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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261112T083000
DTEND;TZID=America/Detroit:20261112T101000
DTSTAMP:20260527T174038
CREATED:20260515T010016Z
LAST-MODIFIED:20260515T042614Z
UID:10005688-1794472200-1794478200@sc.cpa
SUMMARY:(LIAA34/27) Yellow Book Update
DESCRIPTION:Event Description\nThis course will cover the latest in independence\, quality control\, audit planning\, and more required by Government Auditing Standards (Yellow Book) \nObjectives\no	List important requirements of Government Auditing Standardso	Explain important areas of emphasis within the Yellow Book
URL:https://sc.cpa/event/liaa34-27-yellow-book-update/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261112T102000
DTEND;TZID=America/Detroit:20261112T120000
DTSTAMP:20260527T174038
CREATED:20260515T010524Z
LAST-MODIFIED:20260515T043315Z
UID:10005735-1794478800-1794484800@sc.cpa
SUMMARY:(LIAA35/27) Accounting and Reporting Long-Term Debt
DESCRIPTION:Event Description\nDebt is typically a critical component of the financial statements\, impacting the economic decisions of financial statement users.  This course will address common issues that may impact the proper presentation and disclosure of debt\, including debt covenant compliance and other issues that impact classification of the liability between current vs. noncurrent. \nObjectives\nDiscuss accounting implications for hybrid debt and equity instruments
URL:https://sc.cpa/event/liaa35-27-accounting-and-reporting-long-term-debt/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261112T130000
DTEND;TZID=America/Detroit:20261112T144000
DTSTAMP:20260527T174038
CREATED:20260515T011221Z
LAST-MODIFIED:20260515T043127Z
UID:10005828-1794488400-1794494400@sc.cpa
SUMMARY:(LIAA36/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: \nSegment 3: Evaluating the
DESCRIPTION:Event Description\nThis series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in “real-life” circumstances.  Practical understanding of principles and standards can result in a high-quality\, insightful\, and profitable engagement. \nObjectives\n\n	Describe the requirement to evaluate the design and implementation of internal control as part of the risk assessment process\n	Explain the considerations when deciding whether it is necessary or desirable to test the operating effectiveness of internal controls to reduce assessed risk of material misstatement\n	Apply best practices in understanding one of the most commonly misunderstood and misapplied aspects of the audit process
URL:https://sc.cpa/event/liaa36-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-audits-segment-3-evaluating-the/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261112T145000
DTEND;TZID=America/Detroit:20261112T163000
DTSTAMP:20260527T174038
CREATED:20260515T010422Z
LAST-MODIFIED:20260515T043226Z
UID:10005726-1794495000-1794501000@sc.cpa
SUMMARY:(LIAA37/27) Leases Accounting under Topic 842 – Answers to FAQ After Implementation
DESCRIPTION:Event Description\nLease accounting under FASB ASC 842 is now fully effective for all entities.  Transitioning to new GAAP always leads to implementation issues and concerns.  This course will answer the most common questions asked related to the latest lease accounting and financial reporting requirements after adoption and transition. \nObjectives\n\n	List significant requirements of Topic 842 lease accounting and reporting\n	Recall answers to FAQ related to lease accounting and reporting  after adopiton
URL:https://sc.cpa/event/liaa37-27-leases-accounting-under-topic-842-answers-to-faq-after-implementation/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261113T083000
DTEND;TZID=America/Detroit:20261113T121000
DTSTAMP:20260527T174038
CREATED:20260515T010208Z
LAST-MODIFIED:20260527T213310Z
UID:10005705-1794558600-1794571800@sc.cpa
SUMMARY:(LITX37/27) Understanding Partnership Taxation - Schedules K-2 & K-3
DESCRIPTION:Event Description\nThe Schedule K-2 & K-3 reporting requirements have been challenging for many practitioners. Confusing guidance on who needs to file and relief from stiff penalty provisions are only half the battle. How do these forms change the calculation of the foreign tax credit on Form 1116? What about the Form 1118? Do Form 8865 filers need to worry about Schedule K-2 & K-3? In this course\, we will explore these questions and how the Schedule K-2 and K-3 affect the foreign tax credit calculation. Using examples and plain language\, we will show how forms\, like Form 1116 and others\, are impacted by the new requirements. \nObjectives\nIdentify situations where a Schedule K-2 or K-3 must be filed for a partnership or S-Corporation. \nState potential remedies to failure to file Schedule K-2 or K-3. \nRecognize the key parts of Form 1116 that are affected by Schedule K-2 & K-3. \nRecall which taxpayers do not need to file Form 1116 – State how Form 1118 is affected by Schedules K-2 & K-3.\nIdentify which Form 8865 filers need to file Schedule K-2 & K-3.
