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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.
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Check back soon for our extensive list of hundreds of courses to fit your learning goals.
Surgent's Understanding How the IRS Rewards Whistleblowers
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Online/Webcast
2.00 Credits
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In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to investigating, processing and recovering claims concerning the underpayment of taxes. Under the IRS' new program, whistleblowers may recover 15 to 30 percent of the amount collected provided the taxes and amounts in dispute exceed $2 million. If the whistleblower's claim does not meet these criteria, the IRS may still consider granting an award under its pre-2006 Tax Relief Act discretionary authority. Given the rapid growth of this program, practitioners should have a basic understanding of the procedure and content for IRS Whistleblower claims, both from the perspective of a claimant's potential to recover and a taxpayer's exposure to liability.Speaker - Jason Cornell, Esq.
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Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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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. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Surgent's Buying and Selling a Business: Tax and Structuring Overview
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Online/Webcast
4.00 Credits
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One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Speaker - Michael Frost, CPA
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Surgent's A Complete Tax Guide to Exit Planning
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Online/Webcast
2.00 Credits
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When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.Speaker - Bob Lickwar, CPA
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Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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Online/Webcast
2.00 Credits
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Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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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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Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Online/Webcast
2.00 Credits
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Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another - but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.Speaker - Deb Brown
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Surgent's Exploring Business Valuation Fundamentals
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Online/Webcast
2.00 Credits
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What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Surgent's Tax Reporting for Executive Compensation
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Online/Webcast
2.00 Credits
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This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted stock awards, stock appreciation rights (SARs), phantom stock plans, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation, common tax reporting errors to avoid, and strategies for handling extensions, estimated taxes, and increased IRS scrutiny.Speaker - Daniel Johnson
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Surgent's Representing a Client in an IRS Audit
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Online/Webcast
3.00 Credits
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Recent legislation in Congress has provided the IRS with substantially increased funding to bolster its human staff and purchase software that will allow the IRS to audit many more taxpayers in a more effective way. The IRS believes it can target the right kinds of taxpayers for audits so that it will not waste its time on audits that produce little, if any, revenue. The purpose of this program is to discuss the current state of IRS audits and the anticipated increases in the IRS's ability to audit wealthier taxpayers in an efficient way. The course will discuss the state of the IRS's current audits and where the IRS is headed with audits in the coming years. Tax practitioners should also be aware of the state of the IRS's efforts to target efficiencies so as to produce the most revenue.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Online/Webcast
2.00 Credits
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According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.Speaker - Christina Hilton, CPA
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Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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Online/Webcast
8.00 Credits
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The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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Online/Webcast
2.00 Credits
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Getting ready for busy season involves not only knowing the tax rules for 2025, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2025 tax returns. This course provides tax return preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2025 and IRS filing issues and deadlines as they relate to 2025.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Implementing Subscription Pricing to Your Practice
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Online/Webcast
2.00 Credits
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This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and how to analyze the financial impacts of these decisions, as well as the specific impacts to your business. By the end of this course, participants will be equipped with the knowledge and skills to effectively manage the implementation of subscription pricing to their practice.Speaker - Christina Hilton, CPA
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Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
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Online/Webcast
2.00 Credits
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It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shopping to entertainment and business transactions. Why wouldn't accounting firms and other professionals want to get in early on this new frontier? All types of businesses have begun purchasing and setting up shop in this new virtual world. These are no small endeavors - professionals are creating business plans to operate successfully in the virtual world that started off originally as a niche format for gamers. Accounting firms are starting to announce their acquisition of virtual real estate, and some are paying a premium to obtain prime locations. To operate successfully in the metaverse, professionals need to understand the environment and the rules of the game. This course provides an introduction to the metaverse and an overview of opportunities, risks and rewards for professionals who wish to stay relevant in the ever-expanding virtual world. Participants will walk away with an understanding of where we are in this rapidly developing space, plus gain insights on how to establish a presence or advise clients who wish to explore metaverse opportunities.Speaker - Jason Cornell, Esq.
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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online/Webcast
2.00 Credits
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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.Speaker - Ciro Poppiti, Esq.
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Surgent's A Complete Guide to Reporting Form 1099-DA
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Online/Webcast
2.00 Credits
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For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
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Online/Webcast
4.00 Credits
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This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. This course covers the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online/Webcast
4.00 Credits
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Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.Speaker - Michael Frost, CPA
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Surgent's Raising Financially Capable Children
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Online/Webcast
2.00 Credits
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This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection. With new and updated information and tactics, professionals can learn best practices to engage clients and their children.Speaker - Clint Greenleaf