(LITX18/26) IRS Audits & Dispute Resolution: Defending Your Clients
How to deal with an IRS audit Enrolled Agent Approved
Non Member: $180
Credit Hours: 4
Credit Hours: 4
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(LITX19/26) Lifecycle Financial Planning – Assessing Client Needs & Building a Plan
True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...
Non Member: $63
Credit Hours: 1.4
Credit Hours: 1.4
(LITE07/26) Mastering Microsoft 365 Copilot for CPAs
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This course is one of a four-part series on AI technology for CPAs. We...
Non Member: $90
Credit Hours: 2
Credit Hours: 2
(LIOT03/26) Workplace Alignment & Employee Engagement
2025 Professional Development Program with Leadership SimplifiedRaise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership tools/techniques that carry 1 or 1.4 credit hours. Each session will start at 8:30am and end at either 9:20am or 9:45am depending...
Non Member: $45
Credit Hours: 1
Credit Hours: 1
(LITX20/26) Tax Talks with Bill: September: Understanding IRS Penalties & How to Avoid Them
What is a penalty and what do you do when the IRS asserts a penalty? Enrolled Agent Approved
Non Member: $45
Credit Hours: 1
Credit Hours: 1
(LIAA14/26) Common Yellow Book & Single Audit Deficiencies
This course will review focus areas for peer review of Single Audits and Yellow Book engagements. We discuss the requirements for major program determination, testing compliance, testing internal controls over compliance, sampling, and reporting for Single Audits. We also address Yellow Book CPE and independence requirements. In addition to providing an overview of the common...
Non Member: $180
Credit Hours: 4
Credit Hours: 4
(LITX21/26) Tax Strategies for High-Net-Worth Clients
Learn tax strategies for high net worth clients. Enrolled Agent Approved
Non Member: $180
Credit Hours: 4
Credit Hours: 4
(LIAA15/26) Current Nonprofit Fraud Trends
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.
Non Member: $180
Credit Hours: 4
Credit Hours: 4
(LITX22/26) The Unique Tax Accounting Issues in Estates and Trusts
Understand key elements of preparing Form 1041. Enrolled Agent Approved
Non Member: $90
Credit Hours: 2
Credit Hours: 2
(LIET04/26) Behavioral Ethics: Recognizing and Weighing Influences and AI in Ethical Decision Making?
When it comes to ethical decision making, are you pausing long enough to consider what or who might be influencing your decisions? As AI continues to evolve so does its role and influence on our ethical decision making. This course is designed to raise awareness and provide tips and tools for recognizing and weighing the...
Non Member: $150
Credit Hours: 2
Credit Hours: 2
(LIET05/26) Regulatory Ethics
This course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs.
Non Member: $150
Credit Hours: 2
Credit Hours: 2
(LITX08/26) Exploring Client Advisory Services: 2025 Tax Update
As trusted operational partners, Client Advisory Services (CAS) professionals must stay ahead of evolving tax regulations that directly impact their clients. This 2025 update covers critical changes to payroll, information reporting, deductions, and credits—alongside key insights from the new One Big Beautiful Bill Act (OBBBA). Join us to explore how these developments affect CAS engagements...
Non Member: $200
Credit Hours: 4
Credit Hours: 4