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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260811T131000
DTEND;TZID=America/Detroit:20260811T140000
DTSTAMP:20260718T041206Z
CREATED:20260515T011022Z
LAST-MODIFIED:20260718T041206Z
UID:10005796-1786453800-1786456800@sc.cpa
SUMMARY:(LIAA14/27) Exploring Client Advisory Services - Debt Amortization
DESCRIPTION:Event Description\nDebt is a common aspect of nearly every business in every industry. It allows companies to grow and expand. It also can increase rates of return for investors. For this reason\, it is scrutinized very closely by stakeholders\, so it is important for practitioners to get it right! In this course\, we will be focusing on the basic aspects of dealing with debt. We will be discussing what an amortization table is\, how to calculate interest\, and various compounding methods. If you are new to accounting or bookkeeping\, or stepping out on your own for the first time\, this course is for you! \nObjectives\nRecall different compounding methods for debt. \nCalculate interest and principal portions of a debt payment. \nRecognize how to tie out debt amortization schedule to the financial statements.
URL:https://sc.cpa/event/liaa14-27-exploring-client-advisory-services-debt-amortization/
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:20260811T141000
DTEND;TZID=America/Detroit:20260811T150000
DTSTAMP:20260718T041207Z
CREATED:20260515T011014Z
LAST-MODIFIED:20260718T041207Z
UID:10005787-1786457400-1786460400@sc.cpa
SUMMARY:(LIAA15/27) Exploring Client Advisory Services - Sales Process
DESCRIPTION:Event Description\nSales are a part of any business. Whether you are selling a service or a product\, it is important to understand the various accounting components of the sales process to help keep financial statements and accounting reports accurate and useful. However\, the accounting entries vary based on whether you are using the cash or accrual basis of accounting. In this course\, we will discuss the accounting entries that need to be made during each stage of the sales process\, the role of bad debt expense and how this works in conjunction with the Accounts Receivable and Allowance accounts on the balance sheet. \nObjectives\nState the major components of the sales process.  \nRecognize the accounting differences between cash and accrual basis sales and cash collections. \nIdentify the basic journal entries related to allowance for bad debts.
URL:https://sc.cpa/event/liaa15-27-exploring-client-advisory-services-sales-process/
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:20260812T083000
DTEND;TZID=America/Detroit:20260812T092000
DTSTAMP:20260528T041235Z
CREATED:20260515T010132Z
LAST-MODIFIED:20260528T041235Z
UID:10005699-1786523400-1786526400@sc.cpa
SUMMARY:(LITX11/27) SC Tax Clinic: Nexus & Apportionment Practical Issues
DESCRIPTION:Event Description\nBuild practical\, hands-on insight into South Carolina nexus and apportionment challenges with real-world scenarios and common pitfalls. This tax clinic focuses on applying the rules correctly\, addressing gray areas\, and reducing risk for clients operating across jurisdictions. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. 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.
URL:https://sc.cpa/event/litx11-27-sc-tax-clinic-nexus-apportionment-practical-issues/
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:20260812T093000
DTEND;TZID=America/Detroit:20260812T102000
DTSTAMP:20260528T041915Z
CREATED:20260515T005707Z
LAST-MODIFIED:20260528T041915Z
UID:10005643-1786527000-1786530000@sc.cpa
SUMMARY:(LITX12/27) SC Tax Clinic: Residency & Part-Year Filing Issues
DESCRIPTION:Event Description\nClarify complex South Carolina residency rules and avoid common part-year filing errors with practical\, real-world examples. This tax clinic addresses frequent problem areas\, documentation challenges\, and filing nuances to help you confidently advise clients with changing residency situations. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Evaluate fact patterns to select treatment\, elections\, and documentation steps.
