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.
Annual Tax Update: Corporations and Pass-Through Entities
January 24, 2022 9:30am - 5:30pm
Online/Webcast
8.00 Credits
Be prepared before the tax season starts! Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations. Our discussion leaders will identify ways to integrate the latest tax law changes into planning and compliance engagements and help you provide more value added services to your clients. With the ever-changing tax laws and their increased complexity, you can't afford to miss this course!Speaker - William Harden
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
January 24, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.Speaker - Michael Frost, CPA
Surgent's Financial Reporting Implications of the COVID-19 Pandemic
January 24, 2022 12:00pm - 3:30pm
Online/Webcast
4.00 Credits
In addition to being a significant business interrupter for many entities, the impact of the COVID-19 pandemic will also create significant financial reporting implications for virtually all entities. Many formerly profitable entities will be looking at charges for once unthought-of circumstances, from fixed asset impairment to inventory and receivables write-downs. Further, many entities will need to account for debt and other contractual modifications, including restructuring, forgiveness, and debt covenant modifications. Applying this often-complex accounting guidance in these areas may be challenging. In this course, we will review in detail the accounting guidance that many entities will need to apply when preparing their next set of financial statements. We will also review disclosure guidance for such topics as going concern considerations and subsequent events as well as other relevant financial statement recognition and presentation issues.Speaker - Richard Daisley, CPA
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets
January 24, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
This program discusses, in a practical way, how an S corporation shareholder calculates his or her 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. Discussion includes the new IRS requirements to disclose an S corporation shareholder's basis under certain circumstances.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's What CPAs Should Know About Trust Instruments
January 24, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.Speaker - Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Risk Is Increasing - and Risk Management Is Evolving
January 25, 2022 12:00pm - 1:00pm
Online/Webcast
1.00 Credits
Risk Is Increasing - and Risk Management Is Evolving - begins to explore techniques and tools to assist in risk management. Value stream and Plus/Delta techniques are used to help the participant see the value ofemploying known/tested tools to risk management. The use of a risk readinessassessment to identify management's current state regarding risk management isdemonstrated. A key to an effective risk management process is to move it fromthe historic silo-based approach to an enterprise perspective. The sessioncontains lists highlighting trends that can increase risk for organizationsincluding technology, cyber risks, need to recruit and retain talent, businessmodels and more. Executive surveys identifying potential risks and the topic ofBlack Swan events such as Covid -19, are used to show the need for traditionalrisk management approaches to evolve into a core activity. Speaker - Bruce Shepard
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
January 25, 2022 12:30pm - 4:00pm
Online/Webcast
4.00 Credits
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?Speaker - Ciro Poppiti, Esq.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
January 25, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.Speaker - Lori Scarlat, CPA
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
January 25, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.Speaker - Debbie Phillips, M.S.T., CPA
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
January 25, 2022 1:00pm - 2:00pm
Online/Webcast
1.00 Credits
Whether we realize it or not, we are constantly both giving and receiving feedback. We know that feedback is essential to our personal development, but we so often dread and even dismiss it. Feedback can be ill timed, unfair and downright mean, but that doesn't have to dictate our ability to use it for our own growth. Using lessons from the best-selling book, "Thanks for the Feedback" by Douglas Stone and Shelia Heen, learn the three types of feedback, the barriers to receiving good feedback and how we can be empowered to seek feedback for our own growth.Speaker - Rebekah Brown
The Best Federal Tax Update Course by Surgent
January 25, 2022 10:30am - 6:30pm
Online/Webcast
8.00 Credits
In this course, tax advisors will be fully updated on the most important aspects of recent legislation, including the SECURE Act, CARES Act, and TCJA, as well as major trends on the horizon with a view toward planning considerations. As both formal and informal guidance is issued, you will be kept fully up-to-date. Continually updated for items regarding tax reform, including 2021 stimulus bill(s).Speaker - Bob Lickwar, CPA
Annual Tax Update: C Corporations and Pass-Through Entities
January 26, 2022 12:30pm - 2:30pm
Online/Webcast
2.00 Credits
Be prepared before the tax season starts! Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations. Our discussion leaders will identify ways to integrate the latest tax law changes into planning and compliance engagements and help you provide more value added services to your clients. With the ever-changing tax laws and their increased complexity, you can't afford to miss this course! Speaker - William Harden
Annual Tax Update: Tax Rates and Inflation Adjustments
January 26, 2022 9:30am - 11:30am
Online/Webcast
2.00 Credits
Be prepared before the tax season starts! Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to tax rates and inflation adjustments. Our discussion leaders will identify ways to integrate the latest tax law changes into planning and compliance engagements and help you provide more value added services to your clients. With the ever-changing tax laws and their increased complexity, you can't afford to miss this course! Speaker - William Harden
State Tax Update with LDR's Luke Morris and Michelle Galland (Rebroadcast)
January 26, 2022 2:30pm - 4:40pm
Online/Webcast
2.50 Credits
EXCLUSIVELY FOR LCPA MEMBERS! LDR's Michelle Galland and Luke Morris will update you on all tax changes and frequently asked questions so you're ready for busy season. Topics include: Changes from the 2021 Regular Session of the Louisiana Legislature Changes for the 2021 Tax Year for the following taxes: Individual Income tax Corporation & Franchise Tax Sales Tax/Severance & Excise Tax/Miscellaneous CPE: 2.5 CreditsCLE: 2.08 Credits Non-CPA staff of LCPA members may also attend.
