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DTSTART;TZID=America/Detroit:20260910T140000
DTEND;TZID=America/Detroit:20260910T145000
DTSTAMP:20260808T040831Z
CREATED:20260807T014914Z
LAST-MODIFIED:20260808T040831Z
UID:10006846-1789048800-1789051800@sc.cpa
SUMMARY:(LITE09/27) AI Clinic: Policy-Compliant Use Cases for Firms
DESCRIPTION:Event Description\nLearn how firms are using AI in practical\, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality\, professional standards\, and firm governance. You’ll leave with clear examples your organization can adapt confidently and responsibly. \nObjectives\n• Apply AI to a real workflow; verify results; document safe use. • Strengthen incident response readiness and communication workflows. • Design practical policies (WISP/AI) and implementation checklists for teams and vendors.
URL:https://sc.cpa/event/lite09-27-ai-clinic-policy-compliant-use-cases-for-firms/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260911T130000
DTEND;TZID=America/Detroit:20260911T135000
DTSTAMP:20260807T051433Z
CREATED:20260807T051432Z
LAST-MODIFIED:20260807T051433Z
UID:10007355-1789131600-1789134600@sc.cpa
SUMMARY:(LITE22/27) 5 Productive Excel Features for Accountants
DESCRIPTION:Event Description\nMicrosoft Excel contains hundreds of commands\, but only a handful can dramatically improve the way accountants organize\, summarize\, and analyze data. In this fast-paced session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates five of his favorite Excel productivity features that can help you work more efficiently and avoid common spreadsheet frustrations. \nYou’ll learn how to filter data more quickly\, transform ordinary lists into dynamic Excel Tables\, summarize thousands of rows with PivotTables\, retrieve information with XLOOKUP\, and create interactive reports with slicers. Rather than simply demonstrating commands\, David explains when each feature is most valuable so you can confidently apply these techniques to your own spreadsheets. \nTopics covered:• Filtering data quickly with keyboard shortcuts and custom Quick Access Toolbar buttons. • Converting lists into Excel Tables for dynamic filtering\, totals\, and automatic expansion. • Creating and customizing PivotTables to summarize large datasets. • Filtering Excel Tables visually with slicers. • Replacing older lookup functions with XLOOKUP\, including returning multiple columns with a single formula.  \nObjectives\n• Identify techniques for filtering and restoring filtered data more efficiently. • Recognize the advantages of converting data ranges into Excel Tables. • Create PivotTables to summarize and analyze data. • Apply XLOOKUP to retrieve one or more related values from a list.
URL:https://sc.cpa/event/lite22-27-5-productive-excel-features-for-accountants/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260916T083000
DTEND;TZID=America/Detroit:20260916T092000
DTSTAMP:20260808T040835Z
CREATED:20260807T013909Z
LAST-MODIFIED:20260808T040835Z
UID:10006822-1789547400-1789550400@sc.cpa
SUMMARY:(LITX22/27) Exploring Client Advisory Services - Hiring New Workers & Payroll Taxes
DESCRIPTION:Event Description\nWhen a new employee is hired\, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed\, training lined up\, and the new hire breakfast planned\, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners\, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course\, we will be exploring the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms\, we have you covered if you are a new practitioner or new business owner! We will even discuss the surprisingly difficult to navigate world of unemployment insurance as well! \nObjectives\n• Recognize the tax compliance obligations when a new client is hired. • Identify ongoing tax obligations including Form 941 and 940 filings. • State where unemployment insurance should be paid.
URL:https://sc.cpa/event/litx22-27-exploring-client-advisory-services-hiring-new-workers-payroll-taxes/
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:20260916T093000
DTEND;TZID=America/Detroit:20260916T102000
DTSTAMP:20260822T040631Z
CREATED:20260807T001710Z
LAST-MODIFIED:20260822T040631Z
UID:10006686-1789551000-1789554000@sc.cpa
SUMMARY:(LITX23/27) Exploring Client Advisory Services - Tax Due Dates & Penalties
DESCRIPTION:Event Description\nIt is a sickening feeling for a practitioner when they realize that a tax due date has been missed. Immediately\, certain questions come to mind: Am I going to owe a penalty? Should I file late? And most importantly\, is there anything I can do to remedy this situation? Through easy-to-follow examples and discussion\, this course will explore the tax calendar and key due dates. We will examine what to do if a client misses a deadline and what potential relief may be available.  \n*EA Approved Course \nObjectives\n• Recognize Identify key tax due dates by entity type. • Recognize how late filing\, late payment\, and other common penalties are calculated. • Recall common information\, return due dates and applicable penalties. • State first time abatement relief qualifications and other common remedies.