URL:https://sc.cpa/event/litx12-27-sc-tax-clinic-residency-part-year-filing-issues/
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:20260812T103000
DTEND;TZID=America/Detroit:20260812T121000
DTSTAMP:20260713T041010Z
CREATED:20260515T010010Z
LAST-MODIFIED:20260713T041010Z
UID:10005680-1786530600-1786536600@sc.cpa
SUMMARY:(LITX02R/27) Tax Planning: Capital Gains\, Loss Harvesting & Basis Planning - Rebroadcast
DESCRIPTION:Event Description\nPlan smarter and preserve more value with practical strategies for managing capital gains\, harvesting losses\, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses. \nObjectives\nApply planning steps; assess impacts; build a client/company checklist. 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. 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/litx02r-27-tax-planning-capital-gains-loss-harvesting-basis-planning-rebroadcast/
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:20260812T130000
DTEND;TZID=America/Detroit:20260812T144000
DTSTAMP:20260715T041015Z
CREATED:20260515T010523Z
LAST-MODIFIED:20260715T041015Z
UID:10005732-1786539600-1786545600@sc.cpa
SUMMARY:(LITX08R/27) Tax Planning: Charitable Giving\, DAFs & Documentation - Rebroadcast
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/litx08r-27-tax-planning-charitable-giving-dafs-documentation-rebroadcast/
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:20260813T102000
DTEND;TZID=America/Detroit:20260813T120000
DTSTAMP:20260709T041018Z
CREATED:20260515T011617Z
LAST-MODIFIED:20260709T041018Z
UID:10005855-1786616400-1786622400@sc.cpa
SUMMARY:(LIAA16/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits:  \nSegment 1: Pre-Engagement
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• Describe the important judgment calls that are made before the audit engagement even begins• Explain the impact of engagement acceptance and continuance decisions and activities on the rest of the audit process• Apply professional judgment early in the audit to establish the foundation for a high quality and profitable engagement
URL:https://sc.cpa/event/liaa16-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-audits-segment-1-pre-engagement/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260813T130000
DTEND;TZID=America/Detroit:20260813T144000
DTSTAMP:20260723T041310Z
CREATED:20260515T005709Z
LAST-MODIFIED:20260723T041310Z
UID:10005648-1786626000-1786632000@sc.cpa
SUMMARY:(LITX13/27) 2026 State Tax Trends
DESCRIPTION:Event Description\nThe session will highlight recent and current trends in a number of key areas of state and local taxation\, including but not limited to\, state income tax conformity\, state apportionment trends\, sales and use tax base expansion\, gross receipts tax update\, state millionaire taxes and others. \nObjectives\nParticipants will learn about trending issues in state and local taxation and how they may apply to their businesses and clients.
URL:https://sc.cpa/event/litx13-27-salt-with-sc-considerations-nexus-withholding-audit-readiness/
CATEGORIES:Livestream
ORGANIZER;CN="Jeremy L. Migliara%2C CPA":MAILTO:jeremy.migliara@apricusbc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260814T130000
DTEND;TZID=America/Detroit:20260814T135000
DTSTAMP:20260724T041210Z
CREATED:20260723T192708Z
LAST-MODIFIED:20260724T041210Z
UID:10006539-1786712400-1786715400@sc.cpa
SUMMARY:(LITE21/27) AI for Microsoft Excel
DESCRIPTION:Event Description\nIn this session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom explores practical AI-powered features already built into Microsoft Excel that can help you clean up data\, summarize information\, and work more efficiently. Rather than focusing on AI for its own sake\, David demonstrates reliable\, everyday tools such as Flash Fill\, Recommended PivotTables\, Analyze Data\, the Navigation pane\, and Excel Tables that use artificial intelligence to reduce repetitive work and uncover insights more quickly. The session concludes with a brief introduction to Microsoft Copilot’s ability to categorize transactions\, while reserving a deeper exploration of Copilot’s capabilities for a separate presentation devoted entirely to that topic. \n• Jump-starting PivotTables by way of the Recommended PivotTables feature. \n• Exploring worksheets\, ranges\, and objects with quick search and links. \n• Using the Total Row in Excel Tables. \n• Merging text from two or more columns without using formulas or repetitive retyping with Flash Fill. \n• Showing how to pass a text prompt and a cell reference to COPILOT for automated transaction categorization. \n• Separating first/last names into two columns without using formulas or retyping. \n• Creating PivotTables and PivotCharts based upon your data by asking natural language questions. \nObjectives\n• State the functionality that the Flash Fill feature offers. \n• Define the purpose of Excel’s Forecast feature. \n• Recognize the color that dynamic array functions are displayed in within Excel’s formula bar in all cells except the cell where the formulas was entered.
