Webcasts & Webinars June – August 2016

Society of Louisiana Certified Public Accountants

Oh, the places you’ll go.

KNOWIN THE

Online learning in these categories: • Accounting & Auditing • Government & Nonprofit • Management • Taxation

Table of ContentsAccounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Government & Nonprofit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Taxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

LCPA Administration and Registration Rules . . . . . . . . . . . . . . . . . . Inside Back Cover

Webinars/Webcasts June – August 2016KNOW

IN THE

Many CPAs are including high-quality webcasts, webinars, and on-demand courses as part of their overall training regimen. Here are some tips to make the most of your online experience!

1. GET READY.Issues can come up from almost anywhere—from your viewing device to your internet connection . These courses are far more complex than a YouTube video due to attendance checkpoints, chat, and slides, so a few advance measures can prevent issues during the course .

A. TEST your laptop/computer with the right internet speed. There’s nothing worse than signing on and not seeing video or hearing audio . We’ll provide system requirements in advance . To test your internet speed, go to speedtest .net and click “BEGIN TEST .” (You want a minimum of 3 Mbps download speed) .B. DOWNLOAD the materials in advance. Quickly scan the materials and make note of the sections most relevant to you . C. TAKE TIME to setup and concentrate. For the best viewing experience, create a private workspace using headphones or earbuds, and a recently rebooted computer with minimal applications or browser tabs open .

2. GET SET. Webcasts and webinars are designed to be interactive . Since you reviewed the materials ahead of time (See #1), you probably have questions . Use the ‘Questions’ or ‘Ask the Instructor’ option to type in a question at any time .

3. GO!Even with the best of preparation there can be unforeseen problems . Make note in advance of the support email/phone numbers so you can get help quickly if necessary .

4. GIVE FEEDBACK – AND GET GREATER VALUE Every course offers a survey to let us know how we are doing . We want every learning experience to be the best so survey comments are shared with instructors and support teams . If you would like a response, please let us know .

Oh, the places you’ll go.Now you can get your CPE fix just about anywhere, any time. We just added 100+ webcasts and webinars to our already ridiculously awesome CPE catalog . With hundreds of online courses to choose from, we make it easy for you to get your knowledge on in just about any (wi-fi-enabled) environment . Oh, the places you’ll go .

In the Know puts all of these courses at your fingertips. Full descriptions and easy online registration are only a click away at LCPA .org

3

ACCOUNTING & AUDITING

Fees reflect member/non-member rates.

6/14 Descriptive Statistics Time: 12:00 – 2:00 pm CPE: 2 Acronym: Speaker: Jun Dai Level: Overview Fee: $60/94 CADEST16

6/18 Fraud and Cash Receipts: Common Time: 12:00 – 3:30 pm CPE: 4 Acronym: Frauds and Internal Controls Level: Basic Fee: $159/199 WBCL4RCR116 Speaker: Glenn Helms

6/18 The Most Common Financial Statement and Asset Time: 8:00 am – 11:30 AM CPE: 4 Acronym: Fraud Schemes: How to Detect and Prevent Them Level: Intermediate Fee: $159/199 WBCL4TTFS316 Speaker: Glenn Helms

6/22 Leases: Mastering the New FASB Requirements Time: 11:00 am – 7:00 pm CPE: 8 Acronym: Speaker: Daryl Krause Level: Intermediate Fee: $249/319 WBLEAS116

6/25 Analyzing a Company’s Financial Statement Time: 12:00 – 3:30 pm CPE: 4 Acronym: Speaker: Anthony LaRusso Level: Basic Fee: $159/199 WBCL4FSABM316

6/28 Construction Contractors: Accounting, Auditing, and Tax Time: 11:00 am – 7:00 pm CPE: 8 Acronym: Speaker: Jennifer Elder Level: Basic Fee: $249/319 WBCAAT316

7/6 GAAP Update Time: 8:30 am – 4:00 pm CPE: 8 Acronym: Speaker: Mark Dauberman Level: Update Fee: $245/375 CAGAPUP116

7/7 Fraud and Embezzlement: Risk Management Strategies Time: 12:00 – 2:00 pm CPE: 2 Acronym: Speaker: Duncan Will Level: Basic Fee: $60/94 CACOFE216

