Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it, there's even more for practitioners to keep up with. Now more...
Even the most capable professionals experience hidden mental patterns that affect confidence, clarity, and decision-making. This session equips CPAs with practical tools to understand unconscious bias, recognize imposter-syndrome triggers, reframe self-doubt, and give and receive feedback in ways that reduce threat and build trust.
This session breaks down how to use AI more effectively by moving beyond simple prompts to a structured, results driven approach. Attendees will learn practical techniques, including the CLEAR R framework, to produce more consistent, accurate, and actionable outputs. The course focuses on real world applications such as drafting communications, summarizing reports, and supporting decision...
When a new business is formed, there are a lot of questions. What is the most tax-advantageous way to structure the entity? What issues do we need to be aware of? How should owners pay themselves? For corporations, these questions are even tougher since they are regulated so heavily. In this course, we will discuss...
In more recent times, the tax profession has become more engagement letter driven. While engagement letters seem to get longer each tax season, it is sometimes difficult to know when they are required and when they are not. Can I answer a quick question from a client without an engagement letter? What happens if a...
Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.
Corporate taxation can be complex—but understanding it is essential for practitioners who advise business clients. This course provides a focused, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits, stock redemptions and dispositions, and the Corporate Alternative Minimum Tax (CAMT). In this course, we will examine the...
Financial professionals are inundated with new information about the Internal Revenue Code on a daily basis. While it's easy to dismiss unreliable social media posts or obscure websites, it becomes much more challenging when conflicting information comes from respected, authoritative sources. For example, is a court decision about a tax issue more important than information...
In most industries, it is normal to get paid after a job is done. However, what do you do if someone pays you ahead of time? The job is not done yet, so you can't recognize the revenue. Also, have you ever had to make a deposit on something ahead of time? If so, then...
If you are new to the profession, or a business owner that is trying to do your own accounting, perhaps nothing is more confusing than trying to figure out when something needs to be entered into the accounting records. While cash basis tends to be straightforward enough, accrual basis accounting can feel like a whole...
This course provides a comprehensive overview of SOC 1 reports in the context of employee benefit plan audits. The course covers the evaluation and documentation of SOC 1 reports, understanding control objectives, complementary user entity controls (CUECs), and best practices for efficient SOC 1 review processes. Special attention is given to practical tools and templates...
Preparation, compilation, and review engagements continue to receive heightened attention in peer review. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation, and review engagements and discuss why these deficiencies occur. The...
Protect your organization from costly business email compromise (BEC) fraud by strengthening vendor payment controls. This course highlights common risk points, red flags, and practical control measures to prevent fraudulent payment requests and safeguard financial operations.
This series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in "real-life" circumstances. Practical understanding of principles and standards can result in a high-quality, insightful, and profitable engagement.
The public places high value assurance services provided by an external public accountant, as the CPA's involvement directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a critical feature of a high-quality audit or other attest service. Professional skepticism...
Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.
Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities.
The taxation of real estate can lead to some surprising results – especially when property is sold. Depreciation recapture can negatively impact a taxpayer’s taxable income in the year of the sale and lead to an unexpected tax bill. In this course, we will use practical examples and illustrations to explore the different types of...
When you are first getting started with a new business, the amount of compliance paperwork can be overwhelming! You want to do things right - but what does that mean? In this segment of the Exploring Client Advisory Services Series, we will talk about some basics for getting setup in a new state. We will...
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market...
Strengthen your leadership impact by learning how to project confidence, credibility, and authenticity at every level. This course focuses on practical techniques to enhance executive presence, influence decision-making, and communicate with clarity and authority.
Learn how to drive results and build alignment when you don't have direct authority over the team. This course provides practical strategies for influencing cross-functional partners, navigating resistance, and leading collaborative work to successful outcomes.
Understand the complex tax challenges created by today's mobile workforce and multi-state operations. This course provides practical guidance on residency determinations, state sourcing rules, and withholding obligations to help you manage compliance and reduce client risk. *EA Approved Course
Learn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You'll leave with practical examples you can confidently apply to real-world spreadsheets.
Learn how firms are using AI in practical, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality, professional standards, and firm governance. You'll leave with clear examples your organization can adapt confidently and responsibly.
Microsoft Excel contains hundreds of commands, but only a handful can dramatically improve the way accountants organize, summarize, and analyze data. In this fast-paced session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates five of his favorite Excel productivity features that can help you work more efficiently and avoid common spreadsheet...
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can...
It is a sickening feeling for a practitioner when they realize that a tax due date has been missed. Immediately, certain questions come to mind: Am I going to owe a penalty? Should I file late? And most importantly, is there anything I can do to remedy this situation? Through easy-to-follow examples and discussion, this...
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you...what type of entity do I...
AI can save time, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context, audience, format, and guardrails before asking AI to create, summarize,...
True leadership isn’t about authority—it’s about service. In this session, participants will learn the 10 foundational keys of servant leadership and how to lead with a “service first” mindset while still setting clear expectations, driving accountability, and delivering results. You will explore how trust is built through presence, listening, and follow through; how to develop...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
This course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant technical standards related to accounting and financial reporting.
Internal Revenue Service Code Section §1031:“No gain or loss shall be recognized on the exchange of property held for productive use in a trade or business, or for investment purposes if such property is exchanged solely for property of like-kind, which is to be held for productive use in trade or business or for investment...
This series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in "real-life" circumstances. Practical understanding of principles and standards can result in a high-quality, insightful, and profitable engagement.
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.
South Carolina CPAs operate within a detailed framework of statutes, regulations, professional standards, and ethical obligations. Knowing the rules is essential—but understanding how they apply in practice is what helps professionals recognize risk, make sound decisions, and maintain compliance.This two-hour ethics course provides a practical review of the South Carolina statutes and Board of Accountancy...
Your clients with IRAs, 401(k)s, 403(b)s or other qualified accounts have a big tax bill coming their way. They will face:Required Minimum Distributions.Growing tax bill as accounts grow.Beneficiaries with the tax burden for required account liquidation within 10 years.The IRS is in control. In this session learn a little known strategy that will:Reduce your client's...
XLOOKUP has become Excel's premier lookup function, replacing many of the limitations of VLOOKUP and HLOOKUP while introducing capabilities that were previously difficult or impossible to achieve. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to use XLOOKUP confidently to retrieve information, solve common lookup challenges,...
In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to...
Learn how to build and defend well-supported tax positions while minimizing exposure to penalties and preparer risk. This course focuses on effective tax research techniques and documentation practices that withstand scrutiny and support ethical, defensible client advice. *EA Approved Course
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the foundation of most people's retirement planning - qualified plans. We will discuss the types of qualified plans, how...
Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from his/her company is a common issue faced by many advisors. However, it is important to realize that the...
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