CPE Catalog & Events
Start Here and Get on Course
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 Forensic, Litigation & Valuation Services Conference - 1st Day Only - In Person
-
New Orleans
8.00 Credits
See more dates
This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:55 am Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages. It will include current case law, Daubert challenges, and other important factors to consider. 11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS
More Dates
2025 Forensic, Litigation & Valuation Services Conference - 1st Day Only - Webcast
-
Online/Webcast
8.00 Credits
See more dates
This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:55 am Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages. It will include current case law, Daubert challenges, and other important factors to consider. 11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS
More Dates
2025 Forensic, Litigation & Valuation Services Conference - Both Days - In Person
-
New Orleans
16.00 Credits
See more dates
This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:55 am Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages. It will include current case law, Daubert challenges, and other important factors to consider. 11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA 1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveG.F. Gay LeBreton, MBA • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA
More Dates
2025 Forensic, Litigation & Valuation Services Conference - Both Days - Webcast
-
Online/Webcast
16.00 Credits
See more dates
This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:55 am Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages. It will include current case law, Daubert challenges, and other important factors to consider. 11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveG.F. Gay LeBreton, MBA • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA
More Dates
AI Lessons Learned for Accountants
-
Online/Webcast
2.00 Credits
See more dates
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. 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
More Dates
S Corporations: Calculating Shareholder Basis
-
Online/Webcast
2.00 Credits
See more dates
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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
More Dates
Money Laundering 101 for CPAs
-
Online/Webcast
4.00 Credits
See more dates
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
More Dates
Analyzing Financial Statements
-
Online/Webcast
2.00 Credits
See more dates
This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis 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 - Keely Gohl, CPA, CGMA
More Dates
K2's QuickBooks for Accountants
-
Online/Webcast
8.00 Credits
See more dates
The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager. Speaker - Thomas Stephens
More Dates
Monthly Federal Tax Updates - August 2025
-
Online/Webcast
2.00 Credits
See more dates
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
More Dates
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online/Webcast
2.00 Credits
See more dates
In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins. The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis. Speaker - Vincent Walden
More Dates
Adobe Acrobat Tips for Working with PDF Files
-
Online/Webcast
2.00 Credits
See more dates
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
More Dates
How Recent Auditing Standards Improve Risk-Based Audits
-
Online/Webcast
4.00 Credits
See more dates
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. 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
More Dates
Determining Reasonable Compensation for Owner Employees
-
Online/Webcast
1.00 Credits
See more dates
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings. 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
More Dates
Understanding the Tax Implications of Retirement Plan Distributions
-
Online/Webcast
1.00 Credits
See more dates
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. **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
More Dates
CPA to CFO
-
Online/Webcast
1.00 Credits
See more dates
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Lacey Harnar
More Dates
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
Online/Webcast
2.00 Credits
See more dates
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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
More Dates
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
-
Online/Webcast
2.00 Credits
See more dates
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
More Dates
Surgent's Understanding Partnership Taxation: Debt Allocations
-
Online/Webcast
2.00 Credits
See more dates
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
More Dates
2025 A&A Update With Technology Implementation
-
Online/Webcast
4.00 Credits
See more dates
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Melisa F. Galasso, CPA