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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20251007T083000
DTEND;TZID=America/Detroit:20251007T120000
DTSTAMP:20260404T055851
CREATED:20250331T210315Z
LAST-MODIFIED:20251006T162008Z
UID:10004417-1759825800-1759838400@sc.cpa
SUMMARY:(LIAA15/26) Current Nonprofit Fraud Trends
DESCRIPTION:Event Description\nNonprofit 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. \nDesigned For\nAccountants who have a need to be aware of current fraud trends impacting nonprofits \nObjectives\n\nRecall real-world frauds occurring in not-for-profit entities and governments  \nDescribe useful fraud prevention tools  \nExplain how real-world frauds were detected\n\nMajor Subjects\n\nBest practices for fraud prevention and detection  \nCommon fraud schemes in nonprofit entities including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
URL:https://sc.cpa/event/liaa15-26-current-nonprofit-fraud-trends/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250930T130000
DTEND;TZID=America/Detroit:20250930T164000
DTSTAMP:20260404T055851
CREATED:20250331T205823Z
LAST-MODIFIED:20250929T192013Z
UID:10004375-1759237200-1759250400@sc.cpa
SUMMARY:(LITX21/26) Tax Strategies for High-Net-Worth Clients
DESCRIPTION:Event Description\nLearn tax strategies for high net worth clients.  \n\nEnrolled Agent Approved \nDesigned For\nCPAs with high net worth clients \nObjectives\n\nDefine a high net worth client \nDiscuss tax challenges a client faces \nDiscuss solutions for income tax challenges \nDiscuss solutions for gift and estate tax challenges\n\nMajor Subjects\n\nWhat is a high net worth client and how can we best advise them to minimize income and gift taxes
URL:https://sc.cpa/event/litx21-26-tax-strategies-for-high-net-worth-clients/
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:20250930T083000
DTEND;TZID=America/Detroit:20250930T120000
DTSTAMP:20260404T055851
CREATED:20250331T210007Z
LAST-MODIFIED:20250929T162006Z
UID:10004381-1759221000-1759233600@sc.cpa
SUMMARY:(LIAA14/26) Common Yellow Book & Single Audit Deficiencies
DESCRIPTION:Event Description\nThis 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 deficiencies and key trends identified by the AICPA\, this course will also provide best practices for how entities can properly perform procedures in these areas. \nObjectives\n\nRecognize CPE requirements for Yellow Book engagements \nPerform a major program determination compliant with the Uniform Guidance \nProperly identify internal controls over compliance \nIdentify compliance requirements in the Uniform Guidance \nRecognize the control risk and internal controls over compliance \nIdentify the reporting requirements for Single Audits \nProperly perform sampling under the Uniform Guidance \nRecognize common audit deficiencies \nRecognize the independence requirements for Yellow Book
URL:https://sc.cpa/event/liaa14-26-common-yellow-book-single-audit-deficiencies/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250926T120000
DTEND;TZID=America/Detroit:20250926T125000
DTSTAMP:20260404T055851
CREATED:20250331T210121Z
LAST-MODIFIED:20250925T162015Z
UID:10004399-1758888000-1758891000@sc.cpa
SUMMARY:(LITX20/26) Tax Talks with Bill: September: Understanding IRS Penalties & How to Avoid Them
DESCRIPTION:Event Description\nWhat is a penalty and what do you do when the IRS asserts a penalty?  \n\nEnrolled Agent Approved \nDesigned For\nCPAs who handle tax matters for their clients \nObjectives\n\nUnderstand the primary tax penalties and how to respond to them\n\nMajor Subjects\n\nWhat are the main tax penalties\, and how to respond to them
URL:https://sc.cpa/event/litx20-26-tax-talks-with-bill-september-understanding-irs-penalties-how-to-avoid-them/
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:20250926T083000
DTEND;TZID=America/Detroit:20250926T092000
DTSTAMP:20260404T055851
CREATED:20250331T235215Z
LAST-MODIFIED:20250925T162011Z
UID:10004848-1758875400-1758878400@sc.cpa
SUMMARY:(LIOT03/26) Workplace Alignment & Employee Engagement
DESCRIPTION:Event Description\n2025 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 upon the amount of credit hours offered. \nUnlock the power of alignment and engagement to create high-performing teams. This course equips leaders with strategies to position talent effectively\, retain top performers\, and foster a culture of enthusiasm—even in virtual environments. Learn how to simplify leadership and turn your team into raving fans! \nObjectives\n\nHow to align talent with the proper structure \nHow to position a team to reach their collective potential \nHow to leverage 5 key actions to retain top talent \nHow to build engagement with virtual team members \nHow to increase employee engagement and create raving fans within your team!
