BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:South Carolina Association of CPAs X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260724T083000 DTEND;TZID=America/Detroit:20260724T092000 DTSTAMP:20260526T182133 CREATED:20260112T195720Z LAST-MODIFIED:20260116T150402Z UID:10005598-1784881800-1784884800@sc.cpa SUMMARY:(LIOT01/27) Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy DESCRIPTION:Event Description\n\nServing on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit\, understand the core responsibilities of governance\, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings\, engage in philanthropy with intention\, support fundraising ethically\, and measure impact in ways that strengthen organizational credibility and community trust. \nDesigned for CPAs and financial leaders who want to make a real difference\, this session blends practical frameworks with the real-world expectations of modern nonprofit governance. \n\nDesigned For\n\n\nCPAs considering joining a nonprofit board\nExisting board members seeking clearer expectations\nFirm leaders\, CFOs\, controllers\, and financial professionals involved in community organizations\nAnyone who wants to strengthen governance\, partnership\, and philanthropy skills\n\n\nObjectives\n•  Evaluate whether a nonprofit board role is the right fit by assessing mission alignment\, time commitment\, expectations\, and personal readiness.\n•  Understand and operate within the core board responsibilities\, including oversight\, fiduciary duties\, and strategic guidance.\n•  Build strong partnerships with the CEO/Executive Director through clarity\, trust\, and shared expectations.\n•  Contribute beyond meetings by adding value through committees\, expertise\, advocacy\, and strategic support.\n•  Engage in philanthropy with intention as a donor\, ambassador\, and steward of mission integrity.\n•  Support fundraising confidently and ethically\, aligning requests with organizational values and donor trust.\n•  Measure and communicate impact using clear metrics\, storytelling\, and financial insight. \nMajor Subjects\n\n\nEvaluating Board Service: Fit\, Expectations & Readiness\nCore Responsibilities of Nonprofit Boards (Duty of Care\, Loyalty\, & Obedience)\nBuilding Effective Partnerships with the CEO/Executive Director\nAdding Value Between Meetings: Strategic Contributions Beyond the Boardroom\nPhilanthropy With Intention: Giving\, Asking\, and Stewardship\nEthical & Confident Support for Fundraising\nMeasuring and Communicating Mission Impact URL:https://sc.cpa/event/liot01-27-working-with-and-being-on-nonprofit-boards-engaging-in-supporting-philanthrophy/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260804T083000 DTEND;TZID=America/Detroit:20260804T101000 DTSTAMP:20260526T182133 CREATED:20260515T011616Z LAST-MODIFIED:20260515T041039Z UID:10005852-1785832200-1785838200@sc.cpa SUMMARY:(LIET03/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast 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/liet03-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260804T102000 DTEND;TZID=America/Detroit:20260804T120000 DTSTAMP:20260526T182133 CREATED:20260515T010419Z LAST-MODIFIED:20260515T043224Z UID:10005723-1785838800-1785844800@sc.cpa SUMMARY:(LITX10/27) Tax Planning: Multi-State Work\, Residency & Withholding 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/litx10-27-tax-planning-multi-state-work-residency-withholding/ LOCATION:SC 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:20260804T130000 DTEND;TZID=America/Detroit:20260804T135000 DTSTAMP:20260526T182133 CREATED:20260515T010013Z LAST-MODIFIED:20260515T042612Z UID:10005685-1785848400-1785851400@sc.cpa SUMMARY:(LITE04/27) AI Clinic: Building a Tax/Audit Checklist with AI DESCRIPTION:Event Description\nLearn how to use AI to create structured\, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps\, questions\, and documentation needs while maintaining professional judgment. You’ll leave with practical examples you can adapt to planning\, compliance\, and review processes. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Strengthen incident response readiness and communication workflows. URL:https://sc.cpa/event/lite04-27-ai-clinic-building-a-tax-audit-checklist-with-ai/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260805T083000 DTEND;TZID=America/Detroit:20260805T115000 DTSTAMP:20260526T182133 CREATED:20260515T005911Z LAST-MODIFIED:20260515T042440Z UID:10005673-1785918600-1785930600@sc.cpa SUMMARY:(LIAA07/27) Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting\, Compliance and Other Risks DESCRIPTION:Event Description\nThere is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants “hands-on” practice in designing\, evaluating\, and communicating conclusions related to design and operating effectiveness of internal controls over reliable financial reporting and other risks for nonprofit environments. \nObjectives\n\n Describe critical concepts promulgated by COSO’s internal control and enterprise-wide risk management\n Explain best practices for designing\, implementing and monitoring internal controls over reliable financial reporting\n Apply exercises and case studies to reinforce fundamental theory through “real-life” scenarios that both internal and external accounting personnel performing internal control-related activities in the nonprofit industry URL:https://sc.cpa/event/liaa07-27-nonprofit-internal-control-practical-insights-into-mitigating-financial-reporting-compliance-and-other-risks/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260805T130000 DTEND;TZID=America/Detroit:20260805T135000 DTSTAMP:20260526T182133 CREATED:20260515T010829Z LAST-MODIFIED:20260515T042833Z UID:10005768-1785934800-1785937800@sc.cpa SUMMARY:(LIAA08/27) Exploring Client Advisory Services - Cash & Accrual Basis Concepts DESCRIPTION:Event Description\nThere are generally two different ways to keep the books – cash and accrual basis. The method of accounting you choose is important because it dictates when you show income and recognize expenses. So which one is best for you and your business? That’s exactly what this course is all about! In this session\, we will discuss the key differences between cash and accrual accounting. We will talk about why the cash basis is normally easier but may be misleading. We will also discuss what you typically see on most business tax returns – and why your method of accounting choice could make a big difference in your tax liability! \nObjectives\n– Identify when a transaction should be recorded on the accounting records under the cash method – Recognize when income is recognized and an expense must be accrued on the accounting records under the accrual method. – Identify what account should not appear on the financial records if the accrual method is being used. URL:https://sc.cpa/event/liaa08-27-exploring-client-advisory-services-cash-accrual-basis-concepts/ LOCATION:SC 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:20260805T140000 DTEND;TZID=America/Detroit:20260805T145000 DTSTAMP:20260526T182133 CREATED:20260515T011408Z LAST-MODIFIED:20260515T041535Z UID:10005839-1785938400-1785941400@sc.cpa SUMMARY:(LIAA09/27) Exploring Client Advisory Services - Account Reconciliations\, Software Best Practices\, & Common Reports DESCRIPTION:Event Description\nThere can be no doubt that accounting and tax software capabilities have improved drastically over time. Gone are the days of paper reconciliations and 10-key tapes attached to reports. However\, as automation has increased\, practitioners may wonder whether the software is performing all the critical checks that it should. When software reconciles an account\, can we rest assured that it is correct? Are there key screens that we should be looking at as a part of our month-end processes? How can we be sure that automated transactions are coming over correctly? In this course\, we will dig into what the software is doing and how we can be sure the software is correct. We will also discuss how to investigate variances and apply analytical techniques to month-end reporting. \nObjectives\n– Identify best practices related to account reconciliations. – Recognize common reports from accounting and tax software packages. – Recall common review techniques for automated transactions and month-end account balances. URL:https://sc.cpa/event/liaa09-27-exploring-client-advisory-services-account-reconciliations-software-best-practices-common-reports/ LOCATION:SC 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:20260805T150000 DTEND;TZID=America/Detroit:20260805T155000 DTSTAMP:20260526T182133 CREATED:20260515T011218Z LAST-MODIFIED:20260515T042220Z UID:10005823-1785942000-1785945000@sc.cpa SUMMARY:(LIAA10/27) Exploring Client Advisory Services - Business Income Tax Basics DESCRIPTION:Event Description\nThe Internal Revenue Code is just a different world! While most business school graduates learn basic GAAP or IFRS accounting principles\, the tax world feels very foreign – because so many rules are different. For example\, how do you depreciate assets if we don’t estimate their useful lives? Also\, when do we need to file a tax return for a flow-through entity if they don’t actually pay any taxes? And when are estimated tax payments required? In this course\, we will be exploring some basic principles for filing and paying business income taxes. If you are new practitioner or someone who is going out on your own for the