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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261013T083000
DTEND;TZID=America/Detroit:20261013T115000
DTSTAMP:20260924T040622Z
CREATED:20260806T234321Z
LAST-MODIFIED:20260924T040622Z
UID:10006625-1791880200-1791892200@sc.cpa
SUMMARY:(LIOT09/27) Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About
DESCRIPTION:Event Description\nIn today’s competitive marketplace\, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies\, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. \nObjectives\n• Identify what types of benefits employees find valuable. • Recall the basic types of retirement plans and how they differ.• Distinguish between the basic health insurance plan types. • Recognize how life insurance may be incorporated into an employee benefits package.
URL:https://sc.cpa/event/liot09-27-retaining-talent-in-a-competitive-marketplace-creating-a-benefits-program-employees-care-about/
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:20261014T102000
DTEND;TZID=America/Detroit:20261014T120000
DTSTAMP:20260808T040840Z
CREATED:20260807T020456Z
LAST-MODIFIED:20260808T040840Z
UID:10006876-1791973200-1791979200@sc.cpa
SUMMARY:(LITX27/27) Lifecycle Financial Planning - Qualified Retirement Plans
DESCRIPTION:Event Description\nHaving sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course\, we will discuss the foundation of most people’s retirement planning – qualified plans. We will discuss the types of qualified plans\, how they are taxed\, and when they might be useful to clients. Through discussion and real-world examples\, we will explore the basic RMD rules from qualified plans and when a distribution may qualify for a penalty exception. \nObjectives\n• Recall key differences between qualified and non-qualified plans. • Identify situations where it is better to use Roth Retirement Plans vs. Traditional Retirement Plans. • Recognize key differences between SEPs and SIMPLE plans. • Recall early distribution penalties & exceptions. • Determine key considerations for setting up a retirement plan for a company.
URL:https://sc.cpa/event/litx27-27-lifecycle-financial-planning-qualified-retirement-plans/
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:20261014T130000
DTEND;TZID=America/Detroit:20261014T141000
DTSTAMP:20260926T040528Z
CREATED:20260807T040441Z
LAST-MODIFIED:20260926T040528Z
UID:10007200-1791982800-1791987000@sc.cpa
SUMMARY:(LITX28/27) Lifecycle Financial Planning - Getting Money to Small Business Owners
DESCRIPTION:Event Description\nFinancial planning for a small business is inherently tied with the owner. When you plan for the future of the company\, you are planning for the individual as well. Trying to get the owner additional cash from his/her company is a common issue faced by many advisors. However\, it is important to realize that the form of that cash movement may result in very different tax implications. Using easy to understand examples and cases\, this course will explore the common methods used to transfer cash from a small business to the owner him/herself. We will look at how the tax implications differ depending on entity type and the form of payment. \nObjectives\n• Compare the basic tax implications of distributions from a C-Corporation\, S-Corporation\, and Partnership. • Calculate the tax implications of cash distributions and property distributions from S-Corporations and Partnerships.• Calculate tax basis for a partnership and an S-Corporation. • Identify the factors that establish reasonable compensation\, reasonable rent\, and reasonable loans between a closely-held entity and its owner.
URL:https://sc.cpa/event/litx28-27-lifecycle-financial-planning-getting-money-to-small-business-owners/
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:20261028T083000
DTEND;TZID=America/Detroit:20261028T092000
DTSTAMP:20260808T040633Z
CREATED:20260807T003117Z
LAST-MODIFIED:20260808T040633Z
UID:10006703-1793176200-1793179200@sc.cpa
SUMMARY:(LITX30/27) Lifecycle Financial Planning - Calculating Education Needs\, the FAFSA & Education Credits
DESCRIPTION:Event Description\nAs the cost of higher education continues to climb\, paying for college has become a much bigger strain on the wallets of American families. For this reason\, a greater value has been placed on education planning. However\, knowing how financial aid and education credits fit together is a challenge for the practitioner. Perhaps an even bigger challenge may be quantifying the education need in the first place\, so that it can be incorporated into the financial plan. In this course\, we will address these emerging areas of financial planning and give you tips to successfully navigating the education planning puzzle! \nObjectives\n• State how to calculate the education needs of a client. • Identify how financial need is calculated on the FAFSA. • Recognize the differences between the different education tax credits.
