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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260902T112000
DTEND;TZID=America/Detroit:20260902T121000
DTSTAMP:20260610T094649
CREATED:20260515T005913Z
LAST-MODIFIED:20260528T131014Z
UID:10005675-1788348000-1788351000@sc.cpa
SUMMARY:(LIAA17/27) Exploring Client Advisory Services - Unearned Income & Prepaid Expenses
DESCRIPTION:Event Description\nIn most industries\, it is normal to get paid after a job is done. However\, what do you do if someone pays you ahead of time? The job is not done yet\, so you can’t recognize the revenue. Also\, have you ever had to make a deposit on something ahead of time? If so\, then you can’t recognize the expense yet\, since it has not been incurred. These situations happen all the time\, but many practitioners just getting started struggle to know what to do in these instances. In this course\, we will be talking about unearned income and prepaid expenses. We will talk about how the accounting differs for cash and accrual basis taxpayers\, and what to do on the tax return. \nObjectives\nState what the terms unearned income and prepaid expenses mean and when these situations come up. Identify revenue recognition and expense recognition applicable to unearned income and prepaid expenses. Recognize the tax implications of unearned income and prepaid expenses.
URL:https://sc.cpa/event/liaa17-27-exploring-client-advisory-services-unearned-income-prepaid-expenses/
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:20260902T130000
DTEND;TZID=America/Detroit:20260902T135000
DTSTAMP:20260610T094649
CREATED:20260515T010835Z
LAST-MODIFIED:20260528T042117Z
UID:10005772-1788354000-1788357000@sc.cpa
SUMMARY:(LITX20/27) Exploring Client Advisory Services - Accounts Payable
DESCRIPTION:Event Description\nIf you are new to the profession\, or a business owner that is trying to do your own accounting\, perhaps nothing is more confusing than trying to figure out when something needs to be entered into the accounting records. While cash basis tends to be straightforward enough\, accrual basis accounting can feel like a whole new world! In this course\, we will be exploring basic entries pertaining to accounts payable. We will discuss accounting for timing differences between cash and accrual basis\, as well as how accounts payable is handled differently for tax purposes. In the context of lots of practical examples\, we will help you get more comfortable with the ins and outs of accounts payable so you can be sure your books are in great shape! \nObjectives\nWhat are accounts payable? Capitalized Items Accounting for Debt Prepaid Expense Example Inventory Example Voiding Checks & Accounting for Disputes Accounts Payable on the Tax Return
URL:https://sc.cpa/event/litx20-27-exploring-client-advisory-services-accounts-payable/
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:20260903T083000
DTEND;TZID=America/Detroit:20260903T092000
DTSTAMP:20260610T094649
CREATED:20260515T010015Z
LAST-MODIFIED:20260528T041717Z
UID:10005687-1788424200-1788427200@sc.cpa
SUMMARY:(LIAA18/27) Breaking Down SOC Review Standards into Real World Practice
DESCRIPTION:Event Description\nThis course provides a comprehensive overview of SOC 1 reports in the context of employee benefit plan audits. The course covers the evaluation and documentation of SOC 1 reports\, understanding control objectives\, complementary user entity controls (CUECs)\, and best practices for efficient SOC 1 review processes. Special attention is given to practical tools and templates that can streamline the review process while maintaining audit quality. \nObjectives\n Identify key components of SOC 1 reports and their relevance to employee benefit plan audits Evaluate control objectives and complementary user entity controls for audit planning Apply best practices for documenting SOC 1 review procedures Distinguish between different approaches for situations with and without SOC 1 reports
URL:https://sc.cpa/event/liaa18-27-breaking-down-soc-review-standards-into-real-world-practice/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260903T093000
DTEND;TZID=America/Detroit:20260903T125000
DTSTAMP:20260610T094649
CREATED:20260515T010718Z
LAST-MODIFIED:20260528T041433Z
UID:10005754-1788427800-1788439800@sc.cpa
SUMMARY:(LIAA19/27) Common Deficiencies in SSARS Engagements
DESCRIPTION:Event Description\nPreparation\, compilation\, and review engagements continue to receive heightened attention in peer review. This course examines the most common deficiencies identified in peer reviews of SSARS engagements\, with an emphasis on practical compliance and engagement quality.  \nParticipants will explore frequent problem areas in preparation\, compilation\, and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance and highlights practical approaches firms can use to improve consistency\, documentation\, and overall engagement performance.  \nDesigned for practitioners performing SSARS engagements\, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution.  \nObjectives\n• Identify common deficiencies identified in peer reviews of SSARS engagements.• Recognize methods to improve quality in preparation\, compilation\, and review engagements.
