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.
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.
Clean, Transform & Load Data in Power BI
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Online/Webcast
2.00 Credits
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This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation. 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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Implementing and Maintaining an Internal Control System
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Online/Webcast
8.00 Credits
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Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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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Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Metairie
8.00 Credits
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online/Webcast
2.00 Credits
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Recently issued generally accepted auditing standards were designed to enhance audit quality. This course will address the most commonly misapplied concepts and FAQ in properly implementing the new requirements in the way intended to achieve that goal. Speaker - Jennifer Louis
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Depreciating & Expensing Business Assets
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Online/Webcast
2.00 Credits
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This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. **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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Surgent's Establishing State Residency and Saving Your Clients Money
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Online/Webcast
2.00 Credits
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Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can't afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.Speaker - Ciro Poppiti, Esq.
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Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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Online/Webcast
2.00 Credits
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Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Overcome Your Obstacles to Abundance
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Online/Webcast
4.00 Credits
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Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it. Speaker - Jonathan Robinson
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Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Online/Webcast
8.00 Credits
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The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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The Best Federal Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU. Speaker - Bob Lickwar, CPA
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Beyond the Numbers: Success Strategies for Female CPAs
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Online/Webcast
2.00 Credits
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Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tara Whitney, CPA, ACC
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K2's Ten PDF Tips You Need To Know
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Online/Webcast
1.00 Credits
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs. Speaker - Thomas Stephens
Partnership Tax Updates (2025)
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Online/Webcast
2.00 Credits
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The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. 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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Estate Planning for Today and Beyond
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Online/Webcast
8.00 Credits
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Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com Speaker - Arthur Werner
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Tax Depreciation: Review and Update
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Online/Webcast
2.00 Credits
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A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. 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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Analytical Procedures for Nonprofits
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Online/Webcast
2.00 Credits
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Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information and trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength and efficiency of nonprofits in achieving objectives and knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements. Speaker - Jennifer Louis
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ChatGPT Vision for Financial Analysis
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Online/Webcast
2.00 Credits
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This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. 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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Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online/Webcast
4.00 Credits
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Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - David Peters