BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.15.18//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD 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 END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250403T083000 DTEND;TZID=America/Detroit:20250403T092000 DTSTAMP:20260404T102210 CREATED:20250331T205310Z LAST-MODIFIED:20250401T043620Z UID:10004313-1743669000-1743672000@sc.cpa SUMMARY:(LIOT17R/25) Leadership Efficiency Tools: Time Management / Action Planning / Priority Management DESCRIPTION:Event Description\n2025 Professional Development Program with Leadership Simplified \nRaise 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. \nThis course equips CPAs with practical tools and strategies to enhance leadership efficiency through effective time management\, action planning\, and priority management. Participants will learn actionable techniques to take control of their day\, overcome procrastination\, and align organizational priorities for world-class execution. \nDesigned For\nThis course is designed for Certified Public Accountants (CPAs)\, financial leaders\, and organizational managers who seek to enhance their efficiency and leadership skills. It is particularly beneficial for professionals managing competing priorities in dynamic environments. \nObjectives\n\nHow to embrace an acronym that will save you time \nHow to understand and overcome procrastination \nHow to take control of your day before it takes control of you \nA type of six-pack that is okay to have in the workplace \nHow planning for actions leads to flawless execution \nHow your ABC’s can keep you focused \nHow planning for action leads to world-class execution \nHow to best communicate rapidly changing priorities \nHow to structure a process for sharing top organizational priorities \nHow to build a sense of urgency around your organization’s priorities \nHow to create better executional alignment\n\nMajor Subjects\n\nTime-saving strategies through acronym-based techniques \nOvercoming procrastination and mastering daily control \nDeveloping effective action plans for flawless execution \nCommunicating and managing rapidly changing priorities \nAligning organizational priorities with a sense of urgency and clear processes \nEnhancing focus through structured prioritization methods URL:https://sc.cpa/event/liot17r-25-leadership-efficiency-tools-time-management-action-planning-priority-management/ CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250409T100000 DTEND;TZID=America/Detroit:20250409T113000 DTSTAMP:20260404T102210 CREATED:20250401T005210Z LAST-MODIFIED:20250408T162015Z UID:10004967-1744192800-1744198200@sc.cpa SUMMARY:(LRTX0409/25) SC DOR Alcohol Beverage Licensing Workshop (Virtual) DESCRIPTION:Event Description\nSCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website! URL:https://sc.cpa/event/lrtx0409-25-sc-dor-alcohol-beverage-licensing-workshop-virtual/ CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250411T083000 DTEND;TZID=America/Detroit:20250411T092000 DTSTAMP:20260404T102210 CREATED:20250401T130107Z LAST-MODIFIED:20250410T163514Z UID:10004990-1744360200-1744363200@sc.cpa SUMMARY:(LIOT17R2/25) Leadership Efficiency Tools: Time Management / Action Planning / Priority Management DESCRIPTION:Event Description\n2025 Professional Development Program with Leadership Simplified \nRaise 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. \nThis course equips CPAs with practical tools and strategies to enhance leadership efficiency through effective time management\, action planning\, and priority management. Participants will learn actionable techniques to take control of their day\, overcome procrastination\, and align organizational priorities for world-class execution. \nDesigned For\nThis course is designed for Certified Public Accountants (CPAs)\, financial leaders\, and organizational managers who seek to enhance their efficiency and leadership skills. It is particularly beneficial for professionals managing competing priorities in dynamic environments. \nObjectives\n\nHow to embrace an acronym that will save you time \nHow to understand and overcome procrastination \nHow to take control of your day before it takes control of you \nA type of six-pack that is okay to have in the workplace \nHow planning for actions leads to flawless execution \nHow your ABC’s can keep you focused \nHow planning for action leads to world-class execution \nHow to best communicate rapidly changing priorities \nHow to structure a process for sharing top organizational priorities \nHow to build a sense of urgency around your organization’s priorities \nHow to create better executional alignment\n\nMajor Subjects\n\nTime-saving strategies through acronym-based techniques \nOvercoming procrastination and mastering daily control \nDeveloping effective action plans for flawless execution \nCommunicating and managing rapidly changing priorities \nAligning organizational priorities with a sense of urgency and clear processes \nEnhancing focus through structured prioritization methods URL:https://sc.cpa/event/liot17r2-25-leadership-efficiency-tools-time-management-action-planning-priority-management/ CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250423T100000 DTEND;TZID=America/Detroit:20250423T123000 DTSTAMP:20260404T102210 CREATED:20250331T210216Z LAST-MODIFIED:20250422T163517Z UID:10004407-1745402400-1745411400@sc.cpa SUMMARY:(SRTX0423/25) SC DOR Employer Withholding Tax Workshop (In Person) DESCRIPTION:Event Description\nSCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website! URL:https://sc.cpa/event/srtx0423-25-sc-dor-employer-withholding-tax-workshop-in-person/ CATEGORIES:In-Person END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250423T100000 DTEND;TZID=America/Detroit:20250423T123000 DTSTAMP:20260404T102210 CREATED:20250401T011313Z LAST-MODIFIED:20250422T163517Z UID:10004973-1745402400-1745411400@sc.cpa SUMMARY:(LRTX0423/25) SC DOR Employer Withholding Tax Workshop DESCRIPTION:Event Description\nSCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website! URL:https://sc.cpa/event/lrtx0423-25-sc-dor-employer-withholding-tax-workshop-virtual/ CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250425T083000 DTEND;TZID=America/Detroit:20250425T092000 DTSTAMP:20260404T102210 CREATED:20250331T224712Z LAST-MODIFIED:20250424T175012Z UID:10004679-1745569800-1745572800@sc.cpa SUMMARY:(LIOT18/25) Problem Solving & Negotiation Skills DESCRIPTION:Event Description\n2025 Professional Development Program with Leadership Simplified.Raise 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. \nNavigate challenges with confidence and turn conflicts into opportunities. This course teaches you the 15 rules of negotiation\, a proven problem-solving process\, and how to stay poised under pressure. Learn to ask the right questions\, foster collaboration\, and proactively prevent problems before they arise! \nObjectives\n\nHow best to employ the 15 rules of negotiation \nWhat problem solving process to follow as challenges erupt \nHow to remain poised while others panic \nWhat type of questions to ask while problem solving \nHow to be collaborative and not ignite conflict \nHow to pre-empt problems in the first place! URL:https://sc.cpa/event/liot18-25-problem-solving-negotiation-skills/ CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250514T100000 DTEND;TZID=America/Detroit:20250514T123000 DTSTAMP:20260404T102210 CREATED:20250331T205708Z LAST-MODIFIED:20250513T163515Z UID:10004352-1747216800-1747225800@sc.cpa SUMMARY:(SRTX0514/25) SC DOR Employer Withholding Tax Workshop DESCRIPTION:Event Description\nSCDOR is hosting this in person course on Sales Tax laws\, local taxes and more. Registrants are responsible for their registration fee. URL:https://sc.cpa/event/srtx0514-25-sc-dor-employer-withholding-tax-workshop-in-person/ LOCATION:SC Department of Revenue\, 300 Outlet Pointe Blvd Ste A\, Columbia\, SC\, United States CATEGORIES:In-Person END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250514T100000 DTEND;TZID=America/Detroit:20250514T123000 DTSTAMP:20260404T102210 CREATED:20250331T221920Z LAST-MODIFIED:20250513T163518Z UID:10004625-1747216800-1747225800@sc.cpa SUMMARY:(LRTX0514/25) SC DOR Sales Tax Workshop DESCRIPTION:Event Description\nSC Department of Revenue offers members localized education. Click the course title to register for free on the SCDOR website! URL:https://sc.cpa/event/lrtx0514-25-sc-dor-sales-tax-workshop-virtual-virtual/ CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250515T080000 DTEND;TZID=America/Detroit:20250516T164500 DTSTAMP:20260404T102210 CREATED:20250331T205525Z LAST-MODIFIED:20250514T162023Z UID:10004336-1747296000-1747413900@sc.cpa SUMMARY:(CN4113/25) Spring Splash Accounting Conference DESCRIPTION:Event Description\nSpring Splash\, one of SCACPA’s 2 conferences\, features sessions along 5 different tracks over 2 days. Tracks include Tax\, Accounting & Auditing\, Industry\, and Non-Profit/Government. Spring Splash is a large\, in-person gathering of CPAs in the state. It also features the New CPA Oath Ceremony\, prime networking opportunities\, and a variety of exhibitors to solve your business needs. \n  URL:https://sc.cpa/event/cn4113-25-spring-splash-accounting-conference-charleston-sc/ LOCATION:Embassy Suites by North Charleston\, 5055 International Blvd\, North Charleston\, SC\, United States CATEGORIES:In-Person ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250521T100000 DTEND;TZID=America/Detroit:20250521T123000 DTSTAMP:20260404T102210 CREATED:20250401T055631Z LAST-MODIFIED:20250520T162009Z UID:10004985-1747821600-1747830600@sc.cpa SUMMARY:(LRTX0521/25) SC DOR Employer Withholding Tax Workshop DESCRIPTION:Event Description\nSCACPA & the SC Department of Revenue have partnered to offer members localized education. Click the course title to register for free on the SCDOR website! URL:https://sc.cpa/event/lrtx0521-25-sc-dor-employer-withholding-tax-workshop-virtual/ CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250522T130000 DTEND;TZID=America/Detroit:20250522T163000 DTSTAMP:20260404T102210 CREATED:20250331T224927Z LAST-MODIFIED:20250521T203506Z UID:10004686-1747918800-1747931400@sc.cpa SUMMARY:(LIAA13/25) Common Yellow Book & Single Audit Deficiencies DESCRIPTION:Event Description\nYellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We’ll focus on the requirements of Yellow Book independence\, CPE\, and reporting. We will also review deficiencies related to internal controls over compliance\, compliance testing\, and major program determination for Single Audits. We’ll close the course with a look at the deficiencies often identified in COVI D-related funds. \nObjectives\n\nIdentify common deficiencies in Yellow Book Engagements \nRecall the independence requirements in Yellow Book \nIdentify common single audit deficiencies \nRecall common deficiencies found related to COVID-19 funding URL:https://sc.cpa/event/liaa13-25-common-yellow-book-single-audit-deficiencies/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250529T130000 DTEND;TZID=America/Detroit:20250529T163000 DTSTAMP:20260404T102210 CREATED:20250401T005709Z LAST-MODIFIED:20250528T162008Z UID:10004969-1748523600-1748536200@sc.cpa SUMMARY:(LIAA14/25) What's Going on at the FASB DESCRIPTION:Event Description\nThe course will start with the Accounting Standard Updates effective in 2024 for public entities\, private entities\, and nonprofits. We will also review significant changes to common control lease arrangements issued early in 2024. After a break\, we switch our attention to the items coming down the pike\, including a look at the projects identified by the FASB’s Invitation to Comment: Agenda Consultation. URL:https://sc.cpa/event/liaa14-25-whats-going-on-at-the-fasb/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250530T083000 DTEND;TZID=America/Detroit:20250530T092000 DTSTAMP:20260404T102210 CREATED:20250331T230706Z LAST-MODIFIED:20250529T162017Z UID:10004725-1748593800-1748596800@sc.cpa SUMMARY:(LIOT19/25) Creating & Sustaining A Winning Corporate Culture 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. \nA strong corporate culture drives success\, engagement\, and retention. This course teaches you how to build a mission-driven workplace\, effectively communicate company values\, and integrate recognition\, training\, and mentoring. Create a positive\, high-performance environment where employees feel motivated\, valued\, and aligned with your vision. \nObjectives\n\nHow to be mission-driven \nHow best to communicate the culture \nHow to weave in recognition & rewards to a culture \nHow to leverage training\, coaching & mentoring to strengthen your culture \nHow to create positive work environments \nHow to create a sense of urgency while fostering positive work relationships URL:https://sc.cpa/event/liot19-25-creating-sustaining-a-winning-corporate-culture/ CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250605T083000 DTEND;TZID=America/Detroit:20250605T120000 DTSTAMP:20260404T102210 CREATED:20250401T010914Z LAST-MODIFIED:20250604T203507Z UID:10004971-1749112200-1749124800@sc.cpa SUMMARY:(LIAA15/25) What's Changing in A&A for Government Entities DESCRIPTION:Event Description\nThis course will start with the GASB standards effective in 2024\, focusing on GASB 94\, Public Private Partnerships and GASB 96\, Subscription Based IT Arrangements. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits. We close with a look at common deficiencies found in audits of COVID-related funding. URL:https://sc.cpa/event/liaa15-25-whats-changing-in-aa-for-government-entities/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250610T090000 DTEND;TZID=America/Detroit:20250610T163000 DTSTAMP:20260404T102210 CREATED:20250331T205224Z LAST-MODIFIED:20250609T163505Z UID:10004312-1749546000-1749573000@sc.cpa SUMMARY:(SMAA01/25) Quality Management - A Practical Approach DESCRIPTION:Event Description\nBeginning in 2025\, the AICPA Quality Management (QM) Standards will usher in a host of new requirements. The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half\, participants will work on their firm’s QM implementation process\, including identifying potential quality risks\, assessing those risks\, developing responses\, and meeting the new QM documentation standards. \nObjectives\n• Understand Quality Management (QM) Standards basics• Delve into QM Standards implementation• Assess quality risks and develop responses to those risks• Learn methodology for meeting QM documentation requirements  URL:https://sc.cpa/event/smaa01-25-quality-management-a-practical-approach/ LOCATION:Brookland Banquet and Conference Center\, 1066 Sunset Blvd\, West Columbia\, SC\, United States CATEGORIES:In-Person ORGANIZER;CN="Paul Pierson%2C CPA":MAILTO:piersonp@icpas.