URL:https://sc.cpa/event/lite21-27-ai-for-microsoft-excel/
CATEGORIES:Unknown Format
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260818T083000
DTEND;TZID=America/Detroit:20260818T094000
DTSTAMP:20260611T041117Z
CREATED:20260515T010822Z
LAST-MODIFIED:20260611T041117Z
UID:10005761-1787041800-1787046000@sc.cpa
SUMMARY:(LITX14/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes
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. In this course\, we will examine how S-Corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S-Corporation shareholders\, as well as which taxes are assessed at the entity level. Finally\, we will discuss how state level taxation may have changed permanently with the addition of PTE elections! \nObjectives\nRecognize the factors to consider when evaluating the reasonableness of S-Corp shareholder compensation. Recall which fringe benefits will result in additional W-2 income for S-Corp shareholders. Calculate the Built-In Gains tax and Excess Passive Income Tax. Identify the federal income tax implications of a PTE election at the state level.
URL:https://sc.cpa/event/litx14-27-understanding-s-corporation-taxation-compensation-issues-entity-level-taxes/
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:20260818T095000
DTEND;TZID=America/Detroit:20260818T131000
DTSTAMP:20260611T041217Z
CREATED:20260515T010135Z
LAST-MODIFIED:20260611T041217Z
UID:10005703-1787046600-1787058600@sc.cpa
SUMMARY:(LITX15/27) Practice & Regulatory Update for Financial Advisors – Summer 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 review new SEC enforcement actions and FINRA rule changes affecting registered representatives and their clients\, examine how OBBBA provisions create new financial planning opportunities\, and discuss recent developments in CFP Board’s ethical standards. We’ll also address the latest status of FinCEN’s AML rule for investment advisors and changes to RMD planning guidance. 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• Identify new SEC enforcement actions and regulatory guidance affecting investment advisors issued in 2026.• Recognize FINRA rule changes and their impact on registered representatives and their clients.• State OBBBA provisions with the greatest relevance to financial planning recommendations for clients.• Identify updates to CFP Board’s ethical standards and recent disciplinary case takeaways.• Recall the current status of FinCEN’s AML rule for investment advisors and its practical implications.
URL:https://sc.cpa/event/litx15-27-practice-regulatory-update-for-financial-advisors-summer-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:20260819T110000
DTEND;TZID=America/Detroit:20260819T115000
DTSTAMP:20260715T041013Z
CREATED:20260713T182611Z
LAST-MODIFIED:20260715T041013Z
UID:10006535-1787137200-1787140200@sc.cpa
SUMMARY:(LITX63/27) Trust Funding: A Practical Guide to Properly Funding and Titling Trust Assets
DESCRIPTION:Event Description\nCreating a trust is only half the equation. Without proper funding\, even the most carefully drafted trust document may fail to achieve its intended goals—leaving assets exposed to probate\, creditors\, family disputes or unintended disposition. This course provides a practical guide to funding revocable and irrevocable trusts\, covering the mechanics of retitling property\, common pitfalls that derail estate plans\, and best practices for ensuring that a trust actually functions as designed. \nDesigned For\nThis course is designed for professionals who assist clients with trust creation\, CPAs and financial advisors involved in wealth transfer planning\, paralegals responsible for post-execution trust administration\, and any other professionals who counsel clients on asset protection or probate avoidance. The material is relevant whether you are drafting trusts\, administering them\, or advising clients on maintaining existing estate plans. \nObjectives\nUpon completion of this course\, participants will be able to apply practical trust funding strategies by determining how different types of assets should be titled or transferred into revocable and irrevocable trusts\, while identifying common issues that may impact estate administration\, tax planning\, and probate avoidance.
