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.
Implementing and Maintaining an Internal Control System
-
Online/Webcast
8.00 Credits
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
Section 174: New Rules for Research & Experimentation
-
Online/Webcast
1.00 Credits
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
Webcast: Texas & Louisiana Sales and Use Tax for the Oilfield Services Industry
-
Online/Webcast
8.00 Credits
*This is the webcast option for the course.This course explains how the Texas & Louisiana sales and use tax plus well servicing tax rules apply to the oilfield services industry at all stages of the drilling and completion processes. This course starts with determining an area of interest, then proceeds through the drilling and completion of a well. After discussing the rules for producing fields, we conclude with tax rules for workover, and plugging & abandonment. We also review the Comptrollers recent change in taxing policies for oilfield services, including flowback, directional drilling, and others.Course materials provided as a PDF download for all attendees.AGENDAMorning Sessions: Jimmy Martens 8:30 am Texas Sales and Use Tax Overview Texas Sales & Use Tax Well Servicing Tax 8:40 am Texas Sales Tax Rules Taxable Materials, Supplies, and Equipment Renting Oilfield Equipment Operator Leases Real v. Tangible Personal Property Taxable Services 9:30 am Texas Well Servicing Tax Testing, Cementing, Shooting, Fracturing, and Acidizing Non-Taxable Services Interplay with Sales Tax 10:00 Break 10:10 am Taxing Oilfield Services Determining an Area of Interest Acquiring Oilfield Leases Moving Equipment & Rigging Up Drilling the Well Operating and Completing the Producing Oilfield Workover Plugging & Abandoning the Well 11:40 am Oilfield Tax Exemptions Surface v. Subsurface Equipment Proppant & Fracking Chemicals Utility Costs Offshore Exemptions 12:00 pm Lunch Break Afternoon Sessions - Gary Dressler 12:30 pm Louisiana Tax Overview Sales & Use Tax Taxable Goods and Services Lease Tax and Leases Local Sales, Use, and Lease Tax 1:00 pm Louisiana Sales Tax Issues Seismic/Geophysical Work Leases – for Re-lease, Offshore, and Inter-Parish First Use Offshore Repairs – Offshore Drilling and Exploration Immovable Property Compression Services/Leases Oilfield Services 2:00 pm Break 2:10 pm Louisiana Sales Tax Issues Cont'd 3:00 pm Handling Louisiana Audits Statute of Limitations Credit for Taxes Paid Managed Audits Pre-Audit Planning Dealing with the Louisiana or Parish Auditor
Surgent's Understanding Partnership Taxation: Debt Allocations
-
Online/Webcast
2.00 Credits
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt it is and the type of partner we are talking about. Furthermore, 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this course, we will tackle the concept of debt allocations - how you do it, what it means, and why you do it.
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
-
Online/Webcast
2.00 Credits
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours, repetitive work, pressing client demands, and changing rules and regulations. Together, these conditions contribute to chronic workplace stress. Burnout is real, and firms that ignore this common problem pay a high price. Nearly three out of five employees in accounting and finance professions report psychological harm from work-related stress, including an overall feeling of lack of interest, motivation, or energy. Fortunately, individuals and organizations are beginning to take career burnout more seriously, especially in the post-pandemic era. This course looks at the causes of accounting burnout and examines strategies organizations are implementing to address and reduce a well-known but often overlooked problem.
Selling to Target Accounts to Close More "A" Clients
-
Online/Webcast
2.00 Credits
Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources but aren't best for the firm. We'll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities.Speaker - Renee Moelders/Samantha Mansfield
What You Can Learn From the Statement of Cash Flows
-
Online/Webcast
2.00 Credits
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
Power BI - Analyze Your Data With Excel Pivot Tables
-
Online/Webcast
4.00 Credits
* This course is #3 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Excel is a popular tool for data analysis, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make data analyzation an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
Audit 305: Strengthening Substantive Analytic Procedures
-
Online/Webcast
2.00 Credits
Substantive Analytic Procedures - Strengthening Evidence to Satisfy Audit Objectives will provide the tips and best practice techniques for strengthening substantive analytic procedures in order to reduce over-reliance on tests of details. One of the ways to perform a more effective and efficient audit is to maximize the use of substantive analytic procedures in the detailed audit plan. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities for analytical procedures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
Getting Started with ESG
-
Online/Webcast
2.00 Credits
ESG, environmental, social, and governance, is a buzzword that is not only gaining traction but will be mandatory for a company's continued success. So what is ESG? What does it mean? Why is ESG important? What is the ROI of adopting ESG? Who should lead our ESG initiatives? How do we get started? These questions and more will be answered in this fast-paced session that will explain the ABCs of ESG. We will also outline a framework to begin your ESG journey. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS
ChatGPT for Accountants: 50+ Use Cases
-
Online/Webcast
2.00 Credits
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP
Erase the Mark: Best Practices in Penalty Abatement
-
Online/Webcast
2.00 Credits
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
-
Online/Webcast
2.00 Credits
The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dawn W. Brolin, CPA, CFE
Understanding the New Forms K-2 and K-3
-
Online/Webcast
2.00 Credits
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA
Surgent's Weekly Expert Hour
-
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 present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. 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. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.
Audit 306: Reviewing Workpapers - A Role in Quality Control
-
Online/Webcast
2.00 Credits
Reviewing Workpapers - Embracing Responsibilities for Quality Control will provide the tips and tools for satisfying important workpaper reviewer responsibilities. Audit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory standards are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has workpaper review responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
Project Management: Employ Best Practices & Mindset
-
Online/Webcast
2.00 Credits
Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line ... all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.Speaker - Samantha Mansfield/Jessica Hartsfield
Surgent's Going Concern Accounting and Reporting Considerations
-
Online/Webcast
2.00 Credits
This course will review the relevant considerations related to going concern, including assessing 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 and how to audit this often-contentious topic.
LinkedIn Profile Secrets for CPAs
-
Online/Webcast
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Sandra Long
Exploring Internal Controls That Could Have Prevented Frauds
-
Online/Webcast
2.00 Credits
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA