BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.2//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: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:20260707T083000 DTEND;TZID=America/Detroit:20260707T101000 DTSTAMP:20260526T193326 CREATED:20260515T005610Z LAST-MODIFIED:20260526T232518Z UID:10005631-1783413000-1783419000@sc.cpa SUMMARY:(LIAA01/27) 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance DESCRIPTION:Event Description\nThis comprehensive course provides a focused update on key auditing developments affecting GAGAS and Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance and related Single Audit requirements. \nParticipants will begin with an overview of significant revisions to the 2024 Yellow Book\, including changes related to quality management\, key audit matters\, and effective dates. The course also addresses the GAO’s implementation delay and its implications for audit planning\, along with recent updates to the Green Book that may affect internal control considerations for governmental entities and Single Audits. \nThe course then shifts to recent developments affecting Single Audits\, including the 2024 Uniform Guidance overhaul\, updates to Appendix B of the AICPA GAS/Single Audit Guide\, and guidance issued through the Office of Management and Budget (OMB). Reporting-related changes\, including the transition to SAM.gov-based reporting\, are also discussed. \nDesigned for auditors working with governmental and nonprofit entities receiving federal awards\, this course helps participants understand how recent auditing and compliance changes intersect—and what to monitor as expectations continue to evolve. \nObjectives\n\nRecall quality management requirements under the 2024 Yellow Book. \nIdentify changes to the effective date of the 2024 Yellow Book. \nRecognize recent updates to the Green Book affecting internal control considerations. \nRecognize the impact of the 2024 Uniform Guidance changes on Single Audits. \nIdentify changes in Appendix B of the AICPA GAS/Single Audit Guide affecting Single Audit engagements. \nRecall key changes introduced through recent OMB memoranda relevant to Single Audits. URL:https://sc.cpa/event/liaa01-27-2026-27-governmental-auditing-update-yellow-book-uniform-guidance/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260707T102000 DTEND;TZID=America/Detroit:20260707T120000 DTSTAMP:20260526T193326 CREATED:20260515T005811Z LAST-MODIFIED:20260526T232515Z UID:10005657-1783419600-1783425600@sc.cpa SUMMARY:(LIAA02/27) What's Going on at the GASB (2026/27) DESCRIPTION:Event Description\nThis course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board (GASB). Coverage includes GASB Statement No. 103 (financial reporting model)\, GASB Statement No. 104 (disclosures for capital assets)\, and GASB Statement No. 105 (subsequent events). \nParticipants will also receive a high-level overview of active GASB exposure drafts and ongoing projects. The course is designed to help auditors\, preparers\, and financial leaders understand how these developments affect audits\, financial statement preparation\, and board reporting. \nObjectives\n\nRecall the impact of GASB Statement No. 103 on the governmental financial reporting model. \nIdentify new disclosure requirements introduced by GASB Statement No. 104. \nRecognize requirements related to subsequent events under GASB Statement No. 105. \nRecall key elements of recent GASB exposure drafts and active projects. URL:https://sc.cpa/event/liaa02-27-whats-going-on-at-the-gasb-2026-27/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260707T130000 DTEND;TZID=America/Detroit:20260707T144000 DTSTAMP:20260526T193326 CREATED:20260515T011121Z LAST-MODIFIED:20260515T043118Z UID:10005812-1783429200-1783435200@sc.cpa SUMMARY:(LIET02/27) General Ethics for Business Professionals DESCRIPTION:Event Description\nUnethical behavior can ruin professional careers. It can also result in fines\, penalties\, or even a loss of licensure. This course focuses on the moral dilemmas regularly faced by those that work in either public accounting or industry and how to making the most ethical decisions. \nObjectives\n\n Describe the foundation of ethical behavior\n Analyze moral and ethical dilemmas faced in day-to-day situations\n Explain important principles underlying ethical decision-making URL:https://sc.cpa/event/liet02-27-general-ethics-for-business-professionals/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260707T145000 DTEND;TZID=America/Detroit:20260707T163000 DTSTAMP:20260526T193326 CREATED:20260515T010010Z