Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

(LIOT03/27) Servant Leadership

True 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...

Non Member: $45
Credit Hours: 1

(LIAA22/27) Annual Accounting and Financial Reporting Update

This 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.

Non Member: $180
Credit Hours: 4

(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

This 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.

Non Member: $90
Credit Hours: 2

(LIET07/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations)

South 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.This two-hour ethics course provides a practical review of the South Carolina statutes and Board of Accountancy...

Non Member: $150
Credit Hours: 2

(LITX67/27) Use IRS Rules to Get the IRS Out of Your Retirement

Your clients with IRAs, 401(k)s, 403(b)s or other qualified accounts have a big tax bill coming their way.  They will face:Required Minimum Distributions.Growing tax bill as accounts grow.Beneficiaries with the tax burden for required account liquidation within 10 years.The IRS is in control.  In this session learn a little known strategy that will:Reduce your client's...

Non Member: $45
Credit Hours: 1

(LITE23/27) Mastering XLOOKUP: Modern Lookup Techniques in Excel

XLOOKUP 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,...

Non Member: $45
Credit Hours: 1

(LIOT09/27) Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About

In 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...

Non Member: $180
Credit Hours: 4

(LITX26/27) Tax Research & Documentation: Defensible Positions & Penalty Protection

Learn 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. *EA Approved Course

Non Member: $90
Credit Hours: 2

(LITX27/27) Lifecycle Financial Planning – Qualified Retirement Plans

Having 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...

Non Member: $90
Credit Hours: 2

(LITX28/27) Lifecycle Financial Planning – Getting Money to Small Business Owners

Financial 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...

Non Member: $65
Credit Hours: 1.4