URL:https://sc.cpa/event/litx37-27-understanding-partnership-taxation-schedules-k-2-k-3/
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:20261201T083000
DTEND;TZID=America/Detroit:20261201T101000
DTSTAMP:20260527T174038
CREATED:20260515T010127Z
LAST-MODIFIED:20260515T042628Z
UID:10005695-1796113800-1796119800@sc.cpa
SUMMARY:(LIET09/27) 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/liet09-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261202T083000
DTEND;TZID=America/Detroit:20261202T115000
DTSTAMP:20260527T174038
CREATED:20260515T010715Z
LAST-MODIFIED:20260527T212620Z
UID:10005749-1796200200-1796212200@sc.cpa
SUMMARY:(LITX39/27) Practice & Regulatory Update for Financial Advisors – End of Year 2026
DESCRIPTION:Event Description\nThe regulatory world is complex for financial advisors. Not only are you subject to SEC and FINRA regulations\, but also what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing\, insurance\, and taxes. It is not enough to just know the code section or the final rule affecting them. Your clients want to know how changes and updates affect their financial well-being. And what if you are a Certified Financial Planner? Then we need to worry about CFP Board too! It is enough to make your head spin! \nThat’s where our quarterly practice and regulatory update can help. In this 4-hour update\, we will focus on year-end financial and tax planning strategies for your advisory clients\, review SEC regulatory priorities heading into 2027\, and discuss estate planning opportunities arising from OBBBA’s enhanced exemption amounts. We’ll also cover year-end retirement planning strategies\, RMD considerations for year-end client meetings\, and new CFP continuing education reporting requirements. Don’t worry. We won’t just hurl code sections at you. Using practical and easy to understand examples\, we will illustrate the concepts that mean the most to you – so you will be well-prepared for the many things that a client throws your way! \nObjectives\n• State year-end financial and tax planning strategies for advisory clients under current law.• Identify SEC regulatory priorities and new compliance requirements heading into 2027.• Recognize estate planning opportunities arising from OBBBA-enhanced exemption amounts.• Recall year-end retirement account and RMD planning considerations for advisory clients.• State new CFP continuing education reporting requirements and credentialing updates.
URL:https://sc.cpa/event/litx39-27-practice-regulatory-update-for-financial-advisors-end-of-year-2026/
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:20261202T130000
DTEND;TZID=America/Detroit:20261202T135000
DTSTAMP:20260527T174038
CREATED:20260515T011710Z
LAST-MODIFIED:20260527T212818Z
UID:10005871-1796216400-1796219400@sc.cpa
SUMMARY:(LITX40/27) Keeping Up with the Tax Code - Basis Calculations for S-Corps & Partnerships
DESCRIPTION:Event Description\nWhether you are an experienced veteran or new to the industry\, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up with the Tax Code series takes a look at recent changes to tax law from a practitioner perspective. We don’t just hurl code sections at you without explanation. Using examples\, problems\, and plain explanations\, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way. In this session\, we will explore the differences in the basis calculation between S-Corps and partnerships. We will also explore when an owner may have debt basis. \nObjectives\nState the differences between basis calculations for a partnership and an S-Corporation.  \nIdentify when debt increases basis in an S-Corporation and partnership.  \nRecall the effects of PPP loan forgiveness on S-Corporation shareholder basis and partnership basis.