LAST-MODIFIED:20260515T042454Z UID:10005681-1783435800-1783441800@sc.cpa SUMMARY:(LIAA03/27) The New Quality Management Standards - What Everyone Needs to Know Post-Implementation DESCRIPTION:Event Description\nThe AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know. \nObjectives\nRecall key elements of recent guidance on implementing the AICPA’s new quality management standards that would have the greatest impact on improving the quality of audit and attest services. List the foundational principles in the new Quality Management Standards that should be consistenly applied by those performing audit and attest services. URL:https://sc.cpa/event/liaa03-27-the-new-quality-management-standards-what-everyone-needs-to-know-post-implementation/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260708T083000 DTEND;TZID=America/Detroit:20260708T092000 DTSTAMP:20260526T193326 CREATED:20260515T010133Z LAST-MODIFIED:20260515T042634Z UID:10005700-1783499400-1783502400@sc.cpa SUMMARY:(LITE02/27) AI Clinic: Drafting Client Emails with Safe Prompts DESCRIPTION:Event Description\nLearn how to use AI to draft clear\, professional client emails while protecting confidentiality and avoiding risk. This clinic walks through practical\, ready-to-use prompts that help you save time without sacrificing accuracy or tone. You’ll leave with examples you can confidently apply to everyday client communications. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite02-27-ai-clinic-drafting-client-emails-with-safe-prompts/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260708T093000 DTEND;TZID=America/Detroit:20260708T111000 DTSTAMP:20260526T193326 CREATED:20260515T011713Z LAST-MODIFIED:20260521T040940Z UID:10005875-1783503000-1783509000@sc.cpa SUMMARY:(LIAA04/27) Audit Quality Control – Avoiding Peer Review Deficiencies DESCRIPTION:Event Description\nUpper-level reviewers have significant responsibilities for ensuring high-quality audit engagements. Unfortunately\, deficient audits have serious negative consequences for both the CPA firm and the profession as a whole. This module highlights the most important considerations for those at all levels of the engagement team with quality control responsibilities on audit engagements. \nObjectives\n\nRecall common peer review and quality control deficiencies on financial statement audits \nRecognize important quality management standards most directly relevant to audits \nExplain the importance of upper level workpaper reviews\, including an objective engagement quality control review URL:https://sc.cpa/event/liaa04-27-audit-quality-control-avoiding-peer-review-deficiencies/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260708T112000 DTEND;TZID=America/Detroit:20260708T130000 DTSTAMP:20260526T193326 CREATED:20260515T011114Z LAST-MODIFIED:20260515T043022Z UID:10005800-1783509600-1783515600@sc.cpa SUMMARY:(LIAA05/27) Common Peer Review Defiicencies and How to Avoid Them DESCRIPTION:Event Description\nRequired Peer Reviews are an important element for ensuring high quality audit and attest services are being offered by CPAs. This course will explore the most common deficiencies identified through the Peer Review program\, so that CPAs know what potential problems to avoid. \nObjectives\nList common nonconforming trends being discovered in recent peer reviews. Recall potential quality management issues to avoid when providing audit and attest services URL:https://sc.cpa/event/liaa05-27-common-peer-review-defiicencies-and-how-to-avoid-them/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260709T130000 DTEND;TZID=America/Detroit:20260709T150000 DTSTAMP:20260526T193326 CREATED:20260515T011319Z LAST-MODIFIED:20260516T041040Z UID:10005835-1783602000-1783609200@sc.cpa SUMMARY:(LITX04/27) Understanding Partnership Taxation - Basis & Contributions DESCRIPTION:Event Description\nCalculating partnership basis is one of the most important things that we do as practitioners. However\, it is also one of the most confusing. When we use the term basis\, we really could be referring to one of three different things! This course will explore the differences between inside basis\, outside basis\, and 704(b) basis. Through several examples and practice problems\, we will show you how to easily distinguish between these terms. We will also explore the tax implications of initial contributions of property to a partnership. \nObjectives\n– Calculate Inside Basis\, Outside Basis\, and 704(b) Basis – Recognize the concept of Substantial Economic Effect – List the three requirements that need to be present for an allocation