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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260714T095000
DTEND;TZID=America/Detroit:20260714T131000
DTSTAMP:20260526T112919
CREATED:20260515T010418Z
LAST-MODIFIED:20260516T041033Z
UID:10005721-1784022600-1784034600@sc.cpa
SUMMARY:(LIMG01/27) How to Be a Better CFO
DESCRIPTION:Event Description\nGone 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 forecasting\, and managing the budgeting process through the lens of a CFO. \nObjectives\nState the elements of the CGMA Competency Framework List the different types of retirement plans and what companies they would appeal to Identify recent trends in group health insurance plans Recognize key differences between bottom-up\, top-down\, and flexible forecasting List the different types of behavioral biases Identify best practices for managing remote employees
URL:https://sc.cpa/event/limg01-27-how-to-be-a-better-cfo/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260714T132000
DTEND;TZID=America/Detroit:20260714T141000
DTSTAMP:20260526T112919
CREATED:20260515T010612Z
LAST-MODIFIED:20260515T041719Z
UID:10005747-1784035200-1784038200@sc.cpa
SUMMARY:(LITE03/27) AI Clinic: Summarizing Guidance with Verification Steps
DESCRIPTION:Event Description\nLearn how to use AI to summarize technical and professional guidance clearly while ensuring accuracy and reliability. This clinic focuses on adding verification steps so AI-generated summaries can be confidently reviewed and validated before use. You’ll gain practical techniques to save time without risking misinterpretation or errors. \nObjectives\nRecall the advantages of creating IRS Tax Pro Accounts
URL:https://sc.cpa/event/lite03-27-ai-clinic-summarizing-guidance-with-verification-steps/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260715T083000
DTEND;TZID=America/Detroit:20260715T115000
DTSTAMP:20260526T112919
CREATED:20260515T010125Z
LAST-MODIFIED:20260526T152505Z
UID:10005691-1784104200-1784116200@sc.cpa
SUMMARY:(LITX06/27) Client Advisory Services Tax Update – Spring 2026
DESCRIPTION:Event Description\nCAS 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 also discuss relevant changes on individual and business tax returns\, so that CAS professionals will be able to better assist clients with tax needs throughout the year. \nObjectives\nIdentify the major provisions of the OBBBA related to businesses Recognize tax and reporting implications of partnership property distributions State when green energy credits expire under OBBBARecognize reporting requirements for Form 7217 & Form 8308
URL:https://sc.cpa/event/litx06-27-client-advisory-services-tax-update-spring-2026/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260715T130000
DTEND;TZID=America/Detroit:20260715T141000
DTSTAMP:20260526T112919
CREATED:20260515T010417Z
LAST-MODIFIED:20260515T042825Z
UID:10005719-1784120400-1784124600@sc.cpa
SUMMARY:(LITTX07/27) Understanding Partnership Taxation - Debt Allocations
DESCRIPTION:Event Description\nHow 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 of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this session of Understanding Partnership Taxation\, we will tackle the concept of debt allocations – how you do it\, what it means\, and why you do it! \nObjectives\nIdentify the key changes being proposed to the IRS CI Voluntary Disclosure Practice
URL:https://sc.cpa/event/littx07-27-understanding-partnership-taxation-debt-allocations/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260715T130000
DTEND;TZID=America/Detroit:20260715T141000
DTSTAMP:20260526T112919
CREATED:20260518T162507Z
LAST-MODIFIED:20260519T041017Z
UID:10005878-1784120400-1784124600@sc.cpa
SUMMARY:(LITX07/27) Understanding Partnership Taxation - Debt Allocations
DESCRIPTION:Event Description\nHow 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 of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this session of Understanding Partnership Taxation\, we will tackle the concept of debt allocations – how you do it\, what it means\, and why you do it! \nObjectives\nIdentify the key changes being proposed to the IRS CI Voluntary Disclosure Practice
URL:https://sc.cpa/event/litx07-27-understanding-partnership-taxation-debt-allocations/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260716T083000
DTEND;TZID=America/Detroit:20260716T101000
DTSTAMP:20260526T112919
CREATED:20260515T011113Z
LAST-MODIFIED:20260515T043021Z
UID:10005798-1784190600-1784196600@sc.cpa
SUMMARY:(LITX08/27) Tax Planning: Charitable Giving\, DAFs & Documentation
DESCRIPTION:Event Description\nNavigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment\, elections\, and documentation steps.