7/11 Leases: Mastering the New FASB Requirements Time: 9:30 am – 5:30 pm CPE: 8 Acronym:: Speaker: Daryl Krause Level: Intermediate Fee: $249/319 WBLEAS216

7/20 Small Business Financial Statements Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Richard Ferdinand Level: Overview Fee: $120/188 CAFRF416

7/22 Revenue Recognition Under ASC 606 Time: 2:00 – 3:00 pm CPE: 1 Acronym: Speaker: Summer Taylor Level: Basic Fee: $30/50 CARRAS16

8/9 How Honest Accountants Become Victims of Time: 3:00 – 4:00 pm CPE: 1 Acronym: Fraudsters or Worse! Level: Overview Fee: $30/50 CAHHCF16 Speaker: Ron Klein

8/15 Accounting for Deferred Income Taxes Time: 9:30 am – 5:30 pm CPE: 8 Acronym: Speaker: Marty Van Wagoner Level: Basic Fee: $249/319 WBAIT116

8/23 Fraud: Essential Audit Tools and Techniques Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Thomas Noce Level: Basic Fee: $120/188 CAFRAUD4116

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GOVERNMENT & NONPROFIT

6/25 GASB Statement No. 68 Audit and Accounting Workshop Time: 12:00 – 3:30 pm CPE: 4 Acronym: Speaker: Bruce Shephard Level: Intermediate Fee: $159/199 WBCL4GA6816

6/25 GASB 68 and 71: New Pension Standards Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Gary Caporicci Level: Overview Fee: $120/188 CAGNPS16

Make connections that count.Collaborate with our experienced team to make the meaningful connections you need to succeed. Let us be an integral part of your customer relationship strategy.

Sponsorship/EventsMisean Reed504.904.1133mreed@lcpa.org

Print/Online AdvertisingAnn Lupo504.904.1125alupo@lcpa.org

Classified AdsKatherine Kovach504.904.1129kkovach@lcpa.org

Sponsor. Exhibit. Advertise.

2016 Summer Conferences & Workshopsjuly

Not-for-Profit WorkshopJul 15 • LCPA Kenner Training Center

Summer Education ConferenceJul 25-29 • Sandestin, FL

augustState & Local Tax WorkshopAug 5 • Crowne Plaza Baton Rouge

Business & Industry Conference Aug 11-12 • Ritz-Carlton New Orleans

Accounting & Auditing ConferenceAug 18-19 • Ritz-Carlton New Orleans

Estate & Financial Planning WorkshopAug 26 • Wyndham Shreveport

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GOVERNMENT & NONPROFIT MANAGEMENT

For full descriptions and to register, visit lcpa.org/OnlineCPE.

6/11 Mastering Data Preparation and Analysis in Excel Time: 10:00 am – 12:00 pm CPE: 2 Acronym: Speaker: Bryan Smith Level: Intermediate Fee: $99/129 WBEXCL116

6/11 Spreadsheet Risk: Can You Eliminate It? Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Bryan Smith Level: Basic Fee: $99/129 WBEXRISK116

6/14 Cloud Systems: Is My Data Safe and Secure? Time: 9:00 – 10:00 am CPE: 1 Acronym: Speaker: John Higgins Level: Basic Fee: $59/69 WBCLDATA116

6/15 SEO: Get More People to Your Website Time: 1:00 – 2:00 pm CPE: 1 Acronym: and Increase Business Level: Basic Fee: $30/50 CAMSEO16 Speaker: Dennis Gentles

6/16 10 Steps to a Digital Office in the Cloud Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBDIGI116

6/17 The Facts: Budgeting, Planning & Forecasting Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Kathy Johnson Level: Intermediate Fee: $120/188 CATFBP16

6/20 Inspector Gadget Technology Update Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: David Cieslak Level: Update Fee: $60/94 CAIGTU16

6/21 NetSuite: Segregation of Duties Analysis Time: 11:00 am – 12:00 pm CPE: 1 Acronym: Speaker: Kim Le Level: Intermediate Fee: $30/50 CANSDA16

6/21 Nonverbal Communication: Time: 12:00 – 2:00 pm CPE: 2 Acronym: The Silent Language of Success Level: Overview Fee: $60/94 CANVCA16 Speaker: Wanda Royse

6/22 KPI Dashboards: The New Financial Reporting Model Time: 9:00 – 11:00 am CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBKPIDB16