URL:https://sc.cpa/event/litx40-27-keeping-up-with-the-tax-code-basis-calculations-for-s-corps-partnerships/
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:20261202T140000
DTEND;TZID=America/Detroit:20261202T145000
DTSTAMP:20260527T174038
CREATED:20260515T011615Z
LAST-MODIFIED:20260527T212816Z
UID:10005850-1796220000-1796223000@sc.cpa
SUMMARY:(LITX41/27) Understanding S-Corp Taxation - Late S-Elections\, Disproportionate Distributions\, Selling Shares
DESCRIPTION:Event Description\nS-Corporation taxation has lots of pieces. There are helpful elections you can make that can potentially save your client money. There are rigid rules to be adhered to. For example\, if there is more than one class of stock\, it can terminate the S-election. Learning how to successfully navigate these rules can make all the difference. In this course\, we will be discussing some of the more common specialty areas experienced by practitioners – late filing relief for S-elections\, disproportionate distributions\, and selling S-Corporation shares. While these items may not come up on every single Form 1120-S\, you will be able to add more value to clients when they do! \nObjectives\nRecall the rules for a late S-election. \nIdentify the tax implications of an S-Corporation making disproportionate distributions to S-Corp shareholders. \nRecognize the tax rate applicable to the sale of S-Corporation shares.
URL:https://sc.cpa/event/litx41-27-understanding-s-corp-taxation-late-s-elections-disproportionate-distributions-selling-shares/
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:20261204T083000
DTEND;TZID=America/Detroit:20261204T115000
DTSTAMP:20260527T174038
CREATED:20260515T011519Z
LAST-MODIFIED:20260527T212714Z
UID:10005844-1796373000-1796385000@sc.cpa
SUMMARY:(LITX42/27) Client Advisory Services Tax Update – End of Year 2026
DESCRIPTION:Event Description\nIf you are a client-facing tax practitioner that is looking for a tax update that gives practical advice without all the fluff\, this is the course for you! As the year winds down\, CAS professionals face a wave of year-end deadlines\, planning opportunities\, and questions from clients. In this course\, we’ll cover year-end payroll and information reporting obligations\, IRS enforcement priorities heading into 2027\, and new forms and filing requirements taking effect in the next filing season. We’ll also explore employee benefit plan year-end considerations and provide a clear summary of where OBBBA implementation stands as the year closes—so you can advise clients with confidence. It is all in this tax update – made especially for those professionals in client advisory services! \nObjectives\n• State year-end payroll tax and information reporting obligations for CAS professionals and their clients.• Identify IRS enforcement priorities and audit focus areas heading into the 2027 filing season.• Recognize new or revised tax forms and filing requirements taking effect for 2027.• Recall employee benefit plan contribution limits and year-end planning opportunities for 2026.
URL:https://sc.cpa/event/litx42-27-client-advisory-services-tax-update-end-of-year-2026/
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:20261204T130000
DTEND;TZID=America/Detroit:20261204T141000
DTSTAMP:20260527T174038
CREATED:20260515T010130Z
LAST-MODIFIED:20260527T212918Z
UID:10005697-1796389200-1796393400@sc.cpa
SUMMARY:(LITX43/27) Understanding S-Corp Taxation - Shareholder Basis\, AAA & Retained Earnings
DESCRIPTION:Event Description\nEven though they have been around for several years\, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S-Corporations\, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course\, we will discuss this relationship. Using examples and illustrations\, we will show how contributions\, operating transactions\, and distributions affect both shareholder basis as well as equity. \nObjectives\nRecognize the formula for calculating S-Corp Shareholder basis. \nIdentify the items of income and deduction that are allocated to AAA\, PTI\, AE&P\, and OAA. \nCalculate the tax effects of a distribution on shareholder basis and AAA.
URL:https://sc.cpa/event/litx43-27-understanding-s-corp-taxation-shareholder-basis-aaa-retained-earnings/
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:20261208T083000
DTEND;TZID=America/Detroit:20261208T094000
DTSTAMP:20260527T174038
CREATED:20260515T005613Z
LAST-MODIFIED:20260527T212919Z
UID:10005636-1796718600-1796722800@sc.cpa
SUMMARY:(LITX44/27) Keeping Up with the Tax Code - Schedules K-2 & K-3
DESCRIPTION:Event Description\nWhether you are an experienced veteran or new to the industry\, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Tax Code series takes a look at recent changes to tax law from a practitioner perspective. We don’t just hurl code sections at you without explanation. Using examples\, problems\, and plain explanations\, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way. In this session\, we will explore filing requirements\, reporting\, and penalties for Schedules K-2 & K-3. \nObjectives\nIdentify situations where a Schedule K-2 or K-3 must be filed for a partnership or S-Corporation. \nState potential penalties for not filing a Schedule K-2 and K-3. \nIdentify potential remedies to failure to file Schedule K-2 or K-3.
