CPE Catalog+Events
Our comprehensive, easy-to-search list of all LCPA-sponsored courses helps you find exactly what you're looking for, or even a course on a new topic to expand your competencies. TIP: When doing multiple searches for different events, be sure to clear filters between searches.
2023 Louisiana Tax Conference: Both Days (Live/In-Person)
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New Orleans
16.00 Credits
***NEW DATE & LOCATION***This conference will be held Monday, December 11, and Tuesday, December 12, at The Ritz-Carlton, New Orleans. Note: This is the registration page for attending IN PERSON. Click here to see online and single day registration options. ______________________ We have over 300 people registered to attend IN PERSON but we are still saving a seat for YOU. 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.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today.BONUS: The Louisiana Department of Revenue will have representatives on hand to answer any questions you may have about outstanding client issues or other matters.CONFERENCE AGENDAMONDAY, DECEMBER 117:45 am Registration OpensBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, juices, and soft drinks.8:30 – 9:40 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:40 – 10:40 amNew Governor, New Legislature: What Will Happen to State Taxes? (Plus an Update on Recent Developments)Robert S. Angelico, CPA, JD • Liskow • New Orleans, LAThis presentation comes at a key time in Louisiana with a new Governor and Legislature set to take office. The discussion will cover Louisiana state and local tax legislative, judicial, and regulatory developments from 2023, but will also highlight possible tax issues that could be addressed in the coming year.10:40 – 11:00 am Break/Visit Exhibitors11:00 am – 12:00 pmBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAStates constantly borrow ideas from each other in taxing new sources of revenue. Stay ahead of the curve with this presentation on trends in multi-state taxation.12:00 – 1:00 pm Lunch/Visit Exhibitors1:00 – 2:00 pmArtificial Intelligence and CybersecurityLes Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAArtificial Intelligence is the term of the year. It is also one of the most misunderstood terms. Will AI make an imprint on the accounting profession? We will take a look at the history of AI, AI in general with definitions, and AI for Accountants. We will also cover some of the most current Cyber scams working through email, text messages and phone calls.2:00 – 2:50 pmChoice of Entity: When Being Choosy MattersAnnie McGinnis, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXChoice of entity is a decision that impacts far more than the type of tax return filed each year. This presentation will discuss important federal income tax considerations relating to choice of entity that are relevant not only when forming an entity, but also throughout the entire lifecycle of the entity.2:50 – 3:10 pm Break/Visit Exhibitors3:10 – 4:00 pmSECURE Act 2.0Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LASetting Every Community Up for Retirement Enhancement Act (SECURE Act) became law on December 20, 2019, bringing about comprehensive retirement-related provisions and the revisions in Secure Act 2.0, passed in December 2022 made several changes once again. This session will cover those changes and compliance issues.4:00 – 4:50 pmSimple Stress Management: Brief Experiential ActivitiesMkay Bonner, PhD • Bonner Solutions & Services, PC • Calhoun, LASimple techniques should be the foundation of stress management. We will start with a brief overview of the impact of stress on our relationships, health, and work. We will look at some stress scales and you will have the opportunity to complete one for yourself. Then, we will explore techniques to reduce the impact of stress. As time permits, we will practice some of these techniques. Everyone has stress, but each attendee will leave with simple coping methods that they have identified as good personal options for dealing with their stress. TUESDAY, DECEMBER 127:30 am Registration OpensBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, juices, and soft drinks.8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:00 amTransfer and Tax Planning Issues Related to Louisiana CitizensJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA10:00 – 10:20 am Break/Visit Exhibitors10:20 – 11:20 amSECA Taxes, Limited Partner Exception, and Current IRS Disputes: Analyzing the Journey to ChaosHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA11:20 am – 12:10 pmThe Cyclical Evolution of IRS EnforcementMike Villa, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXToo much, too little, too late, but never gone, and back again for 2023. Depending on which news you watch, the IRS is either drunk on power and too strict or not funded well enough to carry out its basic core mission of enforcing the tax law with integrity and fairness to all. Regardless of where the truth lies, one truism remains: The IRS never goes away and tax enforcement always exists. The question is, where are the IRS priorities at any given moment in time? This presentation will cover recent IRS enforcement trends, the Inflation Reduction Act, IRS civil exam statistics and priorities, the status of IRS workforce, LB&I campaigns and global high wealth exams, as well as tips for the examinations associated with these IRS hot spots.12:10 – 1:10 pm Lunch/Visit Exhibitors1:10 – 2:10 pmStatements on Standards for Tax Services (SSTSs), AMLA, Circular 230 RevisionsHenry J. Grzes, CPA • AICPA • Durham, NC2:10 – 3:00 pmCorporate Transparency Act: T-Minus Three Weeks to Launch!Melissa Wiley, JD • Lowenstein Sandler • Washington, DC3:00 – 3:20 pm Break/Prize Drawings3:20 – 4:20 pmEmployee Retention CreditsKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThe IRS issued guidance on September 14, 2023, that placed a temporary moratorium on the processing of ERC claims due to extensive fraud and abuse. The IRS also announced programs that would allow a taxpayer to withdraw previously submitted – but unprocessed – claims, as well as returning ERC credits that the taxpayer now believes were improperly obtained. This course will explain those procedures, as well as provide guidance on how to proceed with legitimate ERC claims.FORMAT: This is the IN PERSON option for this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state, discover new resources from our exhibitors, and enjoy all that New Orleans (and the Ritz-Carlton) has to offer during the holidays. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) NOTE: This event qualifies for 13.33 CLE credits with Tax Law specialty. HOTEL INFORMATION OUR ROOM BLOCK IS SOLD OUT. Please visit the Ritz-Carlton website for current rates and reservations. PARKING LCPA guests may opt for same-day in/out valet parking at the Ritz-Carlton for $12/day. (Please use the Canal Street entrance to receive this rate.) Overnight parking for guests who are staying at the hotel is $26/day + tax.
Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC
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Metairie
8.00 Credits
COURSE DESCRIPTION The Accounting and Review Services Committee of the AICPA (ARSC) develops the SSARS. There are now three levels of engagements in the SSARS, Preparation, Compilation, and Review. The SSARS also now extend to engagements other than historical financial statements such as specified items, elements, and accounts, pro-forma financial information, and prospective financial information. If you perform any engagements under SSARS, this course is an absolute must. An in-depth discussion of all three levels of service will provide the necessary guidance to ensure that you are completing your engagements within standards.
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online/Webcast
4.00 Credits
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor's assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity's internal control. Now is time to revisit the way that auditors are performing and documenting the work performed to meet professional standards since nonconforming engagements can result in an auditor's referral to the AICPA Ethics Committee. The ASB has not made significant changes to its quality standards since 2006. There are currently three standards on quality management in exposure draft that are expected to be issued in the second quarter of 2022. These changes will be substantive. This course will discuss the new standards. This course will also focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements and best practices. The objective of the course is to provide the insights necessary to help an auditor improve not just the quality of their work but also the perception of the accounting profession as a whole.Speaker - Marci Thomas, CPA
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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Online/Webcast
8.00 Credits
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365. Speaker - Thomas Stephens
AICPA's Individual Tax Fundamentals
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Online/Webcast
8.00 Credits
Get familiar with the tax matters affecting individual taxpayers so you can provide your clients with the most current tax planning and tax-saving strategies for their tax plans. Updated with the tax changes covered in SECURE 2.0, this webcast helps participants gain a foundation in the federal tax arena for individuals. Learn how to take advantage of present opportunities and prepare your clients for the future. Key Topics Filing requirements and tax rate thresholds Gross income inclusions, exclusions, and adjustments Travel and entertainment Standard and itemized deductions Tax credits Tax phase-out provisions for high income taxpayers 3.8% net investment income (NII) tax Income exclusions Hot tax planning strategies for individuals and small businesses Roth IRA, IRA, and retirement plan options (updated for SECURE 2.0) Section 199A qualified business income deduction Learning Outcomes Determine the filing status and interpret the filing requirements for individual taxpayers. Determine gross income inclusions and exclusions around dividends and interest. Differentiate the taxability of deferred income, Social Security benefits, and other taxable income. Apply the specific rules for the deductibility of travel and entertainment expenses as they relate to business or rental transactions in preparing income tax returns. Recognize education-related expenses and the rules for Health Savings Accounts. Distinguish between standard and itemized deductions including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions. Gather the necessary information required to include tax credits on an individual tax return. Recognize when the Medicare payroll tax will affect an individual. Identify the applicability of the Medicare tax on NII. Who Will Benefit CPAs working with clients or employers requiring up-to-date expertise in individual income taxationSpeaker - William Harden
AICPA's Yellow Book: Staying Compliant with Government Auditing Standards
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Online/Webcast
8.00 Credits