URL:https://sc.cpa/event/litx63-27-trust-funding-a-practical-guide-to-properly-funding-and-tilting-trust-assets/
CATEGORIES:Unknown Format
ORGANIZER;CN="Jordan Goewey":MAILTO:jgoewey@tfelawfirm.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260820T083000
DTEND;TZID=America/Detroit:20260820T115000
DTSTAMP:20260626T041128Z
CREATED:20260618T202519Z
LAST-MODIFIED:20260626T041128Z
UID:10006530-1787214600-1787226600@sc.cpa
SUMMARY:(LIET04/27) Smart\, Secure\, and Productive
DESCRIPTION:Event Description\nTaxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents.  \nParticipants will learn how IRS Publication 4557 guidance\, the FTC Safeguards Rule requirements\, and a Written Information Security Plan (WISP) work together in practice. The session emphasizes operational controls\, staff decision points\, and documentation that reflects actual firm activity—not theoretical or template-based approaches. \nRather than focusing solely on tools or awareness\, this program explains how common incidents occur through ordinary business actions such as email requests\, data handling\, and approval workflows—and how verification procedures\, defined responsibilities\, and repeatable processes help mitigate those risks. \nAttendees will leave with a clear\, actionable approach to developing or strengthening a security program that is appropriate to their firm’s size and complexity and can be supported with consistent documentation and review practices. \nObjectives\n1. Explain how key regulatory guidance and requirements relate in practice Describe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information. \n2. Identify common risk scenarios in CPA firm workflows Recognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction. \n3. Describe appropriate safeguards across administrative\, physical\, and technical areas Explain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment. \n4. Evaluate the structure and purpose of a Written Information Security Plan (WISP) Identify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities. \n5. Apply verification and workflow controls to higher-risk activities Describe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests. \n6. Describe key elements of an incident response process Outline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response.\n7. Identify documentation practices that support program oversight and reviewRecognize types of records (e.g.\, training\, access review\, incident notes\, vendor oversight) that demonstrate ongoing use and maintenance of controls.
URL:https://sc.cpa/event/liet04-27-smart-secure-and-productive/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260825T110000
DTEND;TZID=America/Detroit:20260825T115000
DTSTAMP:20260715T041014Z
CREATED:20260713T182516Z
LAST-MODIFIED:20260715T041014Z
UID:10006534-1787655600-1787658600@sc.cpa
SUMMARY:(LITX64/27) Qualified Small Business Stock Before and After the One Big Beautiful Bill Act
DESCRIPTION:Event Description\nThe OBBBA’s changes to Section 1202 are among the most significant updates to the QSBS framework since the exclusion was made permanent in 2015. The new tiered exclusion structure\, enhanced dollar limitations\, and inflation indexing create fresh planning opportunities—but also introduce new timing and structuring considerations that practitioners must account for. This course provides actionable guidance on how to help clients qualify for\, maximize\, and preserve the QSBS exclusion under the current rules\, with a focus on the sophisticated trust-based and entity-structuring strategies that can meaningfully expand the tax benefit. \nDesigned For\nThis course is designed for attorneys\, CPAs\, financial advisors\, wealth planners\, and other professionals who advise business owners\, entrepreneurs\, and investors on entity formation\, equity compensation\, exit planning\, and tax-efficient wealth transfer. Whether you regularly counsel clients on QSBS matters or are encountering Section 1202 issues for the first time in light of the OBBBA\, this session will equip you with the knowledge to identify QSBS opportunities and navigate the updated rules with confidence. \nObjectives\nThis course provides a practical overview of the QSBS exclusion as it stands today\, with a particular focus on the legislative changes introduced by the OBBBA and the planning strategies that flow from them.
