Lunch & Learn Webcast Bundle
Multiple Events Between -
Up to 16.00 Credits
Member Price $350.00
Overview
Dig in to the 2024 Lunch & Learn CPE webcast Bundle & save!
Our Small Business Lunch & Learn Series serves up a satisfying portion of the topics that matter most. Layered with great speakers, each high-quality program features detailed, practical advice and helpful takeaways to make businesses better. Order up the series value meal — a hearty 16 CPE credits at a great bundle price.
NOTE: This product is for the 8-program, WEBCAST Lunch & Learn Bundle. Programs also may be purchased individually.
These lunchtime, 2-hour programs (11:30a-1:10p) give you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered.
Notice
Due to the discounted bundle savings, there will be no refunds or adjustments for cancellations of individual programs in the series.
This bundle contains the following events:
Lunch & Learn Webcast: Healthcare Checkup: Examining Changes and Trend
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Online/Webcast
2.00 Credits
Healthcare Economist Michael Bertaut will focus on regulatory and coverage changes, as well as the financial pressures carriers will be facing in 2024 and beyond. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: LA Tax Credits & Incentives
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Online/Webcast
2.00 Credits
Key staff from the Louisiana Economic Department, Brenda Guess, Frank Favaloro, and Marissa Doin will be on hand to discuss the latest of the State's financial incentive programs for new or existing businesses to gain a competitive edge. Topics include LA Tax Credits, Incentives, State Small Business Credit Initiative (SSBCI), and other programs. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: Labor and Employment Law Update
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Online/Webcast
2.00 Credits
In today’s workplace environment, employers have new and significant challenging hurdles to overcome. In this session, Fred Preis will cover the important issues that will be encountered most often including the growth of union organizing, increase in pitfalls of remote work and increase in claims for failure to pay overtime. Fred will also discuss preventive maintenance actions that can be useful in reducing liability and exposure. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: SECURE Act 2.0 and Its Impact on Retirement Plans
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Online/Webcast
2.00 Credits
The SECURE Act 2.0 changed many requirements and opportunities for retirement plans. The passage of the initial legislation left many questions unanswered, and left companies wondering what they should do. Anne Oestriecher will provide a summary of the changes, and the “correcting” legislation that fixes the holes in the original language. You will leave with specific recommendations about which options should be included in your retirement plans, and which ones are better left out! This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch included) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: IT Tips to Boost Your Productivity
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Online/Webcast
2.00 Credits
Are you using your technology optimally and taking advantage of the power your devices offer? Join Les Nettleton as he takes a look at tips, tricks, and traps as they apply to your day-to-day technology. This session will give you a strong understanding of what actions you can take and processes you can implement to take a big step forward in computing optimally. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues
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Online/Webcast
2.00 Credits
Bob Angelico will cover the state and local tax legislative developments from the 2024 legislative session including any constitutional convention should that occur. He also will provide a round-up of significant state and local tax decisions recently rendered by both the Board of Tax Appeals and Louisiana appellate courts. Finally, regulatory developments coming out of the Louisiana Department of Revenue along with any hot state and local tax audit trends and topics will be discussed. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions
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Online/Webcast
2.00 Credits
The 2024 gift and estate tax lifetime exemption is at an historic high of $13.6MM or $27.22MM for a married couple. Using this exemption during the taxpayer’s lifetime removes the future income and growth of the transferred assets from the taxpayer’s estate. However, the window is closing for taxpayers to take advantage of this high exemption. The gift and estate tax lifetime exemption is set to return to its Pre TCJA levels on January 1, 2026 adjusted for inflation estimated at $6.4 MM or $12.8MM for a married couple.In many instances, a privately held business is a taxpayer’s biggest asset. There are numerous estate tax minimization strategies that involve gifting or selling an interest in a private business. Vanessa Claiborne and Christine Brox will give a brief overview and show examples of these planning strategies. The session will focus on the value of the private business as well as the circumstances that give rise to discounts on interests transferred, allowing more of the ownership of the business to be transferred under the exemption amount. The session also will show what is needed for a qualified appraisal by a qualified appraiser as defined by the IRS. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: Champagne or Vinegar? A Look at What the New Year May Bring to the Economy
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Online/Webcast
2.00 Credits
COURSE DESCRIPTION By the time this course rolls around, 2024 will almost be in the history books and voters will have had their say in November. This course will look back at what we learned during the year and what it might mean for the economy and markets as we move forward, including: What can we expect from policy out of DC (and other world capitals)? What about the Great Fiscal Cliff of 2025 as major provisions of the Tax Cuts and Jobs Act are set to expire impacting both households and businesses? ...and the expiration of significant COVID-era healthcare subsidies? Oh, and the small matter of the debt ceiling coming back into effect? What about “traditional” economic drivers like labor, inflation, trade, etc.? This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Member Price $350.00