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(LITX61/27) Lifecycle Financial Planning – Simple but Effective Individual Tax Planning Strategies

After the Tax Cuts & Jobs Act, practitioners had to change their approach to planning. There simply were not as many itemized deductions as there used to be. While many courses focus on complex strategies that will only work with high-net-worth clients, there are many effective strategies still available today that will work with any...

Non Member: $45
Credit Hours: 1

(LIAA79/27) What’s Changing in A&A for Governmental Entities (2026/27)

This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience. Participants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105, along...

Non Member: $180
Credit Hours: 4

(LITE12R2/27) Incident Response Checklist for Finance – Rebroadcast

Be prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear, finance-focused incident response checklist to help limit damage, meet reporting obligations, and support an effective recovery.

Non Member: $45
Credit Hours: 1

(LITE18/27) AI for CPAs: Practical Workflows + Guardrails

Learn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy, confidentiality, and judgment. You'll leave with actionable ideas you can apply immediately and responsibly in your role.

Non Member: $90
Credit Hours: 2

(LIAA30R2/27) Accounting Estimates, Including Fair Value – Evaluating the Property of Areas With Uncertainity – Rebroadcast

Accounting estimates are an approximation of a monetary amount in the absence of a precise means of measurement. The risks of material misstatement for areas of estimation tend to be higher due to the dependence on future events and the intended actions of management. This module will discuss tips and techniques for gathering sufficient appropriate...

Non Member: $90
Credit Hours: 2

(LIAA80/27) Liquidity & Uncertainty Disclosures for Nonprofits

The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits.

Non Member: $90
Credit Hours: 2

(LITX13R/27) 2026 State Tax Trends – Rebroadcast

Stay ahead of state and local tax risk with focused guidance tailored to South Carolina requirements. This course addresses nexus standards, employee and vendor withholding issues, and audit readiness strategies to help manage SALT exposure with confidence.

Non Member: $90
Credit Hours: 2

(LITE05R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Rebroadcast

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $45
Credit Hours: 1

(LITE06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $45
Credit Hours: 1

(LIET06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely – Rebroadcast

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $45
Credit Hours: 1

(LIAA81/27) Introduction to Not-for-Profit Accounting

Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting.

Non Member: $90
Credit Hours: 2