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.
Advanced ChatGPT for Accountants
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Online/Webcast
2.00 Credits
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This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. 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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Learning to Teach "Tax" as a Second Language
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Online/Webcast
1.00 Credits
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Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dr. Christopher J. Harper, CPA, MBA
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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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Financial Storytelling the Key in Growing Your Organization to the Next Level
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Online/Webcast
2.00 Credits
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Are you responsible for presenting financial information to your organization, business associates, or clients? If you're a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.
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Surgent's Basis Shifting: Final Regulations
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Online/Webcast
4.00 Credits
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The Internal Revenue Service has targeted complex partnerships it believes are not in compliance with the tax law for audit. One of the abuses the IRS has attacked is transfers of interests in partnerships which result in an increase in the basis of a partner who is subject to a high marginal income tax rate. This perceived abuse results in lower income tax and/or a higher basis in partnership property for the higher marginal income tax partner. The final regulations basically characterize certain partnership-related basis adjustments as transactions of interest on the part of the IRS. In a practical sense, this means that property transfers in a partnership with related party partners may run the risk of IRS scrutiny if audited. It is common for certain types of partnerships, such as real estate limited partnerships, to have related-partner partnerships. The IRS may decide to scrutinize partnerships with related party transfers. Since these final regulations presume an understanding of the rules for partnership distributions and Section 754 elections, the program begins with coverage of those two topics, with time devoted to adjustments under both Section 743(b) and Section 734(b). It would be hard to understand the IRS's claim of abuse without a working knowledge of these transactions.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online/Webcast
4.00 Credits
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All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.Speaker - Art Pulis, MBA
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How Recent Auditing Standards Improve Risk-Based Audits
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Online/Webcast
4.00 Credits
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. 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
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2025 Annual Update for Governmental Accountants & Auditors
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Online/Webcast
8.00 Credits
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This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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 Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
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Online/Webcast
8.00 Credits
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This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.Speaker - Michael Frost, CPA
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ChatGPT for Accountants: 50+ Use Cases
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Online/Webcast
2.00 Credits
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This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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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Officer Compensation Audits: What It Is and How to Defend It
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Online/Webcast
2.00 Credits
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This course examines the key elements of Officer Reasonable Compensation requirements for S and C Corporations. It focuses on the role of court cases in guiding compensation standards, the identification of individuals required to receive it, and strategies for advising taxpayers based on specific circumstances. Participants will also learn how to represent taxpayers before the IRS to defend the Officer’s Reasonable Compensation amount effectively for any given year. *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 - Mary Jane Hourani
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Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online/Webcast
2.00 Credits
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CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Online/Webcast
2.00 Credits
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How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.Speaker - Jeff Lenning
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Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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Online/Webcast
2.00 Credits
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Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in the business life of the entity and its owners. All tax practitioners should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships, and multiple-member limited liability companies treated as partnerships.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Taxation of the Mobile Workforce
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Online/Webcast
2.00 Credits
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Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue, so that you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Not Just Your Everyday FASB Update
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Online/Webcast
4.00 Credits
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This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements. Speaker - Dr. Chris Harper
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Live Webinar K2's Case Studies in Fraud and Technology Controls
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Online/Webcast
8.00 Credits
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.Speaker - Brian Tankersley
Estate and Financial Planning for the Older Client
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Online/Webcast
8.00 Credits
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Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today. *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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Defining Where and Why Internal Controls are Needed
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Online/Webcast
2.00 Credits
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Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session. 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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Navigating IRS Collections: Overview of Form 433 & OIC
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Online/Webcast
2.00 Credits
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This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. 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