to be deemed to have Economic Effect – Calculate the reallocation of items of gains and loss under IRC 704(b) when a qualified income offset is present  – Recognize the tax effects of transferring cash\, property\, and services to a partnership – Recall the tax effects of contributing assets to a partnership that are encumbered by debt URL:https://sc.cpa/event/litx04-27-understanding-partnership-taxation-basis-contributions/ 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:20260714T083000 DTEND;TZID=America/Detroit:20260714T094000 DTSTAMP:20260526T193326 CREATED:20260515T010131Z LAST-MODIFIED:20260515T042631Z UID:10005698-1784017800-1784022000@sc.cpa SUMMARY:(LITX05/27) Tax Planning: Depreciation Issues & Recapture Provisions DESCRIPTION:Event Description\nWhether you are going into business for yourself or advising clients\, depreciation is an important deduction on the tax return. It is often a big deduction that presents lots of opportunities for tax savings – that is\, if you understand how the calculation works! In this class\, we will focus on building an understanding of what makes tax depreciation so unique. We will discuss first-year elections that can be made and look at the potentially costly depreciation recapture provisions. \nObjectives\nRecognize expiring green energy credits. URL:https://sc.cpa/event/litx05-27-tax-planning-depreciation-issues-recapture-provisions/ 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:20260714T095000 DTEND;TZID=America/Detroit:20260714T131000 DTSTAMP:20260526T193326 CREATED:20260515T010418Z LAST-MODIFIED:20260516T041033Z UID:10005721-1784022600-1784034600@sc.cpa SUMMARY:(LIMG01/27) How to Be a Better CFO DESCRIPTION:Event Description\nGone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies\, research\, and discussion questions\, this course will explore how to look at topics such as picking out the best retirement plan\, managing remote employees\, strategic forecasting\, and managing the budgeting process through the lens of a CFO. \nObjectives\nState the elements of the CGMA Competency Framework List the different types of retirement plans and what companies they would appeal to Identify recent trends in group health insurance plans Recognize key differences between bottom-up\, top-down\, and flexible forecasting List the different types of behavioral biases Identify best practices for managing remote employees URL:https://sc.cpa/event/limg01-27-how-to-be-a-better-cfo/ 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:20260714T132000 DTEND;TZID=America/Detroit:20260714T141000 DTSTAMP:20260526T193326 CREATED:20260515T010612Z LAST-MODIFIED:20260515T041719Z UID:10005747-1784035200-1784038200@sc.cpa SUMMARY:(LITE03/27) AI Clinic: Summarizing Guidance with Verification Steps DESCRIPTION:Event Description\nLearn how to use AI to summarize technical and professional guidance clearly while ensuring accuracy and reliability. This clinic focuses on adding verification steps so AI-generated summaries can be confidently reviewed and validated before use. You’ll gain practical techniques to save time without risking misinterpretation or errors. \nObjectives\nRecall the advantages of creating IRS Tax Pro Accounts URL:https://sc.cpa/event/lite03-27-ai-clinic-summarizing-guidance-with-verification-steps/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260715T080000 DTEND;TZID=America/Detroit:20260716T164500 DTSTAMP:20260526T193326 CREATED:20260519T141011Z LAST-MODIFIED:20260519T141011Z UID:10005879-1784102400-1784220300@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/ 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:20260715T083000 DTEND;TZID=America/Detroit:20260715T115000 DTSTAMP:20260526T193326 CREATED:20260515T010125Z LAST-MODIFIED:20260526T232513Z UID:10005691-1784104200-1784116200@sc.cpa SUMMARY:(LITX06/27) Client Advisory Services Tax Update – Spring 2026 DESCRIPTION:Event Description\nCAS professionals are an integral part of the operations of any CPA firm. As such\, they must stay on top of changing tax law. In this course we will explore tax changes in the areas that CAS professionals are involved with – information reporting\, payroll tax issues\, and tax credit and deduction documentation. We will also discuss relevant changes on individual and business tax returns\, so that CAS professionals will be able to better assist clients with tax needs throughout the year. \nObjectives\nIdentify the major provisions of the OBBBA related to businesses Recognize tax and reporting implications of partnership property distributions State when green energy