URL:https://sc.cpa/event/litx23-27-exploring-client-advisory-services-tax-due-dates-penalties/
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:20260916T103000
DTEND;TZID=America/Detroit:20260916T112000
DTSTAMP:20260808T040635Z
CREATED:20260807T040845Z
LAST-MODIFIED:20260808T040635Z
UID:10007213-1789554600-1789557600@sc.cpa
SUMMARY:(LITX24/27) Exploring Client Advisory Services - Types of Business Entities
DESCRIPTION:Event Description\nStarting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research\, developed a prototype\, and even looked at locations for your new office. Then it dawns on you…what type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class\, we will dig into the differences between entity types – from taxes to liability. We will even say some things about which entity types are harder to get set up! \nObjectives\n• Identify differences in how business entity types are taxed for income tax purposes. • Recognize how personal financial planning for a business owner is related to financial planning for a flow-through entity business. • Identify how S-Corporations are taxed for self-employment tax purposes. • Recognize double-taxation and when it applies.
URL:https://sc.cpa/event/litx24-27-exploring-client-advisory-services-types-of-business-entities/
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:20260917T083000
DTEND;TZID=America/Detroit:20260917T092000
DTSTAMP:20260807T030837Z
CREATED:20260807T030837Z
LAST-MODIFIED:20260807T030837Z
UID:10007044-1789633800-1789636800@sc.cpa
SUMMARY:(LITE20/27) Art of the Perfect Prompt
DESCRIPTION:Event Description\nAI can save time\, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured\, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context\, audience\, format\, and guardrails before asking AI to create\, summarize\, review\, or refine work. The result is a repeatable prompting process that supports clearer communication\, reduced rework\, and stronger professional review habits. \nObjectives\n• Identify the six CLEAR+R prompt components and explain how each improves AI output quality. • Build a complete prompt brief for a real CPA task using context\, lens\, end goal\, audience\, result format\, and rules. • Apply must and must-not rules to reduce unsupported assumptions\, invented facts\, and professional review risk. • Use refinement prompts to improve\, critique\, and triage AI-generated drafts before relying on them. • Convert successful prompts into reusable templates for recurring CPA communication\, delegation\, and review tasks. 
URL:https://sc.cpa/event/lite20-27-art-of-the-perfect-prompt/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE%2C CCNA%2C CISSP%2C MCSE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260918T083000
DTEND;TZID=America/Detroit:20260918T092000
DTSTAMP:20260807T050429Z
CREATED:20260807T050427Z
LAST-MODIFIED:20260807T050429Z
UID:10007345-1789720200-1789723200@sc.cpa
SUMMARY:(LIOT03/27) Servant Leadership
DESCRIPTION:Event Description\nTrue leadership isn’t about authority—it’s about service. In this session\, participants will learn the 10 foundational keys of servant leadership and how to lead with a “service first” mindset while still setting clear expectations\, driving accountability\, and delivering results. You will explore how trust is built through presence\, listening\, and follow through; how to develop others intentionally; how to empower decision making at the right level; and how to create psychological safety and candid communication. This course will strengthen your ability to model humility and integrity while aligning your team around purpose\, culture\, and shared outcomes. \nDesigned For\n•  CPAs\, firm leaders\, managers\, supervisors\, and team leads •  Professionals responsible for staff development\, engagement\, culture\, and performance •  Emerging leaders seeking a strong leadership philosophy rooted in both empathy and accountability \nObjectives\n•  Explain the 10 keys to servant leadership and how they apply to modern CPA leadership. •  Lead with a “service first” mindset while still setting expectations\, reinforcing accountability\, and achieving results. •  Build trust by being present\, listening actively\, and consistently following through. •  Develop others intentionally through structured guidance\, coaching\, and growth focused conversations. •  Empower decision making at the right level to increase ownership\, speed\, and confidence. •  Create psychological safety and foster healthy candor within teams. •  Model humility and integrity through transparent communication and aligned behavior. •  Strengthen team purpose and alignment by clarifying mission\, roles\, and shared priorities. \nMajor Subjects\n•  The 10 Keys to Servant Leadership •  Balancing Service First Leadership With Accountability & Results •  Trust Building Through Presence\, Listening & Follow Through •  Intentional Talent & Leadership Development •  Empowerment: Delegating Decision Making at the Right Level •  Creating Psychological Safety & Encouraging Healthy Candor •  Modeling Humility\, Integrity & Professional Groundedness •  Strengthening Team Alignment\, Purpose & Shared Commitment