6/22 Using Microsoft OneNote as a MAP Handbook Tool Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBONMAP116

6/23 Achieving Success as a New Manager Time: 2:00 – 4:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Overview Fee: $60/94 CAASNM16

6/23 High Performance Communication Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Basic Fee: $60/94 CALPC16

6/24 Excel Power User Module 3: Six Critical Excel Functions Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Jeff Lennin Level: Overview Fee: $60/94 CAEPU3116

6/24 Excel Power User Module 4: Time: 10:30 am – 12:30 pm CPE: 2 Acronym Handling Errors and Comparing Lists Level: Overview Fee: $60/94 CAEPU4116 Speaker: Jeff Lennin

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MANAGEMENT

Fees reflect member/non-member rates.

6/27 Streamlined Excel Reporting Series Session 1: Time: 7:00 – 9:00 pm CPE: 2 Acronym: PivotTable Fundamentals Level: Intermediate Fee: $99/129 WBPIV116 Speaker: Jeff Lenning

6/27 Time to Get Serious About Information Security Time: 7:00 – 9:00 pm CPE: 2 Acronym: Speaker: Bryan Smith Level: Basic Fee: $99/129 WBSECTY116

6/28 MS PowerPoint & Advanced Techniques for Time: 1:00 – 3:00 pm CPE: 2 Acronym: Better Presentations Level: Intermediate Fee: $99/129 WBPPADV16 Speaker: Bryan Smith

6/28 Streamlined Excel Reporting Series Session 2: Time: 7:00 – 9:00 pm CPE: 2 Acronym: Working With PivotTables Level: Intermediate Fee: $99/129 WBPIV216 Speaker: Jeff Lenning

6/29 2016 Technology Update Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBTECU116

6/29 Streamlined Excel Reporting Series Session 3: Time: 7:00 – 9:00 pm CPE: 2 Acronym: PivotTable Wrap-Up and Web Data Level: Intermediate Fee: $99/129 WBPIV316 Speaker: Jeff Lenning

6/30 CRM: How to Organize Clients, Leads and Automate Time: 10:30 – 11:30 am CPE: 1 Acronym: Sales and Operations Level: Basic Fee: $30/50 CAMCRM16 Speaker: Dennis Gentles

6/30 Streamlined Excel Reporting Series Session 4: Time: 7:00 – 9:00 pm CPE: 2 Acronym: External Data and PivotCharts Level: Intermediate Fee: $99/129 WBPIV416 Speaker: Jeff Lenning

7/6 Effective Time Management Time: 2:00 – 4:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Basic Fee: $60/94 CAEFT16

7/7 Increasing Productivity Through Stress Management Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Overview Fee: $60/94 CAIPSM16

7/8 Excel Power User Module 5: Date and Text Functions Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Jeff Lennin Level: Overview Fee: $60/94 CAEPU5116

7/13 Managing Your Time As If It Was Your Money Time: 1:00 – 2:00 pm CPE: 1 Acronym: Speaker: Amber Setter Level: Overview Fee: $30/50 CAMGTE16

7/13 The Value Conversation: Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Crafting a Dialogue for Improved Profits Level: Basic Fee: $120/188 CACDIP16 Speaker: Ronald Baker

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MANAGEMENT

Simplify your search. Enter the course acronym into the search box at lcpa.org.

7/13 Cloud Systems: Is My Data Safe and Secure? Time: 9:00 – 10:00 am CPE: 1 Acronym: Speaker: John Higgins Level: Basic Fee: $59/69 WBCLDATA216

7/14 Spreadsheet Risk: Can You Eliminate It? Time: 9:00 – 11:00 am CPE: 2 Acronym: Speaker: Bryan Smith Level: Basic Fee: $99/129 WBEXRISK216

7/15 Excel Power User Module 6: Time-Saving Techniques Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Jeff Lennin Level: Overview Fee: $60/94 CAEPU6116

7/19 Advanced Asset Protection Planning Time: 10:30 am – 1:00 pm CPE: 3 Acronym: Speaker: Jacob Stein Esq . Level: Advanced Fee: $90/140 CAAAPP16

7/19 NetSuite: Build Custom Workflows Time: 11:00 am – 12:00 pm CPE: 1 Acronym: Speaker: Kim Le Level: Intermediate Fee: $30/50 CANSBW16

