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.
LLC's & S Corporations: a Comparative Analysis
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Online/Webcast
8.00 Credits
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This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Mary Jane Hourani, MM, EA, NTPI Fellow
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Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
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Online/Webcast
8.00 Credits
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Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.Speaker - Michael Frost, CPA
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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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Tax Implications of Retirement Plan Distributions
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Online/Webcast
1.00 Credits
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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. 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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Advanced Excel for Staff - Build Reports and Analyze Data
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Online/Webcast
2.00 Credits
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Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. 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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Yellow Book Independence and Single Audit Fundamentals
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Online/Webcast
4.00 Credits
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This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit 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 - Adelina Burke, CPA
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Future-Ready Finance: Motivating the Next Workforce
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Online/Webcast
1.50 Credits
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As the workforce continues to evolve, finance professionals must adapt to new expectations, diverse work styles, and shifting motivators to attract and retain top talent. Future-Ready Finance: Motivating the Next Workforce explores how organizations can create an environment that fosters engagement, innovation, and long-term success.
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2025 Single Audit Update
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Online/Webcast
2.00 Credits
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This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. 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
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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 Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Online/Webcast
2.00 Credits
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How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
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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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ACPEN Signature 2025- Small Business: Hot Tax Issues Today
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Online/Webcast
8.00 Credits
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2025 will be a big year for small businesses no matter what decisions are made: Will tax cuts/changes enacted as part of the Tax Cut and Jobs Act expire at year end as scheduled or will they be extended? If extended, which provisions are included and how long is the extension? Will overtime pay be taxed differently in the future causing additional changes to small business payroll systems? Will employers be relieved of reporting tip income and what exactly is tip income? What additional requirements may be imposed on employers to deter employment of illegal/undocumented workers? What requirements and penalties are already in place and what’s coming? What will happen to ongoing judicial efforts of small businesses to fight self-employment taxes imposed by the IRS on LLC Members and active limited partners? How is the IRS reacting to changes? **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 - James Smith, C. Clinton Davis
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Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online/Webcast
8.00 Credits
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This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations—such as divorce, bankruptcy, and other personal and business matters—this course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations. Speaker - Arthur Werner
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Walter Haig's Personal Financial Health Checkup
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Online/Webcast
8.00 Credits
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This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Walter J. Haig
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1040 Tax Prep Automation with AI Tools
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Online/Webcast
2.00 Credits
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There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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Best Non-Google Search Tools for Accountants
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Online/Webcast
2.00 Credits
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The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power. 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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K2's Advanced Topics In Power BI
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Online/Webcast
2.00 Credits
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So, you've been using Power BI to create fundamental reports and dashboards, and now you're ready for even more advanced reporting & if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool. Speaker - Thomas Stephens
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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
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Donating Cryptocurrency and Avoiding Traps for the Unwary
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Online/Webcast
2.00 Credits
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As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing taxpayers whose deductions of digital assets charitable gifts was scrutinized. 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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How to Double Your Firm's Revenue Through CFO and Advisory
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Online/Webcast
1.00 Credits
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In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space. Does this sound familiar? If so, this webinar is for you. This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Adam Lean