CPE Catalog & Events
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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, and Surgent to deliver high-quality webcast and self-study content conveniently and cost-effectively. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
Surgent's Social Security and Medicare: Planning for You and Your Clients
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Online/Webcast
8.00 Credits
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Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.Speaker - Michael Frost, CPA
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Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
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Online/Webcast
8.00 Credits
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Building a solid foundation of partnership and LLC taxation A foundational understanding of partnership taxation is essential to a tax preparer's career. Given that most U.S. businesses are formed as pass-through entities, you'll likely encounter partnership tax matters that require your attention. This course covers the taxation of partnerships, including limited liability companies (LLCs) treated as partnerships for U.S. federal income tax purposes. Matters discussed include: Common transactions Check-the-box election rules Consequential court cases involving partnership formation Skills to explain partnership taxation matters to your clients Talking about tax can sometimes sound like speaking a foreign language to your clients. Learn how to explain complex issues with accuracy and confidence.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online/Webcast
8.00 Credits
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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.Speaker - Bob Lickwar, CPA
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You Don't Know What You Don't Know About Microsoft Excel
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Online/Webcast
8.00 Credits
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Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. 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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Casualty Losses: Disaster Relief Act of 2024
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Online/Webcast
1.00 Credits
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Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through exclusions of payments received as compensation for wildfire damages - retroactive to 2014! This course will review the provisions of this new act. 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
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Leverage PowerBI.com to Create Data Analysis for Others
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Online/Webcast
2.00 Credits
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Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. 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
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Disrupt to Dominate: Mastering Change Leadership
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Online/Webcast
4.00 Credits
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In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tammy Daugherty
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Safety Synergy: Uniting Elements for a Secure Workplace
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Online/Webcast
1.20 Credits
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Creating a culture of safety in a workplace requires attention in many different areas. We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone. Speaker - Andy Sexton, Chad Ayers
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Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online/Webcast
2.00 Credits
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Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This course looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.Speaker - Jason Cornell, Esq.
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Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
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Online/Webcast
4.00 Credits
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this four hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and 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
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Online/Webcast
8.00 Credits
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Adobe Acrobat Tips for Working with PDF Files
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Online/Webcast
2.00 Credits
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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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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Nonprofit Taxation Rules and Form 990
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Online/Webcast
2.00 Credits
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This course explores the latest tax provisions impacting non-profit entities, including charities, hospitals, and universities, with a focus on common issues CPAs may face when completing their clients Form 990. *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 - Steven Dilley
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Monthly Federal Tax Updates - November 2025
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Online/Webcast
2.00 Credits
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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
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Navigating IRS Collections: The Collection Process
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Online/Webcast
2.00 Credits
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This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. 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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Schedule C of Form 1040
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Online/Webcast
2.00 Credits
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Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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
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S Corporation Essentials: Review & Update
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Online/Webcast
4.00 Credits
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This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. **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 - Doug Van Der Aa
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Tax Season Update for Business with Steve Dilley
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Online/Webcast
4.00 Credits
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This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. 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
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ChatGPT and Advanced Financial Analysis for Accountants
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Online/Webcast
2.00 Credits
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This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. 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
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What's Behind the Data?
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Online/Webcast
2.00 Credits
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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Keely Gohl, CPA, CGMA