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250611T100000 DTEND;TZID=America/Detroit:20250611T123000 DTSTAMP:20260404T102210 CREATED:20250401T013410Z LAST-MODIFIED:20250610T163507Z UID:10004980-1749636000-1749645000@sc.cpa SUMMARY:(LRTX0611/25) SC DOR Sales Tax Workshop DESCRIPTION:Event Description\nSC Department of Revenue offers members localized education. Click the course title to register for free on the SCDOR website! URL:https://sc.cpa/event/lrtx0611-25-sc-dor-sales-tax-workshop/ CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250617T130000 DTEND;TZID=America/Detroit:20250617T163000 DTSTAMP:20260404T102210 CREATED:20250401T011314Z LAST-MODIFIED:20250616T162009Z UID:10004974-1750165200-1750177800@sc.cpa SUMMARY:(LIAA16/25) Not-for-Profit Accounting & Auditing Update DESCRIPTION:Event Description\nThe Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course\, we will review the key issues and discussions from recent NAC meetings. We’ll also take a look at ASUs issued by the FASB that may impact nonprofit financial statements. After a break\, we then transition from accounting to auditing with a look at the common deficiencies found in nonprofit Yellow Book audits with a focus on CPE\, reporting\, and independence. URL:https://sc.cpa/event/liaa16-25-not-for-profit-accounting-auditing-update/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250625T083000 DTEND;TZID=America/Detroit:20250625T111000 DTSTAMP:20260404T102210 CREATED:20250401T013510Z LAST-MODIFIED:20250624T163606Z UID:10004982-1750840200-1750849800@sc.cpa SUMMARY:(LIAA17/25) What's Going on at the GASB DESCRIPTION:Event Description\nThe GASB has been working on some big projects lately. This course starts with a look at the GASB standards effective this year\, including GASB 94\, Public Private Partnerships and GASB 96\, Subscription Based IT Arrangements. We will include practical applications in the form of case studies to apply the topics. We will then switch gears to the GASB standards coming down the pike\, including the major projects of the GASB. URL:https://sc.cpa/event/liaa17-25-whats-going-on-at-the-gasb/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250627T083000 DTEND;TZID=America/Detroit:20250627T092000 DTSTAMP:20260404T102210 CREATED:20250331T231619Z LAST-MODIFIED:20250626T202014Z UID:10004743-1751013000-1751016000@sc.cpa SUMMARY:(LIOT20/25) Understanding & Leading Different Generations in the Workplace 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 implementatble 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. \nEffectively leading a multigenerational workforce requires insight\, adaptability\, and strong communication. This course provides a roadmap for building credibility across generations\, managing diverse teams\, and fostering engagement. Gain the tools to bridge generational gaps\, enhance collaboration\, and create a workplace where every generation thrives! \nObjectives\n\nHow each generation is delineated \nGeneral descriptors pertaining to each generation \nA roadmap for building credibility – no matter what your generation \nTips on how to best manage each generation \nLeadership Simplified\, All Rights Reserved. \nActions that leaders can take to increase cross-generational engagement \nTools to communicate and collaborate with each generation URL:https://sc.cpa/event/liot20-25-understanding-leading-different-generations-in-the-workplace/ CATEGORIES:Livestream ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210608Z LAST-MODIFIED:20250401T034521Z UID:10004431-1751284800-1751284800@sc.cpa SUMMARY:(SSTX189/25) Surgent's Navigating Your Client Through the IRS Appeals Process DESCRIPTION:Event Description\nDespite the fact that a client’s tax matter may be taken directly to court\, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals. \nDesigned For\nAccounting and Financial Professionals who wish to represent clients with a tax matter in disagreement \nObjectives\nRecognize how to craft the appeal protest to best effect the desired findings for your client Identify strategies regarding in person\, correspondence\, or phone conferences with IRS Appeals Utilize IRS Appeals\, the only level of appeal within the IRS\, to avoid costly\, contentious\, and time-consuming court trials Understand how to prepare and submit a Tax Court petition \nMajor Subjects\nPreparing a valid Appeals Protest for small case requests when tax\, penalties\, and interest for each period are $25\,000 or less Writing and filing a Formal Protest\, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights \nInstructions\nNone