URL:https://sc.cpa/event/litx08-27-tax-planning-charitable-giving-dafs-documentation/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260716T102000
DTEND;TZID=America/Detroit:20260716T120000
DTSTAMP:20260526T112919
CREATED:20260515T005814Z
LAST-MODIFIED:20260515T042414Z
UID:10005662-1784197200-1784203200@sc.cpa
SUMMARY:(LITX09/27) South Carolina Tax Update (Core)
DESCRIPTION:Event Description\nStay current on the latest South Carolina tax law changes that impact individuals\, businesses\, and practitioners. This core update provides clear\, practical guidance on new legislation\, conformity issues\, and compliance considerations you need to advise clients with confidence. \nObjectives\nIdentify SC-specific issues; reduce common errors; apply SC considerations in practice. Use checklists and review steps to reduce errors in entity and individual workflows. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Evaluate fact patterns to select treatment\, elections\, and documentation steps. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support.
URL:https://sc.cpa/event/litx09-27-south-carolina-tax-update-core/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260716T130000
DTEND;TZID=America/Detroit:20260716T162000
DTSTAMP:20260526T112919
CREATED:20260515T010521Z
LAST-MODIFIED:20260515T043232Z
UID:10005729-1784206800-1784218800@sc.cpa
SUMMARY:(LIAA06/27) Passing Your Peer Review - The Latest Issues and Trends
DESCRIPTION:Event Description\nFirms enrolled in the AICPA Peer Review Program have accountabilty for cooperating with the process and taking necessary corrective action.  This course will hilight the latest issues and trends releveant to that obligation. \nObjectives\nRecall “what’s new” with the peer review processList common nonconforming trends being discovered in recent peer reviewsRecognize how to mitigate risks faced by all CPAs in performing professional services
URL:https://sc.cpa/event/liaa06-27-passing-your-peer-review-the-latest-issues-and-trends/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260724T083000
DTEND;TZID=America/Detroit:20260724T092000
DTSTAMP:20260526T112919
CREATED:20260112T195720Z
LAST-MODIFIED:20260116T150402Z
UID:10005598-1784881800-1784884800@sc.cpa
SUMMARY:(LIOT01/27) Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy
DESCRIPTION:Event Description\n\nServing on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit\, understand the core responsibilities of governance\, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings\, engage in philanthropy with intention\, support fundraising ethically\, and measure impact in ways that strengthen organizational credibility and community trust. \nDesigned for CPAs and financial leaders who want to make a real difference\, this session blends practical frameworks with the real-world expectations of modern nonprofit governance. \n\nDesigned For\n\n\nCPAs considering joining a nonprofit board\nExisting board members seeking clearer expectations\nFirm leaders\, CFOs\, controllers\, and financial professionals involved in community organizations\nAnyone who wants to strengthen governance\, partnership\, and philanthropy skills\n\n\nObjectives\n•  Evaluate whether a nonprofit board role is the right fit by assessing mission alignment\, time commitment\, expectations\, and personal readiness.\n•  Understand and operate within the core board responsibilities\, including oversight\, fiduciary duties\, and strategic guidance.\n•  Build strong partnerships with the CEO/Executive Director through clarity\, trust\, and shared expectations.\n•  Contribute beyond meetings by adding value through committees\, expertise\, advocacy\, and strategic support.\n•  Engage in philanthropy with intention as a donor\, ambassador\, and steward of mission integrity.\n•  Support fundraising confidently and ethically\, aligning requests with organizational values and donor trust.\n•  Measure and communicate impact using clear metrics\, storytelling\, and financial insight. \nMajor Subjects\n\n\nEvaluating Board Service: Fit\, Expectations & Readiness\nCore Responsibilities of Nonprofit Boards (Duty of Care\, Loyalty\, & Obedience)\nBuilding Effective Partnerships with the CEO/Executive Director\nAdding Value Between Meetings: Strategic Contributions Beyond the Boardroom\nPhilanthropy With Intention: Giving\, Asking\, and Stewardship\nEthical & Confident Support for Fundraising\nMeasuring and Communicating Mission Impact
URL:https://sc.cpa/event/liot01-27-working-with-and-being-on-nonprofit-boards-engaging-in-supporting-philanthrophy/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260804T083000