7/12 Lunch&Learn: Excel Tips: Intermediate Time: 11:30 am – 1:10 pm CPE: 2 Acronym: Speaker: Curtis Meaux Level: Intermediate Fee: $48/70 LL316

7/20 Using Microsoft OneNote as a MAP Handbook Tool Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBONMAP216

7/21 Information Security Update Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: David Cieslak Level: Update Fee: $60/94 CASITU16

7/21 Spotlight on Crowd Funding Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: William O’Brien Level: Intermediate Fee: $60/94 CASPCR16F

7/21 10 Steps to a Digital Office in the Cloud Time: 10:00 am – 12:00 pm CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBDIGI216

7/22 Excel Power Module 7: Introduction to PivotTables Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Jeff Lennin Level: Intermediate Fee: $60/94 CAEPU7116

7/22 If You Only Knew What Microsoft Word Could Do Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Karl Egnatoff Level: Basic Fee: $60/94 CAMWCD16

7/26 Using Email Effectively Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Elizabeth Danziger Level: Intermediate Fee: $60/94 CAUSEE16

7/26 MS PowerPoint: Create Presentations That Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Engage Your Audience Level: Basic Fee: $99/129 WBPPCRT16 Speaker: Bryan Smith

7/28 Coaching and Mentoring Others Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Overview Fee: $60/94 CACMOT16

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MANAGEMENT

For full descriptions and to register, visit lcpa.org/OnlineCPE.

Get Rolling on Your 40

7/28 Managing Up Time: 2:00 – 4:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Overview Fee: $60/94 CAMAGP16

7/28 Simplifying Security of Online Passwords Time: 9:00 – 10:00 am CPE: 1 Acronym: Speaker: Bryan Smith Level: Basic Fee: $59/69 WBPSWD116

7/29 Excel Power User Module 8: PivotTable vs. Time: 1:00 – 3:00 pm CPE: 2 Acronym: Formula-Based Reports Level: Intermediate Fee: $60/94 CAEPU8116 Speaker: Jeff Lennin

8/5 Excel Power User Module 9: Time: 1:00 – 3:00 pm CPE: 2 Acronym: PivotTable Wrap-Up and Web Data Level: Overview Fee: $60/94 CAEPU9116 Speaker: Jeff Lennin

8/8 Five Common Sense Steps to Secure Your PC Time: 1:00 – 2:00 pm CPE: 1 Acronym: Speaker: John Keegan Level: Basic Fee: $30/50 CAFCSS16

8/10 Goal-Setting Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Amber Setter Level: Overview Fee: $60/94 CAGLST16

8/10 Time to Get Serious About Information Security Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Bryan Smith Level: Basic Fee: $99/129 WBSECTY216

8/11 Conflict Management Time: 2:00 – 4:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Overview Fee: $60/94 CACOMN16

8/11 Effective Feedback Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Overview Fee: $60/94 CAEFFB16

8/16 Excel Power User Module 10: Time: 1:00 – 3:00 pm CPE: 2 Acronym: Getting, Preparing, and Summarizing Data Level: Intermediate Fee: $60/94 CAEPU1016 Speaker: Jeff Lennin

8/16 NetSuite: Building Customized Reports Time: 11:00 am – 12:00 pm CPE: 1 Acronym: Speaker: Kim Le Level: Basic Fee: $30/50 CANSCR16

8/16 Lunch&Learn: Fraud Prevention: Internal Control Time: 11:30 am – 1:10 pm CPE: 2 Acronym: Procedures for Businesses With Limited Personnel Level: Basic Fee: $48/70 LL416 Speaker: John Theriot II

8/17 Mastering Data Preparation and Analysis in Excel Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Bryan Smith Level: Intermediate Fee: $99/129 WBEXCL216

8/19 Increase Your PowerPoint Skills Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Karl Egnatoff Level: Basic Fee: $60/94 CAIPPS16

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MANAGEMENT

Get Rolling on Your 40

Starting in 2016, the State Board’s rules on reporting CPE hours have changed. Here’s a snapshot of those changes:

• Louisiana licensed CPAs are now required to report CPE hours annually.

• Ideally, each CPA should earn 40 hours per year. However, you must have a minimum of 20, and every two years (starting with the 2017 reporting year) you must have a minimum two-year total of at least 80 hours.

• Requirements for CPAs who perform attest services and annual limits on hours earned in areas like personal development and presentation, teaching, and publishing apply.