first-time\, and you find yourself intimidated by all of the income tax rules and compliance\, we have you covered! \nObjectives\n– Identify the main types of accounting methods that may be used on an income tax return. – State when a taxpayer must make estimated tax payments. – Recognize expenses that have special tax treatment. URL:https://sc.cpa/event/liaa10-27-exploring-client-advisory-services-business-income-tax-basics/ LOCATION:SC 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:20260806T083000 DTEND;TZID=America/Detroit:20260806T110000 DTSTAMP:20260526T182133 CREATED:20260515T010415Z LAST-MODIFIED:20260515T042729Z UID:10005716-1786005000-1786014000@sc.cpa SUMMARY:(LITX01R/27) Lifecycle Financial Planning: Tax Planning - Rental Real Estate - Rebroadcast DESCRIPTION:Event Description\nThe taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways\, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity\, too. How do you know if someone is a real estate professional? In this course\, we will explore all these issues and many more! Through real-world examples and discussion\, this episode in our Lifecycle Financial Planning series will delve into exceptions to rental status\, qualifications for material participation\, and requirements for active status. Additionally\, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture. In other words\, you’ll walk away with lots of exceptions and planning ideas for your real estate clients! \nObjectives\n– Recall exceptions to rental status in the Regulations – Identify the different types of depreciation recapture that apply to rental properties – Recognize tax planning opportunities for personal and vacation properties – Identify how the Sec 1237 safe harbor may be used to avoid ordinary income tax treatment on divided land parcel sales URL:https://sc.cpa/event/litx01r-27-lifecycle-financial-planning-tax-planning-rental-real-estate-rebroadcast/ LOCATION:SC 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:20260806T111000 DTEND;TZID=America/Detroit:20260806T120000 DTSTAMP:20260526T182133 CREATED:20260515T011219Z LAST-MODIFIED:20260515T043124Z UID:10005824-1786014600-1786017600@sc.cpa SUMMARY:(LIOT05/27) Exploring Client Advisory Services - Communicating Financial Results to Stakeholders DESCRIPTION:Event Description\nOne of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner\, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course\, we will be exploring how to properly communicate with stakeholders\, including investors\, clients\, boards of directors\, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world\, this course is a must for you! \nObjectives\n– State the accountant’s role within a company – Recognize how different stakeholders view financial statements. – Identify how to focus in on just the key points when reporting financial results. URL:https://sc.cpa/event/liot05-27-exploring-client-advisory-services-communicating-financial-results-to-stakeholders/ LOCATION:SC 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:20260806T130000 DTEND;TZID=America/Detroit:20260806T135000 DTSTAMP:20260526T182133 CREATED:20260515T010530Z LAST-MODIFIED:20260515T043318Z UID:10005737-1786021200-1786024200@sc.cpa SUMMARY:(LIAA11/27) Exploring Client Advisory Services - Tying Out Financial Statements DESCRIPTION:Event Description\nHow do I know if I am right? This is a common question among accountants after they get done closing out the month. Even after the last journal entry is entered\, what may not be apparent is how the financial statements fit together. In this course\, we will be exploring basic financial statement information\, including what each statement shows and how this information feeds into the other statements. We will also explore concepts like materiality and basic ways to know if everything is tying out\, so you and your clients can rest assured that everything is correct! \nObjectives\n– Recognize the 4 basic financial statements and how they fit together. – State the different sections of the Statement of Cash Flows and the components of each section. – Identify the signs of poor earnings quality. URL:https://sc.cpa/event/liaa11-27-exploring-client-advisory-services-tying-out-financial-statements/ LOCATION:SC 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:20260811T083000 DTEND;TZID=America/Detroit:20260811T101000 DTSTAMP:20260526T182133 CREATED:20260515T010718Z LAST-MODIFIED:20260515T041740Z UID:10005753-1786437000-1786443000@sc.cpa SUMMARY:(LIAA12/27) Consideration of Fraud DESCRIPTION:Event Description\nThis course provides an in-depth exploration of AU-C 240\, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying\, assessing\, and responding to fraud risks within the context of financial