The guidance you need. Understand the concepts and standards of generally accepted government auditing standards (GAGAS) so that you can perform Yellow Book audits. Gain an excellent baseline of information for understanding the Yellow Book, with guidance found in the Government Auditing Standards. With guidance related to independence and peer review, increase your knowledge of the requirements and application guidance related to the following: Ethics Independence Standards for financial audits Attestation engagements Performance auditsSpeaker - Rebecca Meyer
Allison McLeod's, 9 Hour - Federal Tax Updates for Business Entities
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Online/Webcast
9.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **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 leighanne.conroy@acpen.com. Speaker - Allison McLeod
AICPA's Audits of Employee Benefit Plans Subject to ERISA
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Online/Webcast
8.50 Credits
Perform EBP audits confidently and effectively Auditors require proper skills to perform EBP engagements effectively. Tap into ways to plan and conduct audits and comply with professional standards while maximizing efficiency. Learn the complete audit process - from engagement acceptance to reporting in this all-new webcast. Employee benefit plan (EBP) audit engagements are continually scrutinized by regulators and peer reviewers due to the history of noncompliance with applicable professional standards. Join us to review additional considerations when auditing the various types of EBPs to avoid common compliance issues.Speaker - Randy M. Dummer
2023 Louisiana Tax Conference: 1st Day Only (Live/In-Person)
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New Orleans
8.00 Credits
***NEW DATE & LOCATION***This conference will be held Monday, December 11, and Tuesday, December 12, at The Ritz-Carlton, New Orleans. We have over 300 people registered to attend IN PERSON but we are still saving a seat for YOU. 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.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today.BONUS: The Louisiana Department of Revenue will have representatives on hand to answer any questions you may have about outstanding client issues or other matters.CONFERENCE AGENDAMONDAY, DECEMBER 117:45 am Registration OpensBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, juices, and soft drinks.8:30 – 9:40 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:40 – 10:40 amNew Governor, New Legislature: What Will Happen to State Taxes? (Plus an Update on Recent Developments)Robert S. Angelico, CPA, JD • Liskow • New Orleans, LAThis presentation comes at a key time in Louisiana with a new Governor and Legislature set to take office. The discussion will cover Louisiana state and local tax legislative, judicial, and regulatory developments from 2023, but will also highlight possible tax issues that could be addressed in the coming year.10:40 – 11:00 am Break/Visit Exhibitors11:00 am – 12:00 pmBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAStates constantly borrow ideas from each other in taxing new sources of revenue. Stay ahead of the curve with this presentation on trends in multi-state taxation.12:00 – 1:00 pm Lunch/Visit Exhibitors1:00 – 2:00 pmArtificial Intelligence and CybersecurityLes Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAArtificial Intelligence is the term of the year. It is also one of the most misunderstood terms. Will AI make an imprint on the accounting profession? We will take a look at the history of AI, AI in general with definitions, and AI for Accountants. We will also cover some of the most current Cyber scams working through email, text messages and phone calls. 2:00 – 2:50 pmChoice of Entity: When Being Choosy MattersAnnie McGinnis, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXChoice of entity is a decision that impacts far more than the type of tax return filed each year. This presentation will discuss important federal income tax considerations relating to choice of entity that are relevant not only when forming an entity, but also throughout the entire lifecycle of the entity. 2:50 – 3:10 pm Break/Visit Exhibitors3:10 – 4:00 pmSECURE Act 2.0Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LASetting Every Community Up for Retirement Enhancement Act (SECURE Act) became law on December 20, 2019, bringing about comprehensive retirement-related provisions and the revisions in Secure Act 2.0, passed in December 2022 made several changes once again. This session will cover those changes and compliance issues.4:00 – 4:50 pmSimple Stress Management: Brief Experiential ActivitiesMkay Bonner, PhD • Bonner Solutions & Services, PC • Calhoun, LASimple techniques should be the foundation of stress management. We will start with a brief overview of the impact of stress on our relationships, health, and work. We will look at some stress scales and you will have the opportunity to complete one for yourself. Then, we will explore techniques to reduce the impact of stress. As time permits, we will practice some of these techniques. Everyone has stress, but each attendee will leave with simple coping methods that they have identified as good personal options for dealing with their stress. FORMAT: This is the IN PERSON option for DAY ONE ONLY of this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state, discover new resources from our exhibitors, and enjoy all that New Orleans (and the Ritz-Carlton) has to offer during the holidays. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) HOTEL INFORMATION OUR ROOM BLOCK IS SOLD OUT. Please visit the Ritz-Carlton website for current rates and reservations. PARKING LCPA guests may opt for same-day in/out valet parking at the Ritz-Carlton for $12/day. (Please use the Canal Street entrance to receive this rate.) Overnight parking for guests who are staying at the hotel is $26/day + tax.
