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.
The Best Individual Income Tax Update Course by Surgent
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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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Speaker - Bob Lickwar, CPA
2023 Forensic, Litigation & Valuation Services Conference - 2nd Day Only - In Person
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Baton Rouge
8.00 Credits
Whether valuations and litigation support are your bread and butter or something you do every once in a while, this conference offers something for everyone. Louisiana is home to some of the nation’s best practitioners in this area, many of whom serve on the conference planning committee. The result is world-class content delivered by some of the best in the business. If you practice in this field or are interested in expanding your services, you want to be at this event. DAY TWO: Friday, October 277:30 – 8:00 am Networking & Continental BreakfastBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, and soft drinks. 8:00 – 8:50 amBankruptcy and the Role of the Financial AdvisorKenneth DeGraw, CPA, CFP, CFE • Withum Smith & Brown • Whippany, NJThis session will provide a broad overview of the Bankruptcy process and alternatives. The most common services provided by financial advisors in bankruptcy matters to the various constituents. Finally will address retention and compensation considerations.8:50 – 9:40 amCall of Duty: Video Game Industry Valuation TrendsMustafa Kamal • Sr Manager of Corporate and Business Development - Prytania Media • New York, NY9:40 – 10:00 am Break10:00 – 10:50 amStock Options and Tax Exemptions: Business Valuation in the Context of Section 409a and 1202Charles Renwick, CPA, CFA • CMR Associates • Covington, LA10:50 – 11:40 amHow to Stay Out of the Pits: Business Valuation Standards and ResourcesRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA11:40 am – 12:40 pm Lunch (included)12:40 – 1:30 pmView From the BenchJudge David Joseph • US District Judge – Western District of Louisiana • Lafayette, LAThis popular session features a local judge who will provide practical advice on effective courtroom conduct, communication, and procedures. YOU WILL LEARN A LOT.1:30 – 2:20 pmCybersecurity: The Latest Schemes and Prevention TipsTheresa Jones, CSA, CMMC-RP • Evalv IQ LLC • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmUtilizing the Fraud TriangleCary McCormick, CPA • FBI • New Orleans, LA3:30 – 4:20 pmLost Profits and Other Damages in LitigationRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. 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 and expand your network and professional resources. 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.) NEED A ROOM? Enjoy LCPA's discounted rate of $134 when you reserve your room by Wednesday, October 19. RESERVE ONLINE TESTIMONIAL: "Top to bottom, one of the best conferences I've been to. Timely topics. Excellent speakers." -- 2022 FLVS attendee
2023 Forensic, Litigation & Valuation Services Conference: 2nd Day Only (Webcast)
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Online/Webcast
8.00 Credits
Whether valuations and litigation support are your bread and butter or something you do every once in a while, this conference offers something for everyone. Louisiana is home to some of the nation’s best practitioners in this area, many of whom serve on the conference planning committee. The result is world-class content delivered by some of the most experienced practitioners in the business. If you practice in this field or are interested in expanding your services, you want to be at this event. DAY TWO: Friday, October 277:30 – 8:00 am Webcast Access OpensSign in early to test audio/visual settings. 8:00 – 8:50 amBankruptcy and the Role of the Financial AdvisorKenneth DeGraw, CPA, CFP, CFE • Withum Smith & Brown • Whippany, NJThis session will provide a broad overview of the Bankruptcy process and alternatives. The most common services provided by financial advisors in bankruptcy matters to the various constituents. Finally will address retention and compensation considerations.8:50 – 9:40 amCall of Duty: Video Game Industry Valuation TrendsMustafa Kamal • Sr Manager of Corporate and Business Development - Prytania Media • New York, NY9:40 – 10:00 am Break10:00 – 10:50 amStock Options and Tax Exemptions: Business Valuation in the Context of Section 409a and 1202Charles Renwick, CPA, CFA • CMR Associates • Covington, LA10:50 – 11:40 amHow to Stay Out of the Pits: Business Valuation Standards and ResourcesRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA11:40 am – 12:40 pm Lunch Break12:40 – 1:30 pmView From the BenchJudge David Joseph • US District Judge – Western District of Louisiana • Lafayette, LAThis popular session features a local judge who will provide practical advice on effective courtroom conduct, communication, and procedures. YOU WILL LEARN A LOT.1:30 – 2:20 pmCybersecurity: The Latest Schemes and Prevention TipsTheresa Jones, CSA, CMMC-RP • Evalv IQ LLC • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmUtilizing the Fraud TriangleCary McCormick, CPA • FBI • New Orleans, LA3:30 – 4:20 pmLost Profits and Other Damages in LitigationRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. FORMAT: This is the WEBCAST option for this conference. If you prefer to attend in person, 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.) TESTIMONIAL: "Top to bottom, one of the best conferences I've been to. Timely topics. Excellent speakers." -- 2022 FLVS attendee
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Online/Webcast
2.00 Credits
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 75% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and financial professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and in turn, better advise their clients.Speaker - Jason Cornell
Surgent's Taxation of the Mobile Workforce
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Online/Webcast
2.00 Credits
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue, so that you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
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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 Accounting and Finance Professionals 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 - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Online/Webcast
2.00 Credits