URL:https://sc.cpa/event/litx30-27-lifecycle-financial-planning-calculating-education-needs-the-fafsa-education-credits/
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:20261028T093000
DTEND;TZID=America/Detroit:20261028T111000
DTSTAMP:20260822T040820Z
CREATED:20260807T031953Z
LAST-MODIFIED:20260822T040820Z
UID:10007071-1793179800-1793185800@sc.cpa
SUMMARY:(LITX31/27) Lifecycle Financial Planning: Tax Planning - Depreciation
DESCRIPTION:Event Description\nDepreciation can be a very large and important deduction for owners of rental properties and small businesses. It can allow these taxpayers to be cash flow positive while declaring significantly less taxable income. However\, this gets tricky. Are there elections we can make that may help us in later tax years? When does depreciation need to be recaptured? And when can missed depreciation deductions be made up? Using easy to follow examples and discussion\, we will explore these issues and many others\, so that we can get the best results possible for this unique group of clients!  \n*EA Approved Course \nObjectives\n• Recognize the different accelerated depreciation methods available and when they can be used. • State how depreciation recapture differs under Sec 1245\, Sec 1250\, and Sec 291. • Identify different planning techniques available utilizing depreciation.
URL:https://sc.cpa/event/litx31-27-lifecycle-financial-planning-tax-planning-depreciation/
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:20261028T112000
DTEND;TZID=America/Detroit:20261028T130000
DTSTAMP:20260924T040627Z
CREATED:20260807T041533Z
LAST-MODIFIED:20260924T040627Z
UID:10007231-1793186400-1793192400@sc.cpa
SUMMARY:(LIOT10/27) Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World
DESCRIPTION:Event Description\nThe budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However\, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course\, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches\, as well as newer approaches such as flexible budgeting\, in an effort to show how companies can gain more value. \nObjectives\n• State the difference between a forecast and a budget. • Identify the difference between top-down and bottom-up budgeting. • Recognize the key elements of a flexible budgeting approach. • Define a key forecast driver. • State when it may be appropriate to make a forecast adjustment.
URL:https://sc.cpa/event/liot10-27-critical-skills-for-cfos-controllers-budgeting-forecasting-strategies-for-todays-world/
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:20261028T131000
DTEND;TZID=America/Detroit:20261028T140000
DTSTAMP:20260822T040638Z
CREATED:20260806T225816Z
LAST-MODIFIED:20260822T040638Z
UID:10006556-1793193000-1793196000@sc.cpa
SUMMARY:(LITX32/27) Lifecycle Financial Planning: Estate Planning - Form 1041 Basics
DESCRIPTION:Event Description\nAfter the loss of a loved one\, nothing can be more stressful to the client than trying to deal with tax filings. As practitioners\, we can make the lives of clients dealing with these losses much easier if we can help them navigate these forms. In this course\, we will discuss some of the opportunities on Form 1041. We will discuss basic tax strategy\, elections that may be made\, as well as opportunities that may be available. By understanding these things\, you will be in a better position to give grieving clients the best advice possible during difficult times.  \n*EA Approved Course \nObjectives\n• Identify who needs to file a Form 1041 Income Tax Return. • State common deductions and elections available for estates on Form 1041. • Recognize the key considerations when making a distribution to beneficiaries.
URL:https://sc.cpa/event/litx32-27-lifecycle-financial-planning-estate-planning-form-1041-basics/
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:20261028T141000
DTEND;TZID=America/Detroit:20261028T150000
DTSTAMP:20260822T040914Z
CREATED:20260807T000817Z
LAST-MODIFIED:20260822T040914Z
UID:10006667-1793196600-1793199600@sc.cpa
SUMMARY:(LITX33/27) 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.  \n*EA Approved Course \nObjectives\n• Identify the correct age in which RMDs need to begin after recent tax legislation. • State differences between RMDs for IRAs and Qualified Plans. • Recognize how RMDs are treated for inherited IRAs.
