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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.

Showing 39 Live/In-Person Events Results

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2022 Louisiana Tax Conference - Both Days (In Person)

December 15, 2022 8:30am - December 16, 2022 4:20pm

New Orleans

16.00 Credits

THIS IS OUR LARGEST EVENT OF THE YEAR! The Tax Conference features some of the country's best instructors covering some core tax topics but also some innovative issues like cryptocurrency and new technologies. It's two days of great information presented in an entertaining format -- and highly likely you'll see some old friends and make some new ones. CONFERENCE AGENDA THURSDAY, DECEMBER 157:45 am Registration & Continental Breakfast  8:30 – 9:50 amIndividual Tax UpdateAlfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA9:50 – 10:10 am Break/Visit Exhibitors10:10 – 11:10 amK2/K3 UpdateJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA11:10 am – 12:00 pmOffers in Compromise and the IRS Collections ProcessJohn Clayton Butler, JD • The Law Office Of John Butler • Metairie, LA12:00 – 1:00 pm Lunch/Visit Exhibitors1:00 – 2:00 pmS Corporation UpdateAnthony Nitti, CPA, MST• Ernst and Young LLP • Aspen, CO 2:00 – 2:50 pmHow to Prepare Your Client for Due Diligence: M&A Checklist and DiscussionPaul Kitziger, JD • Liskow & Lewis, APLC • New Orleans, LA2:50 – 3:10 pm Break/Visit Exhibitors3:10 – 4:00 pmEstate and Gift Tax UpdateRebecca Hinton, JD • Taylor Porter • Baton Rouge, LA4:00 – 4:50 pmOpportunity Zones, Tax Benefits, Early Criticisms, and IRS Attacks on Funds and InvestorsHale Shepard, JD, LLM • Chamberlain Hrdlicka • Atlanta, GAOpportunity Zones began attracting thousands of investors in 2018, and now they are attracting Congress and the IRS, too. This presentation explains the purpose of Opportunity Zones, how properties were selected, three main tax benefits for investors, penalties for violations, relevant filing requirements, administrative guidance issued thus far, special anti-abuse mechanisms, initial criticism by various organizations, and burgeoning enforcement efforts, including congressional investigations and IRS audits.FRIDAY, DECEMBER 167:30 am Registration & Continental Breakfast 8:00 – 9:20 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA9:20 – 9:40 am Break/Visit Exhibitors9:40 – 10:30 amTikTok Advisors – Myth BustersBrandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LAGina Rachel, CPA • Postlethwaite & Netterville • Baton Rouge, LA10:30 – 11:30 amA Slow State Tax Year? Maybe NotRobert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAWith all the talk again about major tax reform, eliminating the state income tax, etc., this presentation will cover what has actually occurred legislatively and in the caselaw and regulatory world over the last year in the Louisiana state and local tax arena. 11:30 am – 12:30 pm Lunch/Visit Exhibitors12:30 – 1:20 pmCracking the Crypto Code: NFT EditionJeff Birdsong, JD • Jones Walker LLP • New Orleans, LAIn this presentation, Jeff will tackle the world of NFTs (Non-Fungible Tokens). He will cover NFT basics as well as the income tax and state tax consequences of NFT transactions. 1:20 – 2:10 pmBest Practices for Virtual IRS Appeals ConferencesJennifer Breen, JD • Morgan, Lewis & Bockius LLP • Chicago, IL2:10 – 2:30 pm Break/Prize Drawings2:30 – 3:20 pmImpact of Emerging Technology on Criminal Tax EnforcementMichael A. Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TXR. Damon Rowe, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:25 – 4:20 pmTwists and Turns: How to Navigate the New Highways for Required Minimum DistributionsAnne Oestriecher, CFP • Oestriecher Financial Management Services • Alexandria, LA HOTEL INFORMATION Hilton New Orleans Riverside2 Poydras St.New Orleans, LA 70130Room rate: $145/nightReserve by: November 23Reservations: Call 800.445.8667 and mention group code TXC (for phone reservations only) or RESERVE ONLINE (select 'Attendee' from the dropdown menu).

Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC

November 28, 2022 8:30am - 4:30pm

Lafayette

8.00 Credits

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.

