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, 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.
Our 2025 Course Listing is on its way!
Check back soon for our extensive list of hundreds of courses to fit your learning goals.
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
-
Online/Webcast
2.00 Credits
See more dates
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares tax practitioners to assist their clients with worker classification audits, and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits - Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
More Dates
Surgent's Public Speaking and Presentation Skills
-
Online/Webcast
2.00 Credits
See more dates
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others. Speaker - Jason Cornell, Esq.
More Dates
Surgent's Taking Advantage of Like-Kind Exchanges
-
Online/Webcast
2.00 Credits
See more dates
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
More Dates
Talk This Way - Communication Skills for the CPA
-
Online/Webcast
2.00 Credits
See more dates
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
More Dates
Mastering Microsoft 365 Copilot for CPAs
-
Online/Webcast
2.00 Credits
See more dates
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. 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
The 10 Must Know Excel Features
-
Online/Webcast
2.00 Credits
See more dates
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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
More Dates
Mastering IRS Form 7217: Partnership Property Distributions
-
Online/Webcast
1.00 Credits
See more dates
The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election. 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
Implementing an AI-Enabled Marketing Strategy for Your Firm
-
Online/Webcast
1.00 Credits
See more dates
Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Gaynor Hardy (Meilke), MS, CBC
More Dates
Grading Your Auditors - Are You Getting the Most Value?
-
Online/Webcast
2.00 Credits
See more dates
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. 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
Surgent's Required Minimum Distributions: Compliance and Planning
-
Online/Webcast
4.00 Credits
See more dates
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.Speaker - Michael Frost, CPA
More Dates
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
-
Online/Webcast
4.00 Credits
See more dates
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
More Dates
AICPA's Annual Federal Tax Update
-
Online/Webcast
8.00 Credits
See more dates
A summary and analysis of the latest tax developments Building on your current understanding of tax strategies, this comprehensive course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. All-new materials ensure a focused discussion of only the hottest topics affecting all types of taxpayers, including individuals, pass-through entities, C corporations, estates and trusts. Topics include: Inflation adjustments New and expanded individual and business credits Beneficial ownership information (BOI) requirements U.S. Tax Court cases A curated list of updates to help you prepare for tax season All-new content includes the most salient court cases and IRS revenue rulings, notices, FAQs, private letter rulings and chief counsel advice memoranda issued in the past year. You'll also find reminders about legislation that changed recently, including bonus depreciation limits, final regulations that go into effect and more. Recent U.S. Tax Court cases affecting individuals, nonbusiness and general business matters shed light on pivotal updates from the past year. Our in-depth analysis provides actionable insights to inform your practice.
More Dates
Surgent's Single Auditing Made Simple
-
Online/Webcast
8.00 Credits
See more dates
Single auditing can seem complex. With thousands of pages of potential AICPA, GAO, and OMB literature coming together for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do; however, it does not have to be that way. This course is designed to sharpen your skills and knowledge in performing single audits and eliminate wasted efforts under the 2024 Uniform Guidance for Federal Awards revision.Speaker - Charlie Blanton, CPA
More Dates
The Best Federal Tax Update Course by Surgent
-
Online/Webcast
8.00 Credits
See more dates
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
More Dates
Walter Haig's SSARS Prep, Comp and Review Update
-
Online/Webcast
8.00 Credits
See more dates
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! 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
More Dates
Securing Your Data with a Password Management App - Updated
-
Online/Webcast
2.00 Credits
See more dates
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. 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
Comprehensive Accounting and Financial Reporting Update
-
Online/Webcast
4.00 Credits
See more dates
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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. Henry, CPA, CGMA
More Dates
AI Prompt Engineering Masterclass for Accountants
-
Online/Webcast
2.00 Credits
See more dates
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. 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
Surgent's A Complete Guide to Reporting Form 1099-DA
-
Online/Webcast
2.00 Credits
See more dates
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
More Dates
Surgent's A Complete Tax Guide to Exit Planning
-
Online/Webcast
2.00 Credits
See more dates
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