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(LITX73/26) Tax Planning Using South Carolina Textile Mill, Abandon Building, Historic and LIHTC Tax Credits

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...

Non Member: $45
Credit Hours: 1

(LIOT08/26) Selling Skills for CPAs

Stop wasting time—start compounding results. This practical session shows CPAs how to make every minute work for growth, build rapport faster, sell appointments (not just services), organize smarter sales calls, use social networks strategically, and apply a quick debriefing system that improves your hit rate week over week.

Non Member: $72
Credit Hours: 1.6

(LIMG10/26) Budgeting From the Bottom Up

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...

Non Member: $90
Credit Hours: 2

(LITX74/26) State Tax Credits

Unlock the Power of State Tax Credits for Your OrganizationJoin 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.

Non Member: $45
Credit Hours: 1

(LITE10/26) Cybersecurity Foundation for CPA’s

Cybersecurity Foundation for CPAs - 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.

Non Member: $72
Credit Hours: 1.6

(LITE11/26) Cybersecurity Essentials

In today’s rapidly evolving digital landscape, the strength of an organization’s cybersecurity measures is not just in its technology, but in the awareness and vigilance of its workforce. Cybersecurity threats are becoming more sophisticated, making it crucial for every employee to be equipped with the knowledge and skills to protect sensitive information and assets.In this...

Non Member: $45
Credit Hours: 1

(LIOT12/26) Human Approach to AI in the Workplace: Strategies to Help Ensure Adoption

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...

Non Member: $45
Credit Hours: 1

(LIET15/26) Ethical & Compliant AI Use for Professional Services Firms

Ethical & Compliant AI Use for Professional Services Firms - 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.

Non Member: $120
Credit Hours: 1.6

(LITX75/26) Upstream Basis Planning

Upstream basis planning allows families to secure a stepped-up basis without triggering estate tax by strategically using a senior family member’s remaining exemption and life expectancy. This course explains how to evaluate and design trust structures that intentionally create estate inclusion while managing risk and staying compliant. Participants will also see real-world examples that show...

Non Member: $45
Credit Hours: 1