CPE Catalog & Events

Louisiana’s trust laws are unique—and while they provide important protections, they can also create limitations that impact estate planning strategies. In this session, Leon Rittenberg III, a Board Certified Tax Specialist and Board Certified Estate Planning & Administration Specialist, will explore how Louisiana’s legal framework differs from other states and what those differences mean for practitioners and their clients.Rittenberg will examine key restrictions within Louisiana trust law and compare them with more flexible options available in other jurisdictions. Attendees will gain insight into how other states structure trusts, the planning opportunities they offer, and situations where those alternatives may benefit Louisiana clients.Designed for CPAs and advisors involved in tax and estate planning, this session will provide practical perspectives on navigating Louisiana’s distinct legal landscape while understanding the broader trust planning tools available beyond state borders. Non-CPA staff, student, and candidate affiliates are invited to attend at the member rate (free).

Join the New Orleans Chapter for UNO CPE. Non-CPA staff, student, and candidate affiliates are invited to attend at the member rate (free).

Pinch, Peel & Party — Celebrate the End of Tax Season!You survived the deadlines, the late nights, and the endless returns. Now it’s time to close the books on tax season and celebrate the only way Louisiana CPAs know how — with a crawfish boil!Join your fellow CPAs — from all areas of the profession — for a relaxed evening of all-you-can-enjoy crawfish, great conversation, and well-earned laughs as we celebrate making it through another busy season. The best part? It’s completely free, thanks to the generous support of Origin Bank.Leave the spreadsheets behind, bring your appetite, and reconnect with colleagues who know exactly what the past few months felt like. Whether you come to unwind, network, or simply eat your weight in crawfish, this is the perfect way to shell-ebrate the end of tax season.Come hungry. Leave happy. And don’t forget — the crawfish are on Origin Bank! Be sure to RSVP TODAY!

Tee up a well-deserved break and celebrate the end of busy tax season! After months of deadlines and long hours, it’s time to trade spreadsheets for swings and unwind with fellow professionals at our Golf Happy Hour & Social.Whether you’re a scratch golfer or just here for the 19th-hole vibes, enjoy an evening of friendly competition, mini games, great conversations, and plenty of chances to win fun prizes. Reconnect with friends, meet new professionals, and take a few relaxed “practice swings” at networking while you toast to making it through tax season. Even if you're not in tax, come and enjoy a relaxed atmosphere where the only thing you need to keep under par is the stress level.Your $25 registration includes beer, cocktails, and appetizers—everything you need to keep the good times rolling. So grab your colleagues, bring your best swing (or just your best stories from busy season), and join us for a night that’s sure to be a hole-in-one.Must be 21 or older to attend. Please register by May 1, to ensure we can accommodate everyone comfortably.