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, 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.
CFO Series: AI is Not the Enemy: Getting the Most from AI
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Online/Webcast
1.00 Credits
Are you and your organization using AI effectively today? AI isn't coming, it's already here. As a leader, you don't need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this isn't a doom-and-gloom session. It's about showing you how to lead confidently in a world where AI plays a growing role in financial decision making, whether you're already deploying AI or not. Those who embrace AI are ready for tomorrow, do not be left behind.
Monthly Federal Tax Updates - December 2026
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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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online/Webcast
4.00 Credits
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Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers.
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ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online/Webcast
8.00 Credits
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This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. *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 terri.storer@acpen.com
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Executive Presence, Personal Brand: Structure Your Narrative
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Online/Webcast
1.00 Credits
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Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance, and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Viewing A&A Through the Eyes of a Tax Practitioner
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Online/Webcast
1.00 Credits
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This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement, and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ACPEN: Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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Online/Webcast
2.00 Credits
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The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again.
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ACPEN: A Practical Guide to Trusts
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Online/Webcast
8.00 Credits
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This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate, and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts. With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers, and financial planners with the expertise to navigate probate avoidance, streamline asset distribution, and manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations. *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
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AICPA Town Hall Series (Rebroadcast of 12/17/2026)
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Online/Webcast
1.00 Credits
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The AICPA Town Hall Series is the profession's resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
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Internal Controls Over Compliance vs Compliance
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Online/Webcast
1.00 Credits
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Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
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Online/Webcast
2.00 Credits
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This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.
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Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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Online/Webcast
2.00 Credits
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This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.
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Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Online/Webcast
2.00 Credits
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Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.
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Surgent's Update on the SECURE 2.0 Act
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Online/Webcast
2.00 Credits
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This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information relating to these changes in order to effectively advise your clients on these important provisions.
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ACPEN: Let's Play The 90 Day Money Game!
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Online/Webcast
4.00 Credits
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The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax and compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income and take their earning power to the next level. Once you master the philosophy and practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially and are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing and turn good clients into GREAT ones! Here’s how it works: Take your money challenges and turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME – creating and working toward a Bold Money Goal IMPACT – expanding your reach in the world with clients and contacts INNER PEACE – turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don’t stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient and exhausting. Learn how to take action from inspiration. Discover a new way to think about money creation and nourish yourself in the process. Remember…You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other – let’s decide to use that time in a clear and direct way to create a Money Breakthrough! Learn this winning philosophy for yourself and then use these principles and tools in your work with clients.
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Microsoft 365 Application Lightning Round Review-Updated
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Online/Webcast
1.00 Credits
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Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Reasonable Compensation for S Corps
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Online/Webcast
2.00 Credits
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Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online/Webcast
4.00 Credits
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Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
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Surgent's Guide to Payroll Taxes and 1099 Issues
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Online/Webcast
4.00 Credits
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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. As a result, 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 an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.
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Surgent's Preparation and Compilation Engagements Under the SSARS
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Online/Webcast
4.00 Credits
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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.
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