David R. Peters, CPA, CFP, CLU, CPCU

David R. Peters, CPA, CFP, CLU, CPCU

  1. Events
  2. Organizers
  3. David R. Peters, CPA, CFP, CLU, CPCU
Events from this organizer
Today

(CN4113/25) Spring Splash Accounting Conference (Charleston, SC)

Embassy Suites by North Charleston 5055 International Blvd, North Charleston, SC, United States

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...

Non Member: $925
Credit Hours: 16

(LIMG01/26) Improving Your Profits: Identifying Cost Cutting Opportunities

Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors...

Non Member: $90
Credit Hours: 2

(LIMG02/26) The Risk Management Process & Insurance Fundamentals

Whether you are new to the risk management process or you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a commonsense approach, this course explores the steps involved in the risk management process, the elements of a...

Non Member: $90
Credit Hours: 2

(LITX01/26) Lifecycle Financial Planning – Qualified Business Income Deduction

Even though it has been around several years, many practitioners fail to take full advantage of the QBI deduction due to its complexity and many nuances. In this course, we will discuss how to maximize the QBI deduction. We will get into the details of what QBI includes (and doesn't include), which entity structures work...

Non Member: $45
Credit Hours: 1

(LITX02/26) Keeping Up with the Tax Code – Required Minimum Distributions

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Code series takes a look at recent changes to tax law from a practitioner perspective. We don't just hurl...

Non Member: $45
Credit Hours: 1

(LIET02/26) A Culture of Regulatory Ethics Making Ethics a Competitive Advantage

In a competitive market, every company is looking for any way to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples,...

Non Member: $300
Credit Hours: 4

(LITX03/26) Tax Research Part 1 – Fundamentals

The sheer number of sources of tax law can be overwhelming when you are first starting off as a practitioner. How do you differentiate between each one? What does each of them do? And what happens when there are conflicts between them? Through simple, plain language explanations and examples, this course gives the new practitioner...

Non Member: $45
Credit Hours: 1

(LIMG03/26) Using Data Analytics to Give You a Competitive Advantage – Data Types, Data Inquiries, and Data Integrity

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts....

Non Member: $180
Credit Hours: 4

(LITX05/26) Tax Research Part 2 – Intermediate

Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax...

Non Member: $45
Credit Hours: 1

(LIMG04/26) A History of Investing & a Look Ahead

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our...

Non Member: $45
Credit Hours: 1

(LIMG05/26) How To Be a Better CFO

Gone are the days in which the CFO was just in charge of keeping the books. Today's CFOs are involved in all parts of a company's operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic...

Non Member: $180
Credit Hours: 4

(LIMG06/26) Building a Better Budget in a Time of Uncertainty

Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget -so that it can inform and drive decision-making when we don't quite know what is ahead.

Non Member: $180
Credit Hours: 4

1300 12th Street, Suite D

Cayce, SC 29033

803.791.4181

membership@sc.cpa

© Copyright 2024 South Carolina Association of CPAs | All Rights Reserved