URL:https://sc.cpa/event/litx64-27-qualified-small-business-stock-before-and-after-the-one-big-beautiful-bill-act/
CATEGORIES:Unknown Format
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260827T102000
DTEND;TZID=America/Detroit:20260827T134000
DTSTAMP:20260613T044633Z
CREATED:20260515T011311Z
LAST-MODIFIED:20260613T044633Z
UID:10005829-1787826000-1787838000@sc.cpa
SUMMARY:(LITX25/27) Federal Tax Update for Businesses – Summer 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/litx25-27-federal-tax-update-for-businesses-summer-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:20260828T083000
DTEND;TZID=America/Detroit:20260828T092000
DTSTAMP:20260116T150421Z
CREATED:20260112T201216Z
LAST-MODIFIED:20260116T150421Z
UID:10005599-1787905800-1787908800@sc.cpa
SUMMARY:(LIOT02/27) Unconscious Bias\, Imposter Syndrome
DESCRIPTION:Event Description\nEven 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. \nDesigned For\n\nCPAs\, managers\, and leaders seeking to understand bias\nSupervisors\, mentors\, and team leads responsible for feedback and coaching\n\nObjectives\n\nExplain key data\, definitions\, and types of unconscious bias\, including how these mental shortcuts shape perception and decision making.\nRecognize common forms of unconscious bias as they appear in everyday interactions and workplace systems.\nIdentify imposter syndrome triggers and patterns in themselves and others.\nReframe self doubt into constructive performance signals\, using cognitive techniques that foster clarity and confidence.\nGive and receive feedback in ways that reduce threat\, support psychological safety\, and build trust.\nCoach others through imposter moments\, using empathetic inquiry\, reframing\, and strengths based coaching.\n\nMajor Subjects\n1. Understanding Data\, Definitions & Types of Unconscious Bias\n2. Recognizing Common Bias Patterns in Professional Settings\n3. Imposter Syndrome: Triggers\, Patterns & Psychological Drivers\n4. Reframing Self-Doubt Into Performance Signals\n5. Giving & Receiving Feedback\n6. Coaching Others Through Imposter Moments
URL:https://sc.cpa/event/liot02-27-unconscious-bias-imposter-syndrome/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260901T083000
DTEND;TZID=America/Detroit:20260901T094500
DTSTAMP:20260626T041125Z
CREATED:20260625T151020Z
LAST-MODIFIED:20260626T041125Z
UID:10006532-1788251400-1788255900@sc.cpa
SUMMARY:(LITE19/27) AI in Action
DESCRIPTION:Event Description\nThis 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 making. It also highlights emerging AI tools that enhance productivity across research\, analysis\, and multi step workflows. \nObjectives\n• Participants will learn how to apply the CLEAR R framework to guide AI interactions and improve output quality. • The session will demonstrate methods to reduce ambiguity\, structure prompts\, and enforce consistency in multi step tasks. • Attendees will explore practical techniques for prompting AI to generate summaries\, identify risks\, and recommend actions. • The course will also introduce emerging tools and workflows that support research\, document analysis\, and automated task execution.
URL:https://sc.cpa/event/lite19-27-ai-in-action/
CATEGORIES:Unknown Format
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260901T102000
DTEND;TZID=America/Detroit:20260901T120000
DTSTAMP:20260611T041023Z
CREATED:20260515T011411Z
LAST-MODIFIED:20260611T041023Z
UID:10005843-1788258000-1788264000@sc.cpa
SUMMARY:(LITX16/27) Understanding Corporate Taxation: Formation & Shareholder Compensation
DESCRIPTION:Event Description\nWhen 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 how new shareholders can form a corporation tax-free. We will also discuss how basis is calculated for the shareholders\, including what to do when debt is involved. Finally\, we will discuss different ways that shareholders may be compensated and the pros and cons of each. If you want to confidently guide your corporate clients through entity formation\, basis calculations\, and compensation planning\, our Understanding Corporate Taxation series is designed for you! \nObjectives\n• Identify the necessary elements for a tax-free corporate formation under Sec 351. • State when property encumbered by debt may create a gain for a contributing shareholder. • Recognize the elements of reasonable compensation. • Identify the tax implications of Incentive Stock Options (ISOs).