URL:https://sc.cpa/event/liot03-26-workplace-alignment-employee-engagement/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250911T145000
DTEND;TZID=America/Detroit:20250911T163000
DTSTAMP:20260404T055851
CREATED:20250331T210317Z
LAST-MODIFIED:20250910T200507Z
UID:10004419-1757602200-1757608200@sc.cpa
SUMMARY:(LITE07/26) Mastering Microsoft 365 Copilot for CPAs
DESCRIPTION:Event Description\nDiscover 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 recommend you attend all five presentations to develop a complete understanding of AI and its potential in accounting\, tax and finance. \nObjectives\n\nIdentify the many different ways in which you can apply the power of AI within your Microsoft 365 applications \nRecognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot
URL:https://sc.cpa/event/lite07-26-mastering-microsoft-365-copilot-for-cpas/
CATEGORIES:Livestream
ORGANIZER;CN="John Higgins%2C CITP":MAILTO:john@higginsadvisoryllc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250911T130000
DTEND;TZID=America/Detroit:20250911T141000
DTSTAMP:20260404T055851
CREATED:20250331T205223Z
LAST-MODIFIED:20250910T202011Z
UID:10004311-1757595600-1757599800@sc.cpa
SUMMARY:(LITX19/26) Lifecycle Financial Planning - Assessing Client Needs & Building a Plan
DESCRIPTION:Event Description\nTrue 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 lifetime. We will discuss common investor types and approaches to financial planning\, including traditional and reverse glidepath theory.  \n\n  \nObjectives\n\nList the subject matter areas of financial planning and the levels in the financial planning pyramid \nRecognize the general financial needs of people in different stages of the financial planning lifecycle \nIdentify the key concept of reverse glide-path theory and how it differs from traditional financial planning theory
URL:https://sc.cpa/event/litx19-26-lifecycle-financial-planning-assessing-client-needs-building-a-plan/
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:20250911T083000
DTEND;TZID=America/Detroit:20250911T120000
DTSTAMP:20260404T055851
CREATED:20250331T205521Z
LAST-MODIFIED:20250910T235011Z
UID:10004334-1757579400-1757592000@sc.cpa
SUMMARY:(LITX18/26) IRS Audits & Dispute Resolution: Defending Your Clients
DESCRIPTION:Event Description\nHow to deal with an IRS audit  \n\nEnrolled Agent Approved \nDesigned For\nHow to deal with an IRS audit and what your options are after an agent issues a revenue agent report. \nObjectives\n\nUnderstand how the IRS initiates an audit \nUnderstand communicating with and providing information to IRS personnel \nUnderstand how to deal with an agent’s superior; and what appeal rights the client has\n\nMajor Subjects\n\nWhat is the audit process; \nHow should you communicate with IRS personnel \nWhat to do when the revenue agent is finished
URL:https://sc.cpa/event/litx18-26-irs-audits-dispute-resolution-defending-your-clients/
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:20250910T083000
DTEND;TZID=America/Detroit:20250910T144000
DTSTAMP:20260404T055851
CREATED:20250401T024820Z
LAST-MODIFIED:20250909T163514Z
UID:10004983-1757493000-1757515200@sc.cpa
SUMMARY:(LIAA13/26) Annual Update for Accountants & Auditors
DESCRIPTION:Event Description\nThis course will look at the recent activities of FASB. We’ll cover standards effective in the current year as well as those that will be effective in the future. We’ll then switch gears and discuss standards issued by the Auditing Standards Board impacting audit engagements. We’ll look at the impact of the new standards and how you can prepare to implement them in a practical way. \nObjectives\n\nDescribe recently issued changes to US GAAP \nList ASUs coming down the pike \nRecall the impact of quality management on firms \nIdentify changes to risk assessment in SAS 145
URL:https://sc.cpa/event/liaa13-26-annual-update-for-accountants-auditors-2/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250909T130000
DTEND;TZID=America/Detroit:20250909T153000
DTSTAMP:20260404T055851
CREATED:20250331T210218Z
LAST-MODIFIED:20250908T162008Z
UID:10004408-1757422800-1757431800@sc.cpa
SUMMARY:(LIAA12/26) Accounting & Auditing Update
