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.
The Best Federal Tax Update Course by Surgent
June 27, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA
2022 Small Business Mini-Workshop (In-Person)
June 27, 2022 8:30am - 12:00pm
Metairie
4.00 Credits
This little program packs a big punch! Designed to address the core issues facing Louisiana’s small businesses, this concentrated event brings you some heavy hitters from around the state. You’ll walk away with important information you can use to amplify your resources for maximum business growth. 8:00-8:25a Registration/Continental Breakfast 8:25-8:30aWelcome/AnnouncementsGeralyn Suhor, CPA • Co-Chair, LCPA's Business4Business Committee 8:30-9:30aLet's Talk – Local Tax Topics Darlene A. Allen, MBA, CPA • Executive Director Louisiana Association of Tax Administrators • Baton Rouge, LA This session will cover: LATA’s objectives and the Executive Director’s role in reaching them Roles of local sales tax administrators, Wayfair, and the impact on streamlining collections from remote sellers Remote Sellers Commission and Louisiana Uniform Local Sales Tax Board Parish e-file procedures Multi-parish audits Taxpayer rights in reference to contract auditors Recent case law that may impact small businesses HB681and what it will means 9:30-10:40aSmall Business. Big Possibilities: Louisiana Tax Incentives & Programs to Help You Grow Brenda Guess, MPA • Assistant SecretaryMichaela Adegbe • Program Manager • Quality Jobs ProgramMarissa Doin • Administrator • Small Business Loan Guaranty and Angel Investor ProgramsPatrick Witty • Director • Small Business and Community ServicesLouisiana Economic Development • Baton Rouge, LA 10:40-10:50a Break 10:50a-12:00pIntegrity Matters – An Update from The Louisiana Workforce Commission Stephen C. Harris • Employer Outreach Liaison Louisiana Workforce Commission • Baton Rouge, LA Shannon Chevalier • IWTP DirectorIncumbent Worker Training ProgramLouisiana Workforce Commission • Alexandria, LA This session will cover: Overview of the Unemployment Insurance (U.I.) program and the U. I. Trust Fund Misclassification of Workers (G.A.M.E.O.N. Initiative) Upcoming LWC upgrades to the Wage Reporting System Enhancements to SIDES (State Information Data Exchange System) and benefits to employers LA Legislative Session recap Small Business Employee Training (SBET) Incumbent Worker Training Program (IWTP)
2022 Small Business Mini-Workshop (Webcast)
June 27, 2022 8:30am - 12:00pm
Online/Webcast
4.00 Credits
This little program packs a big punch! Designed to address the core issues facing Louisiana’s small businesses, this concentrated event brings you some heavy hitters from around the state. You’ll walk away with important information you can use to amplify your resources for maximum business growth. 8:00-8:25a Log on to test video/audio 8:25-8:30aWelcome/AnnouncementsGeralyn Suhor, CPA • Co-Chair, LCPA's Business4Business Committee 8:30-9:30aLet's Talk – Local Tax Topics Darlene A. Allen, MBA, CPA • Executive Director Louisiana Association of Tax Administrators • Baton Rouge, LA This session will cover: LATA’s objectives and the Executive Director’s role in reaching them Roles of local sales tax administrators, Wayfair, and the impact on streamlining collections from remote sellers Remote Sellers Commission and Louisiana Uniform Local Sales Tax Board Parish e-file procedures Multi-parish audits Taxpayer rights in reference to contract auditors Recent case law that may impact small businesses HB681and what it will means 9:30-10:40aSmall Business. Big Possibilities: Louisiana Tax Incentives & Programs to Help You Grow Brenda Guess, MPA • Assistant SecretaryMichaela Adegbe • Program Manager • Quality Jobs ProgramMarissa Doin • Administrator • Small Business Loan Guaranty and Angel Investor ProgramsPatrick Witty • Director • Small Business and Community ServicesLouisiana Economic Development • Baton Rouge, LA 10:40-10:50a Break 10:50a-12:00pIntegrity Matters – An Update from The Louisiana Workforce Commission Stephen C. Harris • Employer Outreach Liaison Louisiana Workforce Commission • Baton Rouge, LA Shannon Chevalier • IWTP DirectorIncumbent Worker Training ProgramLouisiana Workforce Commission • Alexandria, LA This session will cover: Overview of the Unemployment Insurance (U.I.) program and the U. I. Trust Fund Misclassification of Workers (G.A.M.E.O.N. Initiative) Upcoming LWC upgrades to the Wage Reporting System Enhancements to SIDES (State Information Data Exchange System) and benefits to employers LA Legislative Session recap Small Business Employee Training (SBET) Incumbent Worker Training Program (IWTP)
Surgent's Strategies for Maximizing Social Security Benefits
June 27, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Time Management for Professionals