URL:https://sc.cpa/event/litx16-27-understanding-corporate-taxation-formation-shareholder-compensation/
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:20260901T130000
DTEND;TZID=America/Detroit:20260901T135000
DTSTAMP:20260528T042109Z
CREATED:20260515T010821Z
LAST-MODIFIED:20260528T042109Z
UID:10005760-1788267600-1788270600@sc.cpa
SUMMARY:(LITX17/27) Exploring Client Advisory Services - Engagement Letters & Preparer Liability
DESCRIPTION:Event Description\nIn 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 client does not want to sign? Can a preparer ever be liable for penalties related to an engagement? In this course\, we will examine these questions and many others related to engagement letters and preparer liability. We will talk about what is required of tax professionals and how an engagement letter protects us. Finally\, we will look at some best practices related to client engagement letters. \nObjectives\nRecall the basic requirements for tax preparers according to Circular 230.  \nState the different penalties that can be assessed against tax preparers.  \nIdentify common clauses in engagement letters.  \nRecognize when an engagement letter should be signed by a client.
URL:https://sc.cpa/event/litx17-27-exploring-client-advisory-services-engagement-letters-preparer-liability/
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:20260901T140000
DTEND;TZID=America/Detroit:20260901T145000
DTSTAMP:20260626T041128Z
CREATED:20260515T011324Z
LAST-MODIFIED:20260626T041128Z
UID:10005838-1788271200-1788274200@sc.cpa
SUMMARY:(LITE06/27) AI Clinic: Creating Meeting Notes + Action Plans Safely
DESCRIPTION:Event Description\nLearn 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. \nObjectives
URL:https://sc.cpa/event/lite06-27-ai-clinic-creating-meeting-notes-action-plans-safely/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260902T083000
DTEND;TZID=America/Detroit:20260902T092000
DTSTAMP:20260713T041127Z
CREATED:20260515T010524Z
LAST-MODIFIED:20260713T041127Z
UID:10005734-1788337800-1788340800@sc.cpa
SUMMARY:(LITX18/27) Understanding Corporate Taxation: Tax Credits\, Disposing of Shares & Corporate AMT
DESCRIPTION:Event Description\nCorporate 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).  \nIn this course\, we will examine the major corporate tax credits available —including the general business credit and its components\, as well as changes to tax credits due to recent tax legislation. We will also walk through the rules governing stock redemptions under IRC Section 302\, including the requirements for substantially disproportionate redemptions\, the treatment of redemptions as dividends versus capital transactions\, and the federal excise tax on corporate stock buybacks under Section 4501. Finally\, we will address the Corporate Alternative Minimum Tax\, its applicability to corporations with adjusted financial statement income of $1 billion or more\, and practical planning considerations. Through discussion and easy-to-follow examples\, you will leave better equipped to advise corporate clients on these important and often-tested areas of the tax law. \nObjectives\n• Recognize tax credits applicable to corporations under current law\, including components of the general business credit.• State the requirements for a substantially disproportionate redemption under IRC Section 302(b).• Identify the tax implications and reporting requirements of corporate stock acquisitions and redemptions.• State when the Corporate Alternative Minimum Tax applies to corporations and how adjusted financial statement income is determined.
URL:https://sc.cpa/event/litx18-27-understanding-corporate-taxation-tax-credits-disposing-of-shares-corporate-amt/
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:20260902T093000
DTEND;TZID=America/Detroit:20260902T111000
DTSTAMP:20260611T041011Z
CREATED:20260515T005909Z
LAST-MODIFIED:20260611T041011Z
UID:10005669-1788341400-1788347400@sc.cpa
SUMMARY:(LITX19/27) Tax Research: Secondary Sources\, Tax Positions\, & Conflicting Authority
DESCRIPTION:Event Description\nFinancial 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 directly coming from the IRS? What happens if information from the IRS is inconsistent with the law? And is there ever a time when I can rely on information given by the IRS to another taxpayer? In this course\, we will take a deep dive into secondary sources of tax authority. We will examine common conflicts\, explore how to weigh different types of guidance\, and discuss practical strategies for resolving uncertainty. Finally\, we will clarify the distinctions between giving tax advice\, preparing a tax return\, and taking a position on a return to help you navigate these situations with confidence and precision. \nObjectives\n• State key differences between common types of non-authoritative tax research sources. • Identify what a tax position is and when one is considered engaging in tax preparation. • Recall the difference between a Private Letter Ruling and a Determination Letter • Recognize how to evaluate the authority of court decisions.