DESCRIPTION:Event Description\nThis course will look at the recent activities of FASB. We’ll cover standards effective in the current year as well as those that will be effective in the future. We’ll then switch gears and discuss standards issued by the Auditing Standards Board impacting audit engagements. We’ll look at the impact of the new standards and how you can prepare to implement them in a practical way. \nObjectives\n\nDescribe recently issued changes to US GAAP \nList ASUs coming down the pike \nRecall the impact of quality management on firms \nIdentify changes to risk assessment in SAS 145
URL:https://sc.cpa/event/liaa12-26-accounting-auditing-update/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250909T083000
DTEND;TZID=America/Detroit:20250909T120000
DTSTAMP:20260404T055851
CREATED:20250331T210223Z
LAST-MODIFIED:20250908T173509Z
UID:10004411-1757406600-1757419200@sc.cpa
SUMMARY:(LIMG09/26) Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers
DESCRIPTION:Event Description\nFinancial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However\, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance. \nObjectives\n\nIndicate how different stakeholders utilize financial statements \nRecognize how flexible budgeting may be used by CFOs and Controllers \nRecall how time series analysis and common size financial statements are used in trend analysis \nCalculate liquidity\, leverage\, and profitability ratios \nIdentify the uses and limitations of ratio analysis
URL:https://sc.cpa/event/limg09-26-seeing-beyond-the-numbers-financial-statement-analysis-for-cfos-controllers/
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:20250904T145000
DTEND;TZID=America/Detroit:20250904T161000
DTSTAMP:20260404T055851
CREATED:20250331T210413Z
LAST-MODIFIED:20250903T162014Z
UID:10004430-1756997400-1757002200@sc.cpa
SUMMARY:(LITX17/26) Understanding Partnership Taxation - Debt Allocations
DESCRIPTION:Event Description\nHow debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution\, the losses that flow down to the partners\, and the gain or loss on the sale of a partnership interest. However\, the allocation of debt can differ depending on the type of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this session of Understanding Partnership Taxation\, we will tackle the concept of debt allocations – how you do it\, what it means\, and why you do it!  \n\nEnrolled Agent Approved \nObjectives\n\nState how debt allocations affect the calculation of a partner’s basis in the partnership \nRecognize how recourse and non-recourse debt are allocated to partners \nIdentify the tax effects of 704(c) on contributed property
URL:https://sc.cpa/event/litx17-26-understanding-partnership-taxation-debt-allocations/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250904T130000
DTEND;TZID=America/Detroit:20250904T144000
DTSTAMP:20260404T055851
CREATED:20250331T205530Z
LAST-MODIFIED:20250903T162013Z
UID:10004337-1756990800-1756996800@sc.cpa
SUMMARY:(LITE06/26) Clean\, Transform & Load Data in Power BI
DESCRIPTION:Event Description\nThis intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis\, the ability to effectively manage\, clean\, and transform this data is critical. This course delves into Microsoft Power Query\, a potent tool within Excel and Power BI Desktop\, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application\, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused\, the course encourages active learning through a series of practical exercises\, live demonstrations\, and illustrative case studies. This approach not only deepens the understanding of Power Query’s features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application\, it remains detailed in its instruction\, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data\, such as business analysts\, project managers\, and financial professionals\, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally\, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges\, ensuring that their data processes are efficient\, scalable\, and sustainable. This is not just a course about mastering a tool; it’s about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course\, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential\, turning data into a powerful driver for business success and innovation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. \nDesigned For\nThis course is ideal for accounting professionals\, financial analysts\, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query. \nObjectives\n\nIdentify the key features and functionalities of Microsoft Power Query \nDistinguish between different data transformation techniques in Power Query\, including data cleaning\, merging\, and pivoting \nIndicate the best practices for documenting each step in your data transformation process