June 27, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.Speaker - Jason Cornell
Surgent's Mastering Accounting for Income Taxes
June 27, 2022 12:00pm - 3:30pm
Online/Webcast
4.00 Credits
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating. In summary, this course is the place to be to enhance your accounting for income taxes IQ.Speaker - Richard Daisley, CPA
Surgent's The Most Critical Challenges in Governmental Accounting Today
June 27, 2022 12:30pm - 4:00pm
Online/Webcast
4.00 Credits
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innova-tive format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.Speaker - Charlie Blanton, CPA
Surgent's Professional Liability Concerns for CPAs
June 27, 2022 1:00pm - 3:00pm
Online/Webcast
2.00 Credits
In spite of efforts to ensure engagement quality, many CPA firms find themselves periodically facing professional liability concerns. It is critical that firms understand the most common causes of litigation claims and how they can protect themselves against them. In this course, we'll explore the most common claims faced by CPA firms of all sizes, as well as common defenses strategies and the various methodologies of resolving the claim process. The course will emphasize best practices in avoiding claims, analysis of recent court decisions, and exposures related to new and emerging claims, including cannabis, the Wayfair decision, the CARES Act, and COVID-19.Speaker - John Raspante, CPA
Surgent's Top Individual Tax Planning Strategies
June 28, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
It is unclear at the beginning of 2022 whether this year will see major tax changes or not. To a large extent, this depends on President Biden's ability to shepherd changes originally part of the Build Back Better Act through Congress. If this does not prove to be the case, then 2022 will be marked more by the repeal of major changes enacted as part of attempts to stabilize the economy due to the COVID pandemic. Many taxpayers may use 2022 to plan for the eventual enactment of part or whole of the tax changes contained within the Build Back Better Act.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Annual Accounting and Auditing Update
June 28, 2022 9:00am - 5:00pm
Online/Webcast
8.00 Credits
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing a status update on implementation of Topic 842, Leases, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 134-145 over the next few years, including a detailed review of the new audit requirements under SAS 145 for performing an audit risk assessment. The course will also cover the key changes accountants will need to implement as they adopt SSARS No. 25 on their upcoming review, compilation, and preparation engagements. Lastly, the course reviews key trends in audit quality and peer review, including frequent peer review findings and what you can do to avoid them. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.Speaker - Richard Daisley, CPA
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
June 28, 2022 9:00am - 6:00pm
Online/Webcast
8.00 Credits
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations. Speaker - Melissa Critcher, CPA, PC
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
June 28, 2022 12:30pm - 4:00pm
Online/Webcast
4.00 Credits
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.Speaker - Charlie Blanton, CPA
Surgent's Monthly Accounting and Auditing Update
June 28, 2022 1:00pm - 2:00pm
Online/Webcast
1.00 Credits
The one constant in life is change. This is true in the A&A world as well. 2022 will continue to challenge the accounting profession in many areas, including implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.Speaker - Richard Daisley, CPA
Surgent's Buying and Selling a Business: Tax and Structuring Overview
June 29, 2022 8:00am - 11:30am
Online/Webcast
4.00 Credits
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Speaker - Michael Frost, CPA
Surgent's Business Writing: Professional & Effective Emails
June 29, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.Speaker - Margaret Uhrich
Surgent's What Tax Practitioners Need to Know About Medicare
June 29, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
June 29, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Taxation of the Mobile Workforce
June 29, 2022 1:00pm - 3:00pm
Online/Webcast
2.00 Credits
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue, so that you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.Speaker - Dave Peters, CPA, CFP, CLU, CPC
Surgent's A Complete Guide to the Yellow Book
June 30, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.Speaker - Charlie Blanton, CPA
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
June 30, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.Speaker - Frank Ryan, CPA