URL:https://sc.cpa/event/litx44-27-keeping-up-with-the-tax-code-schedules-k-2-k-3/
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:20261208T095000
DTEND;TZID=America/Detroit:20261208T131000
DTSTAMP:20260527T174038
CREATED:20260515T005910Z
LAST-MODIFIED:20260527T214015Z
UID:10005672-1796723400-1796735400@sc.cpa
SUMMARY:(LITX45/27) Federal Tax Update for Businesses – End of Year 2026
DESCRIPTION:Event Description\nBeing a tax practitioner over the last few years has been tough! The tax landscape is constantly changing\, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it\, there’s even more for practitioners to keep up with. Now more than ever\, you need more than just new code sections hurled your way—you need a reliable and practical way to stay on top of new legislation\, IRS focus areas\, and key developments affecting your clients. We’ll walk through recent updates for employers related to tip deduction and overtime deduction reporting. We will also talk about those tricky expiration dates related to green energy credits. Finally\, we will discuss disproportionate distributions to partners. Through discussion and easy-to-follow examples\, you’ll be better prepared to answer tough client questions and stay current year-round. Not just during tax season! \nObjectives\nState the major provisions of the OBBBA related to businesses. \nIdentify recent guidance related to the tip deduction and overtime deduction for employers. \nState when green energy credits may be taken and when they expire in accordance with recent guidance. \nRecognize differences in tax implications and reporting for proportionate and disproportionate distributions.
URL:https://sc.cpa/event/litx45-27-federal-tax-update-for-businesses-end-of-year-2026/
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:20261209T083000
DTEND;TZID=America/Detroit:20261209T092000
DTSTAMP:20260527T174038
CREATED:20260515T011624Z
LAST-MODIFIED:20260515T042225Z
UID:10005865-1796805000-1796808000@sc.cpa
SUMMARY:(LITE10/27) MFA + Password Manager Rollout Plan
DESCRIPTION:Event Description\nCreate a clear\, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices\, common adoption challenges\, and rollout strategies to strengthen security while minimizing user resistance. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Apply cybersecurity and data protection controls to reduce breach and fraud risk. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards.
URL:https://sc.cpa/event/lite10-27-mfa-password-manager-rollout-plan/
CATEGORIES:Livestream
ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261209T093000
DTEND;TZID=America/Detroit:20261209T102000
DTSTAMP:20260527T174038
CREATED:20260515T010416Z
LAST-MODIFIED:20260515T042730Z
UID:10005717-1796808600-1796811600@sc.cpa
SUMMARY:(LITE11/27) Secure File Sharing and Retention
DESCRIPTION:Event Description\nEnsure sensitive files are shared securely while meeting retention and compliance obligations with confidence. This course covers best practices for secure file sharing\, access controls\, and retention policies to reduce risk and protect organizational data. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Apply cybersecurity and data protection controls to reduce breach and fraud risk.
URL:https://sc.cpa/event/lite11-27-secure-file-sharing-and-retention/
CATEGORIES:Livestream
ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261210T083000
DTEND;TZID=America/Detroit:20261210T092000
DTSTAMP:20260527T174038
CREATED:20260515T010916Z
LAST-MODIFIED:20260527T213513Z
UID:10005779-1796891400-1796894400@sc.cpa
SUMMARY:(LITX46/27) Exploring Client Advisory Services - Working with Foreign Contractors
DESCRIPTION:Event Description\nIn an increasingly online world where geography is less important\, some companies are looking outside of the United States for talent. However\, foreign contractors have many unique tax attributes – and their filing requirements can differ depending on if they are classified as a resident or nonresident alien. In this course\, we will discuss basic tax requirements related to foreign contractors. Using discussion and examples\, we will identify situations to watch out for and when certain forms may be required. We will also discuss what to do in the case of worker misclassification. \nObjectives\nRecognize the difference between Resident Aliens and Non-Resident Aliens. \nState situations that would require the filing of a W-8BEN or Form 1042. \nRecall when back-up withholding may be required for certain taxpayers. \nIdentify qualifications for the IRS Voluntary Classification Settlement Program (VCSP).