statement audits. Through engaging lectures\, real-world examples\, and case studies\, the course examines the nature and characteristics of fraud\, including fraudulent financial reporting and misappropriation of assets. It also delves into the auditor’s responsibilities under AU-C 240 for planning and performing audits with fraud considerations\, techniques for identifying fraud risk factors and assessing risks of material misstatement\, and methods for designing and implementing effective audit procedures. Additionally\, participants will explore best practices for communicating and documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels\, this course equips attendees with the knowledge and tools necessary to navigate fraud-related complexities and maintain audit integrity. \nObjectives\n\n Identify the components of the fraud triangle and their role in financial fraud.\n Recall AU-C 240 requirements for addressing fraud risks in audits.\n Recognize red flags and patterns of fraud.\n Recall audit techniques to address identified fraud risks effectively.\n Recognize best practices for documenting\, communicating\, and escalating fraud findings. URL:https://sc.cpa/event/liaa12-27-consideration-of-fraud/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260811T102000 DTEND;TZID=America/Detroit:20260811T111000 DTSTAMP:20260526T182133 CREATED:20260515T011127Z LAST-MODIFIED:20260526T221018Z UID:10005819-1786443600-1786446600@sc.cpa SUMMARY:(LIAA13/27) Internal Control Frameworks for Single Audit DESCRIPTION:Event Description\nThe Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework\, including its 2013 update\, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control\, understand the benefits of adopting internal control frameworks\, and recognize the rationale behind the COSO 2013 update and its impact on auditing practices. Additionally\, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls. \nObjectives\n\nRecall the five components and 17 principles of internal controls \nIdentify the benefits of internal control frameworks \nRecognize the reasons for the COSO 2013 Update URL:https://sc.cpa/event/liaa13-27-internal-control-frameworks-for-single-audit/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260811T112000 DTEND;TZID=America/Detroit:20260811T130000 DTSTAMP:20260526T182133 CREATED:20260515T010915Z LAST-MODIFIED:20260515T041358Z UID:10005777-1786447200-1786453200@sc.cpa SUMMARY:(LITE05/27) The Current and Future Landscape of Audit Technology DESCRIPTION:Event Description\nExplore 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 navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. \nObjectives\n\n Identify the latest audit technologies and tools available in the marketplace.\n Identify advancements in data analytics\, artificial intelligence (AI)\, and automation that are transforming the audit process.\n Recognize the benefits and challenges of integrating these technologies into their firm’s audit practice. URL:https://sc.cpa/event/lite05-27-the-current-and-future-landscape-of-audit-technology/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260811T131000 DTEND;TZID=America/Detroit:20260811T140000 DTSTAMP:20260526T182133 CREATED:20260515T011022Z LAST-MODIFIED:20260515T043017Z UID:10005796-1786453800-1786456800@sc.cpa SUMMARY:(LIAA14/27) Exploring Client Advisory Services - Debt Amortization DESCRIPTION:Event Description\nDebt 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 on the basic aspects of dealing with debt. We will be discussing what an amortization table is\, how to calculate interest\, and various compounding methods. If you are new to accounting or bookkeeping\, or stepping out on your own for the first time\, this course is for you! \nObjectives\n– Recall different compounding methods for debt. – Calculate interest and principal portions of a debt payment. – Recognize how to tie out debt amortization schedule to the financial statements. URL:https://sc.cpa/event/liaa14-27-exploring-client-advisory-services-debt-amortization/ LOCATION:SC 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:20260811T141000 DTEND;TZID=America/Detroit:20260811T150000 DTSTAMP:20260526T182133 CREATED:20260515T011014Z LAST-MODIFIED:20260515T041518Z UID:10005787-1786457400-1786460400@sc.cpa SUMMARY:(LIAA15/27) Exploring Client Advisory Services - Sales Process DESCRIPTION:Event Description\nSales 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 basis of accounting. In this course\, we will discuss the accounting entries that need to be made during each stage of the sales process\, the role of bad debt expense and how this works in conjunction with the Accounts Receivable and Allowance accounts on the balance sheet. \nObjectives\n– State