URL:https://sc.cpa/event/sstx189-25-surgents-navigating-your-client-through-the-irs-appeals-process/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210615Z LAST-MODIFIED:20250401T025756Z UID:10004432-1751284800-1751284800@sc.cpa SUMMARY:(SSTX125/25) Surgent's Key Partnership and S Corporation Tax Planning Strategies DESCRIPTION:Event Description\nMost of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue\, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market. \nDesigned For\nAll tax practitioners\, both those working in public accounting as well as those in private industry\, who are responsible for tax planning for their clients and/or companies \nObjectives\nUnderstand how the strategies and techniques in business-related tax planning are modified for pass-throughs Understand the special problems when transactions involve the business\, its investors\, and related businesses and individuals \nMajor Subjects\nTimely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations \nInstructions\nNone URL:https://sc.cpa/event/sstx125-25-surgents-key-partnership-and-s-corporation-tax-planning-strategies/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210704Z LAST-MODIFIED:20250401T042615Z UID:10004433-1751284800-1751284800@sc.cpa SUMMARY:(SSST123/25) Surgent's Marijuana: A Generalized Business Viewpoint DESCRIPTION:Event Description\nEach year\, more states legalize cannabis (i.e.\, marijuana) for medical or recreational purposes. As legalization grows\, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy\, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape\, which includes strict compliance with federal and state regulations. However\, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production\, retail\, farming\, and chemical production\, as well as facilities\, design\, and construction. Simply stated\, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years. \nDesigned For\nAnyone in the accounting or financial services professions who seeks to gain a better understanding of the most relevant topics in the marijuana industry or who counsel individuals or businesses working within some part of the marijuana industry \nObjectives\nUnderstand the legal framework that allows accounting and financial firms to operate and grow within the marijuana industry Be familiar with applicable Internal Revenue Code sections applicable to this industry Be well versed in the potential risks and rewards for financial professionals working in the marijuana industry Understand the issues unique to the production\, delivery\, and retail aspects of this market \nMajor Subjects\nAn overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections \nInstructions\nNone URL:https://sc.cpa/event/ssst123-25-surgents-marijuana-a-generalized-business-viewpoint/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210707Z LAST-MODIFIED:20250401T043915Z UID:10004434-1751284800-1751284800@sc.cpa SUMMARY:(SSTX230/25) Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms DESCRIPTION:Event Description\nThe objective of this course is to train new\, rusty\, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter\, hands-on approach. As more details are discussed in each chapter\, participants are provided with the information needed to prepare an intricate Form 1120-S. The course and instruction delivery are geared toward basic understanding and systematically address more complex issues via Surgent’s step-by-step preparation guide. The boot camp will help staff understand the connections between a trial balance and a completed S corporation return. The completed Form 1120-S is provided in the case solutions. \nDesigned For\nAll levels of staff and company controllers responsible for filing these forms \nObjectives\nPrepare Form 1120-S and Schedules M-1\, K\, and K-1 Understand common business reporting on Forms 4562 and 4797 Provide staff with the first stage of a graduated professional education program in servicing S corporation clients \nMajor Subjects\nFederal income tax laws for S corporations\, from formation to tax return preparation issues Key operational issues of separately stated versus non-separately stated income and expenses The importance of Schedule M-1 Accurately accounting for basis\, AAA\, and distributions Properly preparing and allocating items on Schedule K-1 Reporting requirements for Schedules K-2 and K-3\, including 2023 filing exceptions Form 7203\, S Corporation Shareholder Stock and Debt Basis Limitations Identification of eligible shareholders Requirements to make a timely or late election Involuntary S corporation status terminations\, cases and rulings\, and other developing issues and hot topics Mastering Forms 4562 (Depreciation and Amortization) and 4797 (Sales of Business Property) S corporation reporting oddities Accurately preparing S corporation returns and reconciling book income with taxable income \nInstructions\nNone URL:https://sc.cpa/event/sstx230-25-surgents-form-1120-s-boot-camp-step-by-step-preparation-with-completed-forms/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210808Z LAST-MODIFIED:20250401T035516Z UID:10004435-1751284800-1751284800@sc.cpa SUMMARY:(SSTX231/25) Surgent's Stock vs. Asset Acquisitions of C Corporations DESCRIPTION:Event Description\nA business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition\, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition\, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course. \nDesigned For\nTax practitioners advising sellers and buyers of C corporations \nObjectives\nAdvise owners of C corporations and those wishing to acquire C corporations of the tax consequences associated with an asset or stock acquisition \nMajor Subjects\nAdvantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired \nInstructions\nNone URL:https://sc.cpa/event/sstx231-25-surgents-stock-vs-asset-acquisitions-of-c-corporations/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210810Z LAST-MODIFIED:20250401T023902Z UID:10004436-1751284800-1751284800@sc.cpa SUMMARY:(SSTX178/25) Surgent's The Essential Multistate Tax Update DESCRIPTION:Event Description\nWith the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case\, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets\, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation\, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance. \nDesigned For\nAccountants who want an update on current multistate tax issues to minimize clients’ potential state and local tax liability \nObjectives\nUnderstand changes in state statutes\, regulations and case law Determine how the states will treat changes under the Tax Cuts and Jobs Act Identify areas that may require additional attention for state tax planning purposes Identify areas that may be costly for employers or clients Understand the who\, what\, when\, and where of nexus for income and sales tax \nMajor Subjects\nEmployees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers\, members\, partners\, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax \nInstructions\nNone URL:https://sc.cpa/event/sstx178-25-surgents-the-essential-multistate-tax-update/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210813Z LAST-MODIFIED:20250401T043925Z UID:10004437-1751284800-1751284800@sc.cpa SUMMARY:(SSTX133/25) Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis DESCRIPTION:Event Description\nThis program discusses\, in a practical way\, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income. \nDesigned For\nAny tax practitioner with S corporations or S corporation shareholders as clients \nObjectives\nCalculate an S corporation shareholder’s basis in his or her S corporation shares on Form 7203 Understand and apply the S corporation shareholder loan basis rules \nMajor Subjects\nIntroduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses \nInstructions\nNone URL:https://sc.cpa/event/sstx133-25-surgents-guide-to-calculating-s-corporation-shareholder-stock-and-loan-basis/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210818Z LAST-MODIFIED:20250401T034018Z UID:10004438-1751284800-1751284800@sc.cpa SUMMARY:(SSTX122/25) The Best Individual Income Tax Update Course by Surgent DESCRIPTION:Event Description\nThis highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap\, it is recommended that this course NOT be taken together with BFTU. \nDesigned For\nAll tax practitioners\, both those working in public accounting as well as those in private industry\, who need the latest information on tax changes affecting their individual clients \nObjectives\nUnderstand strategies and tactics to use in light of new legislation Understand the most current guidance on retirement planning Understand how to nail down valuable deductions and other reductions to the tax base \nMajor Subjects\nComprehensive coverage of the Inflation Reduction Act\, including: The Clean Vehicle Credit\, Credit for Previously Owned Clean Vehicles\, Credit for Qualified Commercial Clean Vehicles\, Residential Clean Energy Credit\, Energy Efficient Home Improvement Credit\, Premium Tax Credit\, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act\, including: Expanding Enrollment in Retirement Plans\, Increase in Age for Required Beginning Date for Mandatory Distributions\, New Exceptions to Penalty-Free Withdrawal from Retirement Plans\, and recent IRS guidance Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence\, including tax planning strategies Real Estate professional requirements Virtual currency\, including recent developments regarding NFTs\, new Form 1099-DA\, and recently released proposed regulations regarding new IIJA broker reporting requirements Review of pertinent cases and rulings affecting taxpayers Practice aids\, including all the numbers applicable