URL:https://sc.cpa/event/lite06-26-clean-transform-load-data-in-power-bi/
CATEGORIES:Livestream
ORGANIZER;CN="Bryan Smith":MAILTO:bsmith@datasmithpro.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250904T102000
DTEND;TZID=America/Detroit:20250904T120000
DTSTAMP:20260404T055851
CREATED:20250331T205715Z
LAST-MODIFIED:20250903T162008Z
UID:10004358-1756981200-1756987200@sc.cpa
SUMMARY:(LIAA11/26) Internal Control Fundamentals - Satisfying Audit Requirements for Evaluating Design and Implementation
DESCRIPTION:Event Description\nObtaining an understanding of the entity and its environment is part of assessing risk of material misstatement\, in order to design the nature\, timing and extent of further audit procedures necessary to obtain sufficient appropriate audit evidence to support the auditor’s report. A critical component of understanding the entity and its environment is to evaluate the design and implementation of internal control over financial reporting. \nDesigned For\nProfessionals responsible for evaluating the design and implementation of internal control \nObjectives\n\nDescribe how to properly obtain an understanding of the entity and its environment\, including internal control in order to properly assess risk of material misstatement \nDiscuss the COSO Internal Control – Integrated Framework  \nExplain important considerations in documenting a systems description narrative \nDescribe how to evaluate internal control design and implementation for deficiencies and how to apply insights to the process of assessing risk of material misstatement\n\n  \nMajor Subjects\n\nResponsibilities for gaining an understanding of the entity and its environment  \nThe inter-relationship of the five foundational components of the COSO Internal Control – Integrated Framework  \nVarious methods for documenting and evaluating the design and implementation of internal control over financial reporting  \nIdentifying critical elements of entity-level and transactional-level controls
URL:https://sc.cpa/event/liaa11-26-internal-control-fundamentals-satisfying-audit-requirements-for-evaluating-design-and-implementation/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250904T080000
DTEND;TZID=America/Detroit:20250904T101000
DTSTAMP:20260404T055851
CREATED:20250825T182007Z
LAST-MODIFIED:20250903T162008Z
UID:10005586-1756972800-1756980600@sc.cpa
SUMMARY:(LITX16/26) PUB 5708 & 4557: Written Information Security Plan Simplified
DESCRIPTION:Event Description\nThis course provides an easy-to-understand guide for creating a Written Information Security Plan (WISP) as required by PUB 5708 and 4557. Participants will learn how to effectively address regulatory requirements\, protect sensitive client information\, and mitigate risks associated with data breaches. This course simplifies complex regulations into actionable steps for compliance.  \n\nEnrolled Agent Approved \nDesigned For\nThis course is designed for Certified Public Accountants (CPAs)\, firm managers\, and compliance officers responsible for safeguarding client data and ensuring regulatory compliance. It is ideal for those seeking a practical approach to information security. \nObjectives\n\nUnderstand the requirements of PUB 5708 and 4557 related to information security \nLearn the key components of a Written Information Security Plan (WISP) \nIdentify risks and vulnerabilities to client information and develop strategies to mitigate them \nEnsure compliance with regulations to protect sensitive data and avoid penalties \nCreate a streamlined\, actionable plan to implement and maintain a WISP \n\nMajor Subjects\n\nOverview of PUB 5708 and 4557 requirements \nKey elements of a Written Information Security Plan (WISP) \nRisk assessment and mitigation strategies \nBest practices for maintaining compliance and protecting sensitive data \nPractical steps for implementing a WISP
URL:https://sc.cpa/event/litx16-26-pub-5708-4557-written-information-security-plan-simplified/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250903T145000
DTEND;TZID=America/Detroit:20250903T163000
DTSTAMP:20260404T055851
CREATED:20250331T205414Z
LAST-MODIFIED:20250902T183516Z
UID:10004330-1756911000-1756917000@sc.cpa
SUMMARY:(LITE05/26) Excel for Staff Level 2 - Getting More Out of Excel