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
January 26, 2022 12:30pm - 4:00pm
Online/Webcast
4.00 Credits
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phase-outs and other rules apply to current-year returns. This course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.Speaker - Nicole DeRosa, MAcc, CPA
Surgent's New Rules Regarding the Calculation and Tax Reporting of a Partner's Basis and Capital Account
January 26, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
Many tax practitioners with partnership clients have suddenly realized that they are responsible for presenting partner capital accounts on the tax basis for the first time on 2020 partner income tax returns. But what does this mean and how does it differ from prior year rules regarding partner capital accounts? This webinar covers exactly that - how 2020 rules regarding the presentation of partner capital accounts differ from preceding years. For tax practitioners preparing 2020 partnership 1065 forms, this course explains these complex new rules in practical and understandable terms.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession
January 26, 2022 8:00am - 11:30am
Online/Webcast
4.00 Credits
Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation(RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these changes, including having a firm understanding of the risks associated with the use of these tools. In this course, we'll review these trends, highlight new and emerging products, and focus on cyber-security risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus, we'll review the newly issued guidance on audit evidence found in SAS 142, which guides our use of technology on our professional engagements.Speaker - Richard Daisley, CPA
The Best Individual Income Tax Update Course by Surgent
January 26, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. Continually updated for items regarding tax reform, including 2021 stimulus bill(s).Speaker - Bob Lickwar, CPA
The Journey to Becoming a Cherished Advisor: Designing the Future Firm - Next Generation Hiring, Staffing and Succession Planning
January 26, 2022 11:00am - 12:00pm
Online/Webcast
1.00 Credits
How do we create the next generation of "Cherished Advisors" - the highly valued strategic partners whom your business clients rely on - given the lack of interest in a traditional path to leadership? The future growth of firms will depend on using technology to create new staffing and change management models that encourage team collaboration, mentorship and growth.Speaker - Amy Vetter
New Orleans Chapter: Past Presidents Dinner & Member Celebration
January 27, 2022 5:00pm - 7:30pm
New Orleans
0.00 Credits
Join the New Orleans Chapter and its Past Presidents in honoring the 25 and 50-Year members of the LCPA. Enjoy an evening of convergence with your fellow members over dinner and drinks We will have cocktail hour from 5-6pm, when we will recognize our member honorees. Dinner will follow. Per City of New Orleans' mandate effective Jan. 12, masking is required while indoors. Attendees must provide proof of vaccination. 25-Year Member Honorees Mary Albert Elizabeth A. Alford Paul K. Andoh Sr. Thomas C. Archer III David W. Aucoin Stephanie B. Ballein RITA M. Borne Micheal Bourque Deborah L. Brockley Michael J. Caparotta Alita G. Caparotta Kevlin P. Clark Penny M. Clouse Michael P. Cook Albert W. Courcelle III R C. Cox III Kerney F. Craft Jr. David A. Dallimore Linda M. Davidson Lewis J. Derbes Jr. Sheila A. Donahue Jennifer L. Doran Cynthia R. Falcon George E. Florane III James Fremin Carol M. Gaddy Suzette R. Gerrets Tracy L. Giacone Katherine M. Gibert K J. Gibson Glenn W. Gruber Brian J. Hartmann Charles B. Hausknecht Jr. Kathleen R. Hebert Paula H. Jeansonne James W. Kavanaugh Sr. Thomas J. Kerner Catherine C. Koch Jonathan P. Koenig Angela Lacour Robert I. Lawson Jr. Rudolph H. LeBlanc III Barry G. Lee Ralph A. Litolff Jr. Darlene B. Lockhart Rebecca A. Mackie Leilani B. Manalo Michael D. Marroy Shelley M. Mayer Tina A. Meilleur Kay B. Miller Christine A. Miller Marc A. Miranne Michele M. Mire Philip P. Monteleone Lance Moran Alyson Mount Philip D. Nimmo Margaret R. Ostendorf Scott P. Perkins Demetria L. Robinson-Carter Brian J. Rotolo Richard J. Rumney Sidney E. Schmitt Warren F. Schmitt Edie Schulz G B. Scoggin Wayne M. Serio Thomas J. Serpas Connie L. Shannon Tracy S. Shields Robert G. Skinner Lawrence A. Smith Heather M. Smith Robbert S. Stephenson Jack L. Sullivan Jeffray A. Teague Stephen F. Theriot Angelique D. Tillman Terri A. Troyer Claudelle W. Vallette Donald Wheat Jennifer F. Zurik 50-Year Member Honorees Stephen K. Bellaire Raymond J. Bordelon William C. Coe Jr. Ralph Cox Jr. Alvin Jones Nicholas W. Lafranz III David J. McMahon Terry P. Meilleur Fred L. O'Neal Kenneth C. Pailet Louis Passauer Robert L. Perez Albert J. Richard III Robert D. Winston Jr. John F. Winters