URL:https://sc.cpa/event/litx46-27-exploring-client-advisory-services-working-with-foreign-contractors/
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:20261210T093000
DTEND;TZID=America/Detroit:20261210T125000
DTSTAMP:20260527T174038
CREATED:20260515T011712Z
LAST-MODIFIED:20260527T212819Z
UID:10005873-1796895000-1796907000@sc.cpa
SUMMARY:(LITX47/27) Federal Tax Update for Individuals – End of Year 2026
DESCRIPTION:Event Description\nBeing a tax practitioner over the last few years has been tough! The tax landscape is constantly changing\, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA)\, there’s even more for practitioners to keep up with. Now more than ever\, you need more than just new code sections hurled your way—you need a reliable and practical way to stay on top of new legislation\, IRS focus areas\, and key developments affecting your clients. We’ll walk through major recent updates\, including recent guidance related to OBBBA’s impact on individual taxpayers\, and address hard-to-navigate areas that continue to challenge practitioners. Through discussion and easy-to-follow examples\, you’ll be better prepared to answer tough client questions and stay current year-round. Not just during tax season! \nObjectives\nState new developments related to the OBBBA that pertain to individual taxpayers. \nRecognize expiring green energy credits. \nRecall the advantages of creating IRS Tax Pro Accounts. \nIdentify the key changes being proposed to the IRS CI Voluntary Disclosure Practice.
URL:https://sc.cpa/event/litx47-27-federal-tax-update-for-individuals-end-of-year-2026/
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:20261210T130000
DTEND;TZID=America/Detroit:20261210T135000
DTSTAMP:20260527T174038
CREATED:20260515T010522Z
LAST-MODIFIED:20260527T213022Z
UID:10005731-1796907600-1796910600@sc.cpa
SUMMARY:(LITX48/27) Keeping Up with the Tax Code - 4 Tiers of Losses for Non-Corporate Taxpayers
DESCRIPTION:Event Description\nWhether you are an experienced veteran or new to the industry\, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up with the Tax Code series looks at recent changes to tax law from a practitioner perspective. We don’t just hurl code sections at you without explanation. Using examples\, problems\, and plain explanations\, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way. In this session\, we will explore the various ways losses may be limited for noncorporate taxpayers as well as the new overall limit on business losses. \nObjectives\nState the 4 tiers of losses for non-corporate taxpayers. \nIdentify the different tax treatment of losses suspended at each loss tier. \nRecognize when a loss may be suspended under IRC 461(l).
URL:https://sc.cpa/event/litx48-27-keeping-up-with-the-tax-code-4-tiers-of-losses-for-non-corporate-taxpayers/
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:20261215T083000
DTEND;TZID=America/Detroit:20261215T092000
DTSTAMP:20260527T174038
CREATED:20260515T010824Z
LAST-MODIFIED:20260515T042830Z
UID:10005765-1797323400-1797326400@sc.cpa
SUMMARY:(LITE12/27) Incident Response Checklist for Finance
DESCRIPTION:Event Description\nBe prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear\, finance-focused incident response checklist to help limit damage\, meet reporting obligations\, and support an effective recovery. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Apply cybersecurity and data protection controls to reduce breach and fraud risk.
URL:https://sc.cpa/event/lite12-27-incident-response-checklist-for-finance/
CATEGORIES:Livestream
ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261215T093000
DTEND;TZID=America/Detroit:20261215T102000
DTSTAMP:20260527T174038
CREATED:20260515T011408Z
LAST-MODIFIED:20260515T041537Z
UID:10005840-1797327000-1797330000@sc.cpa
SUMMARY:(LITE13/27) Phishing Simulation Follow-Up Actions
DESCRIPTION:Event Description\nReinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities\, improve employee awareness\, and strengthen your organization’s overall security posture. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Strengthen incident response readiness and communication workflows. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards.
