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 1214 All Events Results

Surgent's Applying the Yellow Book to a Financial Statement Audit

August 24, 2022 12:30pm - 4:00pm

Online/Webcast

4.00 Credits

Knowing just a little about the Yellow Book can hurt you! You need to have a thorough understanding of the standards. This course not only explains the Yellow Book financial auditing standards, but it also prepares you to excel in applying those standards. Learn precisely what the Yellow Book does and does not require auditors to do. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of the Yellow Book.Speaker - Charlie Blanton, CPA

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

August 25, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.Speaker - Charlie Blanton, CPA

Surgent's Excel Budgeting Ideas

August 25, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Speaker - Jeff Lenning

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

August 25, 2022 9:00am - 11:00am

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 Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: SECURE Act Updated

August 25, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72, unless an exception applies. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided.Speaker - Denise Appleby, MJ, APA, CISP,

Surgent's Excel: Mastering PivotTables

August 25, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.Speaker - Jeff Lenning

Surgent's Weekly Expert Hour

August 25, 2022 1:00pm - 2:00pm

Online/Webcast

1.00 Credits

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format. Each week, Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. Sign up for one week at a time or get access to all 40 1-hour presentations over 12 months with an Unlimited Plus Package. Easily fulfill your CPE requirements and stay fully in-the know by spending just an hour each week with Surgent experts. Sign up today - your clients and your bottom line will thank you. Please Note: We have provided the full roster of weekly presentations going back to 2020 in self-study format so that our customers can see the progression of both strategic thinking and law. The self-study offerings each contain the original air date in the title so our customers are aware of this continuing sequence.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Taxation of the Mobile Workforce

August 25, 2022 1:00pm - 3:00pm

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, CPC

Surgent's Coaching Skills for Managers and Supervisors

August 26, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.Speaker - Marian Vallotton

Surgent's Project Management: Tips, Tricks, and Traps

August 26, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.Speaker - Art Pulis, MBA

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

August 26, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

As we saw from the recent United States Department of Labor review of employee benefit plan audits and recent peer review results, auditors need to raise their game in order to provide the quality audits that plan stakeholders demand. Now with SAS 136, the AICPA's new audit standard for employee benefit plans (EBP), effective, it is now the time to get up to speed on all the guidance which you will need to perform your EBP audits for this year end. In this advanced course, we will discuss both what's the same, and different, under SAS 136, including both auditor's and plan sponsor's responsibilities when electing and performing an ERISA Section 103 (A)(3)(c) audit. We will also discuss laws and regulations such as ERISA which are unique to employee benefit plans and provide practical guidance on their application, focusing on the most common compliance issues identified in 401(k) audits from both Department of Labor and peer reviews, along with recommended corrections. Auditors will identify best practices in implementing SAS 136 and auditing such areas as payroll and compensation, participant loans, hardship distributions, investments, plan mergers/acquisitions, etc. This is the course to take to help you improve the quality of your 401(k) benefit plan audits. Speaker - Melissa Critcher, CPA, PC

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

August 26, 2022 8:00am - 4:00pm

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 Excel Lookups: Moving Beyond VLOOKUP Limitations

August 26, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.Speaker - Jeff Lenning

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

August 26, 2022 9:00am - 11:00am

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 Excel Budgeting Ideas

August 26, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Speaker - Jeff Lenning

Surgent's Best Practices in Not-for-Profit Accounting and Reporting

August 26, 2022 12:30pm - 4:00pm

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 Financial Reporting Implications of the COVID-19 Pandemic

August 29, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

In addition to being a significant business interrupter for many entities, the financial impact of the COVID-19 pandemic is still creating a significant financial reporting impact for virtually all entities. Many formerly profitable entities will be looking at charges for once unthought-of circumstances, from fixed asset impairment to inventory and receivables write-downs. Further, many entities will need to account for debt and other contractual modifications, including restructuring, forgiveness, and debt covenant modifications, as well as the receipt and forgiveness of Paycheck Protection Program loans. Applying this often-complex accounting guidance in these areas may be challenging. In this course, we will review in detail the accounting guidance that many entities will need to apply when preparing their next set of financial statements. We will also review disclosure guidance for such topics as going concern considerations and subsequent events as well as other relevant financial statement recognition and presentation issues.Speaker - Richard Daisley, CPA

Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today

August 29, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

This year not-for-profit entities are preparing for or applying critical new standards related to contributions of non-financial assets, leases, and more. Now is the time to know more than just what the standards say, we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in not-for-profit accounting today.Speaker - Charlie Blanton, CPA

Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms

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

Online/Webcast

8.00 Credits

The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.Speaker - Michael Frost, CPA

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

August 29, 2022 10:30am - 6:00pm

Online/Webcast

8.00 Credits

The emergence of regulatory policy as a major impact on an organization's costs and competitiveness as well as the combined impact of fiscal and monetary policy on financing for organizations are causing CFO/Controllers to understand the impact of decisions well outside their control in order to survive and grow. The financial services bill (Dodd-Frank Bill), health care reform, shortfalls in Social Security, unfunded liabilities, and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization. This course provides guidance to the financial executive in dealing with the financial and accounting issues of these volatile financial markets that the global economy is currently experiencing. Useful tools will be explored to deal with these macro-economic forces for the CFO/Controller.Speaker - Frank Ryan, CPA