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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, Surgent, AHI, AICPA, and K2 Enterprises to deliver high-quality webcast and self-study content in a convenient and cost-effective manner. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
2025 Louisiana Tax Conference - Both Days - Live In Person
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New Orleans
16.00 Credits
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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. Bonus Festive Fun Awaits:• Take the self-guided holiday lights walking tour and soak in the season’s magic Wednesday or Thursday night (sharing more details soon)• Compete in our Holiday sweater contest on Conference Day 2, December 12. (ugly, funny, or fabulous, all are welcome!)• Enjoy surprises, treats, and giveaways throughout the event for in-person attendees including a 2 night 3 day stay at the beautiful Lodge at Gulf State Park! AGENDA Day 1 - December 11 8:00-8:30am - Registration, Breakfast, & Opening Remarks 8:30-10:00 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning. 10:00-10:20 Break 10:20-11:10 What is happening in DC? Melanie Lauridsen • AICPA & CIMA • Washington, DCFeeling buried under a mountain of tax legislation and regulatory updates?Staying ahead of every change that could impact you and your clients is no small feat. This session is designed to empower tax professionals with the latest intelligence on key tax developments. From breaking news to strategic insights, we’ll dive into what matters most—including where the IRS stands on guidance related to the implementation of H.R. 1 (commonly known as OBBBA). Walk away with real-time tax intelligence you can use—today.What you’ll gain:• A clear understanding of the hottest tax topics and how they affect your clients and your practice.• A forward-looking view of the legislative landscape, including technical and administrative issues.• AICPA resources to help you confidently navigate and implement H.R. 1. 11:10-12:00 Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their ClientsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LAShannon Talamo, JD • Associate – Long Law Firm, LLP • Baton Rouge, LASometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS. Sometimes it’s the CPA who puts the client there. Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there. 12:00-1:00 Lunch 1:00-1:50 Current Interactions with the IRS Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.? 1:50-2:50 Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Eversheds Sutherland • Atlanta, GA Many partnerships are now under attack. The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions. Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos. This presentation chronicles the major events culminating in the current court disputes. 2:50-3:10 Break 3:10-4:00 Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities. He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and self-constructed assets placed in service after passage of the bill. 4:00-4:50 Estate and Gift Tax Update Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA. Day 2 - December 12 7:30-8:00Registration, Breakfast, and Opening Remarks 8:00-9:10 Business Tax Update -Partnership Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA 9:10-10:00 The New Normal for S CorporationsRob Keller, CPA, JD, LLM • KPMG • New Orleans, LAThis course delivers up-to-date coverage of recent legislative, regulatory, and judicial developments affecting S corporations. Participants will review key changes in tax law, IRS guidance, and case law impacting S corporation formation, operation, shareholder eligibility, distributions, and tax compliance. 10:00-10:20 Break 10:20-11:10 State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LADepartment of Revenue Update on the implementation of the tax reform.11:10-12:00 AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly. 12:00-1:00 Lunch 1:00-2:00 Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance. 2:00-3:00 Bird’s Eye View: National SALT Trends to Watch Jeff Birdsong, JD • Jones Walker • New Orleans, LA Whether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action. 3:00-3:30 Break/Prize Giveaways 3:30-4:30 Trusts, Wills and Estates: A Practical Guide for CPAs Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. Attendees will gain insights to better support clients through both lifetime planning and estate administration.
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Quality Management: A Practical Approach
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Metairie
8.00 Credits
Are You Ready for the New Standards? Beginning in 2025, the AICPA Quality Management (QM) Standards will usher in a host of new requirements. The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half, participants will work on their firm's QM implementation process, including identifying potential quality risks, assessing those risks, developing responses, and meeting the new QM documentation standards. Join Paul Pierson (Senior Director, Peer Review & Professional Standards) and Heather Lindquist (Senior Director, Peer Review & Professional Standards) for this hands-on workshop. Paul and Heather are both with the Illinois CPA Society.