2022 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

November 29, 2022 8:30am - 11:10am

Baton Rouge

3.00 Credits

The Louisiana State Board of CPAs requires all CPAs licensed in Louisiana to obtain 3 hours of continuing education in the field of professional ethics during the year 2022. This course is approved by the State Board and meets the 2022 requirements. This program emphasizes the rules and interpretations that are specific to members in business and industry. The authors and presenters have over 50 years combined experience as Louisiana CPAs and have served in multiple roles related to professional ethics for both the AICPA and the LCPA

2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

November 29, 2022 1:00pm - 3:40pm

Baton Rouge

3.00 Credits

The Louisiana State Board of CPAs requires all CPAs licensed in Louisiana to obtain 3 hours of continuing education in the field of professional ethics during the year 2022. This course is approved by the State Board and meets the 2022 requirements. This program emphasizes the rules and interpretations that are specific to members in public practice. The authors and presenters have over 50 years combined experience as Louisiana CPAs and have served in multiple roles related to professional ethics for both the AICPA and the LCPA.

The Best Federal Tax Update Course by Surgent

November 30, 2022 8:30am - 4:30pm

Bossier City

8.00 Credits

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.

2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

November 30, 2022 1:00pm - 3:40pm

Alexandria

3.00 Credits

The Louisiana State Board of CPAs requires all CPAs licensed in Louisiana to obtain 3 hours of continuing education in the field of professional ethics during the year 2022. This course is approved by the State Board and meets the 2022 requirements. This program emphasizes the rules and interpretations that are specific to members in public practice. The authors and presenters have over 50 years combined experience as Louisiana CPAs and have served in multiple roles related to professional ethics for both the AICPA and the LCPA.

CANCELLED IRS Tax Examinations and Hot Issues

December 1, 2022 8:30am - 12:00pm

Metairie

4.00 Credits

Due to IRS issue focused examinations, CPAs need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, CPAs must understand what the high audit risk area issues are and what the IRS is focusing on when a return is examined. In addition, because tax-related identity theft is a common issue for many taxpayers, it is critical for CPAs to understand the procedures necessary to resolve this matter for their clients.

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

December 1, 2022 8:30am - 4:30pm

West Monroe

8.00 Credits

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

CANCELLED Succession Planning for the Small Business Owner: Finding the Exit Ramp

December 1, 2022 1:00pm - 4:30pm

Metairie

4.00 Credits

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (TDAP)

December 2, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

With a greater-than-ever 179 deduction boosted by 100% additional first year depreciation, and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments. From the most-up-to-date depreciation regulations to inflation adjustments and technical corrections, this material will help you navigate the complex maze of rules dealing with depreciation, amortization, and sale of property. This reference manual contains a wide range of case types and examples, covering common and less commonly encountered situations to illustrate the most important points CPAs need to be aware of.

The Best Individual Income Tax Update by Surgent

December 2, 2022 8:30am - 4:30pm

West Monroe

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. This course is continually updated to reflect enacted legislation.

The Best Federal Tax Update Course by Surgent

December 5, 2022 8:30am - 4:30pm

Baton Rouge

8.00 Credits

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.

2022 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

December 6, 2022 8:30am - 11:10am

Bossier City

3.00 Credits

The Louisiana State Board of CPAs requires all CPAs licensed in Louisiana to obtain 3 hours of continuing education in the field of professional ethics during the year 2022. This course is approved by the State Board and meets the 2022 requirements. This program emphasizes the rules and interpretations that are specific to members in business and industry. The authors and presenters have over 50 years combined experience as Louisiana CPAs and have served in multiple roles related to professional ethics for both the AICPA and the LCPA

Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

December 6, 2022 8:30am - 4:30pm

Baton Rouge

8.00 Credits

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

Walter Haig's Prep, Comp & Review Standards Update

December 6, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

Walter Haig is one of the best instructors in the business. For more than 25 years, he has averaged over 4000 attendees per year, with an average course rating of over 4.8 (out of 5). Don't miss one of his live courses in Louisiana this year!

2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

December 6, 2022 1:00pm - 3:40pm

Bossier City

3.00 Credits

The Louisiana State Board of CPAs requires all CPAs licensed in Louisiana to obtain 3 hours of continuing education in the field of professional ethics during the year 2022. This course is approved by the State Board and meets the 2022 requirements. This program emphasizes the rules and interpretations that are specific to members in public practice. The authors and presenters have over 50 years combined experience as Louisiana CPAs and have served in multiple roles related to professional ethics for both the AICPA and the LCPA.

Walter Haig's GAAP for SMEs, Tax, Cash, and AICPA Frameworks Update

December 7, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

Walter Haig is one of the best instructors in the business. For more than 25 years, he has averaged over 4000 attendees per year, with an average course rating of over 4.8 (out of 5). Don't miss one of his live courses in Louisiana this year!