URL:https://sc.cpa/event/litx33-27-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
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261029T083000
DTEND;TZID=America/Detroit:20261029T092000
DTSTAMP:20260822T040634Z
CREATED:20260807T020913Z
LAST-MODIFIED:20260822T040634Z
UID:10006884-1793262600-1793265600@sc.cpa
SUMMARY:(LITX34/27) Keeping Up with the Tax Code - Virtual Currency
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 Tax 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 the nuances of virtual currency and some lesser-known areas of compliance and reporting.  \n*EA Approved Course \nObjectives\n• State which virtual currency transactions result in gains and losses for the taxpayer? • Recognize the difference in tax treatment between a hard fork and a soft fork? • Identify the tax effects of charitable contributions of virtual currency.
URL:https://sc.cpa/event/litx34-27-keeping-up-with-the-tax-code-virtual-currency/
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:20261029T093000
DTEND;TZID=America/Detroit:20261029T125000
DTSTAMP:20260923T040850Z
CREATED:20260807T042251Z
LAST-MODIFIED:20260923T040850Z
UID:10007240-1793266200-1793278200@sc.cpa
SUMMARY:(LIMG01R/27) How to Be a Better CFO - Rebroadcast
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• State 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/limg01r-27-how-to-be-a-better-cfo-rebroadcast/
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:20261029T130000
DTEND;TZID=America/Detroit:20261029T135000
DTSTAMP:20260924T040621Z
CREATED:20260807T025711Z
LAST-MODIFIED:20260924T040621Z
UID:10007006-1793278800-1793281800@sc.cpa
SUMMARY:(LITX35/27) Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction
DESCRIPTION:Event Description\nEven though it has been around several years\, many practitioners fail to take full advantage of the QBI deduction due to its complexity and many nuances. In this course\, we will discuss how to maximize the QBI deduction. We will get into the details of what QBI includes (and doesn’t include)\, which entity structures work best for the QBI deduction\, and what to do if we have negative QBI. While the QBI deduction is only one deduction on the tax return\, for small business owners\, it may be the largest and most important deduction that they can take!  \n*EA Approved Course \nObjectives\n• State which activities are eligible for a QBI deduction and any limitations. • Identify planning techniques to increase the QBI deduction. • Recognize which entity types may increase an equity owner’s QBI deduction.
URL:https://sc.cpa/event/litx35-27-lifecycle-financial-planning-tax-planning-qualified-business-income-deduction/
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:20261030T083000
DTEND;TZID=America/Detroit:20261030T115000
DTSTAMP:20260923T040848Z
CREATED:20260807T005315Z
LAST-MODIFIED:20260923T040848Z
UID:10006740-1793349000-1793361000@sc.cpa
SUMMARY:(LITE01R/27) Data Analytics Essentials for CPAs & Controllers - Rebroadcast
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• Differentiate between data analytics and data mining. • List the different types and dimensions of data. • List the different types of data inquiries that one can make. • State how to maintain data integrity in a corporate environment. • Recall how data can be manipulated by end-users. • Recognize the concept of data governance. • Recognize how companies may utilize data in the future. • Identify the role of AI in data analytics. 