URL:https://sc.cpa/event/liaa19-27-common-deficiencies-in-ssars-engagements/
CATEGORIES:Livestream
ORGANIZER;CN="Jaclyn M. Veno%2C CPA":MAILTO:jaclynveno@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260903T130000
DTEND;TZID=America/Detroit:20260903T135000
DTSTAMP:20260610T094649
CREATED:20260515T010823Z
LAST-MODIFIED:20260610T045213Z
UID:10005763-1788440400-1788443400@sc.cpa
SUMMARY:(LITE07/27) Vendor Payment Controls (BEC Prevention)
DESCRIPTION:Event Description\nProtect your organization from costly business email compromise (BEC) fraud by strengthening vendor payment controls. This course highlights common risk points\, red flags\, and practical control measures to prevent fraudulent payment requests and safeguard financial operations. \nObjectives\n 
URL:https://sc.cpa/event/lite07-27-vendor-payment-controls-bec-prevention/
CATEGORIES:Livestream
ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260908T083000
DTEND;TZID=America/Detroit:20260908T101000
DTSTAMP:20260610T094649
CREATED:20260515T011113Z
LAST-MODIFIED:20260529T041220Z
UID:10005799-1788856200-1788862200@sc.cpa
SUMMARY:(LIAA20/27) Auditing Bits in BytesTM – Segment 5: Performing Meaningful Substantive Testing
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 how to perform the substantive audit procedures comprising the detailed audit plan.    •Explain common deficiencies in performing and documenting further audit procedures\, including both tests of details and substantive analytic procedures.  •Apply professional judgment and best practices for an effective and efficient audit.
URL:https://sc.cpa/event/liaa20-27-auditing-bits-in-bytestm-segment-5-performing-meaningful-substantive-testing/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260908T102000
DTEND;TZID=America/Detroit:20260908T120000
DTSTAMP:20260610T094649
CREATED:20260515T010608Z
LAST-MODIFIED:20260529T041416Z
UID:10005741-1788862800-1788868800@sc.cpa
SUMMARY:(LIET06/27) Professional Skepticism – Creating a Mindset for Finding Fraud and Error
DESCRIPTION:Event Description\nThe public places high value assurance services provided by an external public accountant\, as the CPA’s involvement directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset\, including professional skepticism\, is a critical feature of a high-quality audit or other attest service. Professional skepticism is an essential attitude that enhances the ability to identify and respond to conditions that may indicate possible material misstatement\, whether due to fraud or error. \nObjectives\n\n• Recognize traits of a skeptical auditor. • Explain applying professional skepticism on any assurance service. • Recall fraud\, including examples of fraud indicators. • Identify the auditor’s responsibility for identifying and responding to fraud in a financial statement audit.
URL:https://sc.cpa/event/liet06-27-professional-skepticism-creating-a-mindset-for-finding-fraud-and-error/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260908T130000
DTEND;TZID=America/Detroit:20260908T144000
DTSTAMP:20260610T094649
CREATED:20260515T010825Z
LAST-MODIFIED:20260529T041017Z
UID:10005766-1788872400-1788878400@sc.cpa
SUMMARY:(LIAA21/27) Revenue Recognition in an Environment of Uncertainty
DESCRIPTION:Event Description\nApplying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing. \nObjectives\nRecognize challenges with judgments made in applying the revenue recognition model in uncertain times. \nApply appropriate accounting in accordance with Topic 606.
