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 Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

August 29, 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 A Complete Guide to the Yellow Book

August 30, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.Speaker - Charlie Blanton, CPA

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

August 30, 2022 8:00am - 4:00pm

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. Continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA

Surgent's Guide to Understanding the At-Risk Basis Rules and Form 6198

August 30, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

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

August 30, 2022 12:00pm - 2:00pm

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 Monthly Accounting and Auditing Update

August 30, 2022 1:00pm - 2:00pm

Online/Webcast

1.00 Credits

The one constant in life is change. This is true in the A&A world as well. 2022 will continue to challenge the accounting profession in many areas, including implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.Speaker - Richard Daisley, CPA

Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

August 31, 2022 8:00am - 11:30am

Online/Webcast

4.00 Credits

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.Speaker - Art Pulis, MBA

Surgent's Performing Single Audits Under the Uniform Guidance for Federal Awards

August 31, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an essential course for auditors performing single audits as it will equip you with the hands-on skills needed to perform audits under the Uniform Guidance for Federal Awards. The course materials utilize a highly illustrative and innovative format. Over 40 focused exercises are included to provide an enhanced working knowledge of the single audit requirements.Speaker - Charlie Blanton, CPA

Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals

August 31, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.Speaker - Michael Frost, CPA

Surgent's Choosing the Right Business Entity

August 31, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

The business structure a client chooses influences virtually everything: day-to-day operations, taxes, how much of their personal assets are at risk, and more. For this and many other reasons, it is critical that a client choose a business structure that gives the right balance of legal protections and benefits. From a tax perspective, in terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the 199A deduction offered pass-through entities the chance to significantly lower the rate at which they are taxed. But how do all these options work and which option is best for what business? Those questions are at the heart of this webinar. In this program, we discuss whether there is a "best entity" for our clients. We all know that re-examining choice of entity determination is at the top of the agenda for client meetings during and after the 2022 tax season because clients continue to want reassurance that they have the most tax-efficient entity. This program will equip you with the knowledge and insights you need to lead those discussions.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

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

August 31, 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 Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

August 31, 2022 12:00pm - 3:30pm

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 Accountability: Stop the Blame Game

August 31, 2022 12:30pm - 4:00pm

Online/Webcast

4.00 Credits

Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.Speaker - Marian Vallotton

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

September 1, 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 Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry

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

Online/Webcast

8.00 Credits

This program explores the current economic trends and analyzes their impact on you as the financial executive in areas of professional skepticism, medical care costs, Social Security viability, the dollar as a world currency, the national infrastructure, and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.Speaker - Frank Ryan, CPA

Surgent's Progressive Discipline and Termination

September 1, 2022 12:00pm - 2:00pm

Online/Webcast

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.Speaker - Amy McAndrew, Esquire

Surgent's Weekly Expert Hour

September 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 Working Remotely: Best Practices, Challenges, and Opportunities

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

Online/Webcast

2.00 Credits

Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.Speaker - Jason Cornell

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

September 1, 2022 6:00pm - 8:00pm

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

September 2, 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