BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:South Carolina Association of CPAs X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260811T131000 DTEND;TZID=America/Detroit:20260811T140000 DTSTAMP:20260526T171030 CREATED:20260515T011022Z LAST-MODIFIED:20260515T043017Z 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\n– Recall different compounding methods for debt. – Calculate interest and principal portions of a debt payment. – Recognize 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:20260526T171030 CREATED:20260515T011014Z LAST-MODIFIED:20260515T041518Z 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\n– State the major components of the sales process – Recognize the accounting differences between cash and accrual basis sales and cash collections – Identify 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:20260526T171030 CREATED:20260515T010132Z LAST-MODIFIED:20260515T042633Z 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:20260526T171030 CREATED:20260515T005707Z LAST-MODIFIED:20260515T042242Z 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:20260526T171030 CREATED:20260515T010010Z LAST-MODIFIED:20260515T042452Z 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:20260526T171030 CREATED:20260515T010523Z LAST-MODIFIED:20260515T043234Z 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:20260813T083000 DTEND;TZID=America/Detroit:20260813T101000 DTSTAMP:20260526T171030 CREATED:20260515T010609Z LAST-MODIFIED:20260515T041714Z UID:10005743-1786609800-1786615800@sc.cpa SUMMARY:(LIET04/27) IRS Pub 4557: Protecting Taxpayer Data in Practice 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. \nObjectives\n1. Explain how key regulatory guidance and requirements relate in practiceDescribe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information.2. Identify common risk scenarios in CPA firm workflowsRecognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction.3. Describe appropriate safeguards across administrative\, physical\, and technical areasExplain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment.4. 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.5. Apply verification and workflow controls to higher-risk activitiesDescribe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests.6. Describe key elements of an incident response processOutline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response. URL:https://sc.cpa/event/liet04-27-irs-pub-4557-protecting-taxpayer-data-in-practice/ CATEGORIES:Livestream ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260813T102000 DTEND;TZID=America/Detroit:20260813T120000 DTSTAMP:20260526T171030 CREATED:20260515T011617Z LAST-MODIFIED:20260519T041014Z 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:20260526T171030 CREATED:20260515T005709Z LAST-MODIFIED:20260516T041043Z UID:10005648-1786626000-1786632000@sc.cpa SUMMARY:(LITX13/27) 2026 State Tax Trends DESCRIPTION:Event Description\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. \nObjectives 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:20260818T083000 DTEND;TZID=America/Detroit:20260818T094000 DTSTAMP:20260526T171030 CREATED:20260515T010822Z LAST-MODIFIED:20260521T040941Z UID:10005761-1787041800-1787046000@sc.cpa SUMMARY:(LITX14/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes DESCRIPTION:Event Description\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\n  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:20260526T171030 CREATED:20260515T010135Z LAST-MODIFIED:20260516T041035Z 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:20260827T102000 DTEND;TZID=America/Detroit:20260827T134000 DTSTAMP:20260526T171030 CREATED:20260515T011311Z LAST-MODIFIED:20260519T041017Z 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. Identify recent guidance related to the tip deduction and overtime deduction for employers. State when green energy credits may be taken and when they expire in accordance with recent guidance. Recognize 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:20260526T171030 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:20260901T101000 DTSTAMP:20260526T171030 CREATED:20260515T010124Z LAST-MODIFIED:20260515T042616Z UID:10005689-1788251400-1788257400@sc.cpa SUMMARY:(LIET05/27) 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 URL:https://sc.cpa/event/liet05-27-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:20260901T102000 DTEND;TZID=America/Detroit:20260901T120000 DTSTAMP:20260526T171030 CREATED:20260515T011411Z LAST-MODIFIED:20260515T041543Z 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\n3. Describe appropriate safeguards across administrative\, physical\, and technical areas 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:20260526T171030 CREATED:20260515T010821Z LAST-MODIFIED:20260515T042826Z 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\nExplain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment. 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:20260526T171030 CREATED:20260515T011324Z LAST-MODIFIED:20260515T041533Z 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:20260526T171030 CREATED:20260515T010524Z LAST-MODIFIED:20260516T041034Z 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:20260526T171030 CREATED:20260515T005909Z LAST-MODIFIED:20260515T042433Z 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\nIdentify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities. 