URL:https://sc.cpa/event/lite01r-27-data-analytics-essentials-for-cpas-controllers-rebroadcast/
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:20261113T083000
DTEND;TZID=America/Detroit:20261113T121000
DTSTAMP:20260822T040626Z
CREATED:20260807T023642Z
LAST-MODIFIED:20260822T040626Z
UID:10006954-1794558600-1794571800@sc.cpa
SUMMARY:(LITX37/27) Understanding Partnership Taxation - Schedules K-2 & K-3
DESCRIPTION:Event Description\nThe Schedule K-2 & K-3 reporting requirements have been challenging for many practitioners. Confusing guidance on who needs to file and relief from stiff penalty provisions are only half the battle. How do these forms change the calculation of the foreign tax credit on Form 1116? What about the Form 1118? Do Form 8865 filers need to worry about Schedule K-2 & K-3? In this course\, we will explore these questions and how the Schedule K-2 and K-3 affect the foreign tax credit calculation. Using examples and plain language\, we will show how forms\, like Form 1116 and others\, are impacted by the new requirements.  \n*EA Approved Course \nObjectives\n• Identify situations where a Schedule K-2 or K-3 must be filed for a partnership or S-Corporation. • State potential remedies to failure to file Schedule K-2 or K-3. • Recognize the key parts of Form 1116 that are affected by Schedule K-2 & K-3. • Recall which taxpayers do not need to file Form 1116 – State how Form 1118 is affected by Schedules K-2 & K-3.• Identify which Form 8865 filers need to file Schedule K-2 & K-3.
URL:https://sc.cpa/event/litx37-27-understanding-partnership-taxation-schedules-k-2-k-3/
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:20261202T083000
DTEND;TZID=America/Detroit:20261202T115000
DTSTAMP:20260806T234020Z
CREATED:20260806T234019Z
LAST-MODIFIED:20260806T234020Z
UID:10006621-1796200200-1796212200@sc.cpa
SUMMARY:(LITX39/27) Practice & Regulatory Update for Financial Advisors – End of Year 2026
DESCRIPTION:Event Description\nThe regulatory world is complex for financial advisors. Not only are you subject to SEC and FINRA regulations\, but also what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing\, insurance\, and taxes. It is not enough to just know the code section or the final rule affecting them. Your clients want to know how changes and updates affect their financial well-being. And what if you are a Certified Financial Planner? Then we need to worry about CFP Board too! It is enough to make your head spin! \nThat’s where our quarterly practice and regulatory update can help. In this 4-hour update\, we will focus on year-end financial and tax planning strategies for your advisory clients\, review SEC regulatory priorities heading into 2027\, and discuss estate planning opportunities arising from OBBBA’s enhanced exemption amounts. We’ll also cover year-end retirement planning strategies\, RMD considerations for year-end client meetings\, and new CFP continuing education reporting requirements. Don’t worry. We won’t just hurl code sections at you. Using practical and easy to understand examples\, we will illustrate the concepts that mean the most to you – so you will be well-prepared for the many things that a client throws your way! \nObjectives\n• State year-end financial and tax planning strategies for advisory clients under current law.• Identify SEC regulatory priorities and new compliance requirements heading into 2027.• Recognize estate planning opportunities arising from OBBBA-enhanced exemption amounts.• Recall year-end retirement account and RMD planning considerations for advisory clients.• State new CFP continuing education reporting requirements and credentialing updates.
URL:https://sc.cpa/event/litx39-27-practice-regulatory-update-for-financial-advisors-end-of-year-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:20261202T130000
DTEND;TZID=America/Detroit:20261202T135000
DTSTAMP:20260822T040922Z
CREATED:20260807T012710Z
LAST-MODIFIED:20260822T040922Z
UID:10006797-1796216400-1796219400@sc.cpa
SUMMARY:(LITX40/27) Keeping Up with the Tax Code - Basis Calculations for S-Corps & Partnerships
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 with the Tax 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 the differences in the basis calculation between S-Corps and partnerships. We will also explore when an owner may have debt basis.  \n*EA Approved Course \nObjectives\n• State the differences between basis calculations for a partnership and an S-Corporation. • Identify when debt increases basis in an S-Corporation and partnership. • Recall the effects of PPP loan forgiveness on S-Corporation shareholder basis and partnership basis.
