CPE Catalog & Events

NEW LOCATION THIS YEAR: SHREVEPORT Get ready to dive into a dynamic Fall CPE Cluster, where we’ll tackle the hot topics in accounting and finance. From emerging regulations to tech trends, this is your chance to stay ahead of the curve and earn valuable CPE credits while keeping your skills sharp! 7:30am Registration & Continental Breakfast8:00-9:15Federal Tax Update – One Big Beautiful BillBryan Ehricht, CPA • James, Lambert, Riggs & Associates, Inc • Hammond, LA9:15-9:35 Break 9:35-10:25Driving M&A Success: Market Trends, Valuation, and Enhancing Deal Outcomes G.F. Gay Lebreton • Chaffe & Associates, Inc. • New Orleans, LA  10:25-11:15North Louisiana Economic Update Dr Timothy Magner • Greater Shreveport Chamber of Commerce • Shreveport, LA 11:15-12:15Recent Developments in Trusts and Estates Law with an Emphasis on Industry TrendsChris Holtzclaw, JD • Argent Trust Company • Ruston, LAJames 'Jim' Ferraro, JD • Argent Trust Company • Shreveport, LARecent developments in trusts and estates law are reshaping the way practitioners navigate both tax and fiduciary responsibilities. This session will highlight emerging litigation trends and key tax law updates that directly impact estate planning, administration, and dispute resolution. 12:15-1:15 Lunch 1:15-2:30 Accounting & Auditing UpdateAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA2:30-2:50 Break2:50- 4:20Misappropriation FraudJ. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc.• Monroe, LAA review of the types of misappropriation fraud and the controls that are designed to prevent or detect and correct it, as well as audit procedures that may indicate whether fraud is occurring.

Get ready for another round of high-impact learning at the Winter Cluster, returning to the beautiful Beau Rivage Resort & Casino! This can't-miss event combines cutting-edge CPE with a premier destination, offering the perfect setting to sharpen your skills and recharge for the year ahead. Explore timely, relevant topics presented by some of the profession’s most respected and dynamic speakers. DAY ONE: THURSDAY, NOVEMBER 20 7:30am  Registration/Continental Breakfast 8:00-9:40Single Audits - from Beginning to End J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LASingle audits are performed the same way financial audits are, only on different subject matter.  This session will illustrate the single audit process and the single audit risk model, how they mirror the financial audit process. and the specific steps auditors should follow in performing single audits.9:40-10:00 Break10:00-11:40A&A Update  Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA11:40am – 12:40pm Lunch (included)12:40pm – 2:20pmWorking the DocksSarah Delord, CIMA • Hancock Whitney • New Orleans, LAGovernment policy is reshaping the architecture of both the U.S. and global economies. From trade and taxation and from LNG and labor, the economic landscape continues to shift. In this presentation, we’ll examine the key themes driving these changes and explore what may lie ahead.2:20 – 2:40pm Break2:30 – 4:20pm Tech GumboLes Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LA This session won't teach you to make a roux, but you will learn a variety of technology tips, techniques and trends.  The session will include a Technology Update, covering what's new and what's out of date. It will also contain an update on Cybersecurity, detailing the new threats and how to recognize them.  Finally we'll end with an AI Update, looking at some of the popular GPT products.DAY TWO: FRIDAY, NOVEMBER 217:30am  Continental Breakfast8:00am – 8:50amSilver Linings & Strategic Gifting: Estate Planning in Times of UncertaintyNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LAVanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LAPeriods of economic uncertainty can create unique and timely opportunities for estate planning. This session will explore how fluctuating and unpredictable market conditions can actually work in your favor when transferring wealth—particularly for closely held businesses. With historically high gift and estate tax exemptions still in place, now may be a strategic moment to make significant gifts with potentially 8:50-9:40Striving & Thriving in Work and LifeLauren Navarre, JD • Arena • Slidell, LA• Learn the Art of Time-Blocking;• Acquire Tools for Clarity & Productivity.9:40 – 10:00am Break 10:00 - 11:40 amThe Big Beautiful Bill: Winners, Losers, and What You Can DoGreg Booth, CPA • EisnerAmper • Metairie, LA 

THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. AGENDA Day 1 - December 11 8:30-10:10 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning.?   10:10-10:30 Break   10:30-11:20  What is happening in DC?  Melanie Lauridsen • AICPA & CIMA • Washington, DC  11:20-12:00  State of the State Richard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA  12:00-1:00 Lunch  1:00-1:50  Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their Clients Brooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA Sometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS.? Sometimes it’s the CPA who puts the client there.? Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there.?   1:50-2:50  Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA Many partnerships are now under attack.? The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions.? Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos.? This presentation chronicles the major events culminating in the current court disputes.  2:50-3:10 Break   3:10-4:00  Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities.? He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and ?self-constructed ?assets placed in service after passage of the bill.? ?   4:00-4:50  Estate and Gift Tax Update  Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA.  Day 2 - December 12    8:00-9:10  Business Tax Update -Partnership  Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA  9:10-10:00  S Corporation Update  Anthony J. Nitti, CPA, MST • Ernst & Young LLP • Aspen, CO  10:00-10:20 Break   10:20-11:10  Current Interactions with the IRS  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.?   11:10-12:00  AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly.  12:00-1:00 Lunch   1:00-2:00  Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance.??  2:00-3:00  National SALT Update  Jeff Birdsong, JD • Jones Walker • New Orleans, LA  3:00-3:20 Break   3:20-4:20  Trusts, Wills and Estates: A Practical Guide for CPAs  Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. ?It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. ?Attendees will gain insights to better support clients through both lifetime planning and estate administration. 

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. AGENDA Day 1 - December 11 8:30-10:10 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning.?   10:10-10:30 Break   10:30-11:20  What is happening in DC?  Melanie Lauridsen • AICPA & CIMA • Washington, DC  11:20-12:00  State of the State Richard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA  12:00-1:00 Lunch  1:00-1:50  Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their Clients Brooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA Sometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS.? Sometimes it’s the CPA who puts the client there.? Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there.?   1:50-2:50  Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA Many partnerships are now under attack.? The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions.? Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos.? This presentation chronicles the major events culminating in the current court disputes.  2:50-3:10 Break   3:10-4:00  Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities.? He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and ?self-constructed ?assets placed in service after passage of the bill.? ?   4:00-4:50  Estate and Gift Tax Update  Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA.  

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. AGENDA Day 1 - December 11 8:30-10:10 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning.?   10:10-10:30 Break   10:30-11:20  What is happening in DC?  Melanie Lauridsen • AICPA & CIMA • Washington, DC  11:20-12:00  State of the State Richard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA  12:00-1:00 Lunch  1:00-1:50  Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their Clients Brooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA Sometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS.? Sometimes it’s the CPA who puts the client there.? Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there.?   1:50-2:50  Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA Many partnerships are now under attack.? The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions.? Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos.? This presentation chronicles the major events culminating in the current court disputes.  2:50-3:10 Break   3:10-4:00  Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities.? He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and ?self-constructed ?assets placed in service after passage of the bill.? ?   4:00-4:50  Estate and Gift Tax Update  Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA.  

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. AGENDA Day 1 - December 11 8:30-10:10 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning.?   10:10-10:30 Break   10:30-11:20  What is happening in DC?  Melanie Lauridsen • AICPA & CIMA • Washington, DC  11:20-12:00  State of the State Richard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA  12:00-1:00 Lunch  1:00-1:50  Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their Clients Brooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA Sometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS.? Sometimes it’s the CPA who puts the client there.? Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there.?   1:50-2:50  Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA Many partnerships are now under attack.? The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions.? Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos.? This presentation chronicles the major events culminating in the current court disputes.  2:50-3:10 Break   3:10-4:00  Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities.? He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and ?self-constructed ?assets placed in service after passage of the bill.? ?   4:00-4:50  Estate and Gift Tax Update  Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA.  Day 2 - December 12    8:00-9:10  Business Tax Update -Partnership  Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA  9:10-10:00  S Corporation Update  Anthony J. Nitti, CPA, MST • Ernst & Young LLP • Aspen, CO  10:00-10:20 Break   10:20-11:10  Current Interactions with the IRS  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.?   11:10-12:00  AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly.  12:00-1:00 Lunch   1:00-2:00  Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance.??  2:00-3:00  National SALT Update  Jeff Birdsong, JD • Jones Walker • New Orleans, LA  3:00-3:20 Break   3:20-4:20  Trusts, Wills and Estates: A Practical Guide for CPAs  Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. ?It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. ?Attendees will gain insights to better support clients through both lifetime planning and estate administration.  

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. AGENDA   Day 2 - December 12    8:00-9:10  Business Tax Update -Partnership  Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA  9:10-10:00  S Corporation Update  Anthony J. Nitti, CPA, MST • Ernst & Young LLP • Aspen, CO  10:00-10:20 Break   10:20-11:10  Current Interactions with the IRS  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.?   11:10-12:00  AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly.  12:00-1:00 Lunch   1:00-2:00  Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance.??  2:00-3:00  National SALT Update  Jeff Birdsong, JD • Jones Walker • New Orleans, LA  3:00-3:20 Break   3:20-4:20  Trusts, Wills and Estates: A Practical Guide for CPAs  Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. ?It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. ?Attendees will gain insights to better support clients through both lifetime planning and estate administration. 

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. AGENDA  Day 2 - December 12    8:00-9:10  Business Tax Update -Partnership  Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA  9:10-10:00  S Corporation Update  Anthony J. Nitti, CPA, MST • Ernst & Young LLP • Aspen, CO  10:00-10:20 Break   10:20-11:10  Current Interactions with the IRS  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.?   11:10-12:00  AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly.  12:00-1:00 Lunch   1:00-2:00  Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance.??  2:00-3:00  National SALT Update  Jeff Birdsong, JD • Jones Walker • New Orleans, LA  3:00-3:20 Break   3:20-4:20  Trusts, Wills and Estates: A Practical Guide for CPAs  Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. ?It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. ?Attendees will gain insights to better support clients through both lifetime planning and estate administration. 

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