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(LITE05/27) The Current and Future Landscape of Audit Technology

Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to...

Non Member: $90
Credit Hours: 2

(LIAA14/27) Exploring Client Advisory Services – Debt Amortization

Debt is a common aspect of nearly every business in every industry. It allows companies to grow and expand. It also can increase rates of return for investors. For this reason, it is scrutinized very closely by stakeholders, so it is important for practitioners to get it right! In this course, we will be focusing...

Non Member: $45
Credit Hours: 1

(LIAA15/27) Exploring Client Advisory Services – Sales Process

Sales are a part of any business. Whether you are selling a service or a product, it is important to understand the various accounting components of the sales process to help keep financial statements and accounting reports accurate and useful. However, the accounting entries vary based on whether you are using the cash or accrual...

Non Member: $45
Credit Hours: 1

(LITX11/27) SC Tax Clinic: Nexus & Apportionment Practical Issues

Build practical, hands-on insight into South Carolina nexus and apportionment challenges with real-world scenarios and common pitfalls. This tax clinic focuses on applying the rules correctly, addressing gray areas, and reducing risk for clients operating across jurisdictions.

Non Member: $45
Credit Hours: 1

(LITX12/27) SC Tax Clinic: Residency & Part-Year Filing Issues

Clarify complex South Carolina residency rules and avoid common part-year filing errors with practical, real-world examples. This tax clinic addresses frequent problem areas, documentation challenges, and filing nuances to help you confidently advise clients with changing residency situations.

Non Member: $45
Credit Hours: 1

(LIAA16/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: Segment 1: Pre-Engagement

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

(LITX13/27) 2026 State Tax Trends

The session will highlight recent and current trends in a number of key areas of state and local taxation, including but not limited to, state income tax conformity, state apportionment trends, sales and use tax base expansion, gross receipts tax update, state millionaire taxes and others.

Non Member: $90
Credit Hours: 2

(LITE21/27) AI for Microsoft Excel

In this session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom explores practical AI-powered features already built into Microsoft Excel that can help you clean up data, summarize information, and work more efficiently. Rather than focusing on AI for its own sake, David demonstrates reliable, everyday tools such as Flash Fill, Recommended...

Non Member: $45
Credit Hours: 1

(LITX14/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes

Even though they have been around for several years, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S-Corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S-Corporation...

Non Member: $65
Credit Hours: 1.4

(LITX15/27) Practice & Regulatory Update for Financial Advisors – Summer 2026

The regulatory world is complex for financial advisors. Not only are you subject to SEC and FINRA regulations, but also what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the code section...

Non Member: $180
Credit Hours: 4

(LITX63/27) Trust Funding: A Practical Guide to Properly Funding and Titling Trust Assets

Creating a trust is only half the equation. Without proper funding, even the most carefully drafted trust document may fail to achieve its intended goals—leaving assets exposed to probate, creditors, family disputes or unintended disposition. This course provides a practical guide to funding revocable and irrevocable trusts, covering the mechanics of retitling property, common pitfalls that...

Non Member: $45
Credit Hours: 1

(LIET04/27) Smart, Secure, and Productive

Taxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. Participants will learn how IRS Publication 4557 guidance, the FTC Safeguards Rule requirements, and a...

Non Member: $300
Credit Hours: 4

(LITX64/27) Qualified Small Business Stock Before and After the One Big Beautiful Bill Act

The OBBBA's changes to Section 1202 are among the most significant updates to the QSBS framework since the exclusion was made permanent in 2015. The new tiered exclusion structure, enhanced dollar limitations, and inflation indexing create fresh planning opportunities—but also introduce new timing and structuring considerations that practitioners must account for. This course provides actionable guidance...

Non Member: $45
Credit Hours: 1

(LITX25/27) Federal Tax Update for Businesses – Summer 2026

Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it, there's even more for practitioners to keep up with. Now more...

Non Member: $180
Credit Hours: 4

(LIOT02/27) Unconscious Bias, Imposter Syndrome

Even the most capable professionals experience hidden mental patterns that affect confidence, clarity, and decision-making. This session equips CPAs with practical tools to understand unconscious bias, recognize imposter-syndrome triggers, reframe self-doubt, and give and receive feedback in ways that reduce threat and build trust.

Non Member: $45
Credit Hours: 1

(LITE19/27) AI in Action

This session breaks down how to use AI more effectively by moving beyond simple prompts to a structured, results driven approach. Attendees will learn practical techniques, including the CLEAR R framework, to produce more consistent, accurate, and actionable outputs. The course focuses on real world applications such as drafting communications, summarizing reports, and supporting decision...

Non Member: $112
Credit Hours: 1.5

(LITX16/27) Understanding Corporate Taxation: Formation & Shareholder Compensation

When a new business is formed, there are a lot of questions. What is the most tax-advantageous way to structure the entity? What issues do we need to be aware of? How should owners pay themselves? For corporations, these questions are even tougher since they are regulated so heavily. In this course, we will discuss...