URL:https://sc.cpa/event/liaa21-27-revenue-recognition-in-an-environment-of-uncertainty/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260908T145000
DTEND;TZID=America/Detroit:20260908T163000
DTSTAMP:20260610T094649
CREATED:20260515T010525Z
LAST-MODIFIED:20260530T041014Z
UID:10005736-1788879000-1788885000@sc.cpa
SUMMARY:(LIMG02/27) Supervisor Skills - Coaching Staff to Stay on the Right Track
DESCRIPTION:Event Description\nBeing a successful coach requires tackling various responsibilities\, including motivating\, providing positive and constructive feedback\, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities. \nObjectives\n\nRecall how to motivate teams for engagement success \nExplain the appropriate use of different coaching styles appropriately matched to the circumstances \nDescribe a process for engaging in difficult conversations \nRecall a process for giving constructive feedback and creating professional development plans
URL:https://sc.cpa/event/limg02-27-supervisor-skills-coaching-staff-to-stay-on-the-right-track/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260909T083000
DTEND;TZID=America/Detroit:20260909T094000
DTSTAMP:20260610T094649
CREATED:20260515T010523Z
LAST-MODIFIED:20260606T041013Z
UID:10005733-1788942600-1788946800@sc.cpa
SUMMARY:(LITX05R/27) Understanding Real Estate Taxation: Depreciation Issues & Recapture Provisions  - Rebroadcast
DESCRIPTION:Event Description\nThe taxation of real estate can lead to some surprising results – especially when property is sold. Depreciation recapture can negatively impact a taxpayer’s taxable income in the year of the sale and lead to an unexpected tax bill. In this course\, we will use practical examples and illustrations to explore the different types of recapture provisions pertaining to real estate. We will then discuss when relief may be available for a taxpayer who may have forgotten to take depreciation deductions in previous tax years. \nObjectives\n \n· Recall the tax attributes of 1231 property. \n· State the tax effects of 1245 and 1250 recapture provisions. \n· Recognize when Sec 291 recapture might be applicable. \n· Identify the tax effects of the “allowed or allowable” rule.
URL:https://sc.cpa/event/litx05r-27-tax-planning-depreciation-issues-recapture-provisions-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:20260909T095000
DTEND;TZID=America/Detroit:20260909T110000
DTSTAMP:20260610T094649
CREATED:20260515T011117Z
LAST-MODIFIED:20260528T041023Z
UID:10005806-1788947400-1788951600@sc.cpa
SUMMARY:(LITX21/27) Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer
DESCRIPTION:Event Description\nWhen you are first getting started with a new business\, the amount of compliance paperwork can be overwhelming! You want to do things right – but what does that mean? In this segment of the Exploring Client Advisory Services Series\, we will talk about some basics for getting setup in a new state. We will talk about basic payroll reports to be filed\, state registrations\, and when we need to withhold for our employees. What about estimated taxes? We have you covered there too. We will talk about who needs to file estimated taxes and how to save a few bucks when working with your tax practitioner. This is a fantastic course if you are new business owner just trying to figure out where to begin! \nObjectives\nRecognize when a business may need to file a state registration or trade name. \nIdentify basic payroll tax reports that need to be filed. \nRecognize when estimated taxes need to be made. \nIdentify the basic documents that a new business owner needs to give a tax preparer.
URL:https://sc.cpa/event/litx21-27-exploring-client-advisory-services-new-business-compliance-working-with-a-tax-preparer/
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:20260909T111000
DTEND;TZID=America/Detroit:20260909T143000
DTSTAMP:20260610T094649
CREATED:20260515T011220Z
LAST-MODIFIED:20260529T041415Z
UID:10005827-1788952200-1788964200@sc.cpa
SUMMARY:(LIOT06/27) Building a Better Budget in a Time of Uncertainty
DESCRIPTION:Event Description\nMost financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same\, the process becomes merely an exercise in carrying over what was done before to the current year. However\, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course\, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples\, we will explore how to build flexibility into our budget – so that it can inform and drive decision-making when we don’t quite know what is ahead. \nObjectives\n\nRecall the difference between a forecast and a budget \nIdentify the difference between top-down and bottom-up budgeting \nState the key elements of a flexible budgeting approach \nDefine key cost drivers \nState how behavioral biases may affect the budgeting process \nIdentify how headcount efficiency may be measured \nDefine scenario planning \nRecognize best practices and controls for managing budget changes
URL:https://sc.cpa/event/liot06-27-building-a-better-budget-in-a-time-of-uncertainty/
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:20260910T083000
DTEND;TZID=America/Detroit:20260910T092000
DTSTAMP:20260610T094649
CREATED:20260515T011715Z
LAST-MODIFIED:20260515T041119Z
UID:10005877-1789029000-1789032000@sc.cpa
SUMMARY:(LIOT07/27) Personal Development: Executive Presence and Influence
DESCRIPTION:Event Description\nStrengthen your leadership impact by learning how to project confidence\, credibility\, and authenticity at every level. This course focuses on practical techniques to enhance executive presence\, influence decision-making\, and communicate with clarity and authority. \nObjectives\nDevelop practical skills that improve clarity\, resilience\, and effectiveness in CPA work environments. Apply tools and habits that improve communication and productivity immediately.