URL:https://sc.cpa/event/litx19-27-tax-research-secondary-sources-tax-positions-conflicting-authority/
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:20260902T112000
DTEND;TZID=America/Detroit:20260902T121000
DTSTAMP:20260528T131014Z
CREATED:20260515T005913Z
LAST-MODIFIED:20260528T131014Z
UID:10005675-1788348000-1788351000@sc.cpa
SUMMARY:(LIAA17/27) Exploring Client Advisory Services - Unearned Income & Prepaid Expenses
DESCRIPTION:Event Description\nIn 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 you can’t recognize the expense yet\, since it has not been incurred. These situations happen all the time\, but many practitioners just getting started struggle to know what to do in these instances. In this course\, we will be talking about unearned income and prepaid expenses. We will talk about how the accounting differs for cash and accrual basis taxpayers\, and what to do on the tax return. \nObjectives\nState what the terms unearned income and prepaid expenses mean and when these situations come up. Identify revenue recognition and expense recognition applicable to unearned income and prepaid expenses. Recognize the tax implications of unearned income and prepaid expenses.
URL:https://sc.cpa/event/liaa17-27-exploring-client-advisory-services-unearned-income-prepaid-expenses/
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:20260902T130000
DTEND;TZID=America/Detroit:20260902T135000
DTSTAMP:20260713T192620Z
CREATED:20260515T010835Z
LAST-MODIFIED:20260713T192620Z
UID:10005772-1788354000-1788357000@sc.cpa
SUMMARY:(LITX20/27) Exploring Client Advisory Services - Accounts Payable
DESCRIPTION:Event Description\nIf 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 new world! In this course\, we will be exploring basic entries pertaining to accounts payable. We will discuss accounting for timing differences between cash and accrual basis\, as well as how accounts payable is handled differently for tax purposes. In the context of lots of practical examples\, we will help you get more comfortable with the ins and outs of accounts payable so you can be sure your books are in great shape! \nObjectives\nWhat are accounts payable? Capitalized Items Accounting for Debt Prepaid Expense Example Inventory Example Voiding Checks & Accounting for Disputes Accounts Payable on the Tax Return
URL:https://sc.cpa/event/litx20-27-exploring-client-advisory-services-accounts-payable/
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:20260902T130000
DTEND;TZID=America/Detroit:20260902T135000
DTSTAMP:20260714T040913Z
CREATED:20260515T011016Z
LAST-MODIFIED:20260714T040913Z
UID:10005790-1788354000-1788357000@sc.cpa
SUMMARY:(LIAA82/27) Exploring Client Advisory Services - Accounts Payable
DESCRIPTION:Event Description\nIf 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 new world! In this course\, we will be exploring basic entries pertaining to accounts payable. We will discuss accounting for timing differences between cash and accrual basis\, as well as how accounts payable is handled differently for tax purposes. In the context of lots of practical examples\, we will help you get more comfortable with the ins and outs of accounts payable so you can be sure your books are in great shape! \nObjectives\nWhat are accounts payable? Capitalized Items Accounting for Debt Prepaid Expense Example Inventory Example Voiding Checks & Accounting for Disputes Accounts Payable on the Tax Return
URL:https://sc.cpa/event/liaa82-27-power-skills-your-guide-to-professionalism-and-client-interactions/
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:20260903T083000
DTEND;TZID=America/Detroit:20260903T092000
DTSTAMP:20260617T164014Z
CREATED:20260515T010015Z
LAST-MODIFIED:20260617T164014Z
UID:10005687-1788424200-1788427200@sc.cpa
SUMMARY:(LIAA18/27) Breaking Down SOC Review Standards into Real World Practice