It takes a while for advisors to gain an in-depth understanding of all the changes made to the tax laws that govern IRAs. This course focuses on the top 20 advisor questions about SECURE Act 1.0, SECURE Act 2.0, and other hot topics. The objective is to help the advisor ask the right probing questions when interacting with clients and to provide clients with responses based on their IRA profiles.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
Surgent's Raising Financially Capable Children
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Online/Webcast
2.00 Credits
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, their first contact is to their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection.Speaker - Clint Greenleaf
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online/Webcast
4.00 Credits
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.Speaker - Charlie Blanton, CPA
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
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Online/Webcast
8.00 Credits
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.Speaker - Michael Frost, CPA
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
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Online/Webcast
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.Speaker - Nicole DeRosa, MAcc, CPA
2023 Human Resources Workshop
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Metairie
8.00 Credits
Unlock your team's full potential.One of the key roles of human resources is to harness the full potential of an organization's most valuable asset – its people. This conference will give you tools and strategies to unlock the hidden talents and capabilities of your workforce, while keep the organization compliant with current rules and regulations. This workshop is specifically designed for CPAs and corporate accounting and finance professionals who also have HR responsibilities, or who serve as the outsourced "HR person" for multiple organizations. WORKSHOP AGENDA 8:00 – 8:25 am Registration & Continental Breakfast8:25 – 8:30 am Welcome & Opening Remarks8:30 – 9:30 amThe 5 Ws of Hybrid: The Future of RecruitingJenna Lemmon • EisnerAmper • Baton Rouge, LAWe’ll review the 5 Ws of today’s hybrid workforce: Who? What? When? Where? and Why? We’ll navigate the nuances of a hybrid workforce and discuss how to attract today’s talent and deliver on culture.9:30 – 10:20 amSECURE Act 2.0Chris Shankle, CPA, CGMA • Argent Financial Group, Inc • Shreveport, LA 10:20 – 10:35 am Break10:35 am – 12:05 pmLabor Law UpdateE. Frederick Preis, JD • Breazeale, Sachse & Wilson, LLP • New Orleans, LAIn today’s workplace environment, employers have many challenging hurdles to overcome every day. In this session, Fred Preis will cover those issues that are encountered most often including Federal Wage & Hour Compliance, Employees Use of Marijuana, and the Growth in Remote Work. Fred will also discuss preventive maintenance actions that can be useful in reducing liability and exposure. 12:05 – 12:50 pm Lunch12:50 – 2:20 pmLeveraging AI for HR ExcellenceKen Weatherup, SHRM-CP • HR NOLA • New Orleans, LAJacob Dufour, SHRM-SCP • HR NOLA • New Orleans, LA2:20 – 2:35 pm Break2:35 – 3:25 pmMastering Mindset: Flexing Your Resiliency MuscleMichelle Marshall, CCWS • HUB International Gulf South • Metairie, LAPage Quinto • Navigate Wellbeing Solutions • New Orleans, LAJoin us to debunk myths surrounding resilience, learn strategies to overcome adversity, and get access to helpful resources.3:25 – 4:25 pmHR's Role in ESGChris Shankle, CPA, CGMA • Argent Financial Group, Inc • Shreveport, LA CPE: 8 creditsFormat: In-person only
Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC
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Baton Rouge
8.00 Credits
SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTION 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.
Surgent's Tax Practitioner Horror Stories
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Online/Webcast
2.00 Credits
In life and in tax practice, often the best way to learn something is to profit from the mistakes of others. In tax practice, mistakes can result in tax liabilities for clients and malpractice lawsuits against the tax professional. Don't let this happen to you. In this program, we attempt to learn from the mistakes of others to avoid making them ourselves. We go through a series of "horror story" case studies that are both entertaining and educational. Practicing tax is a risky, sometimes horrifying business. Take this opportunity to prepare yourself for the risks that come with practicing tax by learning from these sobering, cautionary case studies.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Online/Webcast
2.00 Credits
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Fundamentals of Public Charity Taxation and Form 990
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Online/Webcast
4.00 Credits
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.Speaker - Ian Redpath, J.D., LLM
Surgent's The Essential Multistate Tax Update
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Online/Webcast
4.00 Credits
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Surgent's S Corporation Taxation: Advanced Issues
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Online/Webcast
4.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.Speaker - Michael Frost, CPA
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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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. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA
Surgent's Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients
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Online/Webcast
2.00 Credits
Small business owners are on their own when it comes to saving for retirement. Establishing retirement plans for their businesses would help ensure that their employees have an opportunity to build a retirement nest egg. While a small business owner has several options to choose from, key features and benefits must be considered to determine suitability. Additionally, the fact that certain plan types are easy to establish and maintain while other types are more complex and offer less flexibility, may drive the decision-making process. For advisors who help these small businesses save for retirement, the benefit is two-fold. The small business owner gets help planning for a financially secured retirement and advisors create an opportunity to grow their business. In this webinar, we focus on 401(k) plans, including Small Business Owner (SBO)-Ks and profit-sharing plans.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC