Taxpayer 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. Participants will learn how IRS Publication 4557 guidance, the FTC Safeguards Rule requirements, and a...
This 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...
AI can save time, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context, audience, format, and guardrails before asking AI to create, summarize,...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
Join us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect, engage, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights, key updates you can use...
This course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs.
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