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 786 Webcasts Results

Surgent's Federal Tax Update

August 19, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.Speaker - Nicole DeRosa, MAcc, CPA

Surgent's Guide and Update to Compilations, Reviews, and Preparations

August 19, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.Speaker - Richard Daisley, CPA

Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges

August 19, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the CPA very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions.Speaker - William Eskin, CPA

Surgent's The Complete Guide to Payroll Taxes and 1099 Issues

August 19, 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, CPA, MST

Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes

August 19, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Successfully Completing a Gift Tax Return -- Form 709

August 19, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.Speaker - Bob Keebler, CPA/PFS, MST, AEP

Surgent's Excel Shortcuts for Accountants

August 19, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.Speaker - Jeff Lenning

Surgent's Current Issues in Accounting and Auditing: An Annual Update

August 22, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent FASB and AICPA activity, including recently issued and proposed Accounting Standards Updates (ASUs); the latest on the new lease accounting standard, Topic 842; other relevant ASUs. The course also reviews new auditing standards effective in 2021 and beyond and the latest on new standards related to SSARS engagements. The course will also discuss other important A&A practice matters you should be aware of, including an update on peer review and audit quality.Speaker - Richard Daisley, CPA

Surgent's Managing Millennials

August 22, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.Speaker - Jason Cornell

Surgent's Strategies for Maximizing Social Security Benefits

August 22, 2022 12:00pm - 2:00pm

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.

The Best Individual Income Tax Update Course by Surgent

August 23, 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. This course is continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA

Surgent's Summary and Analysis of the Inflation Reduction Act of 2022

August 23, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Throughout much of 2022, it was very doubtful whether any tax legislation would be enacted. At long last we now have new tax legislation impacting 2023 and later years in the Inflation Reduction Act (IRA). This program will cover the new tax legislation embodied in the IRA in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. Be the first to know about this brand-new legislation in a comprehensive manner. In contrast to courses provided by others that only highlight the broad strokes of the legislation, which you could easily access in an online summary, our expert panelists will detail all of the relevant facets applicable to planning for both you and your clients. Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA

Surgent's Time Management for Professionals

August 23, 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 What Tax Practitioners Need to Know About Medicare

August 23, 2022 12:00pm - 2:00pm

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 Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

August 23, 2022 12:00pm - 3:30pm

Online/Webcast

4.00 Credits

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.Speaker - Art Pulis, MBA

Surgent's Financial Reporting Update for Tax Practitioners

August 24, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

Designed for all tax practitioners, including those who just prepare returns and those who assist on financial statement engagements, this course will replenish your accounting and reporting tank with an update of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant new financial accounting, auditing, accounting services and ethics guidance issued by standard setters over the past few years. The course will also focus on the unique income tax reporting implications of recently issued accounting standards, such as revenue recognition (ASC 606) and leases (ASC 842). The course then discusses the preparation of tax-basis financial statements. Lastly, the course will dive into the unique income tax accounting considerations which arise from certain types of transactions, such as stock-based compensation, and review the presentation and disclosure requirements of ASC 740.Speaker - Richard Daisley, CPA

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

August 24, 2022 8:00am - 4:00pm

Online/Webcast

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.Speaker - Michael Frost, CPA

Surgent's Establishing State Residency and Saving Your Clients Money

August 24, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can't afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.Speaker - Ciro Poppiti, Esq.

Surgent's The Accountant as the Expert Witness

August 24, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.Speaker - Jason Cornell

Surgent's Top Individual Tax Planning Strategies

August 24, 2022 12:00pm - 2:00pm

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.