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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 786 All Events Results

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.

Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

November 30, 2022 12:30pm - 4:00pm

Online/Webcast

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?Speaker - Ciro Poppiti, Esq.

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

November 30, 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 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

November 30, 2022 12:30pm - 4:00pm

Online/Webcast

4.00 Credits

Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.Speaker - Nicole DeRosa, MAcc, CPA

Surgent's Assessing the Risk of Fraud In a Financial Statement Audit

December 1, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses including not for profit organizations. It often goes undetected for years and when uncovered, management and the board may question why the auditor did not identify it. The auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as lack of segregation of duties can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance AU-240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit and the most frequent types of fraud found in small to mid-size entities along with internal controls that could be implemented to help prevent and detect them. We will take a look at various cyber fraud schemes and how they might be prevented/detected, at the use of analytics as fraud risk procedures, and at assessing the risk of fraud in a Single Audit. This course features case studies.Speaker - Marci Thomas, CPA

Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

December 1, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.Speaker - Michael Frost, CPA

Surgent's Individual and Financial-Planning Tax Camp

December 1, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.Speaker - Bob Lickwar, CPA

Surgent's Social Security and Medicare: Planning for You and Your Clients

December 1, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.Speaker - Michael Frost, CPA

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

December 1, 2022 8:30am - 4:30pm

West Monroe

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.

Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis

December 1, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees

December 1, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

The effective date for ASU 2016-02, Leases (Topic 842) is finally here. The new standard eliminates one of the largest forms of off-balance sheet accounting and requires most leases to be brought onto the balance sheet irrespective of their classification as either financing or operating. The new guidance in ASC 842 also makes other changes in lease accounting for both lessees and lessors. This course will discuss the impact of these changing standards on both lessees and lessors and discusses recently issued updates to ASC 842. With 2022 here, now is time to get up to date on all that is going on with regard to lease accounting.Speaker - Richard Daisley, CPA

Surgent's The Most Critical Challenges in Governmental Accounting Today

December 1, 2022 12:30pm - 4:00pm

Online/Webcast

4.00 Credits

With the leasing standard and other standards looming, 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 governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innova-tive format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.Speaker - Charlie Blanton, CPA

Surgent's Weekly Expert Hour

December 1, 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 Six Common Barriers to Investment Success

December 1, 2022 1:00pm - 3:00pm

Online/Webcast

2.00 Credits

Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.Speaker - T.J. Zak, CFP?, AIF?

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

December 2, 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 Perplexing Financial and Economic Issues for the CFO/Controller

December 2, 2022 8:00am - 4:00pm

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

Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (TDAP)

December 2, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

With a greater-than-ever 179 deduction boosted by 100% 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 material will help you navigate the complex maze of rules dealing with depreciation, amortization, and sale of property. This reference manual contains a wide range of case types and examples, covering common and less commonly encountered situations to illustrate the most important points CPAs need to be aware of.

The Best Individual Income Tax Update by Surgent

December 2, 2022 8:30am - 4:30pm

West Monroe

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.

Surgent's Business Writing: Professional & Effective Emails

December 2, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.Speaker - Margaret Uhrich

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

December 2, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.Speaker - Jason Cornell