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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 Top 10 Celebrity Estate Mistakes and How to Avoid Them

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

Online/Webcast

2.00 Credits

Newly updated! This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust? In discussing these familiar names, plus others including Jackie Kennedy, Joan Rivers, Jimi Hendrix, James Gandolfini, and Leona Helmsley, the course examines the pitfalls and best practices surrounding famous estates. Even Abraham Lincoln, it turns out, did not have a will. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.Speaker - Ciro Poppiti, Esq.

Surgent's Lessons Learned from Successful Companies

December 2, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.Speaker - Jason Cornell

Surgent's Stock vs. Asset Acquisitions of C Corporations

December 2, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis

December 3, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

While the effective date of Topic 606 has passed, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or stay up to speed on the latest revenue recognition guidance, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will provide the detailed review of the Topic 606 guidance, including identifying and discussing those areas of Topic 606 implementation which were the most challenging to apply for many entities. We will review the Topic 606 Five-Step revenue recognition model, highlighting areas of nuance and significant judgment, and focus on disclosure requirements under the new standard. Then we'll focus on lessons learned from the implementation of the new guidance, concentrating on ways to continue to enhance the revenue recognition process, analyzing the relevancy of the financial statement disclosures related to revenue, and addressing common operational issues which arose even after the adoption of Topic 606. As public companies have already found out, applying Topic 606 is an evolving exercise with great opportunity to improve your current efforts by learning from the results of others. This course will provide the forum to do so.Speaker - Richard Daisley, CPA

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

December 5, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.Speaker - Art Pulis, MBA

Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges

December 5, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is not enough. In order to effectively apply Topic 606, you need a detailed understanding of how to recognize revenue over time under Topic 606's Five-Step model. Even though Topic 606 is currently effective, changes in business and contracts will always require the need to stay current on this topic. Now is the time to get the answers to your application questions. In this course we'll explore Topic 606 from the perspective of entities that currently recognize revenue under SOP 81-1/ASC 605-35, highlighting how the accounting for revenue recognition changed following the adoption of ASC Topic 606. Next, the course will address challenging sections of the ASC 606 guidance such as identifying performance obligations and when and how you recognize revenue over time. Applying Topic 606 successfully to your long-term contracts is an ongoing exercise. This course will keep you up to date with the latest guidance and best practices in this critical area.Speaker - Richard Daisley, CPA

The Best Federal Tax Update Course by Surgent

December 5, 2022 8:30am - 4:30pm

Baton Rouge

8.00 Credits

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.

Surgent's Data Analytics for Accountants and Financial Managers

December 5, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Data Analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning/preparation and a lack of commitment, training, and clear vision of the program's goals. Today there is no shortage of data, but relatively few organizations have established an environment and ongoing process to isolate, capture, analyze, and convert data into actionable information. At times, even organizations that are employing leading-edge analytics are doing it with traditional, limited sets of data. This session explores how an organization can successfully become data driven. The discussion includes numerous examples demonstrating how accounting and financial professionals can build upon their current analytical skills to better perform traditional tasks and assume a role as a business partner with others in their organization. The program is aimed to assist those just beginning the journey, as well as those who want to test their current efforts or are considering the need for a restart. In addition to discussing a number of analytical tools, including available software, lists of reference books and next-level software are provided. This program continues to build upon the Controllership Update Series.Speaker - Tony La Russo, BA, MBA, CMA

Surgent's Advanced Individual Income Tax Return Issues

December 5, 2022 9:00am - 5:00pm

Online/Webcast

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.Speaker - Debbie Phillips, CPA, MST

Surgent's Annual Update for Defined Contribution Plans

December 5, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA's new employee benefit plan auditing standard. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators, as well as the new requirements of both groups under the new SAS. The course will discuss the results from the Department of Labor's ("DOL") Criminal Enforcement initiative and audit quality study, and focus on the causes of the recent increase in the number of deficient engagements identified by the peer review process. This course will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements, including those related to the new ERISA Section 103(A)(3)(c) audits under SAS 136.Speaker - Melissa Critcher, CPA, PC

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

December 5, 2022 12:00pm - 2:00pm

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.

Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data

December 5, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. this brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and re-enforces the status quo. Budgets are about the organization's story, not just the raw numbers!Speaker - Tony La Russo, BA, MBA, CMA

Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041

December 5, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, "distributable net income" (DNI) is a trust-only concept that is essential to understand. Plus, the deductions for fiduciary fees, charitable deductions and certain miscellaneous deductions (such as investment advisory fees, and attorney/accountant fees) are treated differently than for individual taxpayers. However, with a decent understanding of the basic income tax and net investment income tax (NIIT) rules, you can add significant value to your clients.Speaker - Bob Keebler, CPA/PFS, MST, AEP

Surgent's Guide and Update to Compilations, Reviews, and Preparations

December 5, 2022 12:00pm - 3:30pm

Online/Webcast

4.00 Credits

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.Speaker - Richard Daisley, CPA

Surgent's Mastering Accounting for Income Taxes

December 6, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating. In summary, this course is the place to be to enhance your accounting for income taxes IQ.Speaker - Richard Daisley, CPA

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

December 6, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.Speaker - Michael Frost, CPA

Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone

December 6, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

When not-for-profit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this course, we will focus on the common types of fraud and abuse that occur in not-for-profit entities and governments and also address the auditor's responsibilities related to fraud and abuse. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced knowledge of fraud and abuse in not-for-profit entities and governments.Speaker - Charlie Blanton, CPA

Surgent's Industry Accountant Toolkit

December 6, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.Speaker - Frank Ryan, CPA

The Best Federal Tax Update Course by Surgent

December 6, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA

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

December 6, 2022 8:30am - 4:30pm

Baton Rouge

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.