credits expire under OBBBARecognize reporting requirements for Form 7217 & Form 8308 URL:https://sc.cpa/event/litx06-27-client-advisory-services-tax-update-spring-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:20260715T130000 DTEND;TZID=America/Detroit:20260715T141000 DTSTAMP:20260526T193326 CREATED:20260515T010417Z LAST-MODIFIED:20260515T042825Z UID:10005719-1784120400-1784124600@sc.cpa SUMMARY:(LITTX07/27) Understanding Partnership Taxation - Debt Allocations DESCRIPTION:Event Description\nHow debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution\, the losses that flow down to the partners\, and the gain or loss on the sale of a partnership interest. However\, the allocation of debt can differ depending on the type of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this session of Understanding Partnership Taxation\, we will tackle the concept of debt allocations – how you do it\, what it means\, and why you do it! \nObjectives\nIdentify the key changes being proposed to the IRS CI Voluntary Disclosure Practice URL:https://sc.cpa/event/littx07-27-understanding-partnership-taxation-debt-allocations/ 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:20260715T130000 DTEND;TZID=America/Detroit:20260715T141000 DTSTAMP:20260526T193326 CREATED:20260518T162507Z LAST-MODIFIED:20260519T041017Z UID:10005878-1784120400-1784124600@sc.cpa SUMMARY:(LITX07/27) Understanding Partnership Taxation - Debt Allocations DESCRIPTION:Event Description\nHow debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution\, the losses that flow down to the partners\, and the gain or loss on the sale of a partnership interest. However\, the allocation of debt can differ depending on the type of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this session of Understanding Partnership Taxation\, we will tackle the concept of debt allocations – how you do it\, what it means\, and why you do it! \nObjectives\nIdentify the key changes being proposed to the IRS CI Voluntary Disclosure Practice URL:https://sc.cpa/event/litx07-27-understanding-partnership-taxation-debt-allocations/ 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:20260716T083000 DTEND;TZID=America/Detroit:20260716T101000 DTSTAMP:20260526T193326 CREATED:20260515T011113Z LAST-MODIFIED:20260515T043021Z UID:10005798-1784190600-1784196600@sc.cpa SUMMARY:(LITX08/27) Tax Planning: Charitable Giving\, DAFs & Documentation 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/litx08-27-tax-planning-charitable-giving-dafs-documentation/ 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:20260716T102000 DTEND;TZID=America/Detroit:20260716T120000 DTSTAMP:20260526T193326 CREATED:20260515T005814Z LAST-MODIFIED:20260515T042414Z UID:10005662-1784197200-1784203200@sc.cpa SUMMARY:(LITX09/27) South Carolina Tax Update (Core) DESCRIPTION:Event Description\nStay current on the latest South Carolina tax law changes that impact individuals\, businesses\, and practitioners. This core update provides clear\, practical guidance on new legislation\, conformity issues\, and compliance considerations you need to advise clients with confidence. \nObjectives\nIdentify SC-specific issues; reduce common errors; apply SC considerations in practice. 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. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. URL:https://sc.cpa/event/litx09-27-south-carolina-tax-update-core/ 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:20260716T130000 DTEND;TZID=America/Detroit:20260716T162000 DTSTAMP:20260526T193326 CREATED:20260515T010521Z LAST-MODIFIED:20260515T043232Z UID:10005729-1784206800-1784218800@sc.cpa SUMMARY:(LIAA06/27) Passing Your Peer Review - The Latest Issues and Trends DESCRIPTION:Event Description\nFirms enrolled in the AICPA Peer Review Program have accountabilty for cooperating with the process and taking necessary corrective action. This course will hilight the latest issues and trends releveant to that obligation. \nObjectives\nRecall “what’s new” with the peer review processList common nonconforming trends being discovered in recent peer reviewsRecognize how to mitigate risks faced by all CPAs in performing professional services URL:https://sc.cpa/event/liaa06-27-passing-your-peer-review-the-latest-issues-and-trends/ LOCATION:SC CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260724T083000 DTEND;TZID=America/Detroit:20260724T092000 DTSTAMP:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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:20260526T193326 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 END:VCALENDAR