2023 Louisiana Tax Conference: 1st Day Only (Webcast)
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Online/Webcast
8.00 Credits
***NEW DATE***This conference will be held Monday, December 11, and Tuesday, December 12. The Tax Conference is moving!This conference is LCPA’s biggest event of the year — and the largest annual gathering of CPAs in the state. It brings together some of the most experienced speakers from around the country to cover recent federal and state tax changes, as well as other hot topics like ERCs, the SECURE Act, AI, and more.THIS IS THE WEBCAST REGISTRATION PAGE FOR THIS EVENT. In-person attendance is preferred and it's bound to be a special year for this conference. We’re movin’ the show to the Ritz-Carlton, which boasts one of the finest holiday displays in the city. Tax Conference attendees get a special rate of $219/night, so whether you’re coming in from out of town, or you’re a local looking for a sweet stay-cation, make plans to join us in December. CONFERENCE AGENDAMONDAY, DECEMBER 117:45 am Webcast Access OpensPlease log in early to test audio/video settings. If you have technical difficulties, call 785.274.9105.8:30 – 9:40 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:40 – 10:40 amNew Governor, New Legislature: What Will Happen to State Taxes? (Plus an Update on Recent Developments)Robert S. Angelico, CPA, JD • Liskow • New Orleans, LAThis presentation comes at a key time in Louisiana with a new Governor and Legislature set to take office. The discussion will cover Louisiana state and local tax legislative, judicial, and regulatory developments from 2023, but will also highlight possible tax issues that could be addressed in the coming year.10:40 – 11:00 am Break11:00 am – 12:00 pmBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAStates constantly borrow ideas from each other in taxing new sources of revenue. Stay ahead of the curve with this presentation on trends in multi-state taxation.12:00 – 1:00 pm Lunch Break1:00 – 2:00 pmArtificial Intelligence and CybersecurityLes Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAArtificial Intelligence is the term of the year. It is also one of the most misunderstood terms. Will AI make an imprint on the accounting profession? We will take a look at the history of AI, AI in general with definitions, and AI for Accountants. We will also cover some of the most current Cyber scams working through email, text messages and phone calls. 2:00 – 2:50 pmChoice of Entity: When Being Choosy MattersAnnie McGinnis, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXChoice of entity is a decision that impacts far more than the type of tax return filed each year. This presentation will discuss important federal income tax considerations relating to choice of entity that are relevant not only when forming an entity, but also throughout the entire lifecycle of the entity. 2:50 – 3:10 pm Break3:10 – 4:00 pmSECURE Act 2.0Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LASetting Every Community Up for Retirement Enhancement Act (SECURE Act) became law on December 20, 2019, bringing about comprehensive retirement-related provisions and the revisions in Secure Act 2.0, passed in December 2022 made several changes once again. This session will cover those changes and compliance issues.4:00 – 4:50 pmSimple Stress Management: Brief Experiential ActivitiesMkay Bonner, PhD • Bonner Solutions & Services, PC • Calhoun, LASimple techniques should be the foundation of stress management. We will start with a brief overview of the impact of stress on our relationships, health, and work. We will look at some stress scales and you will have the opportunity to complete one for yourself. Then, we will explore techniques to reduce the impact of stress. As time permits, we will practice some of these techniques. Everyone has stress, but each attendee will leave with simple coping methods that they have identified as good personal options for dealing with their stress. FORMAT: This is the WEBCAST option for DAY ONE ONLY of this conference. If you prefer to attend in person, you can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.)