DESCRIPTION:Event Description\nExcel can do so many things but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to do just that. To learn ALL the capabilities of Excel would take hundreds of hours of training\, so this two-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. \nDesigned For\nAny Excel user that wants to their spreadsheets to the next level. \nObjectives\n\nIdentify the best practices for setting up spreadsheets for data analysis  \nApply the use of Consistent Column Calculations to improve the accuracy of your spreadsheets  \nDetermine how to leverage array formulas\n\nMajor Subjects\n\nOverview of setting up spreadsheets for data analysis and how Excel Tables can help  \nLearning the importance of Consistent Column Calculations  \nHow to use Conditional Formatting to highlight important information  \nHow to leverage Excel Tables by analyzing them in PivotTables  \nLearning to leverage array formulas
URL:https://sc.cpa/event/lite05-26-excel-for-staff-level-2-getting-more-out-of-excel/
CATEGORIES:Livestream
ORGANIZER;CN="Bryan Smith":MAILTO:bsmith@datasmithpro.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250903T130000
DTEND;TZID=America/Detroit:20250903T142000
DTSTAMP:20260404T055851
CREATED:20250331T210210Z
LAST-MODIFIED:20250902T193508Z
UID:10004403-1756904400-1756909200@sc.cpa
SUMMARY:(LITX15/26) Lifecycle Financial Planning - Dependency and Why It Matters
DESCRIPTION:Event Description\nDetermining dependency is normally straightforward in most situations. However\, with the changing family dynamic in current times\, practitioners are more often facing unique living and social situations from their clients. In these unique circumstances\, determining who is a dependent and who isn’t can be difficult. Through true to life discussion questions and plain English explanations of code sections\, this course explores the modern idea of dependency after the Tax Cuts & Jobs Act (TCJA).  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify changes to the personal exemption \nIndicate which tax credits are affected by dependency \nRecognize the different types of dependents and the qualification tests for each type \nRecall the rules for claiming a Qualifying Child in the instance where more than taxpayer may be eligible to claim the dependent \nDetermine which taxpayers are able to claim a Qualifying Relative in the case of a multiple support agreement
URL:https://sc.cpa/event/litx15-26-lifecycle-financial-planning-dependency-and-why-it-matters/
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:20250903T083000
DTEND;TZID=America/Detroit:20250903T120000
DTSTAMP:20260404T055851
CREATED:20250331T205724Z
LAST-MODIFIED:20250902T180514Z
UID:10004365-1756888200-1756900800@sc.cpa
SUMMARY:(LIMG08/26) More Money at the End of the Month - Strategic Ways to Improve Cash Flow
DESCRIPTION:Event Description\nCash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies\, non-profit orfor-profit entities\, cash flow makes our organizations run.Have you ever wondered whether you are optimizing yourcompany’s cash flow? In this course\, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations. \nObjectives\n\nState the relationship between sustainable growth\, core earnings\, and company cash flow \nRecognize how time assessments and customer segmentation can be used to identify cash flow negative clients \nIdentify common behavioral biases which influence how a company spends money
URL:https://sc.cpa/event/limg08-26-more-money-at-the-end-of-the-month-strategic-ways-to-improve-cash-flow/
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:20250902T130000
DTEND;TZID=America/Detroit:20250902T144000
DTSTAMP:20260404T055851
CREATED:20250331T205712Z
LAST-MODIFIED:20250901T162005Z
UID:10004356-1756818000-1756824000@sc.cpa
SUMMARY:(LIAA10/26) Current Cybersecurity Risk Management Trends
DESCRIPTION:Event Description\nOne of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats\, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends\, and best practices for managing them. \nDesigned For\nAnyone interested in cybersecurity risk management trends \nObjectives\nRecall the most common cybersecurity threats and protections   \n\nDescribe ways to protect data  \nExplain resources available for designing and implementing a cybersecurity risk management programme\n\nMajor Subjects\n\nOverview of current cybersecurity threats and how to mitigate data breach risk. \nDescribe how to avoid malware and other security threats 