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:20260526T171030 CREATED:20260515T005913Z LAST-MODIFIED:20260516T041033Z 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:20260526T171030 CREATED:20260515T010835Z LAST-MODIFIED:20260515T042918Z 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\n5. Apply verification and workflow controls to higher-risk activities 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:20260903T083000 DTEND;TZID=America/Detroit:20260903T092000 DTSTAMP:20260526T171030 CREATED:20260515T010015Z LAST-MODIFIED:20260515T042613Z 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\nDescribe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests. 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:20260526T171030 CREATED:20260515T010718Z LAST-MODIFIED:20260515T041742Z 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.Participants 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.Designed for practitioners performing SSARS engagements\, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution. \nObjectives 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:20260526T171030 CREATED:20260515T010823Z LAST-MODIFIED:20260515T042827Z 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\n6. Describe key elements of an incident response process 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:20260526T171030 CREATED:20260515T011113Z LAST-MODIFIED:20260515T041336Z 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\nOutline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response. 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:20260526T171030 CREATED:20260515T010608Z LAST-MODIFIED:20260515T043348Z 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\nRecognize traits of a skeptical auditor \n Explain applying professional skepticism on any assurance service\n Recall fraud\, including examples of fraud indicators\n 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 BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260908T130000 DTEND;TZID=America/Detroit:20260908T144000 DTSTAMP:20260526T171030 CREATED:20260515T010825Z LAST-MODIFIED:20260515T042831Z UID:10005766-1788872400-1788878400@sc.cpa SUMMARY:(LIAA21/27) Revenue Recognition in an Environment of Uncertainty DESCRIPTION:Event Description\nApplying 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. \nObjectives\n*Recognize challenges with judgments made in applying the revenue recognition model in uncertain times. *Apply appropriate accounting in accordance with Topic 606 URL:https://sc.cpa/event/liaa21-27-revenue-recognition-in-an-environment-of-uncertainty/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260908T145000 DTEND;TZID=America/Detroit:20260908T163000 DTSTAMP:20260526T171030 CREATED:20260515T010525Z LAST-MODIFIED:20260515T043315Z UID:10005736-1788879000-1788885000@sc.cpa SUMMARY:(LIMG02/27) Supervisor Skills - Coaching Staff to Stay on the Right Track DESCRIPTION:Event Description\nBeing 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. \nObjectives\n\n Recall how to motivate teams for engagement success\n Explain the appropriate use of different coaching styles appropriately matched to the circumstances\n Describe a process for engaging in difficult conversations\n Recall a process for giving constructive feedback and creating professional development plans URL:https://sc.cpa/event/limg02-27-supervisor-skills-coaching-staff-to-stay-on-the-right-track/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20260909T083000 DTEND;TZID=America/Detroit:20260909T094000 DTSTAMP:20260526T171030 CREATED:20260515T010523Z LAST-MODIFIED:20260515T043314Z UID:10005733-1788942600-1788946800@sc.cpa SUMMARY:(LITX05R/27) Tax Planning: Depreciation Issues & Recapture Provisions - Rebroadcast DESCRIPTION:Event Description\nWhether you are going into business for yourself or advising clients\, depreciation is an important deduction on the tax return. It is often a big deduction that presents lots of opportunities for tax savings – that is\, if you understand how the calculation works! In this class\, we will focus on building an understanding of what makes tax depreciation so unique. We will discuss first-year elections that can be made and look at the potentially costly depreciation recapture provisions. \nObjectives\n– State how depreciation differs for GAAP and Tax Purposes. – Recognize different useful lives for various assets for tax purposes – Identify accelerated depreciation methods – Recognize how to calculate depreciation recapture for non-real property URL:https://sc.cpa/event/litx05r-27-tax-planning-depreciation-issues-recapture-provisions-rebroadcast/ 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:20260909T095000 DTEND;TZID=America/Detroit:20260909T110000 DTSTAMP:20260526T171030 CREATED:20260515T011117Z LAST-MODIFIED:20260515T043028Z UID:10005806-1788947400-1788951600@sc.cpa SUMMARY:(LITX21/27) Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer DESCRIPTION:Event Description\nWhen 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 talk about basic payroll reports to be filed\, state registrations\, and when we need to withhold for our employees. What about estimated taxes? We have you covered there too. We will talk about who needs to file estimated taxes and how to save a few bucks when working with your tax practitioner. This is a fantastic course if you are new business owner just trying to figure out where to begin! \nObjectives\n– Recognize when a business may need to file a state registration or trade name. – Identify basic payroll tax reports that need to be filed. – Recognize when estimated taxes need to be made – Identify the basic documents that a new business owner needs to give a tax preparer URL:https://sc.cpa/event/litx21-27-exploring-client-advisory-services-new-business-compliance-working-with-a-tax-preparer/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT END:VCALENDAR