DTEND;TZID=America/Detroit:20260804T101000
DTSTAMP:20260526T112919
CREATED:20260515T011616Z
LAST-MODIFIED:20260515T041039Z
UID:10005852-1785832200-1785838200@sc.cpa
SUMMARY:(LIET03/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations.Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance.Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet03-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260804T102000
DTEND;TZID=America/Detroit:20260804T120000
DTSTAMP:20260526T112919
CREATED:20260515T010419Z
LAST-MODIFIED:20260515T043224Z
UID:10005723-1785838800-1785844800@sc.cpa
SUMMARY:(LITX10/27) Tax Planning: Multi-State Work\, Residency & Withholding
DESCRIPTION:Event Description\nUnderstand the complex tax challenges created by today’s mobile workforce and multi-state operations. This course provides practical guidance on residency determinations\, state sourcing rules\, and withholding obligations to help you manage compliance and reduce client risk. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Use checklists and review steps to reduce errors in entity and individual workflows. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Evaluate fact patterns to select treatment\, elections\, and documentation steps.
URL:https://sc.cpa/event/litx10-27-tax-planning-multi-state-work-residency-withholding/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260804T130000
DTEND;TZID=America/Detroit:20260804T135000
DTSTAMP:20260526T112919
CREATED:20260515T010013Z
LAST-MODIFIED:20260515T042612Z
UID:10005685-1785848400-1785851400@sc.cpa
SUMMARY:(LITE04/27) AI Clinic: Building a Tax/Audit Checklist with AI
DESCRIPTION:Event Description\nLearn how to use AI to create structured\, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps\, questions\, and documentation needs while maintaining professional judgment. You’ll leave with practical examples you can adapt to planning\, compliance\, and review processes. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Strengthen incident response readiness and communication workflows.
URL:https://sc.cpa/event/lite04-27-ai-clinic-building-a-tax-audit-checklist-with-ai/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260805T083000
DTEND;TZID=America/Detroit:20260805T115000
DTSTAMP:20260526T112919
CREATED:20260515T005911Z
LAST-MODIFIED:20260515T042440Z
UID:10005673-1785918600-1785930600@sc.cpa
SUMMARY:(LIAA07/27) Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting\, Compliance and Other Risks
DESCRIPTION:Event Description\nThere is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever.  The primary objective of this course is to give participants “hands-on” practice in designing\, evaluating\, and communicating conclusions related to design and operating effectiveness of internal controls over reliable financial reporting and other risks for nonprofit environments. \nObjectives\n\n	Describe critical concepts promulgated by COSO’s internal control and enterprise-wide risk management\n	Explain best practices for designing\, implementing and monitoring internal controls over reliable financial reporting\n	Apply exercises and case studies to reinforce fundamental theory through “real-life” scenarios that both internal and external accounting personnel performing internal control-related activities in the nonprofit industry
URL:https://sc.cpa/event/liaa07-27-nonprofit-internal-control-practical-insights-into-mitigating-financial-reporting-compliance-and-other-risks/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260805T130000
DTEND;TZID=America/Detroit:20260805T135000
DTSTAMP:20260526T112919
CREATED:20260515T010829Z
LAST-MODIFIED:20260515T042833Z
UID:10005768-1785934800-1785937800@sc.cpa
SUMMARY:(LIAA08/27) Exploring Client Advisory Services - Cash & Accrual Basis Concepts
DESCRIPTION:Event Description\nThere 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 will discuss the key differences between cash and accrual accounting. We will talk about why the cash basis is normally easier but may be misleading. We will also discuss what you typically see on most business tax returns – and why your method of accounting choice could make a big difference in your tax liability! \nObjectives\n– Identify when a transaction should be recorded on the accounting records under the cash method – Recognize when income is recognized and an expense must be accrued on the accounting records under the accrual method. – Identify what account should not appear on the financial records if the accrual method is being used.
