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 Individual and Financial-Planning Tax Camp
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Online/Webcast
8.00 Credits
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Online/Webcast
8.00 Credits
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.
Webcast: 2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Online/Webcast
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: 2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Online/Webcast
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 Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Online/Webcast
2.00 Credits
How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Online/Webcast
2.00 Credits
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.
Surgent's Top Individual Tax Planning Strategies
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Online/Webcast
2.00 Credits
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2024 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online/Webcast
2.00 Credits
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
Surgent's What Tax Practitioners Need to Know About Medicare
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Online/Webcast
2.00 Credits
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.
Surgent's Introduction to Forensic Accounting
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Online/Webcast
4.00 Credits
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
Surgent's Anatomy of a Ransomware Event and Incident Response
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Online/Webcast
2.00 Credits
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.
Surgent's Guide to Partner Capital Account Reporting
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Online/Webcast
2.00 Credits
Tax practitioners are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For tax practitioners preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.
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 Construction Contractors: Accounting and Financial Reporting Issues
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Online/Webcast
4.00 Credits
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to the many users of the financial statements (especially considering the impact of COVID-19). In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit.
Surgent's Industry Accountant Key Performance Metrics
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Online/Webcast
8.00 Credits
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online/Webcast
8.00 Credits
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
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.
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. Join Heather Schreiber, RICPr, NSSAr, founder of HLS Retirement Consulting, LLC, and author of Social Security Advisor, as she 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 Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
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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.
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing E
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Online/Webcast
2.00 Credits
Workplace harassment - especially sexual harassment - has dominated headlines in light of the #MeToo movement. While nothing suggests that such harassment is more prevalent than it was before the movement, people now feel more empowered to speak out, and the standard of appropriate workplace conduct is changing. With harassment claims to the U.S. Equal Employment Opportunity Commission increasing over 50% in 2018, it is more important than ever to understand how to prevent and avoid harassment in the workplace.