for the current year — inflation-adjusted amounts\, mileage rates\, retirement contributions\, and more Advanced practice\, reporting\, and other issues intertwined with advanced planning and discussion ideas \nInstructions\nNone URL:https://sc.cpa/event/sstx122-25-the-best-individual-income-tax-update-course-by-surgent/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210905Z LAST-MODIFIED:20250401T044007Z UID:10004439-1751284800-1751284800@sc.cpa SUMMARY:(SSMG107/25) Surgent's Engagement and Client Retention Best Practices DESCRIPTION:Event Description\nPositive client relationships require work. Miscommunication\, unrealistic expectations\, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately\, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm’s profitability. Yet automation\, for example\, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey\, ensuring consistent client interactions\, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business. \nDesigned For\nAccounting and finance professionals seeking to understand how to engage and retain clients \nObjectives\nCreate and implement a client retention strategy Create content to educate clients Track customer retention metrics Leverage employee engagement with clients Map your customer journey Understand the role of technology in improving client retention \nMajor Subjects\nManaging client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets \nInstructions\nNone URL:https://sc.cpa/event/ssmg107-25-surgents-engagement-and-client-retention-best-practices/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210908Z LAST-MODIFIED:20250401T044010Z UID:10004440-1751284800-1751284800@sc.cpa SUMMARY:(SSET103/25) Surgent's Ethical Considerations for CPAs DESCRIPTION:Event Description\nCPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must adhere to in their everyday practice\, including practical examples of potential ethical dilemmas that practitioners may encounter. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. \nDesigned For\nAll CPAs \nObjectives\nUnderstand the attributes of ethics and professional conduct Identify ethical issues that occur every day in the work environment Understand those deliberative\, emotional\, and social skills that enable a CPA to put their knowledge of the rules into practice in ways that are applicable to any situation \nMajor Subjects\nThe CPA’s role in today’s economy The similarities and differences between individual and business ethics The link between ethics\, integrity and scruples The basic attributes of ethics and professional conduct The history of the CPA profession and the CPA’s requirement to adhere to ethics policies and codes of conduct The AICPA’s Code of Professional Conduct and a CPA’s responsibility to the public\, clients\, and colleagues The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers \nInstructions\nNone URL:https://sc.cpa/event/sset103-25-surgents-ethical-considerations-for-cpas/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250630T120000 DTEND;TZID=America/Detroit:20250630T120000 DTSTAMP:20260404T102210 CREATED:20250331T210913Z LAST-MODIFIED:20250401T033713Z UID:10004441-1751284800-1751284800@sc.cpa SUMMARY:(SSAA254/25) Surgent's Examining ASC 842\, Leases: More Than Meets the Eye DESCRIPTION:Event Description\nImplementing ASU No. 2016-02\, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease accounting guidance. In this course\, we will review how to measure the lease liability and right-of-use asset that will now be recorded on the balance sheet for all leases. We will also tackle the tricky issues of accounting for lease modifications and other lease remeasurement events as well as address the other major provisions of ASC 842\, such as disclosures and transition. We will also review the income statement treatment of lease expense for all leases for both lessees and lessors and discuss recent FASB implementation guidance. Lastly\, the course will cover all recent updates to the originally issued guidance in Topic 842\, including that related to discount rates. With Topic 842’s effective date here\, now is the time to get up to speed on this complex new standard. \nDesigned For\nPracticing CPAs and their staffs\, both in public accounting and business and industry — controllers\, accountants\, and other financial accounting personnel involved in financial statement preparation and review \nObjectives\nComprehend and apply the FASB’s comprehensive new lease accounting guidance found in ASU No. 2016-02\, Leases (Topic 842) Recall operational issues in adopting the new lease accounting standard \nMajor Subjects\nASU No. 2016-02\, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842 \nInstructions\nNone URL:https://sc.cpa/event/ssaa254-25-surgents-examining-asc-842-leases-more-than-meets-the-eye/ CATEGORIES:Self-Study Text END:VEVENT END:VCALENDAR