Tactics to Find Work Life Balance in a Complex World
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Online/Webcast
1.00 Credits
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This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Ronald L Seigneur, CPA/ABV, ASA, CVA
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Current and Upcoming FASB Issues
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Online/Webcast
2.00 Credits
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Keeping up with FASB changesYou'll explore changes in accounting, including: Relevant pronouncements Exposure drafts Projects Additionally, you'll be able to identify recently issued FASB standards and guidance that cover broad and narrow issues, as well as understanding how to apply them. You'll also learn about upcoming standards that will be effective in the near future.
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Mastering Microsoft 365 Copilot for CPAs
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Online/Webcast
2.00 Credits
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Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online/Webcast
4.00 Credits
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With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to see why it's more important than ever to ensure that auditors have a good understanding of the requirements and comply with documentation standards. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor's assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity's internal control. The AICPA issued its Quality Management Standards in 2022. Firms are required to implement the standards by December 15, 2025. And the firm's evaluation of the System of Quality Management is required within one year after that. This is not just a matter of tweaking the firm's existing QM document, the standard requires a risk assessment process to identify risk. The objective of the course is to provide the insights necessary to help auditors and accountants improve not just the quality of their work but also the perception of the accounting profession as a whole. We will focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements, and best practices. We will address the new QM standards.Speaker - Marci Thomas, CPA
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2024 Revision to Government Auditing Standards Impact
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Online/Webcast
4.00 Credits
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This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Daniel W. Bradley, CPA
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Fundamentals of Form 1040 -- Individual
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Online/Webcast
4.00 Credits
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This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Mary Jane Hourani, MM, EA, NTPI Fellow
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Individual Income and Tax Compliance Annual Update
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Online/Webcast
4.00 Credits
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The most pressing tax matters affecting individuals, estates and trusts With so many tax developments that come up during the year, it's hard to stay on top of every salient issue. In this all-new course, learners get a tailored list of updates highlighting only the most pertinent issues concerning individuals, estates and trusts from the past year. Insights to study before, during and after tax season Learners are provided with in-depth explanations of budding issues that their clients may face. This course allows practitioners to develop up-to-date expertise in hot areas. Content includes: Tax rate tables Relevant regulations related to recent legislation affecting individuals, estates and trusts U.S. Tax Court decisions that inform practice Revenue rulings and other IRS documentation that provide a glimpse into IRS rationale
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Finance and Innovation: Reinvent Your Organization and Dept.
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Online/Webcast
8.00 Credits
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Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Don Minges, MBA
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Governmental and Not-for-Profit Annual Update
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Online/Webcast
8.00 Credits
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Change is inevitable and at times overwhelming if you are unprepared. Ensure that you understand the recent developments in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits and give you the tools and knowledge to implement the new standards. Understanding new standards that affect governmental and not-for-profit accounting Recent updates to accounting and auditing standards will change how governmental and not-for-profit accounting and auditing is performed. You'll learn how to implement and understand recent additions, including: GASB Statements FASB Accounting Standards Updates Auditing Standards Board Updates Changes to *Government Auditing Standards* Detailed scenarios to increase your comprehension Real-world examples help increase your comprehension of how to implement the changes in your work. You'll be empowered to properly identify when new standards should be applied.
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The Best Individual Income Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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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. Speaker - Bob Lickwar, CPA
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Hot Topics Accounting Update
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Online/Webcast
2.00 Credits
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Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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
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Operations Level Internal Control
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Online/Webcast
4.00 Credits
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Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. 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
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Introduction to Forensic Data Analytics
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Online/Webcast
2.00 Credits
In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money." Speaker - Vincent Walden
Surgent's Food, Beverage, and Entertainment Expensing
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Online/Webcast
2.00 Credits
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The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. Due to the pandemic, Congress changed the rules for 2021 and 2022 to allow for 100% deductibility for meals. These temporary rules no longer applied starting in 2023. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment. Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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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
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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.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
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Surgent's Understanding Partnership Taxation: Debt Allocations
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Online/Webcast
2.00 Credits
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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.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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What You Can Learn From the Statement of Cash Flows
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Online/Webcast
2.00 Credits
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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
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Allison McLeod's Federal Tax Updates for Individuals - 4 Hour
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Online/Webcast
4.00 Credits
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A multitude of tax changes have are currently taking place, challenging tax practitioner to stay well-informed. This 4 hour program will cover tax developments specific to business, including new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Allison McLeod