URL:https://sc.cpa/event/litx40-27-keeping-up-with-the-tax-code-basis-calculations-for-s-corps-partnerships/
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:20261204T083000
DTEND;TZID=America/Detroit:20261204T115000
DTSTAMP:20260822T040722Z
CREATED:20260807T023418Z
LAST-MODIFIED:20260822T040722Z
UID:10006944-1796373000-1796385000@sc.cpa
SUMMARY:(LITX42/27) Client Advisory Services Tax Update – End of Year 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! As the year winds down\, CAS professionals face a wave of year-end deadlines\, planning opportunities\, and questions from clients. In this course\, we’ll cover year-end payroll and information reporting obligations\, IRS enforcement priorities heading into 2027\, and new forms and filing requirements taking effect in the next filing season. We’ll also explore employee benefit plan year-end considerations and provide a clear summary of where OBBBA implementation stands as the year closes—so you can advise clients with confidence. It is all in this tax update – made especially for those professionals in client advisory services!  \n*EA Approved Course \nObjectives\n• State year-end payroll tax and information reporting obligations for CAS professionals and their clients.• Identify IRS enforcement priorities and audit focus areas heading into the 2027 filing season.• Recognize new or revised tax forms and filing requirements taking effect for 2027.• Recall employee benefit plan contribution limits and year-end planning opportunities for 2026.
URL:https://sc.cpa/event/litx42-27-client-advisory-services-tax-update-end-of-year-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:20261204T130000
DTEND;TZID=America/Detroit:20261204T141000
DTSTAMP:20260822T040809Z
CREATED:20260807T034537Z
LAST-MODIFIED:20260822T040809Z
UID:10007146-1796389200-1796393400@sc.cpa
SUMMARY:(LITX43/27) Understanding S-Corp 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.  \n*EA Approved Course \nObjectives\n• Recognize the tax rate applicable to the sale of S-Corporation shares. Recognize the formula for calculating S-Corp Shareholder basis. • Identify the items of income and deduction that are allocated to AAA\, PTI\, AE&P\, and OAA. • Calculate the tax effects of a distribution on shareholder basis and AAA.
URL:https://sc.cpa/event/litx43-27-understanding-s-corp-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:20261208T083000
DTEND;TZID=America/Detroit:20261208T094000
DTSTAMP:20260822T041006Z
CREATED:20260807T025529Z
LAST-MODIFIED:20260822T041006Z
UID:10006998-1796718600-1796722800@sc.cpa
SUMMARY:(LITX44/27) Keeping Up with the Tax Code - Schedules K-2 & K-3
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 Tax 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 filing requirements\, reporting\, and penalties for Schedules K-2 & K-3.  \n*EA Approved Course \nObjectives\n• Identify situations where a Schedule K-2 or K-3 must be filed for a partnership or S-Corporation. • State potential penalties for not filing a Schedule K-2 and K-3. • Identify potential remedies to failure to file Schedule K-2 or K-3.
URL:https://sc.cpa/event/litx44-27-keeping-up-with-the-tax-code-schedules-k-2-k-3/
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:20261208T095000
DTEND;TZID=America/Detroit:20261208T131000
DTSTAMP:20260822T040814Z
CREATED:20260806T225408Z
LAST-MODIFIED:20260822T040814Z
UID:10006551-1796723400-1796735400@sc.cpa
SUMMARY:(LITX45/27) Federal Tax Update for Businesses – End of Year 2026
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 passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it\, 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. We’ll walk through recent updates for employers related to tip deduction and overtime deduction reporting. We will also talk about those tricky expiration dates related to green energy credits. Finally\, we will discuss disproportionate distributions to partners. 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*EA Approved Course \nObjectives\n• State the major provisions of the OBBBA related to businesses. • Identify recent guidance related to the tip deduction and overtime deduction for employers. • State when green energy credits may be taken and when they expire in accordance with recent guidance. • Recognize differences in tax implications and reporting for proportionate and disproportionate distributions.
URL:https://sc.cpa/event/litx45-27-federal-tax-update-for-businesses-end-of-year-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:20261210T083000
DTEND;TZID=America/Detroit:20261210T092000
DTSTAMP:20260811T040828Z
CREATED:20260807T023935Z
LAST-MODIFIED:20260811T040828Z
UID:10006956-1796891400-1796894400@sc.cpa
SUMMARY:(LITX46/27) Exploring Client Advisory Services - Working with Foreign Contractors
DESCRIPTION:Event Description\nIn an increasingly online world where geography is less important\, some companies are looking outside of the United States for talent. However\, foreign contractors have many unique tax attributes – and their filing requirements can differ depending on if they are classified as a resident or nonresident alien. In this course\, we will discuss basic tax requirements related to foreign contractors. Using discussion and examples\, we will identify situations to watch out for and when certain forms may be required. We will also discuss what to do in the case of worker misclassification. \nObjectives\n• Recognize the difference between Resident Aliens and Non-Resident Aliens. • State situations that would require the filing of a W-8BEN or Form 1042. • Recall when back-up withholding may be required for certain taxpayers. • Identify qualifications for the IRS Voluntary Classification Settlement Program (VCSP).
URL:https://sc.cpa/event/litx46-27-exploring-client-advisory-services-working-with-foreign-contractors/
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:20261210T093000
DTEND;TZID=America/Detroit:20261210T125000
DTSTAMP:20260822T040923Z
CREATED:20260807T021936Z
LAST-MODIFIED:20260822T040923Z
UID:10006915-1796895000-1796907000@sc.cpa
SUMMARY:(LITX47/27) Federal Tax Update for Individuals – End of Year 2026
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 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. We’ll walk through major recent updates\, including recent guidance related to 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*EA Approved Course \nObjectives\n• State new developments related to the OBBBA that pertain to individual taxpayers. • Recognize expiring green energy credits. • Recall the advantages of creating IRS Tax Pro Accounts. • Identify the key changes being proposed to the IRS CI Voluntary Disclosure Practice.
URL:https://sc.cpa/event/litx47-27-federal-tax-update-for-individuals-end-of-year-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:20261210T130000
DTEND;TZID=America/Detroit:20261210T135000
DTSTAMP:20260822T040715Z
CREATED:20260807T024038Z
LAST-MODIFIED:20260822T040715Z
UID:10006961-1796907600-1796910600@sc.cpa
SUMMARY:(LITX48/27) Keeping Up with the Tax Code - 4 Tiers of Losses for Non-Corporate Taxpayers
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 with the Tax Code series looks 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 the various ways losses may be limited for noncorporate taxpayers as well as the new overall limit on business losses.  \n*EA Approved Course \nObjectives\n• State the 4 tiers of losses for non-corporate taxpayers. • Identify the different tax treatment of losses suspended at each loss tier. • Recognize when a loss may be suspended under IRC 461(l).
URL:https://sc.cpa/event/litx48-27-keeping-up-with-the-tax-code-4-tiers-of-losses-for-non-corporate-taxpayers/
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:20261217T083000
DTEND;TZID=America/Detroit:20261217T092000
DTSTAMP:20260811T041117Z
CREATED:20260807T030411Z
LAST-MODIFIED:20260811T041117Z
UID:10007027-1797496200-1797499200@sc.cpa
SUMMARY:(LITX50/27) Exploring Client Advisory Services - Independent Contractors vs Employees
DESCRIPTION:Event Description\nAs gig workers\, remote employees\, and hybrid working environments have become more commonplace\, the tax rules pertaining to independent contractors and employees have become more complex. If someone can work whenever they want\, are they still an employee? How are expense reimbursements reported? And most importantly\, what happens if a contractor should really be classified as an employee? In this course\, we will discuss these issues\, as well as some common tax reporting issues. Finally\, we will discuss recent tax legislation in this area\, including changes to the electronic filing requirements. \nObjectives\n• Recall the 3 determination categories (incorporating the 20 historical factors) that the IRS uses to determine employees versus independent contractors. • Identify the basic tax forms needed when hiring employees and independent contractors. • Recognize the different types of 1099 forms. • State the tax implications of scholarships.
URL:https://sc.cpa/event/litx50-27-exploring-client-advisory-services-independent-contractors-vs-employees/
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:20261217T093000
DTEND;TZID=America/Detroit:20261217T125000
DTSTAMP:20260811T041345Z
CREATED:20260807T015417Z
LAST-MODIFIED:20260811T041345Z
UID:10006860-1797499800-1797511800@sc.cpa
SUMMARY:(LIOT14/27) 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• Indicate how different stakeholders utilize financial statements. • Recognize how flexible budgeting may be used by CFOs and Controllers. • Recall how time series analysis and common size financial statements are used in trend analysis. • Calculate liquidity\, leverage\, and profitability ratios. • Identify the uses and limitations of ratio analysis.
URL:https://sc.cpa/event/liot14-27-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:20261217T130000
DTEND;TZID=America/Detroit:20261217T135000
DTSTAMP:20260822T040816Z
CREATED:20260807T032712Z
LAST-MODIFIED:20260822T040816Z
UID:10007085-1797512400-1797515400@sc.cpa
SUMMARY:(LITX51/27) Exploring Client Advisory Services - Types of IRS Notices & Best Practices
DESCRIPTION:Event Description\nOne thing that is nearly impossible to get away from as a tax practitioner is IRS notices. Even if you are not a tax attorney\, it is important to know what to do when the client comes to you with a letter. What information do you need to collect? What types of notices are there? And more importantly\, are there any remedies? In this class\, we will explore some of the basic types of IRS notices. We will talk about the audit process and when the client might be eligible for relief. We will also discuss which penalties are eligible for first-time abatement – and which are not.  \n*EA Approved Course \nObjectives\n• Recognize the different types of IRS Notices. • State the requirements for First Time Abatement. • Identify the different types of IRS audits and key appeal procedures.
URL:https://sc.cpa/event/litx51-27-exploring-client-advisory-services-types-of-irs-notices-best-practices/
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:20261217T140000
DTEND;TZID=America/Detroit:20261217T145000
DTSTAMP:20260811T040849Z
CREATED:20260807T000919Z
LAST-MODIFIED:20260811T040849Z
UID:10006672-1797516000-1797519000@sc.cpa
SUMMARY:(LITX52/27) Lifecycle Financial Planning: Education Planning - 529 Plans
DESCRIPTION:Event Description\nWith the rising cost of college\, education planning has become an increasingly greater need for clients. 529 plans continue to be a valuable way to save for college in a tax-efficient way. However\, are there any costs that 529 plans cannot be used to cover? What about using 529 plans to cover student loan payments? Is that possible? Finally\, with SECURE 2.0\, are there now more tax-efficient ways to get money out of a 529 plan? In this course\, we will go beyond the nuts and bolts of 529 plans and explore these details and many more\, so that you can be ready to field client questions. If you are looking for a course that goes more in-depth on 529 plans\, this is the one for you! \nObjectives\n• State what expenses 529 plan distributions may be used for. • Recognize ways that remaining funds may be removed from a 529 plan tax-free. • Identify when a Coverdell ESA might be used instead of a 529 plan.
URL:https://sc.cpa/event/litx52-27-lifecycle-financial-planning-education-planning-529-plans/
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:20270114T093000
DTEND;TZID=America/Detroit:20270114T111000
DTSTAMP:20260822T040926Z
CREATED:20260807T013912Z
LAST-MODIFIED:20260822T040926Z
UID:10006824-1799919000-1799925000@sc.cpa
SUMMARY:(LITX53/27) Understanding Partnership Taxation: Advanced Basis\, Contributions & Distributions
DESCRIPTION:Event Description\nPartnership distributions of cash to the partners are generally straightforward to handle. However\, when partnerships begin to distribute property\, things can get tough! When do we need to recognize gain? What type of gain do we recognize? When does a disproportionate distribution result in ordinary income? And what about 704(c)? When these situations come up\, we want to be able to recognize them. In this course\, we will be discussing these less common scenarios through easy-to-follow examples\, so that you can better serve your clients and plan appropriately.  \n*EA Approved Course \nObjectives\n\nIdentify the elements necessary to obtain favorable tax treatment upon the contribution and distribution of property. \nState when a disproportionate distribution would result in gain recognition by a partner. \nRecognize when Form 7217 must be filed. \nIdentify elements of basis shifting and the effect of Notice 2025-23.