2023 Louisiana Tax Conference: Both Days (Webcast)
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Online/Webcast
16.00 Credits
***NEW DATE***This conference will be held Monday, December 11, and Tuesday, December 12. The Tax Conference is moving!This conference is LCPA’s biggest event of the year — and the largest annual gathering of CPAs in the state. It brings together some of the most experienced speakers from around the country to cover recent federal and state tax changes, as well as other hot topics like ERCs, the SECURE Act, AI, and more.THIS IS THE WEBCAST REGISTRATION PAGE FOR THIS EVENT. In-person attendance is preferred and it's bound to be a special year for this conference. We’re movin’ the show to the Ritz-Carlton, which boasts one of the finest holiday displays in the city. Tax Conference attendees get a special rate of $219/night, so whether you’re coming in from out of town, or you’re a local looking for a sweet stay-cation, make plans to join us in December. CONFERENCE AGENDAMONDAY, DECEMBER 117:45 am Webcast Access OpensPlease log in early to test audio/video settings. If you have technical difficulties, call 785.274.9105.8:30 – 9:40 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:40 – 10:40 amNew Governor, New Legislature: What Will Happen to State Taxes? (Plus an Update on Recent Developments)Robert S. Angelico, CPA, JD • Liskow • New Orleans, LAThis presentation comes at a key time in Louisiana with a new Governor and Legislature set to take office. The discussion will cover Louisiana state and local tax legislative, judicial, and regulatory developments from 2023, but will also highlight possible tax issues that could be addressed in the coming year.10:40 – 11:00 am Break11:00 am – 12:00 pmBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAStates constantly borrow ideas from each other in taxing new sources of revenue. Stay ahead of the curve with this presentation on trends in multi-state taxation.12:00 – 1:00 pm Lunch Break1:00 – 2:00 pmArtificial Intelligence and CybersecurityLes Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAArtificial Intelligence is the term of the year. It is also one of the most misunderstood terms. Will AI make an imprint on the accounting profession? We will take a look at the history of AI, AI in general with definitions, and AI for Accountants. We will also cover some of the most current Cyber scams working through email, text messages and phone calls. 2:00 – 2:50 pmChoice of Entity: When Being Choosy MattersAnnie McGinnis, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXChoice of entity is a decision that impacts far more than the type of tax return filed each year. This presentation will discuss important federal income tax considerations relating to choice of entity that are relevant not only when forming an entity, but also throughout the entire lifecycle of the entity. 2:50 – 3:10 pm Break3:10 – 4:00 pmSECURE Act 2.0Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LASetting Every Community Up for Retirement Enhancement Act (SECURE Act) became law on December 20, 2019, bringing about comprehensive retirement-related provisions and the revisions in Secure Act 2.0, passed in December 2022 made several changes once again. This session will cover those changes and compliance issues.4:00 – 4:50 pmSimple Stress Management: Brief Experiential ActivitiesMkay Bonner, PhD • Bonner Solutions & Services, PC • Calhoun, LASimple techniques should be the foundation of stress management. We will start with a brief overview of the impact of stress on our relationships, health, and work. We will look at some stress scales and you will have the opportunity to complete one for yourself. Then, we will explore techniques to reduce the impact of stress. As time permits, we will practice some of these techniques. Everyone has stress, but each attendee will leave with simple coping methods that they have identified as good personal options for dealing with their stress. TUESDAY, DECEMBER 127:30 am Webcast Access OpensPlease log in early to test audio/video settings. If you have technical difficulties, call 785.274.9105.8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:00 amTransfer and Tax Planning Issues Related to Louisiana CitizensJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA10:00 – 10:20 am Break10:20 – 11:20 amSECA Taxes, Limited Partner Exception, and Current IRS Disputes: Analyzing the Journey to ChaosHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA11:20 am – 12:10 pmThe Cyclical Evolution of IRS EnforcementMike Villa, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXToo much, too little, too late, but never gone, and back again for 2023. Depending on which news you watch, the IRS is either drunk on power and too strict or not funded well enough to carry out its basic core mission of enforcing the tax law with integrity and fairness to all. Regardless of where the truth lies, one truism remains: The IRS never goes away and tax enforcement always exists. The question is, where are the IRS priorities at any given moment in time? This presentation will cover recent IRS enforcement trends, the Inflation Reduction Act, IRS civil exam statistics and priorities, the status of IRS workforce, LB&I campaigns and global high wealth exams, as well as tips for the examinations associated with these IRS hot spots.12:10 – 1:10 pm Lunch Break1:10 – 2:10 pmStatements on Standards for Tax Services (SSTSs), AMLA, Circular 230 RevisionsHenry J. Grzes, CPA • AICPA • Durham, NC2:10 – 3:00 pmCorporate Transparency Act: T-Minus Three Weeks to Launch!Melissa Wiley, JD • Lowenstein Sandler • Washington, DC3:00 – 3:20 pm Break3:20 – 4:20 pmEmployee Retention CreditsKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThe IRS issued guidance on September 14, 2023, that placed a temporary moratorium on the processing of ERC claims due to extensive fraud and abuse. The IRS also announced programs that would allow a taxpayer to withdraw previously submitted – but unprocessed – claims, as well as returning ERC credits that the taxpayer now believes were improperly obtained. This course will explain those procedures, as well as provide guidance on how to proceed with legitimate ERC claims.FORMAT: This is the WEBCAST option for this conference. If you prefer to attend in person, you can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.)