URL:https://sc.cpa/event/liaa10-26-current-cybersecurity-risk-management-trends/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250902T102000
DTEND;TZID=America/Detroit:20250902T120000
DTSTAMP:20260404T055851
CREATED:20250331T205221Z
LAST-MODIFIED:20250901T233508Z
UID:10004309-1756808400-1756814400@sc.cpa
SUMMARY:(LIMG07/26) A Controller's Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies
DESCRIPTION:Event Description\nPart of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task\, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies – the package policy\, the business & property policy\, and the cyber policy. Through case studies and illustrative examples\, we will explore what these policies cover\, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers. \nObjectives\n\nIdentify the basic parts of a P&C insurance policy \nRecognize the basic approach to building an insurance program for a company \nState the coverages and exclusions for commercial package\, building & property\, and cyber insurance policies \nIdentify techniques to building a better partnership with outside insurance brokers Topics
URL:https://sc.cpa/event/limg07-26-a-controllers-guide-to-assessing-the-risk-of-your-organization-coverages-and-exclusions-for-basic-business-policies/
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:20250902T083000
DTEND;TZID=America/Detroit:20250902T101000
DTSTAMP:20260404T055851
CREATED:20250331T205210Z
LAST-MODIFIED:20250901T203507Z
UID:10004303-1756801800-1756807800@sc.cpa
SUMMARY:(LIAA09/26) Introduction to Not-for-Profit Accounting
DESCRIPTION:Event Description\nNot-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets\, agency transactions\, contributions\, and endowments\, focusing on the unique transactions and account balances that define not-for-profit accounting. \nObjectives\n\nRecall the unique accounting principles and transactions applicable to NFP organizations \nIdentify the basic financial statements of nonprofit organizations \nRecall the accounting for contributions \nIdentify net asset classifications for nonprofit organizations \nIdentify agency transactions
URL:https://sc.cpa/event/liaa09-26-introduction-to-not-for-profit-accounting/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250828T083000
DTEND;TZID=America/Detroit:20250828T120000
DTSTAMP:20260404T055851
CREATED:20250331T205319Z
LAST-MODIFIED:20250827T163507Z
UID:10004320-1756369800-1756382400@sc.cpa
SUMMARY:(LITX14/26) Understanding Partnership Taxation - Distributions\, Basis and Contributions
DESCRIPTION:Event Description\nNavigating the complexities of small business partnerships requires a keen understanding of the financial dynamics at play. Small business owners often blur the lines between personal and company finances\, leading to frequent distributions from these partnerships. As advisors\, it’s crucial for us to comprehend the tax implications of these distributions\, distinguishing which ones are safe and which might pose a problem. In our comprehensive course\, we delve into partnership basis calculation\, a critical yet often confusing aspect of our practice. We explore the distinctions between inside basis\, outside basis\, and 704(b) basis\, shedding light on this intricate topic through easy-to-follow examples and practice problems. Additionally\, we will discuss the different types of distributions-cash\, property\, and hybrid-providing clarity on scenarios where a mix of both cash and property is involved. Lastly\, we will examine the tax implications of initial contributions of property to a partnership\, ensuring a well-rounded understanding of partnership dynamics.  \n\nEnrolled Agent Approved \nObjectives\n\nList the key rules of the thumb to remember when dealing with distributions \nState the ordering rules for calculating a partner’s tax basis \nDescribe the key differences between liquidating and non-liquidating distributions \nDetermine any applicable tax gains and losses of cash and property distributions \nState the ordering rules for hybrid distributions that involve both cash and property \nCalculate Inside Basis\, Outside Basis\, and 704(b) Basis \nRecognize the concept of Substantial Economic Effect \nList the three requirements that need to be present for an allocation to be deemed to have Economic Effect \nCalculate the reallocation of items of gains and loss under IRC 704(b) when a qualified income offset is present \nRecognize the tax effects of transferring cash\, property\, and services to a partnership \nRecall the tax effects of contributing assets to a partnership that are encumbered by debt