the major components of the sales process – Recognize the accounting differences between cash and accrual basis sales and cash collections – Identify the basic journal entries related to allowance for bad debts URL:https://sc.cpa/event/liaa15-27-exploring-client-advisory-services-sales-process/ LOCATION:SC 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:20260812T083000 DTEND;TZID=America/Detroit:20260812T092000 DTSTAMP:20260526T182133 CREATED:20260515T010132Z LAST-MODIFIED:20260515T042633Z UID:10005699-1786523400-1786526400@sc.cpa SUMMARY:(LITX11/27) SC Tax Clinic: Nexus & Apportionment Practical Issues DESCRIPTION:Event Description\nBuild 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. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. URL:https://sc.cpa/event/litx11-27-sc-tax-clinic-nexus-apportionment-practical-issues/ LOCATION:SC 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:20260812T093000 DTEND;TZID=America/Detroit:20260812T102000 DTSTAMP:20260526T182133 CREATED:20260515T005707Z LAST-MODIFIED:20260515T042242Z UID:10005643-1786527000-1786530000@sc.cpa SUMMARY:(LITX12/27) SC Tax Clinic: Residency & Part-Year Filing Issues DESCRIPTION:Event Description\nClarify 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. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Evaluate fact patterns to select treatment\, elections\, and documentation steps. URL:https://sc.cpa/event/litx12-27-sc-tax-clinic-residency-part-year-filing-issues/ LOCATION:SC 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:20260812T103000 DTEND;TZID=America/Detroit:20260812T121000 DTSTAMP:20260526T182133 CREATED:20260515T010010Z LAST-MODIFIED:20260515T042452Z UID:10005680-1786530600-1786536600@sc.cpa SUMMARY:(LITX02R/27) Tax Planning: Capital Gains\, Loss Harvesting & Basis Planning - Rebroadcast DESCRIPTION:Event Description\nPlan smarter and preserve more value with practical strategies for managing capital gains\, harvesting losses\, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. 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. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment\, elections\, and documentation steps. URL:https://sc.cpa/event/litx02r-27-tax-planning-capital-gains-loss-harvesting-basis-planning-rebroadcast/ LOCATION:SC 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:20260812T130000 DTEND;TZID=America/Detroit:20260812T144000 DTSTAMP:20260526T182133 CREATED:20260515T010523Z LAST-MODIFIED:20260515T043234Z UID:10005732-1786539600-1786545600@sc.cpa SUMMARY:(LITX08R/27) Tax Planning: Charitable Giving\, DAFs & Documentation - Rebroadcast DESCRIPTION:Event Description\nNavigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment\, elections\, and documentation steps. URL:https://sc.cpa/event/litx08r-27-tax-planning-charitable-giving-dafs-documentation-rebroadcast/ LOCATION:SC 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:20260813T083000 DTEND;TZID=America/Detroit:20260813T101000 DTSTAMP:20260526T182133 CREATED:20260515T010609Z LAST-MODIFIED:20260515T041714Z UID:10005743-1786609800-1786615800@sc.cpa SUMMARY:(LIET04/27) IRS Pub 4557: Protecting Taxpayer Data in Practice DESCRIPTION:Event Description\nTaxpayer 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. \nObjectives\n1. Explain how key regulatory guidance and requirements relate in practiceDescribe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information.2. Identify common risk scenarios in CPA firm workflowsRecognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction.3. Describe appropriate safeguards across administrative\, physical\, and technical areasExplain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment.4. Evaluate the structure and purpose of a Written Information Security Plan (WISP)Identify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities.5. Apply verification and workflow controls to higher-risk activitiesDescribe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests.6. Describe key elements of an incident response processOutline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response. URL:https://sc.cpa/event/liet04-27-irs-pub-4557-protecting-taxpayer-data-in-practice/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260813T102000 DTEND;TZID=America/Detroit:20260813T120000 DTSTAMP:20260526T182133 CREATED:20260515T011617Z LAST-MODIFIED:20260519T041014Z UID:10005855-1786616400-1786622400@sc.cpa SUMMARY:(LIAA16/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: \nSegment 1: Pre-Engagement 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 the important judgment calls that are made before the audit engagement even begins• Explain the impact of engagement acceptance and continuance decisions and activities on the