CPE Catalog+Events

2023 Louisiana Tax Conference: Both Days (Live/In-Person)

***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.