URL:https://sc.cpa/event/liot03-27-servant-leadership/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261006T083000
DTEND;TZID=America/Detroit:20261006T115000
DTSTAMP:20260806T233023Z
CREATED:20260806T233023Z
LAST-MODIFIED:20260806T233023Z
UID:10006614-1791275400-1791287400@sc.cpa
SUMMARY:(LIAA22/27) Annual Accounting and Financial Reporting Update
DESCRIPTION:Event Description\nThis course focuses on explaining the theory behind major issues and trends\, enabling professionals to understand the most important aspects of relevant technical standards related to accounting and financial reporting. \nObjectives\n\nIdentify “hot topics” in accounting and financial reporting \nRecall “plain language” explanations of current and emerging U.S. GAAP requirements
URL:https://sc.cpa/event/liaa22-27-annual-accounting-and-financial-reporting-update/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261006T130000
DTEND;TZID=America/Detroit:20261006T144000
DTSTAMP:20260822T040921Z
CREATED:20260807T020919Z
LAST-MODIFIED:20260822T040921Z
UID:10006886-1791291600-1791297600@sc.cpa
SUMMARY:(LITX68/27) Modernizing the §1031 Exchange: Using Delaware Statutory Trusts to Better Serve Clients
DESCRIPTION:Event Description\nInternal Revenue Service Code Section §1031:“No gain or loss shall be recognized on the exchange of property held for productive use in a trade or business\, or for investment purposes if such property is exchanged solely for property of like-kind\, which is to be held for productive use in trade or business or for investment purposes.” \nLearn how §1031 exchanges can help clients defer taxes while preserving investment flexibility. This session explores the essential requirements of a successful exchange\, the role of the Qualified Intermediary\, and how Delaware Statutory Trusts (DSTs) may serve as replacement property. Participants will gain insight into key tax considerations\, including capital gain\, depreciation recapture\, and Net Investment Income Tax (NIIT)\, while evaluating the benefits and limitations of DSTs. The course also highlights best practices for collaborating with attorneys\, financial advisors\, QIs\, and DST sponsors to support client outcomes. \n*EA Approved Course \nObjectives\nAfter this course\, participants should be able to: \n\nIdentify the core requirements of a valid §1031 exchange. \nExplain the role of the Qualified Intermediary (QI). \nDescribe how a Delaware Statutory Trust (DST) may qualify as replacement property. \nRecognize tax issues including Capital Gain\, Depreciation Recapture\, & NIIT. \nEvaluate DST advantages\, limitations\, and suitability concerns. \nCollaborate effectively with the client’s wealth management team (i.e. attorneys\, QIs\, DST sponsor(s)\, and financial advisors).
URL:https://sc.cpa/event/litx68-27-modernizing-the-%c2%a71031-exchange-using-delaware-statutory-trusts-to-better-serve-clients/
CATEGORIES:Livestream
ORGANIZER;CN="John Newhouse":MAILTO:john.newhouse@vineyardasset.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261007T083000
DTEND;TZID=America/Detroit:20261007T101000
DTSTAMP:20260807T021417Z
CREATED:20260807T021417Z
LAST-MODIFIED:20260807T021417Z
UID:10006904-1791361800-1791367800@sc.cpa
SUMMARY:(LIAA23/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: \nSegment 2: Planning and Pr
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\nDescribe the initial information that should be gathered in order to have a proper basis for important decisions made in early planning and risk assessment \nExplain how proper planning sets the stage for how much audit effort will be spent on the engagement \nApply professional judgment in identifying risk that will ultimately be used at the basis for designing the detailed audit plan \nRecall how preliminary planning and risk assessment activities are not just “check off the box” tasks\, but meaningful judgments that directly influence audit effectiveness and efficiency
URL:https://sc.cpa/event/liaa23-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-audits-segment-2-planning-and-pr/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261007T102000
DTEND;TZID=America/Detroit:20261007T134000
DTSTAMP:20260807T031930Z
CREATED:20260807T031929Z
LAST-MODIFIED:20260807T031930Z
UID:10007070-1791368400-1791380400@sc.cpa
SUMMARY:(LIAA24/27) Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
DESCRIPTION:Event Description\nPeer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants. \nObjectives\n• Recall the nature of risks faced when performing a variety of professional services for clients. • Explain how to mitigate risks faced by all CPAs in performing professional services. • List best practices for maintaining quality control for all professional engagements.