rest of the audit process• Apply professional judgment early in the audit to establish the foundation for a high quality and profitable engagement URL:https://sc.cpa/event/liaa16-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-audits-segment-1-pre-engagement/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260813T130000 DTEND;TZID=America/Detroit:20260813T144000 DTSTAMP:20260526T182133 CREATED:20260515T005709Z LAST-MODIFIED:20260516T041043Z UID:10005648-1786626000-1786632000@sc.cpa SUMMARY:(LITX13/27) 2026 State Tax Trends DESCRIPTION:Event Description\nRather than focusing solely on tools or awareness\, this program explains how common incidents occur through ordinary business actions such as email requests\, data handling\, and approval workflows—and how verification procedures\, defined responsibilities\, and repeatable processes help mitigate those risks. \nObjectives URL:https://sc.cpa/event/litx13-27-salt-with-sc-considerations-nexus-withholding-audit-readiness/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jeremy L. Migliara%2C CPA":MAILTO:jeremy.migliara@apricusbc.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260818T083000 DTEND;TZID=America/Detroit:20260818T094000 DTSTAMP:20260526T182133 CREATED:20260515T010822Z LAST-MODIFIED:20260521T040941Z UID:10005761-1787041800-1787046000@sc.cpa SUMMARY:(LITX14/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes DESCRIPTION:Event Description\nAttendees will leave with a clear\, actionable approach to developing or strengthening a security program that is appropriate to their firm’s size and complexity and can be supported with consistent documentation and review practices. \nObjectives\n  URL:https://sc.cpa/event/litx14-27-understanding-s-corporation-taxation-compensation-issues-entity-level-taxes/ LOCATION:SC 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:20260818T095000 DTEND;TZID=America/Detroit:20260818T131000 DTSTAMP:20260526T182133 CREATED:20260515T010135Z LAST-MODIFIED:20260516T041035Z UID:10005703-1787046600-1787058600@sc.cpa SUMMARY:(LITX15/27) Practice & Regulatory Update for Financial Advisors – Summer 2026 DESCRIPTION:Event Description\nThe 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 or the final rule affecting them. Your clients want to know how changes and updates affect their financial well-being. And what if you are a Certified Financial Planner? Then we need to worry about CFP Board too! It is enough to make your head spin! \nThat’s where our quarterly practice and regulatory update can help. In this 4-hour update\, we will review new SEC enforcement actions and FINRA rule changes affecting registered representatives and their clients\, examine how OBBBA provisions create new financial planning opportunities\, and discuss recent developments in CFP Board’s ethical standards. We’ll also address the latest status of FinCEN’s AML rule for investment advisors and changes to RMD planning guidance. Don’t worry. We won’t just hurl code sections at you. Using practical and easy to understand examples\, we will illustrate the concepts that mean the most to you – so you will be well-prepared for the many things that a client throws your way! \nObjectives\n• Identify new SEC enforcement actions and regulatory guidance affecting investment advisors issued in 2026.• Recognize FINRA rule changes and their impact on registered representatives and their clients.• State OBBBA provisions with the greatest relevance to financial planning recommendations for clients.• Identify updates to CFP Board’s ethical standards and recent disciplinary case takeaways.• Recall the current status of FinCEN’s AML rule for investment advisors and its practical implications. URL:https://sc.cpa/event/litx15-27-practice-regulatory-update-for-financial-advisors-summer-2026/ LOCATION:SC 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:20260827T102000 DTEND;TZID=America/Detroit:20260827T134000 DTSTAMP:20260526T182133 CREATED:20260515T011311Z LAST-MODIFIED:20260519T041017Z UID:10005829-1787826000-1787838000@sc.cpa SUMMARY:(LITX25/27) Federal Tax Update for Businesses – Summer 2026 DESCRIPTION:Event Description\nBeing 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 than ever\, you need more than just new code sections hurled your way—you need a reliable and practical way to stay on top of new legislation\, IRS focus areas\, and key developments affecting your clients. We’ll walk through recent updates for employers related to tip deduction and overtime deduction reporting. We will also talk about those tricky expiration dates related to green energy credits. Finally\, we will discuss disproportionate distributions to partners. Through discussion and easy-to-follow examples\, you’ll be better prepared