Most budgeting processes look at revenue as the starting point. This session examines the budgeting process from the bottom of the profit and loss statement rather than the top. The process begins with the profit desired for the company or a revenue producing department. Then the overhead the company or department needs to cover for...
Unlock the Power of State Tax Credits for Your OrganizationJoin us for a high impact 50 minute session led by Matt, where you’ll gain a practical understanding of South Carolina’s State Tax Credits and how they can be strategically utilized to support business growth, community development, and financial savings.
Cybersecurity Foundation for CPAs - Cybersecurity is no longer just an IT issue—it’s a professional responsibility. In this 80-minute course, CPAs will gain a clear, actionable foundation in cybersecurity risk, controls, and governance so they can better protect their firm, advise clients with confidence, and avoid costly blind spots.
In today’s rapidly evolving digital landscape, the strength of an organization’s cybersecurity measures is not just in its technology, but in the awareness and vigilance of its workforce. Cybersecurity threats are becoming more sophisticated, making it crucial for every employee to be equipped with the knowledge and skills to protect sensitive information and assets.In this...
AI is transforming the workplace, but its success depends on how leaders guide its adoption. This presentation explores the current state of AI across U.S. industries and its impact on productivity, hiring and employee experience, as well as the critical role of leadership in driving responsible implementation. Learn strategies for closing skills gaps, engaging teams...
Ethical & Compliant AI Use for Professional Services Firms - AI isn’t just a productivity tool—it’s a professional risk surface. This course provides CPAs with a practical framework for using AI responsibly, ethically, and in compliance with professional standards, helping firms leverage AI’s benefits without compromising client confidentiality, trust, or regulatory obligations.
Upstream basis planning allows families to secure a stepped-up basis without triggering estate tax by strategically using a senior family member’s remaining exemption and life expectancy. This course explains how to evaluate and design trust structures that intentionally create estate inclusion while managing risk and staying compliant. Participants will also see real-world examples that show...
Beware of easy to make mistakes in your tax practiceEnrolled Agent Approved
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing and this shows no signs of slowing down! Now more than ever, you need more than just new code sections hurled your way. You need to have a reliable way to stay on top of not only...
In a profession defined by rapid change, increasing complexity, and constant demands, resilience is no longer optional—it’s a differentiator. This session gives CPAs a practical, actionable framework to strengthen personal resilience, deepen professional relationships, expand support networks, and lead teams through uncertainty with confidence. Participants will learn how to turn challenges into opportunities, make clearer...
Last minute refresher Enrolled Agent Approved
Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the...