David R. Peters, CPA, CFP, CLU, CPCU

Events from this organizer
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(CN4113/26) Spring Splash Accounting Conference

Hyatt Regency Greenville 220 N Main St, Greenville, SC, United States

Spring Splash, one of SCACPA's 2 conferences, features sessions along 5 different tracks over 2 days. Tracks include Tax, Accounting & Auditing, Industry, and Non-Profit/Government. Spring Splash is a large, in-person gathering of CPAs in the state. It also features the New CPA Oath Ceremony, prime networking opportunities, and a variety of exhibitors to solve your...

Non Member: $975
Credit Hours: 16

(LITX01/27) Lifecycle Financial Planning: Tax Planning – Rental Real Estate

The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity, too. How do you know if someone is a real estate professional? In this course, we will explore all these issues...

Non Member: $135
Credit Hours: 3

(LITE01/27) Data Analytics Essentials for CPAs & Controllers

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts....

Non Member: $180
Credit Hours: 4

(LITX04/27) Understanding Partnership Taxation – Basis & Contributions

Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term basis, we really could be referring to one of three different things! This course will explore the differences between inside basis, outside basis, and 704(b) basis....

Non Member: $110
Credit Hours: 2.4

(LITX05/27) Tax Planning: Depreciation Issues & Recapture Provisions

Whether you are going into business for yourself or advising clients, depreciation is an important deduction on the tax return. It is often a big deduction that presents lots of opportunities for tax savings - that is, if you understand how the calculation works! In this class, we will focus on building an understanding of...

Non Member: $65
Credit Hours: 1.4

(LIMG01/27) How to Be a Better CFO

Gone are the days in which the CFO was just in charge of keeping the books. Today's CFOs are involved in all parts of a company's operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic...

Non Member: $180
Credit Hours: 4

(LITX06/27) Client Advisory Services Tax Update – Spring 2026

CAS professionals are an integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course we will explore tax changes in the areas that CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will...

Non Member: $180
Credit Hours: 4

(LITTX07/27) Understanding Partnership Taxation – Debt Allocations

How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type...

Non Member: $65
Credit Hours: 1.4

(LIAA08/27) Exploring Client Advisory Services – Cash & Accrual Basis Concepts

There are generally two different ways to keep the books - cash and accrual basis. The method of accounting you choose is important because it dictates when you show income and recognize expenses. So which one is best for you and your business? That's exactly what this course is all about! In this session, we...

Non Member: $45
Credit Hours: 1

(LIAA09/27) Exploring Client Advisory Services – Account Reconciliations, Software Best Practices, & Common Reports

There can be no doubt that accounting and tax software capabilities have improved drastically over time. Gone are the days of paper reconciliations and 10-key tapes attached to reports. However, as automation has increased, practitioners may wonder whether the software is performing all the critical checks that it should. When software reconciles an account, can...

Non Member: $45
Credit Hours: 1