to answer tough client questions and stay current year-round. Not just during tax season! \nObjectives\nState the major provisions of the OBBBA related to businesses. Identify recent guidance related to the tip deduction and overtime deduction for employers. State when green energy credits may be taken and when they expire in accordance with recent guidance. Recognize differences in tax implications and reporting for proportionate and disproportionate distributions. URL:https://sc.cpa/event/litx25-27-federal-tax-update-for-businesses-summer-2026/ LOCATION:SC 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:20260828T083000 DTEND;TZID=America/Detroit:20260828T092000 DTSTAMP:20260526T182133 CREATED:20260112T201216Z LAST-MODIFIED:20260116T150421Z UID:10005599-1787905800-1787908800@sc.cpa SUMMARY:(LIOT02/27) Unconscious Bias\, Imposter Syndrome DESCRIPTION:Event Description\nEven 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. \nDesigned For\n\nCPAs\, managers\, and leaders seeking to understand bias\nSupervisors\, mentors\, and team leads responsible for feedback and coaching\n\nObjectives\n\nExplain key data\, definitions\, and types of unconscious bias\, including how these mental shortcuts shape perception and decision making.\nRecognize common forms of unconscious bias as they appear in everyday interactions and workplace systems.\nIdentify imposter syndrome triggers and patterns in themselves and others.\nReframe self doubt into constructive performance signals\, using cognitive techniques that foster clarity and confidence.\nGive and receive feedback in ways that reduce threat\, support psychological safety\, and build trust.\nCoach others through imposter moments\, using empathetic inquiry\, reframing\, and strengths based coaching.\n\nMajor Subjects\n1. Understanding Data\, Definitions & Types of Unconscious Bias\n2. Recognizing Common Bias Patterns in Professional Settings\n3. Imposter Syndrome: Triggers\, Patterns & Psychological Drivers\n4. Reframing Self-Doubt Into Performance Signals\n5. Giving & Receiving Feedback\n6. Coaching Others Through Imposter Moments URL:https://sc.cpa/event/liot02-27-unconscious-bias-imposter-syndrome/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260901T083000 DTEND;TZID=America/Detroit:20260901T101000 DTSTAMP:20260526T182133 CREATED:20260515T010124Z LAST-MODIFIED:20260515T042616Z UID:10005689-1788251400-1788257400@sc.cpa SUMMARY:(LIET05/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast 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 URL:https://sc.cpa/event/liet05-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260901T102000 DTEND;TZID=America/Detroit:20260901T120000 DTSTAMP:20260526T182133 CREATED:20260515T011411Z LAST-MODIFIED:20260515T041543Z UID:10005843-1788258000-1788264000@sc.cpa SUMMARY:(LITX16/27) Understanding Corporate Taxation: Formation & Shareholder Compensation DESCRIPTION:Event Description\nWhen 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 how new shareholders can form a corporation tax-free. We will also discuss how basis is calculated for the shareholders\, including what to do when debt is involved. Finally\, we will discuss different ways that shareholders may be compensated and the pros and cons of each. If you want to confidently guide your corporate clients through entity formation\, basis calculations\, and compensation planning\, our Understanding Corporate Taxation series is designed for you! \nObjectives\n3. Describe appropriate safeguards across administrative\, physical\, and technical areas URL:https://sc.cpa/event/litx16-27-understanding-corporate-taxation-formation-shareholder-compensation/ LOCATION:SC 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:20260901T130000 DTEND;TZID=America/Detroit:20260901T135000 DTSTAMP:20260526T182133 CREATED:20260515T010821Z LAST-MODIFIED:20260515T042826Z UID:10005760-1788267600-1788270600@sc.cpa SUMMARY:(LITX17/27) Exploring Client Advisory Services - Engagement Letters & Preparer Liability DESCRIPTION:Event Description\nIn 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 client does not want to sign? Can a preparer ever be liable for penalties related to an engagement? In this course\, we will examine these questions and many others related to engagement letters and preparer liability. We will talk about what is required of tax professionals and how an engagement letter protects us. Finally\, we will look at some best practices related to client engagement letters. \nObjectives\nExplain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment. URL:https://sc.cpa/event/litx17-27-exploring-client-advisory-services-engagement-letters-preparer-liability/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT END:VCALENDAR