton New Orleans Riverside
2 Poydras St.
New Orleans, LA 70140
504.584.3999

Rate: $139
Group Code: LTC
Cut-off Date: November 20

Registration Fees

Up to 16 CPE/13.3 CLE credits

Early Bird (through 11/20) Member/Non-member:
Both Days: $429/629
Register online using the 'Register' button above.

Other Registration Options
Day One: $289/389
Day Two: $289/389

After 11/20, add $50 to your fee.

*Non-CPA staff of LCPA members may attend at the member rate.

To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person?
Fill out our Group Registration Form and email it to register@lcpa.org.