URL:https://sc.cpa/event/liaa24-27-avoiding-peer-review-deficiencies-and-professional-liability-in-public-accounting/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261008T083000
DTEND;TZID=America/Detroit:20261008T101000
DTSTAMP:20260822T040722Z
CREATED:20260807T014613Z
LAST-MODIFIED:20260822T040722Z
UID:10006842-1791448200-1791454200@sc.cpa
SUMMARY:(LIET07/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations)
DESCRIPTION:Event Description\nSouth Carolina CPAs operate within a detailed framework of statutes\, regulations\, professional standards\, and ethical obligations. Knowing the rules is essential—but understanding how they apply in practice is what helps professionals recognize risk\, make sound decisions\, and maintain compliance. \nThis two-hour ethics course provides a practical review of the South Carolina statutes and Board of Accountancy regulations governing the practice of accounting. Participants will examine the responsibilities imposed on individual licensees and firms\, including professional standards\, confidentiality and client records\, continuing professional education\, peer review\, firm ownership and registration\, mobility\, and the conduct that can lead to disciplinary action. \nThe program also addresses significant recent changes affecting South Carolina practice\, including updated licensure and experience requirements\, practice privileges\, firm ownership provisions\, and the 2026 revisions to the state’s CPE regulations.  \n*EA Approved Course \nObjectives\nUpon completion of this course\, participants will be able to:1. Explain the public-interest purpose of South Carolina’s accountancy laws and the authority of the South Carolina Board of Accountancy.2. Distinguish between statutory requirements and Board regulations and identify the controlling authority for common professional and ethical issues.3. Apply South Carolina requirements governing CPA licensure\, firm registration\, ownership\, firm names\, and the use of professional titles.4. Recognize and apply professional conduct requirements\, including applicable professional standards\, the AICPA Code of Professional Conduct\, and acts considered discreditable to the profession.5. Apply South Carolina’s confidentiality and client-record requirements\, including the rules governing ownership\, retention\, disclosure\, and return of records.6. Determine applicable CPE and annual ethics requirements\, including acceptable forms of credit\, documentation and retention requirements\, carryover limitations\, and the 2026 CPE rule changes.7. Explain the requirements for peer review\, reciprocity\, and practice privileges for individuals and firms practicing across state lines.8. Recognize conduct that may result in Board investigation or discipline and describe the investigation\, hearing\, enforcement\, and sanctions processes applicable to South Carolina licensees and firms.
URL:https://sc.cpa/event/liet07-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE%2C CCNA%2C CISSP%2C MCSE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261008T110000
DTEND;TZID=America/Detroit:20261008T115000
DTSTAMP:20260807T004714Z
CREATED:20260807T004714Z
LAST-MODIFIED:20260807T004714Z
UID:10006733-1791457200-1791460200@sc.cpa
SUMMARY:(LITX67/27) Use IRS Rules to Get the IRS Out of Your Retirement
DESCRIPTION:Event Description\nYour clients with IRAs\, 401(k)s\, 403(b)s or other qualified accounts have a big tax bill coming their way.  They will face: \nRequired Minimum Distributions.Growing tax bill as accounts grow.Beneficiaries with the tax burden for required account liquidation within 10 years. \nThe IRS is in control.  In this session learn a little known strategy that will: \nReduce your client’s tax bill.Minimize market risk.Increase Legacy.Put clients back in control of their money.
URL:https://sc.cpa/event/litx67-27-use-irs-rules-to-get-the-irs-out-of-your-retirement/
CATEGORIES:Livestream
ORGANIZER;CN="Mary Read%2C CPC%2C QPA%2C CPFA%2C CBS":MAILTO:mary.read@penegra.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261009T130000
DTEND;TZID=America/Detroit:20261009T135000
DTSTAMP:20260807T053634Z
CREATED:20260807T053634Z
LAST-MODIFIED:20260807T053634Z
UID:10007382-1791550800-1791553800@sc.cpa
SUMMARY:(LITE23/27) Mastering XLOOKUP: Modern Lookup Techniques in Excel
DESCRIPTION:Event Description\nXLOOKUP has become Excel’s premier lookup function\, replacing many of the limitations of VLOOKUP and HLOOKUP while introducing capabilities that were previously difficult or impossible to achieve. In this practical session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to use XLOOKUP confidently to retrieve information\, solve common lookup challenges\, and build more reliable spreadsheets. \nYou’ll learn how to choose the appropriate match mode\, replace older lookup functions\, look up values in any direction\, perform approximate and multi-criteria lookups\, and troubleshoot common errors. Throughout the session\, David explains not only how each technique works\, but also when it provides the greatest advantage in real-world accounting and business scenarios. \nTopics covered:• Understanding XLOOKUP’s match modes and replacing older lookup functions. • Looking up values to the left\, horizontally\, and by approximate or partial matches. • Performing multi-criteria lookups and handling common lookup errors. • Using XLOOKUP in Excel Tables and returning multiple values with a single formula. • Choosing modern lookup techniques that simplify spreadsheet design and maintenance.  \nObjectives\n• Identify the advantages of XLOOKUP over older Excel lookup functions. • Apply different XLOOKUP match modes to solve common lookup scenarios. • Build lookup formulas that return one or more related values. • Troubleshoot and refine XLOOKUP formulas for more reliable results.
