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 Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs
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Online/Webcast
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.
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.
2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Lafayette
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: Annual FASB Update and Review
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Online/Webcast
4.00 Credits
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners, including recently released 2024 ASUs. Specifically, the course will review recently issued FASB standards on leases and provide an update on ASC 842 and ASC 326 post-implementation items and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Online/Webcast
2.00 Credits
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Online/Webcast
2.00 Credits
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.
Surgent's What CPAs Should Know About Trust Instruments
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Online/Webcast
2.00 Credits
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online/Webcast
4.00 Credits
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online/Webcast
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Online/Webcast
4.00 Credits
With the constant churning of governmental accounting standards, 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 governmental 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 most critical challenges in governmental accounting today.
2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Lafayette
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: Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
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Online/Webcast
4.00 Credits
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer R
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Online/Webcast
4.00 Credits
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!
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 Preparing Individual Tax Returns for New Staff and Paraprofessionals
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Online/Webcast
8.00 Credits
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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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. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
Webcast: Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
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Online/Webcast
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
Surgent's Successfully Completing a Gift Tax Return -- Form 709
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Online/Webcast
2.00 Credits
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.
Lunch & Learn In-Person: Champagne or Vinegar? A Look at What the New Year May Bring to the Economy
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Metairie
2.00 Credits
COURSE DESCRIPTION By the time this course rolls around, 2024 will almost be in the history books and voters will have had their say in November. This course will look back at what we learned during the year and what it might mean for the economy and markets as we move forward, including: What can we expect from policy out of DC (and other world capitals)? What about the Great Fiscal Cliff of 2025 as major provisions of the Tax Cuts and Jobs Act are set to expire impacting both households and businesses? ...and the expiration of significant COVID-era healthcare subsidies? Oh, and the small matter of the debt ceiling coming back into effect? What about “traditional” economic drivers like labor, inflation, trade, etc.? 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. 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. NOTE: This product is for the In-Person Lunch & Learn at the LCPA Member Center. Purchase 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 incuded) 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
Lunch & Learn Webcast: Champagne or Vinegar? A Look at What the New Year May Bring to the Economy
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Online/Webcast
2.00 Credits
COURSE DESCRIPTION By the time this course rolls around, 2024 will almost be in the history books and voters will have had their say in November. This course will look back at what we learned during the year and what it might mean for the economy and markets as we move forward, including: What can we expect from policy out of DC (and other world capitals)? What about the Great Fiscal Cliff of 2025 as major provisions of the Tax Cuts and Jobs Act are set to expire impacting both households and businesses? ...and the expiration of significant COVID-era healthcare subsidies? Oh, and the small matter of the debt ceiling coming back into effect? What about “traditional” economic drivers like labor, inflation, trade, etc.? 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 Webcast Lunch&Learn. 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 incuded) 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