URL:https://sc.cpa/event/liot07-27-personal-development-executive-presence-and-influence/
CATEGORIES:Livestream
ORGANIZER;CN="Ramona R. Farrell%2C MBA%2C CFBA%2C CFE%2C CF":MAILTO:Ramona@Farrellinsights.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260910T093000
DTEND;TZID=America/Detroit:20260910T102000
DTSTAMP:20260610T094649
CREATED:20260515T011620Z
LAST-MODIFIED:20260515T041044Z
UID:10005860-1789032600-1789035600@sc.cpa
SUMMARY:(LIOT08/27) Personal Development: Leading Without Authority in Cross-Functional Teams
DESCRIPTION:Event Description\nLearn how to drive results and build alignment when you don’t have direct authority over the team. This course provides practical strategies for influencing cross-functional partners\, navigating resistance\, and leading collaborative work to successful outcomes. \nObjectives\nDevelop practical skills that improve clarity\, resilience\, and effectiveness in CPA work environments. Apply tools and habits that improve communication and productivity immediately.
URL:https://sc.cpa/event/liot08-27-personal-development-leading-without-authority-in-cross-functional-teams/
CATEGORIES:Livestream
ORGANIZER;CN="Ramona R. Farrell%2C MBA%2C CFBA%2C CFE%2C CF":MAILTO:Ramona@Farrellinsights.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260910T103000
DTEND;TZID=America/Detroit:20260910T121000
DTSTAMP:20260610T094649
CREATED:20260515T010134Z
LAST-MODIFIED:20260528T041236Z
UID:10005701-1789036200-1789042200@sc.cpa
SUMMARY:(LITX62/27) Tax Planning: Multi-State Work\, Residency & Withholding - Rebroadcast
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/litx62-27-tax-planning-multi-state-work-residency-withholding-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:20260910T130000
DTEND;TZID=America/Detroit:20260910T135000
DTSTAMP:20260610T094649
CREATED:20260515T011615Z
LAST-MODIFIED:20260515T042041Z
UID:10005849-1789045200-1789048200@sc.cpa
SUMMARY:(LITE08/27) AI Clinic: Spreadsheet Formula Help (with Validation)
DESCRIPTION:Event Description\nLearn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You’ll leave with practical examples you can confidently apply to real-world spreadsheets. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Apply cybersecurity and data protection controls to reduce breach and fraud risk.