URL:https://sc.cpa/event/liaa08-27-exploring-client-advisory-services-cash-accrual-basis-concepts/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260805T140000
DTEND;TZID=America/Detroit:20260805T145000
DTSTAMP:20260526T112919
CREATED:20260515T011408Z
LAST-MODIFIED:20260515T041535Z
UID:10005839-1785938400-1785941400@sc.cpa
SUMMARY:(LIAA09/27) Exploring Client Advisory Services - Account Reconciliations\, Software Best Practices\, & Common Reports
DESCRIPTION:Event Description\nThere 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 we rest assured that it is correct?  Are there key screens that we should be looking at as a part of our month-end processes?  How can we be sure that automated transactions are coming over correctly?  In this course\, we will dig into what the software is doing and how we can be sure the software is correct.  We will also discuss how to investigate variances and apply analytical techniques to month-end reporting. \nObjectives\n– Identify best practices related to account reconciliations. – Recognize common reports from accounting and tax software packages. – Recall common review techniques for automated transactions and month-end account balances.
URL:https://sc.cpa/event/liaa09-27-exploring-client-advisory-services-account-reconciliations-software-best-practices-common-reports/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260805T150000
DTEND;TZID=America/Detroit:20260805T155000
DTSTAMP:20260526T112919
CREATED:20260515T011218Z
LAST-MODIFIED:20260515T042220Z
UID:10005823-1785942000-1785945000@sc.cpa
SUMMARY:(LIAA10/27) Exploring Client Advisory Services - Business Income Tax Basics
DESCRIPTION:Event Description\nThe Internal Revenue Code is just a different world! While most business school graduates learn basic GAAP or IFRS accounting principles\, the tax world feels very foreign – because so many rules are different. For example\, how do you depreciate assets if we don’t estimate their useful lives? Also\, when do we need to file a tax return for a flow-through entity if they don’t actually pay any taxes? And when are estimated tax payments required? In this course\, we will be exploring some basic principles for filing and paying business income taxes. If you are new practitioner or someone who is going out on your own for the first-time\, and you find yourself intimidated by all of the income tax rules and compliance\, we have you covered! \nObjectives\n– Identify the main types of accounting methods that may be used on an income tax return. – State when a taxpayer must make estimated tax payments. – Recognize expenses that have special tax treatment.
URL:https://sc.cpa/event/liaa10-27-exploring-client-advisory-services-business-income-tax-basics/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260806T083000
DTEND;TZID=America/Detroit:20260806T110000
DTSTAMP:20260526T112919
CREATED:20260515T010415Z
LAST-MODIFIED:20260515T042729Z
UID:10005716-1786005000-1786014000@sc.cpa
SUMMARY:(LITX01R/27) Lifecycle Financial Planning: Tax Planning - Rental Real Estate - Rebroadcast
DESCRIPTION:Event Description\nThe 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 and many more! Through real-world examples and discussion\, this episode in our Lifecycle Financial Planning series will delve into exceptions to rental status\, qualifications for material participation\, and requirements for active status. Additionally\, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture. In other words\, you’ll walk away with lots of exceptions and planning ideas for your real estate clients! \nObjectives\n– Recall exceptions to rental status in the Regulations – Identify the different types of depreciation recapture that apply to rental properties – Recognize tax planning opportunities for personal and vacation properties – Identify how the Sec 1237 safe harbor may be used to avoid ordinary income tax treatment on divided land parcel sales
URL:https://sc.cpa/event/litx01r-27-lifecycle-financial-planning-tax-planning-rental-real-estate-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260806T111000
DTEND;TZID=America/Detroit:20260806T120000
DTSTAMP:20260526T112919
CREATED:20260515T011219Z
LAST-MODIFIED:20260515T043124Z
UID:10005824-1786014600-1786017600@sc.cpa
SUMMARY:(LIOT05/27) Exploring Client Advisory Services - Communicating Financial Results to Stakeholders
DESCRIPTION:Event Description\nOne of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner\, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course\, we will be exploring how to properly communicate with stakeholders\, including investors\, clients\, boards of directors\, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world\, this course is a must for you! \nObjectives\n– State the accountant’s role within a company – Recognize how different stakeholders view financial statements. – Identify how to focus in on just the key points when reporting financial results.