URL:https://sc.cpa/event/litx14-26-understanding-partnership-taxation-distributions-basis-and-contributions/
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:20250827T130000
DTEND;TZID=America/Detroit:20250827T135000
DTSTAMP:20260404T055851
CREATED:20250611T142009Z
LAST-MODIFIED:20250826T163509Z
UID:10005549-1756299600-1756302600@sc.cpa
SUMMARY:(LIAA35/26) Internal Controls Over Compliance vs Compliance - 2025
DESCRIPTION:Event Description\nAccurately identifying and testing controls over compliance is critical\, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance\, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally\, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction\, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. \nObjectives\n\nIdentify internal controls over compliance for a given compliance requirement \nRecognize compliance requirements per the Compliance Supplement \nIdentify an audit procedure to test the operating effectiveness of a given control
URL:https://sc.cpa/event/liaa35-26-internal-controls-over-compliance-vs-internal-controls-over-compliance-vs/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250827T102000
DTEND;TZID=America/Detroit:20250827T120000
DTSTAMP:20260404T055851
CREATED:20250331T210316Z
LAST-MODIFIED:20250826T163513Z
UID:10004418-1756290000-1756296000@sc.cpa
SUMMARY:(LITX13/26) Employee vs. Independent Contractor: The Tax Implications of Worker Classification
DESCRIPTION:Event Description\nHow do you determine who is an employee and who can be treated as an independent contractor?  \n\nEnrolled Agent Approved \nDesigned For\nCPAs who advise clients about employment status \nObjectives\n\nUnderstand who can be classified as an employee and who can be classified as an independent contractor   \n\nMajor Subjects\n\nDefine Employee and Independent Contractor
URL:https://sc.cpa/event/litx13-26-employee-vs-independent-contractor-the-tax-implications-of-worker-classification/
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:20250822T083000
DTEND;TZID=America/Detroit:20250822T092000
DTSTAMP:20260404T055851
CREATED:20250401T000619Z
LAST-MODIFIED:20250821T162007Z
UID:10004893-1755851400-1755854400@sc.cpa
SUMMARY:(LIOT02/26) Behavioral-Based Interviewing & OnBoarding
DESCRIPTION:Event Description\n2025 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 upon the amount of credit hours offered. \nMake every interview count and set new hires up for success. This course teaches you how to ask the right questions\, assess candidates based on behavior over rapport\, and confidently control the interview process. Plus\, learn to design an effective onboarding experience that boosts engagement and enhances employee retention. \nObjectives\n\nHow much to talk during an interview \nHow to ask terrific interview questions \nWhat interview questions to avoid \nHow to value behavior versus rapport during an interview \nHow to control and interview \nHow to best evaluate candidates after an interview \nHow to structure an effective onboarding process \nWhat type of onboarding actions enhance employee retention
URL:https://sc.cpa/event/liot02-26-behavioral-based-interviewing-onboarding/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250821T130000
DTEND;TZID=America/Detroit:20250821T144000
DTSTAMP:20260404T055851
CREATED:20250331T210322Z
LAST-MODIFIED:20250820T162006Z
UID:10004423-1755781200-1755787200@sc.cpa
SUMMARY:(LITX12/26) Nonprofit & Exempt Organizations: Tax Compliance Essentials
DESCRIPTION:Event Description\nWhat you should know about preparing Forms 990 \n\n Enrolled Agent Approved \nDesigned For\nCPAs who prepare Forms 990 \nObjectives\n\nUnderstand the contents of Form 990 and key elements to pay particular attention to\n\nMajor Subjects\n\nWhat are the various versions of Form 990 and whare are the keys for preparing a Form 990
URL:https://sc.cpa/event/litx12-26-nonprofit-exempt-organizations-tax-compliance-essentials/
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:20250821T083000
DTEND;TZID=America/Detroit:20250821T120000
DTSTAMP:20260404T055851
CREATED:20250331T210311Z
LAST-MODIFIED:20250820T162011Z
UID:10004414-1755765000-1755777600@sc.cpa