URL:https://sc.cpa/event/lite23-27-mastering-xlookup-modern-lookup-techniques-in-excel/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261013T083000
DTEND;TZID=America/Detroit:20261013T115000
DTSTAMP:20260811T041337Z
CREATED:20260806T234321Z
LAST-MODIFIED:20260811T041337Z
UID:10006625-1791880200-1791892200@sc.cpa
SUMMARY:(LIOT09/27) Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About
DESCRIPTION:Event Description\nIn today’s competitive marketplace\, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies\, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. \nObjectives\n• Identify what types of benefits employees find valuable. • Recall the basic types of retirement plans and how they differ.• Distinguish between the basic health insurance plan types. • Recognize how life insurance may be incorporated into an employee benefits package.
URL:https://sc.cpa/event/liot09-27-retaining-talent-in-a-competitive-marketplace-creating-a-benefits-program-employees-care-about/
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:20261014T083000
DTEND;TZID=America/Detroit:20261014T101000
DTSTAMP:20260822T040635Z
CREATED:20260807T002220Z
LAST-MODIFIED:20260822T040635Z
UID:10006692-1791966600-1791972600@sc.cpa
SUMMARY:(LITX26/27) Tax Research & Documentation: Defensible Positions & Penalty Protection
DESCRIPTION:Event Description\nLearn how to build and defend well-supported tax positions while minimizing exposure to penalties and preparer risk. This course focuses on effective tax research techniques and documentation practices that withstand scrutiny and support ethical\, defensible client advice.  \n*EA Approved Course \nObjectives\n• High-value flagship course (expanded objectives below). • 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. • Evaluate fact patterns to select treatment\, elections\, and documentation steps. 
URL:https://sc.cpa/event/litx26-27-tax-research-documentation-defensible-positions-penalty-protection/
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:20261014T102000
DTEND;TZID=America/Detroit:20261014T120000
DTSTAMP:20260808T040840Z
CREATED:20260807T020456Z
LAST-MODIFIED:20260808T040840Z
UID:10006876-1791973200-1791979200@sc.cpa
SUMMARY:(LITX27/27) Lifecycle Financial Planning - Qualified Retirement Plans
DESCRIPTION:Event Description\nHaving sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course\, we will discuss the foundation of most people’s retirement planning – qualified plans. We will discuss the types of qualified plans\, how they are taxed\, and when they might be useful to clients. Through discussion and real-world examples\, we will explore the basic RMD rules from qualified plans and when a distribution may qualify for a penalty exception. \nObjectives\n• Recall key differences between qualified and non-qualified plans. • Identify situations where it is better to use Roth Retirement Plans vs. Traditional Retirement Plans. • Recognize key differences between SEPs and SIMPLE plans. • Recall early distribution penalties & exceptions. • Determine key considerations for setting up a retirement plan for a company.
URL:https://sc.cpa/event/litx27-27-lifecycle-financial-planning-qualified-retirement-plans/
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:20261014T130000
DTEND;TZID=America/Detroit:20261014T141000
DTSTAMP:20260808T040836Z
CREATED:20260807T040441Z
LAST-MODIFIED:20260808T040836Z
UID:10007200-1791982800-1791987000@sc.cpa
SUMMARY:(LITX28/27) Lifecycle Financial Planning - Getting Money to Small Business Owners
DESCRIPTION:Event Description\nFinancial planning for a small business is inherently tied with the owner. When you plan for the future of the company\, you are planning for the individual as well. Trying to get the owner additional cash from his/her company is a common issue faced by many advisors. However\, it is important to realize that the form of that cash movement may result in very different tax implications. Using easy to understand examples and cases\, this course will explore the common methods used to transfer cash from a small business to the owner him/herself. We will look at how the tax implications differ depending on entity type and the form of payment. \nObjectives\n• Compare the basic tax implications of distributions from a C-Corporation\, S-Corporation\, and Partnership. • Calculate the tax implications of cash distributions and property distributions from S-Corporations and Partnerships.• Calculate tax basis for a partnership and an S-Corporation. • Identify the factors that establish reasonable compensation\, reasonable rent\, and reasonable loans between a closely-held entity and its owner.
URL:https://sc.cpa/event/litx28-27-lifecycle-financial-planning-getting-money-to-small-business-owners/
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:20261020T083000
DTEND;TZID=America/Detroit:20261020T101000
DTSTAMP:20260807T005415Z
CREATED:20260807T005414Z
LAST-MODIFIED:20260807T005415Z
UID:10006744-1792485000-1792491000@sc.cpa
SUMMARY:(LIAA25/27) A Guide to Sampling - Part 1
DESCRIPTION:Event Description\nSampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We’ll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We’ll look at the use of monetary unit sampling and tools that can be leveraged to reduce bias in sampling. \nObjectives\n\nIdentify when a procedure requires sampling \nRecall key elements of a sampling plan \nRecognize proper application of AU-C 530 for tests of details \nPerform MUS sampling
URL:https://sc.cpa/event/liaa25-27-a-guide-to-sampling-part-1/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261020T102000
DTEND;TZID=America/Detroit:20261020T120000
DTSTAMP:20260807T020621Z
CREATED:20260807T020621Z
LAST-MODIFIED:20260807T020621Z
UID:10006879-1792491600-1792497600@sc.cpa
SUMMARY:(LIAA26/27) How to Audit Accounting Estimates
DESCRIPTION:Event Description\nWhen auditing management’s accounting estimates\, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates\, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. \nObjectives\n\nPerform audit procedures to obtain comfort over the reasonableness of management’s estimates \nRecall circumstances that require accounting estimates
URL:https://sc.cpa/event/liaa26-27-how-to-audit-accounting-estimates/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261020T130000
DTEND;TZID=America/Detroit:20261020T144000
DTSTAMP:20260807T011939Z
CREATED:20260807T011938Z
LAST-MODIFIED:20260807T011939Z
UID:10006784-1792501200-1792507200@sc.cpa
SUMMARY:(LIAA27/27) Introduction to Yellow Book
DESCRIPTION:Event Description\nPerforming engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS)\, commonly referred to as the “Yellow Book\,” involves additional reporting\, ethics\, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct.  \nParticipants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits\, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively.  \nObjectives\n\nRecognize the unique auditing requirements in the Yellow Book \nRecognize the independence requirements for Yellow Book engagements \nIdentify the CPE requirements for Yellow Book engagements \nRecall the reporting requirements of Yellow Book
URL:https://sc.cpa/event/liaa27-27-introduction-to-yellow-book/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261020T145000
DTEND;TZID=America/Detroit:20261020T163000
DTSTAMP:20260807T013022Z
CREATED:20260807T013021Z
LAST-MODIFIED:20260807T013022Z
UID:10006803-1792507800-1792513800@sc.cpa
SUMMARY:(LIAA28/27) What's Going on at the FASB (2026/27)
DESCRIPTION:Event Description\nThis course provides an efficient update on recent and upcoming accounting standard-setting activity issued by the Financial Accounting Standards Board (FASB). The course focuses on Accounting Standards Updates (ASUs) effective for December 31\, 2026 year-ends for public companies\, private entities\, and not-for-profit organizations.  \nParticipants will also review issued ASUs with future effective dates\, along with high-level insights into recent exposure drafts. Emphasis is placed on understanding timing\, scope\, and areas of change that may affect financial reporting and implementation planning.  \nDesigned as a practical update for preparers\, auditors\, and financial professionals\, this course helps participants stay current on FASB activity and better anticipate the impact of evolving accounting standards.  \nObjectives\n\nRecall effective dates for recently issued FASB standards. \nRecognize the impact of recently issued ASUs on financial reporting. \nIdentify proposed changes to financial reporting included in recent FASB exposure drafts.
URL:https://sc.cpa/event/liaa28-27-whats-going-on-at-the-fasb-2026-27/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261022T083000
DTEND;TZID=America/Detroit:20261022T101000
DTSTAMP:20260807T005811Z
CREATED:20260807T005811Z
LAST-MODIFIED:20260807T005811Z
UID:10006751-1792657800-1792663800@sc.cpa
SUMMARY:(LIAA29/27) Auditing Revenue Recognition – Grasping the Higher Risks and Special Audit Considerations
DESCRIPTION:Event Description\nRevenue recognition is presumed to be a significant risk requiring special audit consideration for financial statement auditing purposes. This module will provide tips and techniques for obtaining sufficient and appropriate audit evidence to support conclusions related to accounting for revenues obtained from contracts with customers. \nObjectives\n\nIdentify typical revenue recognition risks\, including the impact of applying the newest revenue recognition model of Topic 606. \nExplain how to link the assessed risk of material misstatement to a detailed audit plan for revenue recognized in a contract with a customer. \nRecall special revenue recognition considerations\, such as contracts with financing elements\, multiple distinct performance obligations\, and more.
URL:https://sc.cpa/event/liaa29-27-auditing-revenue-recognition-grasping-the-higher-risks-and-special-audit-considerations/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261022T102000
DTEND;TZID=America/Detroit:20261022T134000
DTSTAMP:20260811T040825Z
CREATED:20260807T013407Z
LAST-MODIFIED:20260811T040825Z
UID:10006808-1792664400-1792676400@sc.cpa
SUMMARY:(LIMG03/27) Critical "Soft" Skills for CFOs and Controllers
DESCRIPTION:Event Description\nAccounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers – or those that want to be! \nObjectives\n• Distinguish the traits of a manager vs. a leader. • Recognize how to best interact and communicate with others. • List tips for hiring and developing millenials and beyond. • Recall change management best practices to lead entity initiatives.
URL:https://sc.cpa/event/limg03-27-critical-soft-skills-for-cfos-and-controllers/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261023T083000
DTEND;TZID=America/Detroit:20261023T092000
DTSTAMP:20260807T045014Z
CREATED:20260807T045013Z
LAST-MODIFIED:20260807T045014Z
UID:10007324-1792744200-1792747200@sc.cpa
SUMMARY:(LIOT04/27) Success - A Roadmap to Ponder
DESCRIPTION:Event Description\nSuccess is not one-size-fits-all—especially in a demanding profession like accounting. This session helps participants define “success” in a way that is deeply personal\, values based\, and sustainable. You’ll learn how to translate long-term vision into a clear\, practical roadmap; align your time and energy with what matters most; build momentum through consistent routines; and measure progress using the metrics that truly reflect growth. The session also explores how to anticipate common derailers and strengthen decision clarity during periods of uncertainty so you can stay focused\, confident\, and aligned with what you care about most. \nDesigned For\n•  CPAs\, firm leaders\, managers\, and rising professionals •  Anyone seeking greater clarity\, prioritization\, and alignment between career and personal purpose •  Leaders who want to support healthier\, values-driven team cultures \nObjectives\n•  Strengthening Decision Clarity During Uncertainty and Complexity•  Define “success” in a personal\, values based way that aligns with their long term aspirations. •  Translate long term vision into a practical roadmap\, using structured planning and milestones. •  Align time and energy to what matters most\, focusing on high impact activities. •  Build momentum through consistent routines that reinforce productivity and intentionality. •  Measure progress with meaningful metrics\, beyond traditional performance indicators. •  Anticipate success derailers\, including habits\, mindset traps\, and environmental factors. •  Strengthen decision clarity during uncertainty\, using tools to reduce noise and focus on guiding values. \nMajor Subjects\n•  Defining “Success” Through Personal Values •  Translating Long Term Vision into a Practical\, Actionable Roadmap •  Aligning Time\, Energy & Priorities With What Matters Most •  Building Sustainable Momentum Through Consistent Routines •  Measuring Progress Using Meaningful\, Values Based Metrics •  Anticipating Internal & External Success Derailers •  Strengthening Decision Clarity During Uncertainty and Complexity
URL:https://sc.cpa/event/liot04-27-success-a-roadmap-to-ponder/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261027T083000
DTEND;TZID=America/Detroit:20261027T101000
DTSTAMP:20260822T040637Z
CREATED:20260806T235012Z
LAST-MODIFIED:20260822T040637Z
UID:10006636-1793089800-1793095800@sc.cpa
SUMMARY:(LIET01/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nSouth Carolina CPAs operate within a detailed framework of statutes\, regulations\, professional standards\, and ethical obligations. Knowing the rules is essential—but understanding how they apply in practice is what helps professionals recognize risk\, make sound decisions\, and maintain compliance. \nThis two-hour ethics course provides a practical review of the South Carolina statutes and Board of Accountancy regulations governing the practice of accounting. Participants will examine the responsibilities imposed on individual licensees and firms\, including professional standards\, confidentiality and client records\, continuing professional education\, peer review\, firm ownership and registration\, mobility\, and the conduct that can lead to disciplinary action. \nThe program also addresses significant recent changes affecting South Carolina practice\, including updated licensure and experience requirements\, practice privileges\, firm ownership provisions\, and the 2026 revisions to the state’s CPE regulations.  \n*EA Approved Course \nObjectives\nUpon completion of this course\, participants will be able to:1. Explain the public-interest purpose of South Carolina’s accountancy laws and the authority of the South Carolina Board of Accountancy.2. Distinguish between statutory requirements and Board regulations and identify the controlling authority for common professional and ethical issues.3. Apply South Carolina requirements governing CPA licensure\, firm registration\, ownership\, firm names\, and the use of professional titles.4. Recognize and apply professional conduct requirements\, including applicable professional standards\, the AICPA Code of Professional Conduct\, and acts considered discreditable to the profession.5. Apply South Carolina’s confidentiality and client-record requirements\, including the rules governing ownership\, retention\, disclosure\, and return of records.6. Determine applicable CPE and annual ethics requirements\, including acceptable forms of credit\, documentation and retention requirements\, carryover limitations\, and the 2026 CPE rule changes.7. Explain the requirements for peer review\, reciprocity\, and practice privileges for individuals and firms practicing across state lines.8. Recognize conduct that may result in Board investigation or discipline and describe the investigation\, hearing\, enforcement\, and sanctions processes applicable to South Carolina licensees and firms.