URL:https://sc.cpa/event/liot05-27-exploring-client-advisory-services-communicating-financial-results-to-stakeholders/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260806T130000
DTEND;TZID=America/Detroit:20260806T135000
DTSTAMP:20260526T112919
CREATED:20260515T010530Z
LAST-MODIFIED:20260515T043318Z
UID:10005737-1786021200-1786024200@sc.cpa
SUMMARY:(LIAA11/27) Exploring Client Advisory Services - Tying Out Financial Statements
DESCRIPTION:Event Description\nHow do I know if I am right? This is a common question among accountants after they get done closing out the month. Even after the last journal entry is entered\, what may not be apparent is how the financial statements fit together. In this course\, we will be exploring basic financial statement information\, including what each statement shows and how this information feeds into the other statements. We will also explore concepts like materiality and basic ways to know if everything is tying out\, so you and your clients can rest assured that everything is correct! \nObjectives\n– Recognize the 4 basic financial statements and how they fit together. – State the different sections of the Statement of Cash Flows and the components of each section. – Identify the signs of poor earnings quality.
URL:https://sc.cpa/event/liaa11-27-exploring-client-advisory-services-tying-out-financial-statements/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260811T083000
DTEND;TZID=America/Detroit:20260811T101000
DTSTAMP:20260526T112919
CREATED:20260515T010718Z
LAST-MODIFIED:20260515T041740Z
UID:10005753-1786437000-1786443000@sc.cpa
SUMMARY:(LIAA12/27) Consideration of Fraud
DESCRIPTION:Event Description\nThis course provides an in-depth exploration of AU-C 240\, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying\, assessing\, and responding to fraud risks within the context of financial statement audits. Through engaging lectures\, real-world examples\, and case studies\, the course examines the nature and characteristics of fraud\, including fraudulent financial reporting and misappropriation of assets. It also delves into the auditor’s responsibilities under AU-C 240 for planning and performing audits with fraud considerations\, techniques for identifying fraud risk factors and assessing risks of material misstatement\, and methods for designing and implementing effective audit procedures. Additionally\, participants will explore best practices for communicating and documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels\, this course equips attendees with the knowledge and tools necessary to navigate fraud-related complexities and maintain audit integrity. \nObjectives\n\n Identify the components of the fraud triangle and their role in financial fraud.\n Recall AU-C 240 requirements for addressing fraud risks in audits.\n Recognize red flags and patterns of fraud.\n Recall audit techniques to address identified fraud risks effectively.\n Recognize best practices for documenting\, communicating\, and escalating fraud findings.
URL:https://sc.cpa/event/liaa12-27-consideration-of-fraud/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260811T102000
DTEND;TZID=America/Detroit:20260811T111000
DTSTAMP:20260526T112919
CREATED:20260515T011127Z
LAST-MODIFIED:20260515T042219Z
UID:10005819-1786443600-1786446600@sc.cpa
SUMMARY:(LIAA13/27) Internal Control Frameworks for Single Audit
DESCRIPTION:Event Description\nThe Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework\, including its 2013 update\, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control\, understand the benefits of adopting internal control frameworks\, and recognize the rationale behind the COSO 2013 update and its impact on auditing practices. Additionally\, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls. \nObjectives\n\n Recall the five components and 17 principles of internal controls\n Identify the benefits of internal control frameworks\n Recognize the reasons for the COSO 2013 Update
URL:https://sc.cpa/event/liaa13-27-internal-control-frameworks-for-single-audit/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260811T112000
DTEND;TZID=America/Detroit:20260811T130000
DTSTAMP:20260526T112919
CREATED:20260515T010915Z
LAST-MODIFIED:20260515T041358Z
UID:10005777-1786447200-1786453200@sc.cpa
SUMMARY:(LITE05/27) The Current and Future Landscape of Audit Technology
DESCRIPTION:Event Description\nExplore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends\, including data analytics\, artificial intelligence (AI)\, and automation\, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos\, case studies\, and actionable tips\, you’ll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. \nObjectives\n\n Identify the latest audit technologies and tools available in the marketplace.\n Identify advancements in data analytics\, artificial intelligence (AI)\, and automation that are transforming the audit process.\n Recognize the benefits and challenges of integrating these technologies into their firm’s audit practice.
URL:https://sc.cpa/event/lite05-27-the-current-and-future-landscape-of-audit-technology/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260811T131000
DTEND;TZID=America/Detroit:20260811T140000
DTSTAMP:20260526T112919
CREATED:20260515T011022Z
LAST-MODIFIED:20260515T043017Z
UID:10005796-1786453800-1786456800@sc.cpa
SUMMARY:(LIAA14/27) Exploring Client Advisory Services - Debt Amortization
DESCRIPTION:Event Description\nDebt is a common aspect of nearly every business in every industry. It allows companies to grow and expand. It also can increase rates of return for investors. For this reason\, it is scrutinized very closely by stakeholders\, so it is important for practitioners to get it right! In this course\, we will be focusing on the basic aspects of dealing with debt. We will be discussing what an amortization table is\, how to calculate interest\, and various compounding methods. If you are new to accounting or bookkeeping\, or stepping out on your own for the first time\, this course is for you! \nObjectives\n– Recall different compounding methods for debt. – Calculate interest and principal portions of a debt payment. – Recognize how to tie out debt amortization schedule to the financial statements.
URL:https://sc.cpa/event/liaa14-27-exploring-client-advisory-services-debt-amortization/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260811T141000
DTEND;TZID=America/Detroit:20260811T150000
DTSTAMP:20260526T112919
CREATED:20260515T011014Z
LAST-MODIFIED:20260515T041518Z
UID:10005787-1786457400-1786460400@sc.cpa
SUMMARY:(LIAA15/27) Exploring Client Advisory Services - Sales Process
DESCRIPTION:Event Description\nSales are a part of any business. Whether you are selling a service or a product\, it is important to understand the various accounting components of the sales process to help keep financial statements and accounting reports accurate and useful. However\, the accounting entries vary based on whether you are using the cash or accrual basis of accounting. In this course\, we will discuss the accounting entries that need to be made during each stage of the sales process\, the role of bad debt expense and how this works in conjunction with the Accounts Receivable and Allowance accounts on the balance sheet. \nObjectives\n– State the major components of the sales process – Recognize the accounting differences between cash and accrual basis sales and cash collections – Identify the basic journal entries related to allowance for bad debts
URL:https://sc.cpa/event/liaa15-27-exploring-client-advisory-services-sales-process/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260812T083000
DTEND;TZID=America/Detroit:20260812T092000
DTSTAMP:20260526T112919
CREATED:20260515T010132Z
LAST-MODIFIED:20260515T042633Z
UID:10005699-1786523400-1786526400@sc.cpa
SUMMARY:(LITX11/27) SC Tax Clinic: Nexus & Apportionment Practical Issues
DESCRIPTION:Event Description\nBuild practical\, hands-on insight into South Carolina nexus and apportionment challenges with real-world scenarios and common pitfalls. This tax clinic focuses on applying the rules correctly\, addressing gray areas\, and reducing risk for clients operating across jurisdictions. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support.
URL:https://sc.cpa/event/litx11-27-sc-tax-clinic-nexus-apportionment-practical-issues/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260812T093000
DTEND;TZID=America/Detroit:20260812T102000
DTSTAMP:20260526T112919
CREATED:20260515T005707Z
LAST-MODIFIED:20260515T042242Z
UID:10005643-1786527000-1786530000@sc.cpa
SUMMARY:(LITX12/27) SC Tax Clinic: Residency & Part-Year Filing Issues
DESCRIPTION:Event Description\nClarify complex South Carolina residency rules and avoid common part-year filing errors with practical\, real-world examples. This tax clinic addresses frequent problem areas\, documentation challenges\, and filing nuances to help you confidently advise clients with changing residency situations. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Evaluate fact patterns to select treatment\, elections\, and documentation steps.
URL:https://sc.cpa/event/litx12-27-sc-tax-clinic-residency-part-year-filing-issues/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260812T103000
DTEND;TZID=America/Detroit:20260812T121000
DTSTAMP:20260526T112919
CREATED:20260515T010010Z
LAST-MODIFIED:20260515T042452Z
UID:10005680-1786530600-1786536600@sc.cpa
SUMMARY:(LITX02R/27) Tax Planning: Capital Gains\, Loss Harvesting & Basis Planning - Rebroadcast
DESCRIPTION:Event Description\nPlan smarter and preserve more value with practical strategies for managing capital gains\, harvesting losses\, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. Use checklists and review steps to reduce errors in entity and individual workflows. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment\, elections\, and documentation steps.
URL:https://sc.cpa/event/litx02r-27-tax-planning-capital-gains-loss-harvesting-basis-planning-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260812T130000
DTEND;TZID=America/Detroit:20260812T144000
DTSTAMP:20260526T112919
CREATED:20260515T010523Z
LAST-MODIFIED:20260515T043234Z
UID:10005732-1786539600-1786545600@sc.cpa
SUMMARY:(LITX08R/27) Tax Planning: Charitable Giving\, DAFs & Documentation - Rebroadcast
DESCRIPTION:Event Description\nNavigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment\, elections\, and documentation steps.
URL:https://sc.cpa/event/litx08r-27-tax-planning-charitable-giving-dafs-documentation-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260813T083000
DTEND;TZID=America/Detroit:20260813T101000
DTSTAMP:20260526T112919
CREATED:20260515T010609Z
LAST-MODIFIED:20260515T041714Z
UID:10005743-1786609800-1786615800@sc.cpa
SUMMARY:(LIET04/27) IRS Pub 4557: Protecting Taxpayer Data in Practice
DESCRIPTION:Event Description\nTaxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. \nObjectives\n1.	Explain how key regulatory guidance and requirements relate in practiceDescribe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information.2.	Identify common risk scenarios in CPA firm workflowsRecognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction.3.	Describe appropriate safeguards across administrative\, physical\, and technical areasExplain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment.4.	Evaluate the structure and purpose of a Written Information Security Plan (WISP)Identify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities.5.	Apply verification and workflow controls to higher-risk activitiesDescribe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests.6.	Describe key elements of an incident response processOutline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response.
URL:https://sc.cpa/event/liet04-27-irs-pub-4557-protecting-taxpayer-data-in-practice/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260813T102000
DTEND;TZID=America/Detroit:20260813T120000
DTSTAMP:20260526T112919
CREATED:20260515T011617Z
LAST-MODIFIED:20260519T041014Z
UID:10005855-1786616400-1786622400@sc.cpa
SUMMARY:(LIAA16/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits:  \nSegment 1: Pre-Engagement
DESCRIPTION:Event Description\nThis series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in “real-life” circumstances.  Practical understanding of principles and standards can result in a high-quality\, insightful\, and profitable engagement. \nObjectives\n• Describe the important judgment calls that are made before the audit engagement even begins• Explain the impact of engagement acceptance and continuance decisions and activities on the rest of the audit process• Apply professional judgment early in the audit to establish the foundation for a high quality and profitable engagement
URL:https://sc.cpa/event/liaa16-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-audits-segment-1-pre-engagement/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
END:VCALENDAR