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.
Shorten Month-End Closing Best Practices
Available Until
On Demand Only
4.00 Credits
Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.Speaker - John L. Daly, MBA, CPA, CMA, CPIM
Steps to Stop External Fraud
Available Until
On Demand Only
2.00 Credits
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks.Speaker - Karl Egnatoff
Talk This Way - Communication Skills for the CPA
Available Until
On Demand Only
2.00 Credits
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.Speaker - Chris Harper
Tax Implications of Cryptocurrency
Available Until
On Demand Only
2.00 Credits
This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. The practitioner will be helped to understand when a taxable transaction has occurred and what reports to file to satisfy IRS requirements. We will also identify tax traps for the unwary. This information is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar.Speaker - Allison M. McLeod, LL.M., CPA
Tax Procedure
Available Until
On Demand Only
2.00 Credits
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches.Speaker - Allison M. McLeod, LL.M., CPA
Tax Research Fundamentals
Available Until
On Demand Only
1.00 Credits
The sheer number of sources of tax law can be overwhelming when you are first starting off as a practitioner. How do you differentiate between each one? What does each of them do? And what happens when there are conflicts between them? Through simple, plain language explanations and examples, this course gives the new practitioner an introduction to tax law. It talks about the types of primary authority and how they interact with each other.Speaker - David Peters
Tax Research Intermediate
Available Until
On Demand Only
1.00 Credits
Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process.Speaker - David Peters
Taxation of Business Entities
Available Until
On Demand Only
2.00 Credits
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics.Speaker - Allison M. McLeod, LL.M., CPA
Taxation of Judgement and Settlements
Available Until
On Demand Only
2.00 Credits
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages.Speaker - Allison McLeod
Taxation of Non-fungible Tokens (NFTs)
Available Until
On Demand Only
2.00 Credits
Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets.Speaker - Allison McLeod
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques
Available Until
On Demand Only
2.00 Credits
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner.Speaker - Jennifer F. Louis, CPA
The Choice of Entity Decision: What is best for your client?
Available Until
On Demand Only
2.00 Credits
This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions.Speaker - Steven C. Dilley, PhD, CPA, JD
The Impact of Environmental, Social, and Governance (ESG) Related Matters on Financial Statements and Audits
Available Until
On Demand Only
2.00 Credits
Environmental, social, and governance (ESG) has become an area of increasing focus. ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested parties seek to understand the effects of relevant ESG matters on an entity's business strategy, cash flows, financial position, and financial performance. This course will focus on the impact of ESG-related matters on the fair preparation of financial statements and related disclosures, and the related financial statement audit considerations.Speaker - Jennifer F. Louis, CPA
The Impact of SAS No. 145 on Risk-Based Audits
Available Until
On Demand Only
2.00 Credits
SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality to risk-based audits. The concepts apply to financial statements audits, including those performed in accordance with Government Auditing Standards. This course will discuss the important clarifications and enhancements intended to improve audit quality.Speaker - Jennifer F. Louis, CPA
The Lifecycle of a Criminal Tax Investigation
Available Until
On Demand Only
2.00 Credits
Who investigates tax crimes and how are tax crimes prosecuted?Considered the "World's Finest Financial Investigators", the IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes and boasts a greater than 90% conviction rate. This agency was responsible for Al Capone going to federal prison and 90 years later they continue to investigate tax crimes such as tax evasion, filing false tax returns, and unpaid employment taxes.The course discusses how IRS-CI finds tax cases to prosecute, what happens during the course of the investigation, what techniques are used to prove tax crimes, what federal criminal statutes are commonly used, how IRS-CI evaluates an investigation, and the expected consequences of a successful prosecution.Speaker - Robert Nordlander, CPA, CFE
Top Accounting, Operational, Compliance Challenges for Nonprofits
Available Until
On Demand Only
2.00 Credits
Nonprofits serve a unique purpose in society compared to other entities. Nonprofits face special accounting, operational, and compliance challenges for effective management and governance. This course will provide an overview of the broad barriers and challenges faced in the nonprofit environment.Speaker - Jennifer F. Louis, CPA
Treasury Circular 230 for EAs and Other Tax Preparers
Available Until
On Demand Only
2.00 Credits
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.Speaker - Allison McLeod
Understanding Internal Control Constructs
Available Until
On Demand Only
4.00 Credits
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. Speaker - Karl Egnatoff
Understanding the New Forms K-2 and K-3
Available Until
On Demand Only
2.00 Credits
Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course will discuss each part of these schedules and explain these new reporting obligation in detail.Speaker - Allison M. McLeod, LL.M., CPA
Understanding/Creating Internal Control Systems (Part 1)
Available Until
On Demand Only
4.00 Credits
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.Speaker - Karl Egnatoff