Upstream basis planning allows families to secure a stepped-up basis without triggering estate tax by strategically using a senior family member’s remaining exemption and life expectancy. This course explains how to evaluate and design trust structures that intentionally create estate inclusion while managing risk and staying compliant. Participants will also see real-world examples that show...
Beware of easy to make mistakes in your tax practiceEnrolled Agent Approved
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing and this shows no signs of slowing down! Now more than ever, you need more than just new code sections hurled your way. You need to have a reliable way to stay on top of not only...
In a profession defined by rapid change, increasing complexity, and constant demands, resilience is no longer optional—it’s a differentiator. This session gives CPAs a practical, actionable framework to strengthen personal resilience, deepen professional relationships, expand support networks, and lead teams through uncertainty with confidence. Participants will learn how to turn challenges into opportunities, make clearer...
Last minute refresher Enrolled Agent Approved
Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the...
Spring Splash, one of SCACPA's 2 conferences, features sessions along 5 different tracks over 2 days. Tracks include Tax, Accounting & Auditing, Industry, and Non-Profit/Government. Spring Splash is a large, in-person gathering of CPAs in the state. It also features the New CPA Oath Ceremony, prime networking opportunities, and a variety of exhibitors to solve your...
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program...
Mid year tax planning ideas for small businesses Enrolled Agent Approved
Although the pace of FASB's standard-setting has slowed, the changes that have been issued can significantly impact organizations across sectors. This course begins with an overview of the standards effective in 2025 for public, private, and nonprofit organizations. We'll then explore what's on the horizon, including standards effective after 2025, key exposure drafts, and ongoing...
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing and this shows no signs of slowing down! Now more than ever, you need more than just new code sections hurled your way. You need to have a reliable way to stay on top of not only...
This course provides a comprehensive overview of key changes affecting governmental financial reporting and Single Audit engagements. We'll begin by examining the impact of GASB Statements 101-104 on financial reporting, followed by a detailed review of updates to the 2024 Uniform Guidance and the 2025 Compliance Supplement. Finally, we’ll explore emerging developments and other critical...