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.
2024 Ethics Course for Louisiana CPAs in Non-Public Practice (Business & Industry, Government, Non-Profits and Education)
Available Until
On Demand Only
3.00 Credits
IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to re-take the course. This course will fulfill the State Board’s 3-hour ethics requirement for 2024. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
2024 Ethics Course for Louisiana CPAs in Public Practice
Available Until
On Demand Only
3.00 Credits
IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to re-take the course. This course will fulfill the State Board’s 3-hour ethics requirement for 2024. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues
Available Until
Online/Webcast
8.00 Credits
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise 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.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
Online/Webcast
4.00 Credits
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise 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.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
Online/Webcast
6.00 Credits
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise 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.
Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions
Available Until
Online/Webcast
8.00 Credits
With a greater-than-ever 179 deduction boosted by 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 course provides guidance for navigating the complex maze of rules dealing with depreciation, amortization, and sales of property. The manual contains a wide range of case types and examples covering common and uncommon situations to illustrate the most important points for CPAs to understand.
Surgent's Critical Issues Involving Taxation of Construction Contractors
Available Until
Online/Webcast
4.00 Credits
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of more recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation "tailor-made" for CPAs who either work for or represent construction contractors.
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
Available Until
Online/Webcast
4.00 Credits
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
Available Until
Online/Webcast
8.00 Credits
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.
Surgent's Essential Depreciation and Expensing Update
Available Until
Online/Webcast
4.00 Credits
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. This course contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Surgent's Essential Depreciation and Expensing Update
Available Until
Online/Webcast
4.00 Credits
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sales of property. This course contains many examples and cases to illustrate the most important points for CPAs to understand.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Available Until
Online/Webcast
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Available Until
Online/Webcast
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs
Available Until
Online/Webcast
4.00 Credits
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Even though implementing Topic 606 is behind us, it is still possible to improve the processes that drive revenue recognition and this course will assist you in doing that.
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs
Available Until
Online/Webcast
4.00 Credits
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Even though implementing Topic 606 is behind us, it is still possible to improve the processes that drive revenue recognition and this course will assist you in doing that.
Surgent's IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession
Available Until
Online/Webcast
4.00 Credits
This program provides an essential and engaging introduction to the internal audit profession, a primer on current, major internal audit guidance / standards for staff level personnel, and a value adding refresher and reinforcer for more seasoned personnel and management. Designed for internal audit professionals at all levels, consultants providing internal audit outsourcing or co-sourcing services, and external auditors (CPAs) who also provide such services and/ or place significant reliance on the work of internal auditors during the conduct of audit engagements. This course acts as a launching pad for Surgent's comprehensive internal audit curriculum, equipping participants with a critical internal audit reference foundation for ongoing growth! It is crucial for internal auditors to develop a balanced, big picture AND detail-oriented understanding, perspective, and approach to their work. This session is instrumental in helping internal audit professionals do just that!
Surgent's Max the Tax: Schedule C
Available Until
Online/Webcast
1.00 Credits
In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year, and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit, and Caroline needs help finishing the tax return today for the client, Jasper Jones, a small business owner. Jasper does not want to file an extension. You're asked to jump in and help complete the Schedule C, which is the only remaining form to complete the return.
Surgent's Microsoftr Excelr 2016: Useful Functions for CPAs
Available Until
Online/Webcast
4.00 Credits
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
Surgent's Performing Preparation, Compilation, Review and Engagements
Available Until
Online/Webcast
2.00 Credits
CPA firms generally perform a significant number of preparation, compilation and review engagements under the Statements of Standards for Accounting and Review Services (SSARS). Compilations and reviews are performed as attest engagements where preparation engagements do not require independence and as such are considered non-attest engagements. Reviews, like audits are considered assurance services. Reviews provide limited assurance that financial statements are free of material misstatement. In addition, the CPA may perform other non-attest services, such as bookkeeping. CPAs must fully understand the professional responsibilities related to each of these varying levels of services, in order to effectively and efficiently satisfy engagement objectives and ensure compliance with professional standards relative to independence. (Please Note: This module is part of Surgent's Audit Skills Training: Level 1.)
Surgent's Securing a Comfortable Retirement
Available Until
Online/Webcast
6.00 Credits
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.