AICPA's SOC School Debrief - The Most Commonly Asked Questions
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Online/Webcast
1.00 Credits
AICPA & CIMA SOC SchoolThe SOC school has been the main point of interaction among SOC practitioners across the globe, from new associates to senior partners. Through the school dialogue, instructors gain an invaluable glimpse into the common questions among practitioners and the areas of guidance that are often unknown or misunderstood. Hear from one of these instructors as we revisit the most commonly asked SOC School questions and explore the guidance-based answers.This session was first delivered as part of the AICPA & CIMA SOC & Third-Party Risk Management Conference in April 2023. Speaker - Shelby Nelson,Sean P Linton
Analytical Procedures: Practical Applications and Standards
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Online/Webcast
2.00 Credits
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given. Speaker - Chris Harper
Surgent's Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients
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Online/Webcast
2.00 Credits
Small business owners are on their own when it comes to saving for retirement. Establishing retirement plans for their businesses would help ensure that their employees have an opportunity to build a retirement nest egg. While a small business owner has several options to choose from, key features and benefits must be considered to determine suitability. Additionally, the fact that certain plan types are easy to establish and maintain while other types are more complex and offer less flexibility, may drive the decision-making process. For advisors who help these small businesses save for retirement, the benefit is two-fold. The small business owner gets help planning for a financially secured retirement and advisors create an opportunity to grow their business. In this webinar, we focus on 401(k) plans, including Small Business Owner (SBO)-Ks and profit-sharing plans.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
Surgent's Food, Beverage, and Entertainment Expensing
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Online/Webcast
2.00 Credits
The IRS has recently issued final regulations regarding the TCJA's elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also addressed the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. Due to the pandemic, Congress changed the rules for 2021 and 2022 to allow for 100% deductibility for meals. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest guidance.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Take Your PowerPoint From Mess to Success
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Online/Webcast
1.00 Credits
PowerPoint has become a ubiquitous tool in virtual and in-person meeting rooms around the world. However, it's a tool that is often misused, leading to boredom and frustration for audiences. A bored and frustrated audience will not receive your message, and you – the presenter – will not achieve your desired results. Many speakers know their slides are ineffective but don't know a better way. Well, here it is! This workshop is interactive, incorporating activities and exercises in order for participants to be able to apply the principles of effective communication of their ideas to real life situations. The workshop is based on current research and covers the basics of effective PowerPoint design that works for you, not against you. Speaker - Lisa Braithwaite
AICPA's Risk Assessments and what you need to know when performing your SOC engagements
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Online/Webcast
1.00 Credits
Identify and mitigate potential threatsRisk assessments have been a primary focus area for firms as well as peer reviewers. Assessing risk is a continual process through an engagement life cycle (from client acceptance to planning to evaluating the results).This session will strive to answer three questions related to third-party risk management: What is a risk assessment? Why do we keep talking about it? Where do you start?This was first delivered as part of the AICPA & CIMA SOC & Third-Party Risk Management Conference in April 2023 as the session, Start here ... with risk assessments. Speaker - Neha Patel,Angela Appleby
S Corporation Essentials: Stock & Loan Basis Reporting
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Online/Webcast
2.00 Credits
This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. **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 leighanne.conroy@acpen.com. Speaker - Doug Van Der Aa, CPA, JD
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Online/Webcast
2.00 Credits
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.Speaker - Deb Brown
Surgent's Going Concern Accounting and Reporting Considerations
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Online/Webcast
2.00 Credits
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.Speaker - Richard Daisley, CPA