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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 363 Webcasts Results

Surgent's Buying and Selling a Business: Tax and Structuring Overview

November 28, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Speaker - Michael Frost, CPA

Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges

November 28, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is not enough. In order to effectively apply Topic 606, you need a detailed understanding of how to recognize revenue over time under Topic 606's Five-Step model. Even though Topic 606 is currently effective, changes in business and contracts will always require the need to stay current on this topic. Now is the time to get the answers to your application questions. In this course we'll explore Topic 606 from the perspective of entities that currently recognize revenue under SOP 81-1/ASC 605-35, highlighting how the accounting for revenue recognition changed following the adoption of ASC Topic 606. Next, the course will address challenging sections of the ASC 606 guidance such as identifying performance obligations and when and how you recognize revenue over time. Applying Topic 606 successfully to your long-term contracts is an ongoing exercise. This course will keep you up to date with the latest guidance and best practices in this critical area.Speaker - Richard Daisley, CPA

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

November 28, 2022 8:00am - 4:00pm

Online/Webcast

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.Speaker - Bob Lickwar, CPA

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

November 28, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.Speaker - Jason Cornell

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

November 28, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Getting ready for busy season involves not only knowing the tax rules for 2022, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2022 tax returns. This course provides tax return preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2022 and IRS filing issues and deadlines as they relate to 2022.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Understanding Non-Compete Agreements

November 28, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition to employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles. Whether you advise individual clients or work for an employer, the presentation provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.Speaker - Jason Cornell

Surgent's The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits

November 28, 2022 1:00pm - 3:00pm

Online/Webcast

2.00 Credits

The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits as well as new credits and old credits that have been renamed. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have a full set of new and reformed credits to understand and explain to their clients. This program covers the mechanics of all the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the new IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients. The program will also cover the transition rules applying to clean vehicles purchased after enactment.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Annual Accounting and Auditing Update

November 29, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing a status update on implementation of Topic 842, Leases, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 134-145 over the next few years, including a detailed review of the new audit requirements under SAS 145 for performing an audit risk assessment. The course will also cover the key changes accountants will need to implement as they adopt SSARS No. 25 on their upcoming review, compilation, and preparation engagements. Lastly, the course reviews key trends in audit quality and peer review, including frequent peer review findings and what you can do to avoid them. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.Speaker - Richard Daisley, CPA

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

November 29, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.Speaker - Michael Frost, CPA

Surgent's 2022 Year-End Tax Update and Planning

November 29, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

This course will present and explain the individual and business-related tax changes and new developments for 2022 resulting from new legislation, IRS regulations and pronouncements, and court cases. This is a comprehensive and in-depth program that will help prepare tax practitioners to intelligently advise their individual and business clients about tax developments in 2022.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Progressive Discipline and Termination

November 29, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.Speaker - Amy McAndrew, Esquire

Surgent's Monthly Accounting and Auditing Update

November 29, 2022 1:00pm - 2:00pm

Online/Webcast

1.00 Credits

The one constant in life is change. This is true in the A&A world as well. 2022 will continue to challenge the accounting profession in many areas, including implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.Speaker - Richard Daisley, CPA

Surgent's Going Concern Accounting and Reporting Considerations in the COVID-19 Environment

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

Online/Webcast

2.00 Credits

One of the unfortunate outcomes of the COVID-19 pandemic is the economic stress. Such stress has raised concerns about many entities' abilities to continue as a going concern, which has significant accounting, disclosure, and reporting implications. This course will review the relevant considerations related to going concern, including when substantial doubt concerning an entity's ability to continue as a going concern exists, management mitigation efforts, and required disclosures both when management, and the accountant, feel such efforts will be effective in mitigating the risk, as well as when they do not. Lastly, we'll consider the accountant's reporting responsibilities under various scopes of services in various scenarios.Speaker - Richard Daisley, CPA

Surgent's How to Conduct an Effective Virtual Interview

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

Online/Webcast

2.00 Credits

Effective interviewing is a skill that provides you with two key opportunities: (1.) an opportunity to assess the candidate's fit for the position based on their prior experience and tangible/intangible skills and (2.) an opportunity to showcase your organization. In this session, we will review how to more accurately assess the organizational fit of a candidate, reduce bias throughout the interviewing process, successfully conduct a virtual interview, and as a result, promote your organization as a great place to work. In addition, we will review key legal dos and don'ts of the interviewing process.Speaker - Marian Vallotton

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

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

Online/Webcast

2.00 Credits

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.Speaker - Jason Cornell

Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession

November 30, 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

November 30, 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 Introducing Partner Capital Account Reporting

November 30, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Tax practitioners are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how does it differ from prior year rules regarding partner capital accounts? This webinar covers exactly that - how the rules regarding the presentation of partner capital accounts differ from preceding years. For tax practitioners preparing 2021 partnership 1065 forms, this course explains these complex new rules in practical and understandable terms.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

November 30, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.Speaker - Amy McAndrew, Esquire

Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests

November 30, 2022 12:00pm - 3:30pm

Online/Webcast

4.00 Credits

This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Tax practitioners will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.Speaker - Mike Tucker, Ph.D., LL.M., J.D.