SUMMARY:(LIAA08/26) 2025 Hot Topics A&A 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. \nDesigned For\nPublic and industry accountants at all levels interested in remaining current on U.S. GAAP requirements \nObjectives\n\nIdentify “hot topics” in accounting and financial reporting \nRecall “plain language” explanations of current and emerging U.S. GAAP requirements \nExplain why new accounting standards were released\, and the most significant impact on financial reporting  \nList practical examples of responding to on-going and emerging risks relevant to accounting and finance professionals\n\n  \nMajor Subjects\n\nThe latest FASB standard-setting activity\, including significant projects on the horizon  \nUnderstanding the impact of current period changing accounting standards  \nHow to appropriately address on-going or emerging accounting and reporting issues due to the current environment  \nNonpublic entity alternatives within U.S. GAAP important to the current environment\n\n 
URL:https://sc.cpa/event/liaa08-26-2025-hot-topics-aa-update/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250820T120000
DTEND;TZID=America/Detroit:20250820T125000
DTSTAMP:20260404T055851
CREATED:20250331T210412Z
LAST-MODIFIED:20250819T192005Z
UID:10004429-1755691200-1755694200@sc.cpa
SUMMARY:(LITX11/26) Tax Talks with Bill: Back to School Tax Breaks - Education and Tax Savings
DESCRIPTION:Event Description\nWhat to know about 529 plans \n\nEnrolled Agent Approved \nDesigned For\nCPAs who want a better understanding of 529 plans \nObjectives\n\nUnderstand what a 529 plan is and how to use it        \n\nMajor Subjects\n\nWhat is a 529 plan \n How can you use it \nExit strategies
URL:https://sc.cpa/event/litx11-26-tax-talks-with-bill-august-back-to-school-tax-breaks-education-and-tax-savings/
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:20250820T083000
DTEND;TZID=America/Detroit:20250820T101000
DTSTAMP:20260404T055851
CREATED:20250331T205124Z
LAST-MODIFIED:20250819T163513Z
UID:10004299-1755678600-1755684600@sc.cpa
SUMMARY:(LIET03/26) Independence Requirements for Auditors
DESCRIPTION:Event Description\nCPAs in public practice are required to maintain independence. In this course\, we will discuss concepts associated with independence and review the rules from the AICPA Code of Professional Conduct with a focus on their practical application. We will also review the recently issued ethics interpretations from the Professional Ethics Executive Committee (PEEC)\, which impact independence\, and discuss practical methods of implementation.  \nObjectives\nUpon completing this course\, learners will be able to: \n\nIdentify types of controls \nRecall information on control best practices
URL:https://sc.cpa/event/liet03-26-independence-requirements-for-auditors/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250819T130000
DTEND;TZID=America/Detroit:20250819T144000
DTSTAMP:20260404T055851
CREATED:20250331T205535Z
LAST-MODIFIED:20250818T163515Z
UID:10004341-1755608400-1755614400@sc.cpa
SUMMARY:(LIAA07/26) Accounting for Equity Investments
DESCRIPTION:Event Description\nUnderstanding the proper accounting for and reporting of investments can be challenging\, especially given recent changes to U.S. GAAP.  This course will provide critical considerations when evaluating the proper treatment of basic investments in other entities and other common investments for nonpublic entities in U.S. GAAP-basis financial statements\, including consideration of recent changes in financial instrument accounting\, reporting\, and disclosure. \nDesigned For\nAnyone responsible for preparing or attesting upon financial statements \nObjectives\n\nRecall the proper accounting for investments  \nRecognize special accounting considerations\, such as equity method investments\, alternative investments with net asset value\, and more \nIdentify fair value presentation and disclosure requirements \n\nMajor Subjects\n\nIdentifying the three primary factors in determining proper accounting for investments other entities \nExploring the principles underlying equity method investment accounting \nExplaining the practical expedient to account for qualifying alternative investments using net asset value \nDescribing the categorizations for initial recognition and subsequent measurement of equity investments under FASB 321 \nDiscussing the key characteristics requiring consolidation of the investee \nDiscussing the foundational principles of fair value measurement and disclosure
URL:https://sc.cpa/event/liaa07-26-accounting-for-equity-investments/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis":MAILTO:jlouis@emergentgroup.net
END:VEVENT
END:VCALENDAR