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DTSTART;TZID=America/Detroit:20260325T130000
DTEND;TZID=America/Detroit:20260325T163000
DTSTAMP:20260426T210415
CREATED:20250331T210318Z
LAST-MODIFIED:20260324T235712Z
UID:10004420-1774443600-1774456200@sc.cpa
SUMMARY:(LITX56/26) Keeping Up with the Tax Code - January 2026 Federal Tax Update for Individuals
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! 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 new tax legislation\, but also know about areas of focus from the IRS\, emerging topics\, and current industry thinking on important issues. In our quarterly federal tax update series\, we will be addressing not only new regulations\, but also hard to navigate areas for practitioners. In March 2026\, through discussion and easy to follow examples\, we will help you to stay current and be ready to tackle the most pressing client questions throughout the year – not just at the end of the year!  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify new federal tax legislation and clarifications to existing laws \nState areas of focus from the IRS \nRecall difficult to navigate areas for tax practitioners \nRecognize potential client questions about tax law updates and changes
URL:https://sc.cpa/event/litx56-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-individuals-q1-2026/
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:20260217T130000
DTEND;TZID=America/Detroit:20260217T163000
DTSTAMP:20260426T210415
CREATED:20250331T205817Z
LAST-MODIFIED:20260216T235712Z
UID:10004370-1771333200-1771345800@sc.cpa
SUMMARY:(LITX53/26) Keeping Up With the Tax Code - 3rd Quarter Federal Tax Update for Businesses
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! 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 new tax legislation\, but also know about areas of focus from the IRS\, emerging topics\, and current industry thinking on important issues. In our quarterly federal tax update series\, we will be addressing not only new regulations\, but also hard to navigate areas for practitioners. In February 2026\, through discussion and easy to follow examples\, we will help you to stay current and be ready to tackle the most pressing client questions throughout the year – not just at the end of the year!  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify new federal tax legislation and clarifications to existing laws \nState areas of focus from the IRS \nRecall difficult to navigate areas for tax practitioners \nRecognize potential client questions about tax law updates and changes
URL:https://sc.cpa/event/litx53-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-businesses-q2-2026/
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:20260128T130000
DTEND;TZID=America/Detroit:20260128T163000
DTSTAMP:20260426T210415
CREATED:20250331T205531Z
LAST-MODIFIED:20260127T201214Z
UID:10004338-1769605200-1769617800@sc.cpa
SUMMARY:(LITX51/26) Keeping Up with the Tax Code - 2nd Quarter Federal Tax Update for Individuals
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! 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 new tax legislation\, but also know about areas of focus from the IRS\, emerging topics\, and current industry thinking on important issues. In our quarterly federal tax update series\, we will be addressing not only new regulations\, but also hard to navigate areas for practitioners. In January 2026\, through discussion and easy to follow examples\, we will help you to stay current and be ready to tackle the most pressing client questions throughout the year – not just at the end of the year!  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify new federal tax legislation and clarifications to existing laws \nState areas of focus from the IRS \nRecall difficult to navigate areas for tax practitioners \nRecognize potential client questions about tax law updates and changes
URL:https://sc.cpa/event/litx51-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-individuals-q4-2025/
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:20251230T130000
DTEND;TZID=America/Detroit:20251230T163000
DTSTAMP:20260426T210415
CREATED:20251218T172717Z
LAST-MODIFIED:20251229T104209Z
UID:10005593-1767099600-1767112200@sc.cpa
SUMMARY:(LITX72/26) Exploring Client Advisory Services: Quarterly Tax Update - Q4 2025
DESCRIPTION:Event Description\nAs trusted operational partners\, Client Advisory Services (CAS) professionals must stay ahead of evolving tax regulations that directly impact their clients. This 2025 update covers critical changes to payroll\, information reporting\, deductions\, and credits—alongside key insights from the new One Big Beautiful Bill Act (OBBBA). Join us to explore how these developments affect CAS engagements and how to proactively position clients for success in the year ahead.  \nEnrolled Agent Approved \nObjectives\n\nIdentify the major provisions of the OBBBA related to businesses \nRecognize tax and reporting implications of partnership property distributions \nState when green energy credits expire under OBBBA \nRecognize reporting requirements for Form 7217 & Form 8308
URL:https://sc.cpa/event/litx72-26-exploring-client-advisory-services-quarterly-tax-update-q4-2025/
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:20251217T145000
DTEND;TZID=America/Detroit:20251217T163000
DTSTAMP:20260426T210415
CREATED:20251209T154016Z
LAST-MODIFIED:20251216T104411Z
UID:10005591-1765983000-1765989000@sc.cpa
SUMMARY:(LITX70/26) Federal Tax Update for Business
DESCRIPTION:Event Description\n \nThis session provides a comprehensive quarterly update on recent federal tax law changes affecting businesses\, with a focus on the One Big Beautiful Bill Act (OBBBA) signed in July 2025. The presentation covers new and expiring tax provisions\, including depreciation\, energy credits\, partnership regulations\, reporting thresholds\, and other significant updates relevant to business tax planning and compliance. \nEnrolled Agent Approved \n \nObjectives\n \n\nIdentify and explain the major provisions of the OBBBA that impact business taxation. \nRecognize which green energy tax credits are expiring and understand the implications for business planning. \nDescribe the changes to depreciation\, expensing\, and bonus depreciation rules for various types of property. \nSummarize the updated requirements for partnership property distributions and related reporting. \nUnderstand new information reporting thresholds and compliance obligations for businesses under recent federal tax law changes.
URL:https://sc.cpa/event/litx70-26-federal-tax-update-for-business/
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:20251217T130000
DTEND;TZID=America/Detroit:20251217T144000
DTSTAMP:20260426T210415
CREATED:20251209T152513Z
LAST-MODIFIED:20251216T104410Z
UID:10005587-1765976400-1765982400@sc.cpa
SUMMARY:(LITX69/26) Federal Tax Update for Individuals
DESCRIPTION:Event Description\nThis session provides a comprehensive quarterly update on federal tax changes affecting individual taxpayers\, focusing on recent legislative developments\, new deductions\, and clarifications to existing tax provisions. Attendees will gain insights into permanent and temporary changes to tax brackets\, deductions\, credits\, and exclusions\, including updates on the OBBBA\, tip and overtime deductions\, opportunity zones\, Trump accounts\, and other key topics relevant for tax planning and compliance in the upcoming year.  \nEnrolled Agent Approved \nObjectives\n \n\nIdentify and explain new provisions of the OBBBA that impact individual taxpayers. \nRecognize the tax implications and requirements for new savings vehicles and deductions\, including Trump accounts and tip deductions. \nSummarize changes to tax brackets\, standard deductions\, and credits\, and understand their effects on tax liability. \nDescribe updates to opportunity zones and related investment incentives for individuals. \nClarify the eligibility and phaseout rules for new and existing deductions\, such as overtime pay\, car loan interest\, and charitable contributions.
URL:https://sc.cpa/event/litx69-26-federal-tax-update-for-individuals/
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:20251216T130000
DTEND;TZID=America/Detroit:20251216T163000
DTSTAMP:20260426T210415
CREATED:20250331T210118Z
LAST-MODIFIED:20251215T104408Z
UID:10004397-1765890000-1765902600@sc.cpa
SUMMARY:(LITX42/26) Keeping Up With the Tax Code - 2nd Quarter Federal Tax Update for Businesses
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! 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 new tax legislation\, but also know about areas of focus from the IRS\, emerging topics\, and current industry thinking on important issues. In our quarterly federal tax update series\, we will be addressing not only new regulations\, but also hard to navigate areas for practitioners. In December 2025\, through discussion and easy to follow examples\, we will help you to stay current and be ready to tackle the most pressing client questions throughout the year – not just at the end of the year!  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify new federal tax legislation and clarifications to existing laws \nState areas of focus from the IRS \nRecall difficult to navigate areas for tax practitioners \nRecognize potential client questions about tax law updates and changes
URL:https://sc.cpa/event/litx42-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-businesses-q4-2025/
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:20251120T080000
DTEND;TZID=America/Detroit:20251121T165000
DTSTAMP:20260426T210415
CREATED:20250505T143510Z
LAST-MODIFIED:20251119T204012Z
UID:10004992-1763625600-1763743800@sc.cpa
SUMMARY:(CN4110/26) Fall Fest Accounting Conference
DESCRIPTION:Event Description\nFall Fest\, one of SCACPA’s 2 conferences\, features sessions along 5 different tracks over 2 days. Tracks include Tax\, Accounting & Auditing\, Industry\, Non-Profit\, and Variety. Fall Fest is renowned for the largest in-person gathering of CPAs in the state. It also features the New CPA Oath Ceremony\, the Educational Fund Scholarship Recognition Luncheon\, prime networking opportunities\, and a variety of exhibitors to solve your business needs.  \n  \n  \nDesigned For\n 
URL:https://sc.cpa/event/cn4110-26-fall-fest-accounting-conference/
LOCATION:Columbia Metropolitan Convention Center\, 1101 Lincoln St\, Columbia\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="Charles E. Brown%2C CPA":MAILTO:ebrown@swaimbrown.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20251105T130000
DTEND;TZID=America/Detroit:20251105T144000
DTSTAMP:20260426T210415
CREATED:20250331T205714Z
LAST-MODIFIED:20251104T154009Z
UID:10004357-1762347600-1762353600@sc.cpa
SUMMARY:(LIET07/26) Building a Framework for Regulatory Ethics
DESCRIPTION:Event Description\nAlmost every CPA has heard of the AICPA Code of Professional Conduct. However\, have you ever struggled to see how it applies to your professional life? The conceptual framework approach provides for the intersection between the Code of Professional Conduct and the everyday life of the CPA professional. Using case studies and discussion\, this course will provide an overview of the AICPA Code of Professional Conduct\, including the conceptual framework approach. Participants will also explore common licensing and CPE issues across state lines. \nObjectives\n\nDescribe the format of the AICPA Code of Professional Conduct and who it applies to \nList the steps of the AICPA Code of Professional Conduct Conceptual Framework Approach \nIdentify threats and safeguards using the Conceptual Framework Approach \nApply the Conceptual Framework Approach to a Case Study \nDescribe commonalties and differences among the states in their licensing of CPAs \nDescribe the steps involved in obtaining a reciprocal license in a new state
URL:https://sc.cpa/event/liet07-26-building-a-framework-for-regulatory-ethics/
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:20251030T130000
DTEND;TZID=America/Detroit:20251030T163000
DTSTAMP:20260426T210415
CREATED:20250331T210025Z
LAST-MODIFIED:20251029T133709Z
UID:10004390-1761829200-1761841800@sc.cpa
SUMMARY:(LITX31/26) Keeping Up with the Tax Code - 1st Quarter Federal Tax Update for Individuals
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 recent passage of the One Big Beautiful Bill Act (OBBBA)\, 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.  \nIn our Individual Tax Quarterly Update\, we’ll walk through major recent updates\, including a detailed discussion of the OBBBA’s impact on individual taxpayers\, and address hard-to-navigate areas that continue to challenge practitioners. 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! \n\nEnrolled Agent Approved \n \nObjectives\nAfter completing this course\, participants will be able to: \n\nState new provisions of the OBBBA that pertain to individual taxpayers\nRecognize tax relief available for victims of disaster relief\nIdentify new tax forms\nState proposed changes to Circular 230
URL:https://sc.cpa/event/litx31-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-individuals-q3-2025/
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:20251016T083000
DTEND;TZID=America/Detroit:20251016T094000
DTSTAMP:20260426T210415
CREATED:20250331T205415Z
LAST-MODIFIED:20251015T162911Z
UID:10004331-1760603400-1760607600@sc.cpa
SUMMARY:(LITX25/26) Understanding Real Estate Taxation - Rental Activities & Material Participation Rules
DESCRIPTION:Event Description\nThe taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways\, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. And how do you know if someone is a real estate professional? In this course\, we will explore all of these issues and many more! Through real-world examples and discussion\, this episode in our Understanding Real Estate Taxation series will delve into exceptions to rental status\, qualifications for material participation\, and requirements for active status.  \n\nEnrolled Agent Approved \nObjectives\n\nRecognize which rental activities are exceptions to the rental status classification \nState the Qualifications for Material Participation \nIdentify the qualifications for being a real estate professional \nState which entities are exempt from the material participation rules