URL:https://sc.cpa/event/lite13-27-phishing-simulation-follow-up-actions/
CATEGORIES:Livestream
ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261215T103000
DTEND;TZID=America/Detroit:20261215T112000
DTSTAMP:20260527T174038
CREATED:20260515T010126Z
LAST-MODIFIED:20260527T212915Z
UID:10005692-1797330600-1797333600@sc.cpa
SUMMARY:(LITX49/27) Tax Planning: Charitable Contributions\, Substantiation\, and Planning
DESCRIPTION:Event Description\nMaximize tax benefits while ensuring charitable contributions meet strict substantiation requirements. This course provides practical planning strategies and documentation guidance to help support deductions\, reduce risk\, and withstand IRS review. \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/litx49-27-tax-planning-charitable-contributions-substantiation-and-planning/
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:20261215T173000
DTEND;TZID=America/Detroit:20261215T191000
DTSTAMP:20260527T174038
CREATED:20260515T005810Z
LAST-MODIFIED:20260515T042925Z
UID:10005654-1797355800-1797361800@sc.cpa
SUMMARY:(LIET10/27) 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/liet10-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261216T083000
DTEND;TZID=America/Detroit:20261216T101000
DTSTAMP:20260527T174038
CREATED:20260515T010827Z
LAST-MODIFIED:20260515T042832Z
UID:10005767-1797409800-1797415800@sc.cpa
SUMMARY:(LIAA38/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: \nSegment 4: Linking Assesse
DESCRIPTION:Event Description\nThis series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in “real-life” circumstances.  Practical understanding of principles and standards can result in a high-quality\, insightful\, and profitable engagement. \nObjectives\n\n	Describe how to properly identify\, evaluate\, document and respond to risks of material misstatement due to either fraud or error\n	Explain how to link assessed risk of material misstatement to the design of the nature\, timing and extent of further audit procedures\n	Apply best practices for effective and efficient audit engagements that rely on a meaningful risk assessment process
URL:https://sc.cpa/event/liaa38-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-audits-segment-4-linking-assesse/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261216T102000
DTEND;TZID=America/Detroit:20261216T120000
DTSTAMP:20260527T174038
CREATED:20260515T011118Z
LAST-MODIFIED:20260515T043117Z
UID:10005808-1797416400-1797422400@sc.cpa
SUMMARY:(LIAA39/27) PCAOB and SEC Update
DESCRIPTION:Event Description\nIt is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. \nObjectives\n\n	Identify areas of focus by the SEC\, new rules\, and developments by the PCAOB\n	List SEC comment letters and areas of PCAOB emphasis to help registrants improve the quality of financial reporting\n	Recall enforcement actions by the SEC
URL:https://sc.cpa/event/liaa39-27-pcaob-and-sec-update/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261216T130000
DTEND;TZID=America/Detroit:20261216T144000
DTSTAMP:20260527T174038
CREATED:20260515T011618Z
LAST-MODIFIED:20260515T041040Z
UID:10005856-1797426000-1797432000@sc.cpa
SUMMARY:(LIAA40/27) Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
DESCRIPTION:Event Description\nSampling is an important method for determining the extent of testing controls\, testing compliance\, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits. \nObjectives\n\n	Recall generally accepted audit requirements related to sampling applications\n	Differentiate attribute testing for tests of controls or compliance from sampling for substantive assurance in tests of details\n	Explain special considerations related to testing in compliance audits performed in accordance with Uniform Guidance\n	Identify common sampling-related audit deficiencies
URL:https://sc.cpa/event/liaa40-27-sampling-avoiding-common-mistakes-on-financial-statement-and-compliance-audits/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261217T083000
DTEND;TZID=America/Detroit:20261217T092000
DTSTAMP:20260527T174038
CREATED:20260515T010423Z
LAST-MODIFIED:20260527T213019Z
UID:10005727-1797496200-1797499200@sc.cpa
SUMMARY:(LITX50/27) Exploring Client Advisory Services: Independent Contractors vs Employees
DESCRIPTION:Event Description\nAs gig workers\, remote employees\, and hybrid working environments have become more commonplace\, the tax rules pertaining to independent contractors and employees have become more complex. If someone can work whenever they want\, are they still an employee? How are expense reimbursements reported? And most importantly\, what happens if a contractor should really be classified as an employee? In this course\, we will discuss these issues\, as well as some common tax reporting issues. Finally\, we will discuss recent tax legislation in this area\, including changes to the electronic filing requirements. \nObjectives\nRecall the 3 determination categories (incorporating the 20 historical factors) that the IRS uses to determine employees versus independent contractors. \nIdentify the basic tax forms needed when hiring employees and independent contractors. \nRecognize the different types of 1099 forms. \nState the tax implications of scholarships.