DESCRIPTION:Event Description\nThis 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 that can streamline the review process while maintaining audit quality. \nObjectives\n Identify key components of SOC 1 reports and their relevance to employee benefit plan audits Evaluate control objectives and complementary user entity controls for audit planning Apply best practices for documenting SOC 1 review procedures Distinguish between different approaches for situations with and without SOC 1 reports
URL:https://sc.cpa/event/liaa18-27-breaking-down-soc-review-standards-into-real-world-practice/
CATEGORIES:Livestream
ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260903T093000
DTEND;TZID=America/Detroit:20260903T125000
DTSTAMP:20260617T165509Z
CREATED:20260515T010718Z
LAST-MODIFIED:20260617T165509Z
UID:10005754-1788427800-1788439800@sc.cpa
SUMMARY:(LIAA19/27) Common Deficiencies in SSARS Engagements
DESCRIPTION:Event Description\nPreparation\, 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.  \nParticipants will explore frequent problem areas in preparation\, compilation\, and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance and highlights practical approaches firms can use to improve consistency\, documentation\, and overall engagement performance.  \nDesigned for practitioners performing SSARS engagements\, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution.  \nObjectives\n• Identify common deficiencies identified in peer reviews of SSARS engagements.• Recognize methods to improve quality in preparation\, compilation\, and review engagements.
URL:https://sc.cpa/event/liaa19-27-common-deficiencies-in-ssars-engagements/
CATEGORIES:Livestream
ORGANIZER;CN="Jaclyn M. Veno%2C CPA":MAILTO:jaclynveno@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260903T130000
DTEND;TZID=America/Detroit:20260903T135000
DTSTAMP:20260610T045213Z
CREATED:20260515T010823Z
LAST-MODIFIED:20260610T045213Z
UID:10005763-1788440400-1788443400@sc.cpa
SUMMARY:(LITE07/27) Vendor Payment Controls (BEC Prevention)
DESCRIPTION:Event Description\nProtect 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. \nObjectives\n 
URL:https://sc.cpa/event/lite07-27-vendor-payment-controls-bec-prevention/
CATEGORIES:Livestream
ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260908T083000
DTEND;TZID=America/Detroit:20260908T101000
DTSTAMP:20260529T041220Z
CREATED:20260515T011113Z
LAST-MODIFIED:20260529T041220Z
UID:10005799-1788856200-1788862200@sc.cpa
SUMMARY:(LIAA20/27) Auditing Bits in BytesTM – Segment 5: Performing Meaningful Substantive Testing
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•Describe how to perform the substantive audit procedures comprising the detailed audit plan.    •Explain common deficiencies in performing and documenting further audit procedures\, including both tests of details and substantive analytic procedures.  •Apply professional judgment and best practices for an effective and efficient audit.
URL:https://sc.cpa/event/liaa20-27-auditing-bits-in-bytestm-segment-5-performing-meaningful-substantive-testing/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260908T102000
DTEND;TZID=America/Detroit:20260908T120000
DTSTAMP:20260626T041138Z
CREATED:20260515T010608Z
LAST-MODIFIED:20260626T041138Z
UID:10005741-1788862800-1788868800@sc.cpa
SUMMARY:(LIET06/27) Professional Skepticism – Creating a Mindset for Finding Fraud and Error
DESCRIPTION:Event Description\nThe 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 is an essential attitude that enhances the ability to identify and respond to conditions that may indicate possible material misstatement\, whether due to fraud or error. \nObjectives\n\n• Recognize traits of a skeptical auditor. • Explain applying professional skepticism on any assurance service. • Recall fraud\, including examples of fraud indicators. • Identify the auditor’s responsibility for identifying and responding to fraud in a financial statement audit.
URL:https://sc.cpa/event/liet06-27-professional-skepticism-creating-a-mindset-for-finding-fraud-and-error/
CATEGORIES:Livestream
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
END:VCALENDAR