For complete details visit lcpa.org/StateBoardRulesChange

New Louisiana State Board CPE

Rule Changes in Effect

8/22 Remote Access Best Practices Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: John Keegan Level: Basic Fee: $60/94 CARABP16

8/24 Powerful Tools For Supervising and Managing Others Time: 1:00 – 3:00 pm CPE: 2 Acronym: Speaker: Amber Setter Level: Overview Fee: $60/94 CAPTSM16

8/24 The Big Deal About Big Data Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Dr Glen Gray Level: Overview Fee: $120/188 CABIDA16

8/25 Motivating Yourself and Others Time: 2:00 – 4:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Intermediate Fee: $60/94 CAMYO16

8/25 Unleashing Innovation and Creativity for Greater Results Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: Todd Dewitt Level: Basic Fee: $60/94 CACIA16

8/30 Developing a Winning Firm Culture: Time: 12:00 – 1:00 pm CPE: 1 Acronym: The Tone Is Set at the Top Level: Overview Fee: $30/50 CADWFM16 Speaker: Ron Klein

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8/30 Simplifying Security of Online Passwords Time: 9:00 – 10:00 am CPE: 1 Acronym: Speaker: Bryan Smith Level: Basic Fee: $59/69 WBPSWD216

8/31 2016 Technology Update Time: 11:00 am – 1:00 pm CPE: 2 Acronym: Speaker: John Higgins Level: Basic Fee: $99/129 WBTECU216

MANAGEMENTMANAGEMENT

Simplify your search. Enter the course acronym into the search box at lcpa.org.

LCPA Small Business LUNCH&LEARN 2016 CPE SeriesGet complete course descriptions at lcpa.org/LetsDoLunch

Let’s do lunch!

Jun 21 Sales & Use Tax: It Really Does Apply to You (LL216)

Jul 12 Excel Tips: Intermediate (LL316)

Aug 16 Fraud Prevention: Internal Control Procedures for Businesses With Limited Personnel (LL416)

Sep 20 Going Paperless: Efficient, Productive, Economical (LL516)

Oct 18 Generational Communication: Get What You Want From That ‘Other Group’ (LL616)

Nov 15 Key Financial Measurements for Evaluating Your Company’s Performance (LL716)

Dec 20 Succession Planning for Small and Unique Businesses (LL816)

Don’t let the small portions fool you — these 2-hour Lunch&Learn programs serve up more of what you need to help your small business clients or employer stay strong. Check out our select lineup of course favorites and enjoy the convenience of our lunchtime programs presented in person at our Kenner training center or as live webcasts.

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TAXATIONTAXATION

Fees reflect member/non-member rates.

6/13 Intermediate Individual Taxation Time: 9:30 am – 5:30 pm CPE: 8 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $249/319 WBIIT116

6/14 Individual Tax Fundamentals Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Pamela Davis-Vaughn Level: Basic Fee: $249/319 WBITF116

6/16 Risk Management Best Practices for Tax Practitioners Time: 12:00 – 3:00 pm CPE: 3 Acronym: (Including SSARS No. 21 Implementation) Level: Overview Fee: $90/140 CARMBP116 Speaker: Duncan Will

6/20 Advanced Tax Planning for S Corporations Time: 9:30 am – 5:30 pm CPE: 8 Acronym: Speaker: Dennis Riley Level: Intermediate Fee: $249/319 WBATPSC116

6/20 Form 990: Exploring the Forms Complex Schedules Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Eve Borenstein Level: Advanced Fee: $249/319 WBF990A116

6/21 Lunch&Learn: Sales and Use Tax: Time: 11:30 am – 1:10 pm CPE: 2 Acronym: It Really Does Apply to You Level: Basic Fee: $48/70 LL216 Speaker: Robert Angelico

6/24 Taxation of Corporations Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $159/199 WBTCC116

6/25 Social Security and Medicare: Time: 8:00 – 11:30 am CPE: 4 Acronym: Maximizing Retirement Benefits Level: Intermediate Fee: $159/199 WBCL4SSM316 Speaker: William Taylor

6/28 IRS Audits Time: 8:00 am – 12:00 pm CPE: 4 Acronym: Speaker: Wendy Kravit Level: Advanced Fee: $159/199 WBIRS116

