Shake off the cold and spark new momentum in your career. SC.CPA’s Winter Warmup features an exciting lineup of expert-led courses, from tax planning strategies to tech tips. Expand your expertise, gain actionable insights, and stay ahead in your profession.
Register for the full bundle to take advantage of all the courses, or add the ones that best fit your needs!
February 19
Tax Planning Using South Carolina Textile Mill, Abandon Building (LITX73)
1 Credit
2:00 – 2:50 pm
Presenter: Geoff Cover
Format: Online
Area of Study: Taxes
This presentation explores the South Carolina Property Rehabilitation and Housing Tax Credits programs and its benefits for property owners, developers, South Carolina taxpayers, and the community. Specifically, it will cover the SC Historic Rehabilitation Tax Credit, SC Abandoned Building Tax Credit, and SC Abandoned Mill Tax Credit as well as complimentary tax and community programs specific to property rehabilitation.
February 24
Budgeting from the Bottom Up (LIMG10)
2 Credits
10:00 – 11:40 am
Presenter: Ruth King
Format: Online
Area of Study: Accounting
Most budgeting processes look at revenue as the starting point. This session examines the budgeting process from the bottom of the profit and loss statement rather than the top. The process begins with the profit desired for the company or a revenue producing department. Then the overhead the company or department needs to cover for those earnings. Then from the gross profit you can determine the needed revenue. During the process net profit per unit of revenue, overhead cost per unit of revenue, and other metrics are determined to create a living budget which is reviewed monthly.
February 26
State Tax Credits (LITX74)
1 Credit
10:00 – 10:50 am
Presenter: Matt Zackon
Format: Online
Area of Study: Taxes
Join us for a high impact 50-minute session led by Matt, where you’ll gain a practical understanding of South Carolina’s State Tax Credits and how they can be strategically utilized to support business growth, community development, and financial savings.
March 3
Cybersecurity Foundation for CPAs (LITE10)
1.6 Credits
10:00 – 11:20 am
Presenter: Elliott Friedman
Format: Online
Area of Study: Specialized Knowledge
Cybersecurity is no longer just an IT issue—it’s a professional responsibility. In this 80-minute course, CPAs will gain a clear, actionable foundation in cybersecurity risk, controls, and governance so they can better protect their firm, advise clients with confidence, and avoid costly blind spots.
March 5
Cybersecurity Essentials (LITE11)
1 Credit
10:00 – 10:50 am
Presenter: Lisa Carter
Format: Online
Area of Study: Specialized Knowledge
In today’s fast-changing digital landscape, strong cybersecurity depends not just on technology but on the awareness and vigilance of employees. In this course, you’ll walk through the essential building blocks of a strong cybersecurity foundation—from the safeguards organizations depend on, to the role of continuous oversight and human monitoring, to the everyday actions that can either reduce or increase risk. The focus is not on technical jargon or specific products, but on understanding how these layers work together to provide meaningful protection. Gain a clearer picture of what effective cybersecurity looks like in today’s market, why people and processes matter just as much as tools, and how each individual contributes to keeping the organization secure.
March 10
Human Approach to AI in the Workplace: Strategies to Help Ensure Adoption (LIOT12)
1 Credit
10:00 – 10:50 am
Presenters: Lindsay Hilton & Cara Finch
Format: Online
Area of Study: Personnel/Human Resources
AI is transforming the workplace, but its success depends on how leaders guide its adoption. This presentation explores the current state of AI across U.S. industries and its impact on productivity, hiring and employee experience, as well as the critical role of leadership in driving responsible implementation. Learn strategies for closing skills gaps, engaging teams and balancing innovation with empathy—while safeguarding privacy and minimizing risk. Whether your organization is starting its AI journey or scaling initiatives, this session offers actionable insights to build a future-ready workforce and help ensure AI complements—not replaces—the human element.
March 10
Ethical & Compliant AI Use for Professional Services Firms (LIET15)
1.6 Credits
2:00 – 3:20 pm
Presenter: Elliott Friedman
Format: Online
Area of Study: Behavioral Ethics
AI isn’t just a productivity tool—it’s a professional risk surface. This course provides CPAs with a practical framework for using AI responsibly, ethically, and in compliance with professional standards, helping firms leverage AI’s benefits without compromising client confidentiality, trust, or regulatory obligations.
March 12
Upstream Basis Planning (LITX75)
1 Credit
10:00 – 10:50 am
Presenter: Marina Goeway
Format: Online
Area of Study: Taxes
Enrolled Agent
Join us for a highly focused session on Upstream Basis Planning, a powerful estate and income tax strategy that helps families achieve a stepped up basis—without triggering unintended estate tax exposure. This course is ideal for CPAs, advisors, and estate planning professionals who want to strengthen their understanding of basis planning, trust design, and real-world modeling.
Maximize Your Education
Register for the full program by completing the Secure Payment Form. One registration gives you access to every course in the series.
“This session was very useful to me because I work in local government on the “other side” of these incentives. I am involved in many public-private partnership development agreement negotiations, so this session was helpful.”
Winter Warmup 2025 Participant