URL:https://sc.cpa/event/lite08-27-ai-clinic-spreadsheet-formula-help-with-validation/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260910T140000
DTEND;TZID=America/Detroit:20260910T145000
DTSTAMP:20260610T094649
CREATED:20260515T010209Z
LAST-MODIFIED:20260515T042639Z
UID:10005706-1789048800-1789051800@sc.cpa
SUMMARY:(LITE09R/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\nApply 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/lite09r-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:20260916T083000
DTEND;TZID=America/Detroit:20260916T092000
DTSTAMP:20260610T094649
CREATED:20260515T005518Z
LAST-MODIFIED:20260528T041629Z
UID:10005628-1789547400-1789550400@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\nRecognize the tax compliance obligations when a new client is hired. \nIdentify ongoing tax obligations including Form 941 and 940 filings. \nState 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:20260610T094649
CREATED:20260515T011013Z
LAST-MODIFIED:20260528T042017Z
UID:10005785-1789551000-1789554000@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. \nObjectives\nRecognize Identify key tax due dates by entity type. \nRecognize how late filing\, late payment\, and other common penalties are calculated. \nRecall common information return due dates and applicable penalties. \nState 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:20260610T094649
CREATED:20260515T010012Z
LAST-MODIFIED:20260528T041717Z
UID:10005684-1789554600-1789557600@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\nIdentify differences in how business entity types are taxed for income tax purposes. \nRecognize how personal financial planning for a business owner is related to financial planning for a flow-through entity business. \nIdentify how S-Corporations are taxed for self-employment tax purposes. \nRecognize 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:20260925T083000
DTEND;TZID=America/Detroit:20260925T092000
DTSTAMP:20260610T094649
CREATED:20260112T202712Z
LAST-MODIFIED:20260116T150437Z
UID:10005600-1790325000-1790328000@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\n•  Professionals responsible for staff development\, engagement\, culture\, and performance\n•  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.\n•  Lead with a “service first” mindset while still setting expectations\, reinforcing accountability\, and achieving results.\n•  Build trust by being present\, listening actively\, and consistently following through.\n•  Develop others intentionally through structured guidance\, coaching\, and growth focused conversations.\n•  Empower decision making at the right level to increase ownership\, speed\, and confidence.\n•  Create psychological safety and foster healthy candor within teams.\n•  Model humility and integrity through transparent communication and aligned behavior.\n•  Strengthen team purpose and alignment by clarifying mission\, roles\, and shared priorities. \nMajor Subjects\n•  The 10 Keys to Servant Leadership\n•  Balancing Service First Leadership With Accountability & Results\n•  Trust Building Through Presence\, Listening & Follow Through\n•  Intentional Talent & Leadership Development\n•  Empowerment: Delegating Decision Making at the Right Level\n•  Creating Psychological Safety & Encouraging Healthy Candor\n•  Modeling Humility\, Integrity & Professional Groundedness\n•  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:20260610T094649
CREATED:20260515T011019Z
LAST-MODIFIED:20260529T041633Z
UID:10005793-1791275400-1791287400@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:20261007T083000
DTEND;TZID=America/Detroit:20261007T101000
DTSTAMP:20260610T094649
CREATED:20260515T010912Z
LAST-MODIFIED:20260529T041515Z
UID:10005774-1791361800-1791367800@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:20260610T094649
CREATED:20260515T010208Z
LAST-MODIFIED:20260529T041524Z
UID:10005704-1791368400-1791380400@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:20260610T094649
CREATED:20260515T011616Z
LAST-MODIFIED:20260607T041012Z
UID:10005851-1791448200-1791454200@sc.cpa
SUMMARY:(LIET07/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations)
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/liet07-27-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:20261013T083000
DTEND;TZID=America/Detroit:20261013T115000
DTSTAMP:20260610T094649
CREATED:20260515T005912Z
LAST-MODIFIED:20260529T041322Z
UID:10005674-1791880200-1791892200@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\nIdentify what types of benefits employees find valuable. \nRecall the basic types of retirement plans and how they differ.\nDistinguish between the basic health insurance plan types. \nRecognize 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:20260610T094649
CREATED:20260515T010721Z
LAST-MODIFIED:20260528T041434Z
UID:10005755-1791966600-1791972600@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. \nObjectives\nHigh-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. 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:20260610T094649
CREATED:20260515T005813Z
LAST-MODIFIED:20260528T041827Z
UID:10005660-1791973200-1791979200@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\nRecall key differences between qualified and non-qualified plans \nIdentify situations where it is better to use Roth Retirement Plans vs. Traditional Retirement Plans \nRecognize key differences between SEPs and SIMPLE plans \nRecall early distribution penalties & exceptions \nDetermine 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:20260610T094649
CREATED:20260515T005611Z
LAST-MODIFIED:20260528T041631Z
UID:10005633-1791982800-1791987000@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\nCompare the basic tax implications of distributions from a C-Corporation\, S-Corporation\, and Partnership. \nCalculate the tax implications of cash distributions and property distributions from S-Corporations and Partnerships.\nCalculate tax basis for a partnership and an S-Corporation. \nIdentify 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:20260610T094649
CREATED:20260515T010613Z
LAST-MODIFIED:20260529T041016Z
UID:10005748-1792485000-1792491000@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
END:VCALENDAR