2022 Energy Conference - 1st Day Only

December 8, 2022 8:00am - 4:30pm

Baton Rouge

8.00 Credits

The oil and gas industry plays a crucial role in the state's economy and often you are the person responsible for keeping the organization afloat in very bumpy seas. This conference will connect you with practitioners in the same boat and provide some clarity on some pretty murky topics. We will have state and national industry leaders discussing a wide range of topics, from regulatory and standards changes to tech trend and future forecasting. We'll also explore alternative energy trends and their potential impact on Louisiana. Don't miss it! DAY ONE Industry UpdateMike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA Property Tax Valuation ChangesDrew Hoffman, JD • Partner – Faircloth, Melton, Sobal & Bash, LLC • Baton Rouge, LARodney Kret • Manager of Engineering Services Dept. – Pritchard & Abbott, Inc • Fort Worth, TXLauro Porto, CMI • Property Tax Central Region Manager – ExxonMobil Corporation • Houston, TX Expanding Louisiana's Energy Portfolio: Green H2 and Carbon CaptureDr. Mark Zappi, PE • Professor of Chemical Engineering – University of Louisiana Lafayette • Lafayette, LA Gulf Coast Energy OutlookCody Nehiba, PhD • Center for Energy Studies – Louisiana State University • Baton Rouge, LA Technology Update for CPAs     Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE • Warren Averett • Birmingham, AL The Not-So-Inflation Reduction ActJohn Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA This event gets rave reviews from attendees like: "It was one of the best conferences I've ever attended.""The presenters for this event are top notch. Very informative." HOTEL INFORMATIONRenaissance Baton Rouge Hotel7000 Bluebonnet Blvd.Baton Rouge, LA 70810Room rate: $139/nightReserve by: November 22Call 866.469.5448 and mention "LCPA Energy Conference" or RESERVE ONLINE.

2022 Energy Conference (Both Days)

December 8, 2022 8:00am - December 9, 2022 4:30pm

Baton Rouge

16.00 Credits

The oil and gas industry plays a crucial role in the state's economy and often you are the person responsible for keeping the organization afloat in very bumpy seas. This conference will connect you with practitioners in the same boat and provide some clarity on some pretty murky topics. We will have state and national industry leaders discussing a wide range of topics, from regulatory and standards changes to tech trend and future forecasting. We'll also explore alternative energy trends and their potential impact on Louisiana. Don't miss it! DAY ONE Industry UpdateMike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA Property Tax Valuation ChangesDrew Hoffman, JD • Partner – Faircloth, Melton, Sobal & Bash, LLC • Baton Rouge, LARodney Kret • Manager of Engineering Services Dept. – Pritchard & Abbott, Inc • Fort Worth, TXLauro Porto, CMI • Property Tax Central Region Manager – ExxonMobil Corporation • Houston, TX Expanding Louisiana's Energy Portfolio: Green H2 and Carbon CaptureDr. Mark Zappi, PE • Professor of Chemical Engineering – University of Louisiana Lafayette • Lafayette, LA Gulf Coast Energy OutlookCody Nehiba, PhD • Center for Energy Studies – Louisiana State University • Baton Rouge, LA Technology Update for CPAs     Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE • Warren Averett • Birmingham, AL The Not-So-Inflation Reduction ActJohn Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA DAY TWO COVID-19 Masks Came Off and a New Joint-Venture Audit World EmergedMike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CORecruiting & Retention Strategies for the New WorkforceJim Schneider, CPA, CIA • Manager, Accounting and Finance Recruitment - Personnel Consulting Group • Metairie, LAFrank Loria, CPC • President - Personnel Consulting Group • Metairie, LA  ESG Implementation & Best PracticesAl Petrie • Al Petrie Advisors • New Orleans, LAChris Delange • Al Petrie Advisors • Houston, TXPhilip Manning • Managing Director of Reporting & Risk – LLOG • Covington, LA Louisiana State and Local Tax Update   Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA Developments in Oil & Gas/Energy: A Review of Recent Court CasesKyle Polozola, JD • Kean Miller • Lafayette, LA  Uneven Flow: Oil, Gas, and the Global EconomyStephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA Preparing for our Energy Future: Carbon Capture & Sequestration  William R. Huguet, JD • Kean Miller • Shreveport, LA This event gets rave reviews from attendees like: "It was one of the best conferences I've ever attended.""The presenters for this event are top notch. Very informative." HOTEL INFORMATIONRenaissance Baton Rouge Hotel7000 Bluebonnet Blvd.Baton Rouge, LA 70810Room rate: $139/nightReserve by: November 22Call 866.469.5448 and mention "LCPA Energy Conference" or RESERVE ONLINE.

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas

December 8, 2022 8:30am - 4:30pm

Lafayette

8.00 Credits

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.