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.
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online/Webcast
2.00 Credits
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
Surgent's Basic Estate Administration for CPAs and FAs
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Online/Webcast
2.00 Credits
Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This webinar covers minor points such as what information you'll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client's final Form 1040.
Surgent's Navigating Your Client Through the IRS Appeals Process
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Online/Webcast
4.00 Credits
Despite the fact that a client's tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.
Surgent's Annual Accounting and Auditing Update
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Online/Webcast
8.00 Credits
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Online/Webcast
8.00 Credits
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.
The Best Federal Tax Update Course by Surgent
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Online/Webcast
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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Baton Rouge
3.00 Credits
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.
Webcast: Single Auditing Made Simple
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Online/Webcast
8.00 Credits
Single auditing can seem complex. With thousands of pages of potential AICPA, GAO, and OMB literature coming together for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do; however, it does not have to be that way. This course is designed to sharpen your skills and knowledge in performing single audits and eliminate wasted efforts.
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Online/Webcast
2.00 Credits
It takes a while for advisors to gain an in-depth understanding of all the changes made to the tax laws that govern IRAs. This course focuses on the top 20 advisor questions about SECURE Act 1.0, SECURE Act 2.0, and other hot topics. The objective is to help the advisor ask the right probing questions when interacting with clients and to provide clients with responses based on their IRA profiles.
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online/Webcast
8.00 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. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will 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 SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
Surgent's Internal Controls, COSO, and COVID-19
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Online/Webcast
4.00 Credits
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and operating effectively) in order to prevent future frauds. These controls are taken from Association of Certified Fraud Examiners' Report to the Nations: 2020 Global Study on Occupational Fraud and Abuse. Then we will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly, we will consider the impact of the 2020 pandemic on internal controls in the coming era.
Surgent's A Complete Tax Guide to Exit Planning
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Online/Webcast
2.00 Credits
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.
2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Baton Rouge
3.00 Credits
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 in Public Practice and Business & Industry
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Biloxi
3.00 Credits
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.
Surgent's Preparation and Compilation Engagements Under the SSARS
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Online/Webcast
4.00 Credits
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Online/Webcast
4.00 Credits
Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the 199A deduction to each recipient of Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships, and trusts. This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies relevant to the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today
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Online/Webcast
4.00 Credits
Not-for-profit entities have recently applied critical new standards related to contributions of nonfinancial 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 challenges in not-for-profit accounting.
Surgent's Annual Accounting and Auditing Update
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Online/Webcast
8.00 Credits
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
The Best Individual Income Tax Update Course by Surgent
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Online/Webcast
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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Lunch & Learn In-Person: Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions
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Metairie
2.00 Credits
COURSE DESCRIPTION The 2024 gift and estate tax lifetime exemption is at an historic high of $13.6MM or $27.22MM for a married couple. Using this exemption during the taxpayer’s lifetime removes the future income and growth of the transferred assets from the taxpayer’s estate. However, the window is closing for taxpayers to take advantage of this high exemption. The gift and estate tax lifetime exemption is set to return to its pre-TCJA levels on January 1, 2026, adjusted for inflation estimated at $6.4MM or $12.8MM for a married couple.In many instances, a privately held business is a taxpayer’s biggest asset. There are numerous estate tax minimization strategies that involve gifting or selling an interest in a private business. Vanessa Claiborne and Christine Brox will give a brief overview and show examples of these planning strategies. The session will focus on the value of the private business as well as the circumstances that give rise to discounts on interests transferred, allowing more of the ownership of the business to be transferred under the exemption amount. The session also will show what is needed for a qualified appraisal by a qualified appraiser as defined by the IRS. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the In-Person Lunch & Learn at the LCPA Member Center. ABOUT THE LUNCH&LEARN SERIES Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch included) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge