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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260715T130000
DTEND;TZID=America/Detroit:20260715T141000
DTSTAMP:20260714T235507Z
CREATED:20260518T162507Z
LAST-MODIFIED:20260714T235507Z
UID:10005878-1784120400-1784124600@sc.cpa
SUMMARY:(LITX07/27) 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! \nObjectives\nState how debt allocations affect the calculation of a partner’s basis in the partnership  \nRecognize how recourse and nonrecourse debt are allocated to partners  \nIdentify the tax effects of 704(c) on contributed property
URL:https://sc.cpa/event/litx07-27-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:20260715T083000
DTEND;TZID=America/Detroit:20260715T115000
DTSTAMP:20260714T235509Z
CREATED:20260515T010125Z
LAST-MODIFIED:20260714T235509Z
UID:10005691-1784104200-1784116200@sc.cpa
SUMMARY:(LITX06/27) Client Advisory Services Tax Update – Spring 2026
DESCRIPTION:Event Description\nIf you are a client-facing tax practitioner that is looking for a tax update that gives practical advice without all the fluff\, this is the course for you! Since the passage of the One Big Beautiful Bill Act\, there has been several pieces of additional guidance from the IRS. In this course\, we will explore recent guidance on the tip deduction\, overtime deduction\, and bonus depreciation. Additionally\, we will clarify who may still be able to get an ERC refund\, as well as examine the DOL proposed rules on worker classification. If that were not enough\, we will also take a look at some of the scams that practitioners and clients may be exposed to related to the new tax laws. It is all in this tax update – made especially for those professionals in client advisory services!  \nObjectives\n• Identify recent guidance related to the OBBBA related to businesses • Recall how the proposed DOL rule changes the rules for identifying independent contractors and employees. • Recognize reporting requirements for Form 8308 when there is a sale of a partnership interest. • Identify common scams practitioners might face related to the OBBBA.
URL:https://sc.cpa/event/litx06-27-client-advisory-services-tax-update-spring-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:20260714T095000
DTEND;TZID=America/Detroit:20260714T131000
DTSTAMP:20260713T235513Z
CREATED:20260515T010418Z
LAST-MODIFIED:20260713T235513Z
UID:10005721-1784022600-1784034600@sc.cpa
SUMMARY:(LIMG01/27) 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\nState the elements of the CGMA Competency Framework. List the different types of retirement plans and what companies they would appeal to. Identify recent trends in group health insurance plans. Recognize key differences between bottom-up\, top-down\, and flexible forecasting. List the different types of behavioral biases. Identify best practices for managing remote employees.
URL:https://sc.cpa/event/limg01-27-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:20260714T083000
DTEND;TZID=America/Detroit:20260714T094000
DTSTAMP:20260713T235609Z
CREATED:20260515T010131Z
LAST-MODIFIED:20260713T235609Z
UID:10005698-1784017800-1784022000@sc.cpa
SUMMARY:(LITX05/27) Understanding Real Estate Taxation: Depreciation Issues & Recapture Provisions
DESCRIPTION:Event Description\nThe taxation of real estate can lead to some surprising results – especially when property is sold. Depreciation recapture can negatively impact a taxpayer’s taxable income in the year of the sale and lead to an unexpected tax bill. In this course\, we will use practical examples and illustrations to explore the different types of recapture provisions pertaining to real estate. We will then discuss when relief may be available for a taxpayer who may have forgotten to take depreciation deductions in previous tax years. \nObjectives\n \n· Recall the tax attributes of 1231 property. \n· State the tax effects of 1245 and 1250 recapture provisions. \n· Recognize when Sec 291 recapture might be applicable. \n· Identify the tax effects of the “allowed or allowable” rule.
URL:https://sc.cpa/event/litx05-27-tax-planning-depreciation-issues-recapture-provisions/
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:20260709T130000
DTEND;TZID=America/Detroit:20260709T150000
DTSTAMP:20260708T235518Z
CREATED:20260515T011319Z
LAST-MODIFIED:20260708T235518Z
UID:10005835-1783602000-1783609200@sc.cpa
SUMMARY:(LITX04/27) Understanding Partnership Taxation - Basis & Contributions
DESCRIPTION:Event Description\nCalculating partnership basis is one of the most important things that we do as practitioners. However\, it is also one of the most confusing. When we use the term basis\, we really could be referring to one of three different things! This course will explore the differences between inside basis\, outside basis\, and 704(b) basis. Through several examples and practice problems\, we will show you how to easily distinguish between these terms. We will also explore the tax implications of initial contributions of property to a partnership. \nObjectives\nCalculate Inside Basis\, Outside Basis\, and 704(b) Basis. Recognize the concept of Substantial Economic Effect. List the three requirements that need to be present for an allocation to be deemed to have Economic Effect. Calculate the reallocation of items of gains and loss under IRC 704(b) when a qualified income offset is present.  Recognize the tax effects of transferring cash\, property\, and services to a partnership. Recall the tax effects of contributing assets to a partnership that are encumbered by debt.
URL:https://sc.cpa/event/litx04-27-understanding-partnership-taxation-basis-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:20260701T130000
DTEND;TZID=America/Detroit:20260701T162000
DTSTAMP:20260630T235519Z
CREATED:20260615T125520Z
LAST-MODIFIED:20260630T235519Z
UID:10006527-1782910800-1782922800@sc.cpa
SUMMARY:(LITE01/27) Data Analytics Essentials for CPAs & Controllers
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 types and dimensions of data. \nList the different types of data inquiries that one can make. \nState how to maintain data integrity in a corporate environment. \nRecall how data can be manipulated by end-users. \nRecognize the concept of data governance. \nRecognize how companies may utilize data in the future. \nIdentify the role of AI in data analytics.
URL:https://sc.cpa/event/lite01-27-data-analytics-essentials-for-cpas-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:20260701T102000
DTEND;TZID=America/Detroit:20260701T125000
DTSTAMP:20260630T235521Z
CREATED:20260515T011715Z
LAST-MODIFIED:20260630T235521Z
UID:10005876-1782901200-1782910200@sc.cpa
SUMMARY:(LITX01/27) Lifecycle Financial Planning: Tax Planning - Rental Real Estate
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. How do you know if someone is a real estate professional? In this course\, we will explore all these issues and many more! Through real-world examples and discussion\, this episode in our Lifecycle Financial Planning series will delve into exceptions to rental status\, qualifications for material participation\, and requirements for active status. Additionally\, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture. In other words\, you’ll walk away with lots of exceptions and planning ideas for your real estate clients! \nObjectives\nRecall exceptions to rental status in the Regulations Identify the different types of depreciation recapture that apply to rental properties Recognize tax planning opportunities for personal and vacation properties Identify how the Sec 1237 safe harbor may be used to avoid ordinary income tax treatment on divided land parcel sales
URL:https://sc.cpa/event/litx01-27-lifecycle-financial-planning-tax-planning-rental-real-estate/
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:20260623T130000
DTEND;TZID=America/Detroit:20260623T163000
DTSTAMP:20260622T235508Z
CREATED:20250331T205711Z
LAST-MODIFIED:20260622T235508Z
UID:10004354-1782219600-1782232200@sc.cpa
SUMMARY:(LITX61/26) 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 June 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/litx61-26-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:20260604T130000
DTEND;TZID=America/Detroit:20260604T163000
DTSTAMP:20260603T235512Z
CREATED:20250331T210021Z
LAST-MODIFIED:20260603T235512Z
UID:10004387-1780578000-1780590600@sc.cpa
SUMMARY:(LITX59/26) 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 June 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/litx59-26-keeping-up-with-the-tax-code-live-quarterly-federal-tax-update-for-individuals-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:20260521T080000
DTEND;TZID=America/Detroit:20260522T164500
DTSTAMP:20260521T040936Z
CREATED:20250422T165010Z
LAST-MODIFIED:20260521T040936Z
UID:10004991-1779350400-1779468300@sc.cpa
SUMMARY:(CN4113/26) Spring Splash Accounting Conference
DESCRIPTION:Event Description\nSpring 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 business needs.  \n 
URL:https://sc.cpa/event/cn4113-26-spring-splash-accounting-conference-charleston-sc/
LOCATION:Hyatt Regency Greenville\, 220 N Main St\, Greenville\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="Larry J. Finney%2C CPA":MAILTO:larry.finney@gfc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260325T130000
DTEND;TZID=America/Detroit:20260325T163000
DTSTAMP:20260324T235712Z
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:20260216T235712Z
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:20260127T201214Z
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:20251229T104209Z
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:20251216T104411Z
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:20251216T104410Z
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:20251215T104408Z
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:20251119T204012Z
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:20251104T154009Z
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:20251029T133709Z
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:20251015T162911Z
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:20251013T162910Z
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:20251007T162012Z
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:20250910T202011Z
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:20250908T173509Z
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:20250903T162014Z
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:20250902T193508Z
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:20250902T180514Z
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:20250901T233508Z
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:20250827T163507Z
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
END:VCALENDAR