7/5 S Corporation Fundamentals Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: William Harden Level: Basic Fee: $249/319 WBSCF116

7/8 Top 10 AMT Causes and Planning Strategies Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Karen Brosi Level: Intermediate Fee: $120/188 CAAMTX4116

7/8 Choice and Formation of Entity Time: 12:00 – 3:15 pm CPE: 3 .5 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $139/179 WBCFE216

7/12 Tax Planning Strategies for Small Businesses: Time: 8:00 am – 12:00 pm CPE: 4 Acronym: Corporations, Partnerships, & LLCs Level: Intermediate Fee: $159/199 WBCL4STSB116 Speaker: Wendy Kravit

7/13 Tax Fundamentals of LLCs and Partnerships Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $159/199 WBTFLP116

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TAXATION

Simplify your search. Enter the course acronym into the search box at lcpa.org.

7/18 Federal Sales Tax Legislation: Time: 1:00 – 2:00 pm CPE: 1 Acronym: What’s Coming and What It Means Level: Overview Fee: $30/50 CAFEDS16 Speaker: Shane Ratigan

7/20 Taxation of Property Transactions Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Dennis Riley Level: Intermediate Fee: $159/199 WBTPT216

7/22 Individual Tax Fundamentals Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Pamela Davis-Vaughn Level: Basic Fee: $249/319 WBITF216

7/25 Multistate Taxation Time: 9:30 am – 5:30 pm CPE: 8 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $249/319 WBMST116

8/3 Tax Accounting for Inventories Time: 12:00 – 2:00 pm CPE: 2 Acronym: Speaker: William Harden Level: Intermediate Fee: $99/129 WBTAI216

8/4 Capitalized Costs and Depreciation Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Peter Bunce Level: Basic Fee: $159/199 WBCL4CCD216

8/5 Intermediate Individual Taxation Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $249/319 WBIIT216

8/9 Taxation of Corporations Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $159/199 WBTCC216

8/10 Smart Tax Planning Strategies for Individuals Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Peter Bunce Level: Intermediate Fee: $159/199 WBCL4CYCT216

8/10 Workpapers Documentation Time: 12:00 – 2:00 pm CPE: 2 Acronym: Speaker: William Harden Level: Basic Fee: $99/129 WBWPD216

8/12 Tax Fundamentals of LLCs and Partnerships Time: 8:00 am – 12:00 pm CPE: 4 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $159/199 WBTFLP216

8/15 S Corporation Fundamentals Time: 9:30 am – 5:30 pm CPE: 8 Acronym: Speaker: William Harden Level: Basic Fee: $249/319 WBSCF216

8/16 Form 990: Exploring the Form’s Complex Schedules Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Eve Borenstein Level: Advanced Fee: $249/319 WBF990A216

8/17 Preparing Form 5500 Time: 8:30 am – 4:00 pm CPE: 8 Acronym: Speaker: Mark Clark Level: Intermediate Fee: $245/375 CAFM5516

8/19 Individual Tax Planning Topics Time: 8:30 am – 4:00 pm CPE: 8 Acronym: Speaker: Karen Brosi Level: Intermediate Fee: $245/375 CAITXP16

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TAXATION

For full descriptions and to register, visit lcpa.org/OnlineCPE.

ANYTIME— AICPA ON-DEMAND —AICPA On-Demand is an interactive learning environment for today’s busy professional. From updates on authoritative standards to award-winning certificate programs, AICPA On-Demand will meet your knowledge and CPE needs, with the flexibility of learning on your own time.

REAL TIME. ANYTIME. YOUR TIME.Visit cpa2biz.com/lcpa

8/19 Advanced Tax Planning for S Corporations Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Dennis Riley Level: Intermediate Fee: $249/319 WBATPSC216

8/24 Risk Management Best Practices for Tax Time: 12:00 – 3:00 pm CPE: 3 Acronym: Practitioners (Including SSARS No. 21 Implementation) Level: Overview Fee: $90/140 CARMBP216 Speaker: Duncan Will

8/24 Tax Research: Part 1 Time: 12:00 – 4:00 pm CPE: 4 Acronym: Speaker: Charles Borek Level: Basic Fee: $159/199 WBTR116

8/25 Tax Research: Part 2 Time: 12:00 – 2:15 pm CPE: 2 .5 Acronym: Speaker: Dennis Riley Level: Intermediate Fee: $119/149 WBTR216

8/26 Top 10 AMT Causes and Planning Strategies Time: 10:30 am – 2:00 pm CPE: 4 Acronym: Speaker: Karen Brosi Level: Intermediate Fee: $120/188 CAAMTX4216

8/26 IRS Audits Time: 8:00 am – 12:00 pm CPE: 4 Acronym: Speaker: Wendy Kravit Level: Advanced Fee: $159/199 WBIRS216

8/26 Tax Planning Strategies for Small Businesses: Time: 12:00 – 4:00 pm CPE: 4 Acronym: Corporations, Partnerships, & LLCs Level: Intermediate Fee: $159/199 WBCL4STSB216 Speaker: Wendy Kravit

8/29 International Taxation Time: 10:30 am – 1:00 pm CPE: 3 Acronym: Speaker: Jacob Stein Level: Advanced Fee: $90/140 CAINTA16

8/30 Multistate Taxation Time: 8:00 am – 4:00 pm CPE: 8 Acronym: Speaker: Pamela Davis-Vaughn Level: Intermediate Fee: $249/319 WBMST216

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For more information on how to bring on-site training to your staff of 10 or more, contact

Diedra F. AllenProfessional Development & Training ManagerToll-free 800.288.5272 ext. 131Direct 504 .904 .1131 • dallen@lcpa .org

When your company needs more than just another cookie-cutter training

program.

Custom ProfessionalDevelopment & TrainingThe Society of Louisiana CPAs On-Site Training delivers top quality, customizable CPE for your CPA and non-CPA staff. You choose the time, location and topic, and we do the rest.

LCPA’s On-Site Training Provides You:

• Assistance in choosing quality instructors and curriculum • Convenient scheduling of courses at your location or ours • Options to choose delivery format: Live, Self-study (group or individual), and Webcasts • Trainingprogramstofityourcompany/firm’sspecificissuesandculture

Curricula:

• Accounting and Auditing • Budgeting •BusinessDevelopment/Growth• Communications • Competency Assessment Tools •EmployeeBenefits• Estate & Financial Planning• Estate Planning Concepts • Financial Reporting • Financial Statement Analysis • Fraud •Government/Not-for-Profit/ YellowBook• IFRS • Internal Controls • International Accounting Standards

• Leadership Development • Litigation Services: Marriage, Separation & Divorce • Management •MicrosoftOffice• Personal Development •PeerReview• Performance Management• Sarbanes-Oxley •SoftSkills•StaffTraining(Tax,Audit)• Strategic Management • Taxation • Trusted Advisor

• Eliminates employee travel time and expense• Customized training for your organization or clients• Proprietary issues can be openly discussed•Yourstafftrainsasacollaborativegroup,informedandreadied to improve your bottom line •Blendedlearningforamoreeffectiveeducationalexperience

Benefits of Customized On-Site Training

Charges and fees are assessed by when the transactions are RECEIVED, not when the item was mailed or postmarked . The early bird expiration date listed on all course descriptions is two weeks before the course date, not including the actual course date .

If registering less than a week before the course, members should register online, FAX the registration to 504 .469 .7930, or call our Member Service Center to register . Registrations received after the early bird expiration date will be charged an additional $50 .00 late fee per course . While we prefer payment at the time of registration, this is not mandatory .

Non-Member Surcharges: Non-members fees are $100/8-hour, $50/4-hour, and $25/2-hour course . This applies to all CPAs who are not members of LCPA or a reciprocal state CPA society, along with non-CPAs who do not work for an LCPA member. Non-certified staff of LCPA members and LCPA applicants qualify for the discounted member rate . Upon registration, the staff member or CPA applicant must identify themselves as such . The reciprocal state registrant cannot reside

in Louisiana. Non-Reciprocal States: Mem-bers of these state societies must pay the non-member surcharge: AK, FL, GA, Guam, MN, MO, UT, Virgin Islands .

Early Bird Fees: A discount is often given for registrations received at least two weeks prior to the course date . Fees are assessed by when the transactions are RECEIVED, not when the item was mailed or postmarked . The early bird expiration date listed on all course descriptions is two weeks before the course date, not including the actual course date .

Cancellation Charges: There is no fee if your cancellation is received at least 10 business days prior to the course date . After that, fees are assessed to cover the cost of pre-ordered materials and facility guarantees for meals, etc . Within 10 business days of the course date, cancellation fees are $35/8-hour course, $20/4-hour course, and $10/2-hour course.