URL:https://sc.cpa/event/litx50-27-exploring-client-advisory-services-independent-contractors-vs-employees/
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:20261217T093000
DTEND;TZID=America/Detroit:20261217T125000
DTSTAMP:20260527T174038
CREATED:20260515T011115Z
LAST-MODIFIED:20260515T041339Z
UID:10005803-1797499800-1797511800@sc.cpa
SUMMARY:(LIOT14/27) Seeing Beyond the Numbers - Financial Statement Analysis  for CFOs & Controllers
DESCRIPTION:Event Description\nFinancial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However\, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance. \nObjectives\n– Indicate how different stakeholders utilize financial statements – Recognize how flexible budgeting may be used by CFOs and Controllers – Recall how time series analysis and common size financial statements are used in trend analysis – Calculate liquidity\, leverage\, and profitability ratios – Identify the uses and limitations of ratio analysis
URL:https://sc.cpa/event/liot14-27-seeing-beyond-the-numbers-financial-statement-analysis-for-cfos-controllers/
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:20261217T130000
DTEND;TZID=America/Detroit:20261217T135000
DTSTAMP:20260527T174038
CREATED:20260515T011219Z
LAST-MODIFIED:20260527T213509Z
UID:10005825-1797512400-1797515400@sc.cpa
SUMMARY:(LITX51/27) Exploring Client Advisory Services Types of IRS Notices & Best Practices
DESCRIPTION:Event Description\nOne thing that is nearly impossible to get away from as a tax practitioner is IRS notices. Even if you are not a tax attorney\, it is important to know what to do when the client comes to you with a letter. What information do you need to collect? What types of notices are there? And more importantly\, are there any remedies? In this class\, we will explore some of the basic types of IRS notices. We will talk about the audit process and when the client might be eligible for relief. We will also discuss which penalties are eligible for first-time abatement – and which are not. \nObjectives\nRecognize the different types of IRS Notices. \nState the requirements for First Time Abatement. \nIdentify the different types of IRS audits and key appeal procedures.
URL:https://sc.cpa/event/litx51-27-exploring-client-advisory-services-types-of-irs-notices-best-practices/
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:20261217T140000
DTEND;TZID=America/Detroit:20261217T145000
DTSTAMP:20260527T174038
CREATED:20260515T011629Z
LAST-MODIFIED:20260527T212719Z
UID:10005868-1797516000-1797519000@sc.cpa
SUMMARY:(LITX52/27) Lifecycle Financial Planning: Education Planning - 529 Plans
DESCRIPTION:Event Description\nWith the rising cost of college\, education planning has become an increasingly greater need for clients. 529 plans continue to be a valuable way to save for college in a tax-efficient way. However\, are there any costs that 529 plans cannot be used to cover? What about using 529 plans to cover student loan payments? Is that possible? Finally\, with SECURE 2.0\, are there now more tax-efficient ways to get money out of a 529 plan? In this course\, we will go beyond the nuts and bolts of 529 plans and explore these details and many more\, so that you can be ready to field client questions. If you are looking for a course that goes more in-depth on 529 plans\, this is the one for you! \nObjectives\nState what expenses 529 plan distributions may be used for. \nRecognize ways that remaining funds may be removed from a 529 plan tax-free. \nIdentify when a Coverdell ESA might be used instead of a 529 plan.
URL:https://sc.cpa/event/litx52-27-lifecycle-financial-planning-education-planning-529-plans/
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:20261219T083000
DTEND;TZID=America/Detroit:20261219T101000
DTSTAMP:20260527T174038
CREATED:20260515T011320Z
LAST-MODIFIED:20260515T041530Z
UID:10005836-1797669000-1797675000@sc.cpa
SUMMARY:(LIET11/27) 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/liet11-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
END:VCALENDAR