URL:https://sc.cpa/event/liet01-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE%2C CCNA%2C CISSP%2C MCSE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261028T083000
DTEND;TZID=America/Detroit:20261028T092000
DTSTAMP:20260808T040633Z
CREATED:20260807T003117Z
LAST-MODIFIED:20260808T040633Z
UID:10006703-1793176200-1793179200@sc.cpa
SUMMARY:(LITX30/27) Lifecycle Financial Planning - Calculating Education Needs\, the FAFSA & Education Credits
DESCRIPTION:Event Description\nAs the cost of higher education continues to climb\, paying for college has become a much bigger strain on the wallets of American families. For this reason\, a greater value has been placed on education planning. However\, knowing how financial aid and education credits fit together is a challenge for the practitioner. Perhaps an even bigger challenge may be quantifying the education need in the first place\, so that it can be incorporated into the financial plan. In this course\, we will address these emerging areas of financial planning and give you tips to successfully navigating the education planning puzzle! \nObjectives\n• State how to calculate the education needs of a client. • Identify how financial need is calculated on the FAFSA. • Recognize the differences between the different education tax credits.
URL:https://sc.cpa/event/litx30-27-lifecycle-financial-planning-calculating-education-needs-the-fafsa-education-credits/
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:20261028T093000
DTEND;TZID=America/Detroit:20261028T111000
DTSTAMP:20260822T040820Z
CREATED:20260807T031953Z
LAST-MODIFIED:20260822T040820Z
UID:10007071-1793179800-1793185800@sc.cpa
SUMMARY:(LITX31/27) Lifecycle Financial Planning: Tax Planning - Depreciation
DESCRIPTION:Event Description\nDepreciation can be a very large and important deduction for owners of rental properties and small businesses. It can allow these taxpayers to be cash flow positive while declaring significantly less taxable income. However\, this gets tricky. Are there elections we can make that may help us in later tax years? When does depreciation need to be recaptured? And when can missed depreciation deductions be made up? Using easy to follow examples and discussion\, we will explore these issues and many others\, so that we can get the best results possible for this unique group of clients!  \n*EA Approved Course \nObjectives\n• Recognize the different accelerated depreciation methods available and when they can be used. • State how depreciation recapture differs under Sec 1245\, Sec 1250\, and Sec 291. • Identify different planning techniques available utilizing depreciation.
URL:https://sc.cpa/event/litx31-27-lifecycle-financial-planning-tax-planning-depreciation/
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:20261028T112000
DTEND;TZID=America/Detroit:20261028T130000
DTSTAMP:20260811T041344Z
CREATED:20260807T041533Z
LAST-MODIFIED:20260811T041344Z
UID:10007231-1793186400-1793192400@sc.cpa
SUMMARY:(LIOT10/27) Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World
DESCRIPTION:Event Description\nThe budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However\, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course\, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches\, as well as newer approaches such as flexible budgeting\, in an effort to show how companies can gain more value. \nObjectives\n• State the difference between a forecast and a budget. • Identify the difference between top-down and bottom-up budgeting. • Recognize the key elements of a flexible budgeting approach. • Define a key forecast driver. • State when it may be appropriate to make a forecast adjustment.
URL:https://sc.cpa/event/liot10-27-critical-skills-for-cfos-controllers-budgeting-forecasting-strategies-for-todays-world/
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:20261028T131000
DTEND;TZID=America/Detroit:20261028T140000
DTSTAMP:20260822T040638Z
CREATED:20260806T225816Z
LAST-MODIFIED:20260822T040638Z
UID:10006556-1793193000-1793196000@sc.cpa
SUMMARY:(LITX32/27) Lifecycle Financial Planning: Estate Planning - Form 1041 Basics
DESCRIPTION:Event Description\nAfter the loss of a loved one\, nothing can be more stressful to the client than trying to deal with tax filings. As practitioners\, we can make the lives of clients dealing with these losses much easier if we can help them navigate these forms. In this course\, we will discuss some of the opportunities on Form 1041. We will discuss basic tax strategy\, elections that may be made\, as well as opportunities that may be available. By understanding these things\, you will be in a better position to give grieving clients the best advice possible during difficult times.  \n*EA Approved Course \nObjectives\n• Identify who needs to file a Form 1041 Income Tax Return. • State common deductions and elections available for estates on Form 1041. • Recognize the key considerations when making a distribution to beneficiaries.
URL:https://sc.cpa/event/litx32-27-lifecycle-financial-planning-estate-planning-form-1041-basics/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
END:VCALENDAR