Transfers: You may transfer your registration from one course to another, however addi-tional fees may apply . If the transfer is within

10 working days prior to the original course date, the registration will incur the normal cancellation fee .

No-Shows: NO REFUND will be given when registrants fail to show up, without cancel-ling prior to the course .

Educator Discount: Full-time accounting educators can attend CPE courses at a 50% discount by meeting the following require-ments: • Society membership • Employment as a full-time instructor in a Louisiana institute of higher education • May not have a part-time practice On-Site Coordinator Discount: For courses held in any location, including Kenner, Course Coordinators receive 50% off the already discounted member rate . In exchange, Course Coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting course evaluations . (Does not apply to conferences and selected workshops .)

CPE REGISTRATION FORMCOURSE TITLE

COURSE DATE

LAST NAME

❑ WEBSITE ❑ FROM A COLLEAGUE ❑ E-MAIL ❑ MONTHLY CATALOG

❑ ANNUAL INDEX CATALOG ❑ EVENT BROCHURE

STATE

STATE

ZIP CODE

ZIP CODE

NAME OF FIRM/EMPLOYER

MAILING ADDRESS

❑ PLEASE CHECK HERE IF THIS IS A NEW ADDRESS

BUSINESS PHONE ( )

CREDIT CARD #

CARDHOLDER’S NAME AS PRINTED ON CARD:

BILLING ADDRESS

EMAIL ADDRESS ❑ PLEASE CHECK HERE IF THIS IS A NEW EMAIL ADDRESS

ARE YOU INTERESTED IN BEING A CPE COURSE COORDINATOR? ❑ YES ❑ NO (Coordinators receive a 50% discount on course fees held in any location)

BUSINESS FAX ( )

EXPIRATION DATE: _____/______ CVS #

CITY

CITY

FIRST NAME MIDDLE INITIAL

If MCLE Credit is required, please include an additional $50.00

TOTAL FEESENCLOSED

$

IS A MEMBER OF YOUR FIRM/EMPLOYER AN LCPA MEMBER? IF YES, PLEASE LIST NAME OF LCPA MEMBER.❑ YES ❑ NO

ARE YOU A MEMBER OF ANOTHER STATE SOCIETY? IF YES, PLEASE STATE SOCIETY.❑ YES ❑ NO

ARE YOU A CPA?

❑ YES ❑ NO

COURSE LOCATION

IF YOU ARE NOT AN LCPA MEMBER, PLEASE ANSWER THE FOLLOW QUESTIONS.

PAYMENT IS DUE WITH REGISTRATION.COURSE ACRONYM

DO YOU REQUIRE MCLE CREDIT?

❑ YES ❑ NOIF YES, PLEASE ADD $50.00 TO YOUR REGISTRATION FEE

______________

DO YOU REQUIRE CFP CREDIT FOR THIS AICPA OR SURGENT

COURSE?❑ YES ❑ NO

Mail Registration Formand Payment to:

LCPA2400 Veterans Blvd.

Suite 500Kenner, LA 70062

Or Fax to:(504) 469-7930Society Office:

(504) 464-1040(800) 288-5272

A.D.A. COMPLIANCE NOTICEIn order to comply with the Ameri-cans With Disabilities Act, we re-quest that if you have a disability, please let us know at least ten (10) working days prior to the event if alternative accessible arrange-ments are required.

ALL REGISTRANTS MUST COMPLETE THE INFORMATION IN THE SPACES BELOW.

ARE YOU AN LCPA MEMBER?

❑ YES ❑ NO

HOW DID YOU HEAR ABOUT THIS PROGRAM?

LCPA ID NO.

❑ CHECK ENCLOSED ❑ Visa y ❑ MasterCard d ❑ Discover Card t ❑ American Express q

LCPA ADMINISTRATION AND REGISTRATION RULES

Non-ProfitOrganizationU.S. Postage

PAIDNew Orleans, LAPermit No. 498

Society of LouisianaCertified Public Accountants2400 Veterans Blvd., Suite 500Kenner, LA 70062-4739lcpa.org

July 24-29 • Sandestin, FL • 20 CPE Credits • SEC16Register at lcpa.org/sec16

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