Non Member: $90
Credit Hours: 2

(LITX17/27) Exploring Client Advisory Services – Engagement Letters & Preparer Liability

In more recent times, the tax profession has become more engagement letter driven. While engagement letters seem to get longer each tax season, it is sometimes difficult to know when they are required and when they are not. Can I answer a quick question from a client without an engagement letter? What happens if a...

Non Member: $45
Credit Hours: 1

(LITE06/27) AI Clinic: Creating Meeting Notes + Action Plans Safely

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $75
Credit Hours: 1

(LITX18/27) Understanding Corporate Taxation: Tax Credits, Disposing of Shares & Corporate AMT

Corporate taxation can be complex—but understanding it is essential for practitioners who advise business clients. This course provides a focused, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits, stock redemptions and dispositions, and the Corporate Alternative Minimum Tax (CAMT). In this course, we will examine the...

Non Member: $45
Credit Hours: 1

(LITX19/27) Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority

Financial professionals are inundated with new information about the Internal Revenue Code on a daily basis. While it's easy to dismiss unreliable social media posts or obscure websites, it becomes much more challenging when conflicting information comes from respected, authoritative sources. For example, is a court decision about a tax issue more important than information...

Non Member: $90
Credit Hours: 2

(LIAA82/27) Exploring Client Advisory Services – Accounts Payable

If 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...

Non Member: $45
Credit Hours: 1

(LIAA18/27) Breaking Down SOC Review Standards into Real World Practice

This 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...

Non Member: $45
Credit Hours: 1

(LIAA19/27) Common Deficiencies in SSARS Engagements

Preparation, 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. Participants will explore frequent problem areas in preparation, compilation, and review engagements and discuss why these deficiencies occur. The...

Non Member: $180
Credit Hours: 4

(LITE07/27) Vendor Payment Controls (BEC Prevention)

Protect 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.

Non Member: $45
Credit Hours: 1

(LIET06/27) Professional Skepticism – Creating a Mindset for Finding Fraud and Error

The 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...

Non Member: $150
Credit Hours: 2

(LIAA21/27) Revenue Recognition in an Environment of Uncertainty

Applying 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.

Non Member: $90
Credit Hours: 2

(LIMG02/27) Supervisor Skills – Coaching Staff to Stay on the Right Track

Being 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.

Non Member: $90
Credit Hours: 2

(LITX05R/27) Understanding Real Estate Taxation: Depreciation Issues & Recapture Provisions – Rebroadcast

The 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...

Non Member: $65
Credit Hours: 1.4

(LIOT06/27) Building a Better Budget in a Time of Uncertainty

Most 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...

Non Member: $180
Credit Hours: 4

(LIOT07/27) Personal Development: Executive Presence and Influence

Strengthen 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.

Non Member: $45
Credit Hours: 1

(LIOT08/27) Leading Without Authority in Cross-Functional Teams

Learn 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.

Non Member: $45
Credit Hours: 1

(LITX62/27) Tax Planning: Multi-State Work, Residency & Withholding – Rebroadcast

Understand 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. *EA Approved Course

Non Member: $90
Credit Hours: 2

(LITE08/27) AI Clinic: Spreadsheet Formula Help (with Validation)

Learn 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.

Non Member: $75
Credit Hours: 1

(LITE09/27) AI Clinic: Policy-Compliant Use Cases for Firms

Learn 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.

Non Member: $75
Credit Hours: 1

(LITE22/27) 5 Productive Excel Features for Accountants

Microsoft Excel contains hundreds of commands, but only a handful can dramatically improve the way accountants organize, summarize, and analyze data. In this fast-paced session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates five of his favorite Excel productivity features that can help you work more efficiently and avoid common spreadsheet...

Non Member: $45
Credit Hours: 1

(LITX22/27) Exploring Client Advisory Services – Hiring New Workers & Payroll Taxes

When 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...

Non Member: $45
Credit Hours: 1

(LITX23/27) Exploring Client Advisory Services – Tax Due Dates & Penalties

It 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...

Non Member: $45
Credit Hours: 1

(LITX24/27) Exploring Client Advisory Services – Types of Business Entities

Starting 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...

Non Member: $45
Credit Hours: 1

(LITE20/27) Art of the Perfect Prompt

AI can save time, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context, audience, format, and guardrails before asking AI to create, summarize,...

Non Member: $75
Credit Hours: 1

(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

(MEGRROAD/27) Greenville SC.CPA Roadshow

Younts Conference Center Furman University 1250 Duncan Chapel Rd, Greenville, SC, United States

Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...

Non Member: $600
Credit Hours: 8

(MESPROAD/27) Spartanburg SC.CPA Roadshow

Milliken and Company 920 Milliken Rd, Spartanburg, SC, United States

Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...

Non Member: $600
Credit Hours: 8

(MERHROAD/27) Rock Hill SC.CPA Roadshow

Manchester Meadows Soccer Complex 337 Mt Gallant Rd E, Rock Hill, SC, United States

Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...

Non Member: $600
Credit Hours: 8

(MECOROAD/27) Columbia SC.CPA Roadshow

Hilton Garden Inn Harbison 434 Columbiana Dr, Columbia, SC, United States

Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...

Non Member: $600
Credit Hours: 8