CPE Catalog+Events

Staff Training Level II

Upskill your staff with this intense course that provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. COURSE DETAILS Satisfy Client and CPA Firm NeedsThe objective of this section is to identify ways to maintain and improve good communication with clients and partners. There is also an opportunity to critique actual practice situations involving poor communications.Apply Analytical ProceduresThis session emphasizes the values and uses of analytical procedures for auditing and review services and how these tests can be used to help a client run their business better as a part of a client–services-oriented approach. Participants will learn how to correctly apply the SSARS and SAS requirements to clients through several cases covering ratio analysis and analytical procedures.Conduct Small AuditsPrevious learning about the financial accounting process, transaction cycles, and the nature of generally accepted accounting principles will be reinforced and applied to the audit of a small client. Understanding the client and their industry; assessing control risk, inherent risk, and risk of fraud; linking assessed risks to resulting evidence; designing the most efficient audit approach; and making management suggestions on small jobs are all addressed in the case application.Perform Review Service EngagementsIn this session participants explore both the SSARS requirements and the practical problems encountered in applying them to compilations and reviews. A major case study is used to help participants understand differences in the nature and extent of procedures necessary for completing reviews and compilations, including analytical procedures, working papers and common GAAP problems. Participants will also learn how to use review service engagement forms and check lists more effectively.Draft Financial Statements and FootnotesParticipants will review and recommend changes in the format, terminology, and account groupings for a set of financial statements included in a major case study. Adherence to firm policies and utilization of professional judgement in adapting to varying circumstances will be emphasized in full group discussion.Using a reporting checklist, small groups of participants will also organize and outline the contents of footnotes for the case study financial statements. Participants will evaluate an accountant’s report for a review service engagement using the facts contained in the case materials. They will also complete an engagement reporting exercise to become familiar with the different types of reports needed under differing circumstances.Improve Corporate Tax KnowledgeCompletion of the major case in this module requires that participants identify and resolve numerous tax issues in order to determine a small business client’s tax liability for the year. A tax return preparation and review checklist for C corporations is provided as an aid. Other cases in the module require that participants solve problems involving unethical tax return preparation, methods of depreciating assets and determining the appropriate form of a business organization.

2024 Women's Conference

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Statements on Quality Management Standards

In June 2022 the AICPA Auditing Standards Board adopted three new standards. The first two are Statements on Quality Management Standards (SQMS) that supersede Statement on Quality Control Standards (SQCS) 8. The third is a SAS that amends AU-C 220, Quality Control for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards. This course will present the requirements of all three standards and provide commentary and guidance on establishing a risk-based system of quality management.

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Estate & Financial Planning Workshop

Preparations, Compilations and Reviews

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Medical & Healthcare Workshop

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Texas & Louisiana Sales and Use Tax

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of Louisiana’s & Texas’ sales and use tax rules. Experienced instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.  Jimmy Martens and Gary Dressler will cover recent sales tax law changes enacted by the Texas and Louisiana 2024 legislatures. Printed course materials will be provided. AGENDA8:30 - 10:00 am Texas Sales & Use Tax Overview: Taxable Goods and Services; Registration, Permit and Reporting; Local Sales & Use Tax; and Common Mistakes. Multistate Tax Issues: Economic Nexus Rule; Flat Rate Rule; Marketplace Providers; and Multistate Allocation & Use Tax. Taxable Services: Categories; Common Rules; Real & Personal Property Repairs; Data Processing; Information Services; Computer Consulting; Real Property Construction; and Oilfield Services Industry. 10:00 - 10:10 am Break10:10 - 12:00 pm Texas Sales & Use Tax Exemptions: Resale; Manufacturing; Agriculture Exemptions; Research Exemptions; and Gas & Electricity. Business Transactions: Forming a Business; Occasional Sales; Liquidating a Business; Selling a Business; Leases & Rentals; and Operator Lease Issues. 12:00 - 12:30 pm - Box Lunch12:30 - 2:00 pm Louisiana Sales Tax Overview: Basic Concepts of Louisiana Sales Tax Nexus; Sales & Use Tax; Taxable Goods; Taxable Services; and Lease Tax & Leases. 2:00 - 2:10 pm Break 2:10 - 3:30 pm Sales Tax Exclusions & Exemptions: Exclusions; Exemptions; and Suspension of Exemptions 3:30 - 4:00 pm Selected Sales & Use Tax Issues: Uniform Local Sales Tax Code; Credit for Taxes Paid; and Managing Audits.

The Best Federal Tax Update Course by Surgent

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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

Hot IRS Tax Examination Issues for Individuals and Businesses

The Inflation Reduction Act increased the IRS budget. As a result, the IRS continues to replenish its audit workforce. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more than ever, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.

The Fraud Course

The Fraud Course is designed to provide its participants with an understanding about the types of fraud that may occur that may result in material misstatement in the financial statements under audit. The course takes an internal control-based approach to identifying fraud risks and risk factors and responding to those risks or the presence of risk factors with extended procedures that are specifically designed to assist auditors in determining whether fraud is occurring, and if so, whether it results in material misstatement to the financial statements.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Govermental Accounting & Auditing Conference - 1st Day Only - Live In Person