URL:https://sc.cpa/event/litx25-26-understanding-real-estate-taxation-rental-activities-material-participation-rules/
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:20251014T130000
DTEND;TZID=America/Detroit:20251014T163000
DTSTAMP:20260426T210415
CREATED:20250717T103515Z
LAST-MODIFIED:20251013T162910Z
UID:10005551-1760446800-1760459400@sc.cpa
SUMMARY:(LITX65/26) Quarterly Practice & Regulatory Update for Financial Advisors
DESCRIPTION:Event Description\nBetween the SEC\, FINRA\, IRS\, and CFP Board\, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos\, giving you a clear\, practical look at what’s new and what it means for your clients. With plain-language guidance and real-life examples\, you’ll walk away ready to confidently navigate the ever-evolving regulatory and financial landscape. \n\nEnrolled Agent Approved \nObjectives\nAfter completing this course\, participants will be able to: \n\nSummarize the latest regulatory updates from the SEC\, FINRA\, IRS\, and CFP Board relevant to financial advisors. \nInterpret key provisions of the One Big Beautiful Bill Act (OBBBA) and assess its impact on tax planning\, client communication\, and fiduciary standards. \nEvaluate recent changes to federal and state tax laws and how they affect investment strategy\, insurance\, and retirement planning. \nApply current regulatory and legislative developments to real-world client scenarios using clear\, actionable language. \nPrepare for common client questions regarding tax and regulatory changes by understanding both the technical rules and their practical implications.
URL:https://sc.cpa/event/litx65-26-quarterly-practice-regulatory-update-for-financial-advisors/
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:20251008T130000
DTEND;TZID=America/Detroit:20251008T163000
DTSTAMP:20260426T210415
CREATED:20250331T205711Z
LAST-MODIFIED:20251007T162012Z
UID:10004355-1759928400-1759941000@sc.cpa
SUMMARY:(LITX08/26) Exploring Client Advisory Services: 2025 Tax Update
DESCRIPTION:Event Description\nAs trusted operational partners\, Client Advisory Services (CAS) professionals must stay ahead of evolving tax regulations that directly impact their clients. This 2025 update covers critical changes to payroll\, information reporting\, deductions\, and credits—alongside key insights from the new One Big Beautiful Bill Act (OBBBA). Join us to explore how these developments affect CAS engagements and how to proactively position clients for success in the year ahead. \nEnrolled Agent Approved \nObjectives\nBy the end of this course\, participants will be able to: \n\nIdentify key tax law changes affecting CAS responsibilities\, including information reporting\, payroll tax compliance\, and tax credit documentation. \nInterpret and apply relevant provisions of the One Big Beautiful Bill Act (OBBA) that influence client financial operations and advisory strategies. \nEvaluate updates to individual and business tax return requirements and assess their impact on CAS workflows. \nSupport clients in adapting to new federal and state tax provisions using practical guidance and advisory-focused solutions. \nEnhance CAS value by translating tax changes into actionable insights that support client decision-making and compliance.\n\n 
URL:https://sc.cpa/event/litx08-26-exploring-client-advisory-services-2025-tax-update/
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:20250911T130000
DTEND;TZID=America/Detroit:20250911T141000
DTSTAMP:20260426T210415
CREATED:20250331T205223Z
LAST-MODIFIED:20250910T202011Z
UID:10004311-1757595600-1757599800@sc.cpa
SUMMARY:(LITX19/26) Lifecycle Financial Planning - Assessing Client Needs & Building a Plan
DESCRIPTION:Event Description\nTrue financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual’s financial life. However\, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples\, this course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning\, including traditional and reverse glidepath theory.  \n\n  \nObjectives\n\nList the subject matter areas of financial planning and the levels in the financial planning pyramid \nRecognize the general financial needs of people in different stages of the financial planning lifecycle \nIdentify the key concept of reverse glide-path theory and how it differs from traditional financial planning theory
URL:https://sc.cpa/event/litx19-26-lifecycle-financial-planning-assessing-client-needs-building-a-plan/
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:20250909T083000
DTEND;TZID=America/Detroit:20250909T120000
DTSTAMP:20260426T210415
CREATED:20250331T210223Z
LAST-MODIFIED:20250908T173509Z
UID:10004411-1757406600-1757419200@sc.cpa
SUMMARY:(LIMG09/26) Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers
DESCRIPTION:Event Description\nFinancial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However\, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance. \nObjectives\n\nIndicate how different stakeholders utilize financial statements \nRecognize how flexible budgeting may be used by CFOs and Controllers \nRecall how time series analysis and common size financial statements are used in trend analysis \nCalculate liquidity\, leverage\, and profitability ratios \nIdentify the uses and limitations of ratio analysis
URL:https://sc.cpa/event/limg09-26-seeing-beyond-the-numbers-financial-statement-analysis-for-cfos-controllers/
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:20250904T145000
DTEND;TZID=America/Detroit:20250904T161000
DTSTAMP:20260426T210415
CREATED:20250331T210413Z
LAST-MODIFIED:20250903T162014Z
UID:10004430-1756997400-1757002200@sc.cpa
SUMMARY:(LITX17/26) Understanding Partnership Taxation - Debt Allocations
DESCRIPTION:Event Description\nHow debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution\, the losses that flow down to the partners\, and the gain or loss on the sale of a partnership interest. However\, the allocation of debt can differ depending on the type of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this session of Understanding Partnership Taxation\, we will tackle the concept of debt allocations – how you do it\, what it means\, and why you do it!  \n\nEnrolled Agent Approved \nObjectives\n\nState how debt allocations affect the calculation of a partner’s basis in the partnership \nRecognize how recourse and non-recourse debt are allocated to partners \nIdentify the tax effects of 704(c) on contributed property
URL:https://sc.cpa/event/litx17-26-understanding-partnership-taxation-debt-allocations/
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:20250903T130000
DTEND;TZID=America/Detroit:20250903T142000
DTSTAMP:20260426T210415
CREATED:20250331T210210Z
LAST-MODIFIED:20250902T193508Z
UID:10004403-1756904400-1756909200@sc.cpa
SUMMARY:(LITX15/26) Lifecycle Financial Planning - Dependency and Why It Matters
DESCRIPTION:Event Description\nDetermining dependency is normally straightforward in most situations. However\, with the changing family dynamic in current times\, practitioners are more often facing unique living and social situations from their clients. In these unique circumstances\, determining who is a dependent and who isn’t can be difficult. Through true to life discussion questions and plain English explanations of code sections\, this course explores the modern idea of dependency after the Tax Cuts & Jobs Act (TCJA).  \n\nEnrolled Agent Approved \nObjectives\n\nIdentify changes to the personal exemption \nIndicate which tax credits are affected by dependency \nRecognize the different types of dependents and the qualification tests for each type \nRecall the rules for claiming a Qualifying Child in the instance where more than taxpayer may be eligible to claim the dependent \nDetermine which taxpayers are able to claim a Qualifying Relative in the case of a multiple support agreement
URL:https://sc.cpa/event/litx15-26-lifecycle-financial-planning-dependency-and-why-it-matters/
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:20250903T083000
DTEND;TZID=America/Detroit:20250903T120000
DTSTAMP:20260426T210415
CREATED:20250331T205724Z
LAST-MODIFIED:20250902T180514Z
UID:10004365-1756888200-1756900800@sc.cpa
SUMMARY:(LIMG08/26) More Money at the End of the Month - Strategic Ways to Improve Cash Flow
DESCRIPTION:Event Description\nCash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies\, non-profit orfor-profit entities\, cash flow makes our organizations run.Have you ever wondered whether you are optimizing yourcompany’s cash flow? In this course\, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations. \nObjectives\n\nState the relationship between sustainable growth\, core earnings\, and company cash flow \nRecognize how time assessments and customer segmentation can be used to identify cash flow negative clients \nIdentify common behavioral biases which influence how a company spends money
URL:https://sc.cpa/event/limg08-26-more-money-at-the-end-of-the-month-strategic-ways-to-improve-cash-flow/
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:20250902T102000
DTEND;TZID=America/Detroit:20250902T120000
DTSTAMP:20260426T210415
CREATED:20250331T205221Z
LAST-MODIFIED:20250901T233508Z
UID:10004309-1756808400-1756814400@sc.cpa
SUMMARY:(LIMG07/26) A Controller's Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies
DESCRIPTION:Event Description\nPart of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task\, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies – the package policy\, the business & property policy\, and the cyber policy. Through case studies and illustrative examples\, we will explore what these policies cover\, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers. \nObjectives\n\nIdentify the basic parts of a P&C insurance policy \nRecognize the basic approach to building an insurance program for a company \nState the coverages and exclusions for commercial package\, building & property\, and cyber insurance policies \nIdentify techniques to building a better partnership with outside insurance brokers Topics
URL:https://sc.cpa/event/limg07-26-a-controllers-guide-to-assessing-the-risk-of-your-organization-coverages-and-exclusions-for-basic-business-policies/
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:20250828T083000
DTEND;TZID=America/Detroit:20250828T120000
DTSTAMP:20260426T210415
CREATED:20250331T205319Z
LAST-MODIFIED:20250827T163507Z
UID:10004320-1756369800-1756382400@sc.cpa
SUMMARY:(LITX14/26) Understanding Partnership Taxation - Distributions\, Basis and Contributions
DESCRIPTION:Event Description\nNavigating the complexities of small business partnerships requires a keen understanding of the financial dynamics at play. Small business owners often blur the lines between personal and company finances\, leading to frequent distributions from these partnerships. As advisors\, it’s crucial for us to comprehend the tax implications of these distributions\, distinguishing which ones are safe and which might pose a problem. In our comprehensive course\, we delve into partnership basis calculation\, a critical yet often confusing aspect of our practice. We explore the distinctions between inside basis\, outside basis\, and 704(b) basis\, shedding light on this intricate topic through easy-to-follow examples and practice problems. Additionally\, we will discuss the different types of distributions-cash\, property\, and hybrid-providing clarity on scenarios where a mix of both cash and property is involved. Lastly\, we will examine the tax implications of initial contributions of property to a partnership\, ensuring a well-rounded understanding of partnership dynamics.  \n\nEnrolled Agent Approved \nObjectives\n\nList the key rules of the thumb to remember when dealing with distributions \nState the ordering rules for calculating a partner’s tax basis \nDescribe the key differences between liquidating and non-liquidating distributions \nDetermine any applicable tax gains and losses of cash and property distributions \nState the ordering rules for hybrid distributions that involve both cash and property \nCalculate Inside Basis\, Outside Basis\, and 704(b) Basis \nRecognize the concept of Substantial Economic Effect \nList the three requirements that need to be present for an allocation to be deemed to have Economic Effect \nCalculate the reallocation of items of gains and loss under IRC 704(b) when a qualified income offset is present \nRecognize the tax effects of transferring cash\, property\, and services to a partnership \nRecall the tax effects of contributing assets to a partnership that are encumbered by debt
URL:https://sc.cpa/event/litx14-26-understanding-partnership-taxation-distributions-basis-and-contributions/
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:20250813T130000
DTEND;TZID=America/Detroit:20250813T163000
DTSTAMP:20260426T210415
CREATED:20250331T205520Z
LAST-MODIFIED:20250812T190506Z
UID:10004333-1755090000-1755102600@sc.cpa
SUMMARY:(LITX10/26) Keeping Up with the Tax Code - Quarterly Federal Tax Update for Businesses
DESCRIPTION:Event Description\nWith constant shifts in the federal tax landscape\, practitioners need more than just a list of new code sections—they need clarity\, strategy\, and context. This quarterly update dives into the latest tax law developments\, including impactful provisions of the One Big Beautiful Bill Act (OBBBA)\, current IRS enforcement priorities\, and emerging business tax topics. Using real-world examples and practical insight\, we’ll equip you to confidently advise clients year-round—not just during crunch time. \nEnrolled Agent Approved \nObjectives\nAfter attending this course\, participants will be able to: \n\nIdentify recent federal tax law changes and IRS areas of focus impacting business clients. \nAnalyze key provisions of the One Big Beautiful Bill Act (OBBA) and their implications for business tax planning and compliance. \nApply updates and evolving guidance to real-world business scenarios using clear\, actionable strategies. \nRecognize common practitioner challenges and emerging issues in payroll\, deductions\, credits\, and reporting. \nStay informed and responsive to client needs throughout the year with quarterly insights into regulatory and industry developments.
URL:https://sc.cpa/event/litx10-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-businesses-q3-2025/
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:20250813T083000
DTEND;TZID=America/Detroit:20250813T095000
DTSTAMP:20260426T210415
CREATED:20250331T205214Z
LAST-MODIFIED:20250812T195010Z
UID:10004304-1755073800-1755078600@sc.cpa
SUMMARY:(LITX09/26) Understanding S-Corporation Taxation - Shareholder Basis\, AAA & Retained Earnings
DESCRIPTION:Event Description\nEven though they have been around for several years\, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S-Corporations\, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course\, we will discuss this relationship. Using examples and illustrations\, we will show how contributions\, operating transactions\, and distributions affect both shareholder basis as well as equity.  \nEnrolled Agent Approved \nObjectives\n\nRecognize the formula for calculating S-Corp Shareholder basis \nIdentify the items of income and deduction that are allocated to AAA\, PTI\, AE&P\, and OAA \nCalculate the tax effects of a distribution on shareholder basis and AAA
URL:https://sc.cpa/event/litx09-26-understanding-s-corporation-taxation-shareholder-basis-aaa-retained-earnings/
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:20250806T083000
DTEND;TZID=America/Detroit:20250806T120000
DTSTAMP:20260426T210415
CREATED:20250331T210319Z
LAST-MODIFIED:20250805T163508Z
UID:10004421-1754469000-1754481600@sc.cpa
SUMMARY:(LIMG06/26) Building a Better Budget in a Time of Uncertainty
DESCRIPTION:Event Description\nThrough 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. \nObjectives\n\nRecall the difference between a forecast and a budget \nIdentify the difference between top-down and bottom-up budgeting \nState the key elements of a flexible budgeting approach \nDefine key cost drivers \nState how behavioral biases may affect the budgeting process \nIdentify how headcount efficiency may be measured \nDefine scenario planning \nRecognize best practices and controls for managing budget changes
URL:https://sc.cpa/event/limg06-26-building-a-better-budget-in-a-time-of-uncertainty/
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:20250730T083000
DTEND;TZID=America/Detroit:20250730T120000
DTSTAMP:20260426T210415
CREATED:20250331T205716Z
LAST-MODIFIED:20250729T163505Z
UID:10004359-1753864200-1753876800@sc.cpa
SUMMARY:(LIMG05/26) How To Be a Better CFO
DESCRIPTION:Event Description\nGone 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 forecasting\, and managing the budgeting process through the lens of a CFO. \nObjectives\n\nState the elements of the CGMA Competency Framework \nList the different types of retirement plans and what companies they would appeal to \nIdentify recent trends in group health insurance plans \nRecognize key differences between bottom-up\, top-down\, and flexible forecasting \nList the different types of behavioral biases \nIdentify best practices for managing remote employees
URL:https://sc.cpa/event/limg05-26-how-to-be-a-better-cfo/
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:20250723T120000
DTEND;TZID=America/Detroit:20250723T125000
DTSTAMP:20260426T210415
CREATED:20250331T205207Z
LAST-MODIFIED:20250722T163506Z
UID:10004301-1753272000-1753275000@sc.cpa
SUMMARY:(LIMG04/26) A History of Investing & a Look Ahead
DESCRIPTION:Event Description\nYou 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 modern notions of portfolio building have developed throughout history. \nObjectives\n\nIdentify the contributions of Harry Markowitz to Modern Portfolio Theory \nRecognize how the concept of diversification has changed over time \nDistinguish between the major factor investing models
URL:https://sc.cpa/event/limg04-26-a-history-of-investing-a-look-ahead/
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:20250722T130000
DTEND;TZID=America/Detroit:20250722T135000
DTSTAMP:20260426T210415
CREATED:20250331T205822Z
LAST-MODIFIED:20250721T162009Z
UID:10004374-1753189200-1753192200@sc.cpa
SUMMARY:(LITX05/26) Tax Research Part 2 - Intermediate
DESCRIPTION:Event Description\nAnswering 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 research process.  \nEnrolled Agent Approved \nObjectives\n\nIllustrate the organization of the Internal Revenue Code\, the Treasury Regulations\, and Revenue Rulings \nIdentify the circumstances when a client may want to consider requesting a private letter ruling \nDifferentiate between primary and secondary pieces of authority \nIllustrate the steps to the tax research process and the parts of a tax research memorandum
URL:https://sc.cpa/event/litx05-26-tax-research-part-2-intermediate/
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:20250722T083000
DTEND;TZID=America/Detroit:20250722T120000
DTSTAMP:20260426T210415
CREATED:20250331T210407Z
LAST-MODIFIED:20250721T162007Z
UID:10004425-1753173000-1753185600@sc.cpa
SUMMARY:(LIMG03/26) Using Data Analytics to Give You a Competitive Advantage - Data Types\, Data Inquiries\, and Data Integrity
DESCRIPTION:Event Description\nThrough 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. The focus of the course will be on how to approach big data\, so that participants can better utilize the data available to them in their current working lives. \nObjectives\n\nDifferentiate between data analytics and data mining \nList the different dimensions of data \nList the different types of data inquiries that one can make \nDescribe how to maintain data integrity in a corporate environment \nDescribe how data can be manipulated by end-users \nDefine the concept of data governance \nDescribe how companies may utilize data in the future
URL:https://sc.cpa/event/limg03-26-using-data-analytics-to-give-you-a-competitive-advantage-data-types-data-inquiries-and-data-integrity/
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:20250716T130000
DTEND;TZID=America/Detroit:20250716T135000
DTSTAMP:20260426T210415
CREATED:20250331T205722Z
LAST-MODIFIED:20250715T163509Z
UID:10004364-1752670800-1752673800@sc.cpa
SUMMARY:(LITX03/26) Tax Research Part 1 - Fundamentals
DESCRIPTION:Event Description\nThe 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 an introduction to tax law. It talks about the types of primary authority and how they interact with each other. \nObjectives\n\nDescribe the different levels of authority in tax law \nDifferentiate between the different types of administrative authority in tax law \nIdentify the different courts that hear cases involving tax law
URL:https://sc.cpa/event/litx03-26-tax-research-part-1-fundamentals/
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:20250716T083000
DTEND;TZID=America/Detroit:20250716T120000
DTSTAMP:20260426T210415
CREATED:20250331T210117Z
LAST-MODIFIED:20250715T215006Z
UID:10004396-1752654600-1752667200@sc.cpa
SUMMARY:(LIET02/26) A Culture of Regulatory Ethics Making Ethics a Competitive Advantage
DESCRIPTION:Event Description\nIn 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\, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPAs are in a unique position of trust and how this can put their companies ahead. \nObjectives\n\nDescribe the relationship between financial success and ethics \nIdentify the characteristics that make the CPA credential unique compared to other financial designations \nCompare and contrast the AICPA Code of Professional Conduct to the ethics codes of other financial professionals \nState the steps in the AICPA Code of Professional Conduct Conceptual Framework Approach \nDescribe the key issues currently being addressed by the AICPA Professional Ethics Executive Committee \nState the key factors that influence employee behavior according to research \nIdentify the key factors of ethical communication that increase trust \nDescribe how the concept of ethical communication can be applied within the context of a difficult conversation
URL:https://sc.cpa/event/liet02-26-a-culture-of-regulatory-ethics-making-ethics-a-competitive-advantage/
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:20250715T120000
DTEND;TZID=America/Detroit:20250715T125000
DTSTAMP:20260426T210415
CREATED:20250331T205321Z
LAST-MODIFIED:20250714T193505Z
UID:10004321-1752580800-1752583800@sc.cpa
SUMMARY:(LITX02/26) Keeping Up with the Tax Code - Required Minimum Distributions
DESCRIPTION:Event Description\nWhether 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 code sections at you without explanation. Using examples\, problems\, and plain explanations\, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way. In this session\, we will explore Required Minimum Distribution rules\, as well as changes that have been made in light of SECURE 1\, SECURE 2\, and other recent IRS pronouncements. \nObjectives\n\nIdentify the correct age in which RMDs need to begin after recent tax legislation \nState differences between RMDs for IRAs and Qualified Plans \nRecognize how RMDs are treated for inherited IRAs
URL:https://sc.cpa/event/litx02-26-keeping-up-with-the-tax-code-required-minimum-distributions/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
END:VCALENDAR