URL:https://sc.cpa/event/litx53-27-understanding-partnership-taxation-advanced-basis-contributions-distributions/
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:20270114T112000
DTEND;TZID=America/Detroit:20270114T130000
DTSTAMP:20260822T040924Z
CREATED:20260807T003429Z
LAST-MODIFIED:20260822T040924Z
UID:10006707-1799925600-1799931600@sc.cpa
SUMMARY:(LITX54/27) Understanding Corporate Taxation: Accounting Methods\, Deduction Timing & Losses
DESCRIPTION:Event Description\nA deduction is a deduction is a deduction. Right? Well\, not exactly. In corporate taxation\, the general rule is that a corporation can deduct any expenditure that is ordinary\, necessary\, and reasonable. However\, there are nuances that we need to be aware of\, such as a floor on charitable contributions\, limits on meals\, and even a maximum amount that may be available to take on a loss from a prior year. In tax planning\, simply put\, the details matter! In this course\, we will explore those details\, discuss when a deduction is available for your accrual basis clients\, and identify when small contractor exceptions may be helpful. If you want to sharpen your ability to spot opportunities and navigate the fine print for your corporate clients\, this edition of Understanding Corporate Taxation will give you the tools to do just that.  \n*EA Approved Course \nObjectives\n\nIdentify when a C-Corporation is eligible for the small contractor exceptions under Sec 448 \nState the elements of the all-events test \nRecognize charitable contribution deduction restrictions for corporations \nRecall the various types of corporate NOL
URL:https://sc.cpa/event/litx54-27-understanding-corporate-taxation-accounting-methods-deduction-timing-losses/
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:20270114T131000
DTEND;TZID=America/Detroit:20270114T145000
DTSTAMP:20260923T040851Z
CREATED:20260806T233923Z
LAST-MODIFIED:20260923T040851Z
UID:10006619-1799932200-1799938200@sc.cpa
SUMMARY:(LITX16R/27) Understanding Corporate Taxation: Formation & Shareholder Compensation - Rebroadcast
DESCRIPTION:Event Description\nWhen a new business is formed\, there are a lot of questions. What is the most tax-advantageous way to structure the entity? What issues do we need to be aware of? How should owners pay themselves? For corporations\, these questions are even tougher since they are regulated so heavily. In this course\, we will discuss how new shareholders can form a corporation tax-free. We will also discuss how basis is calculated for the shareholders\, including what to do when debt is involved. Finally\, we will discuss different ways that shareholders may be compensated and the pros and cons of each. If you want to confidently guide your corporate clients through entity formation\, basis calculations\, and compensation planning\, our Understanding Corporate Taxation series is designed for you!  \n*EA Approved Course \nObjectives\n\nIdentify the necessary elements for a tax-free corporate formation under Sec 351. \nState when property encumbered by debt may create a gain for a contributing shareholder. \nRecognize the elements of reasonable compensation. \nIdentify the tax implications of Incentive Stock Options (ISOs).
URL:https://sc.cpa/event/litx16r-27-understanding-corporate-taxation-formation-shareholder-compensation-rebroadcast/
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:20270119T112000
DTEND;TZID=America/Detroit:20270119T123000
DTSTAMP:20260811T041235Z
CREATED:20260807T032529Z
LAST-MODIFIED:20260811T041235Z
UID:10007083-1800357600-1800361800@sc.cpa
SUMMARY:(LIMG05/27) Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers
DESCRIPTION:Event Description\nThe role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market\, how the perception of value in the area of finance has changed\, the role of the finance function in cybersecurity\, and how finance leaders can help create a data-driven organization. \nObjectives\n• List the dimensions that may be used to measure organizational value. • Compare and contrast balance sheet value\, investor value\, and societal value. • Describe techniques a company may use to create a data driven organization. • Describe why CPAs should be involved in cybersecurity functions. • Identify the most common cybersecurity threats. • Define ESG and responsible investing.
URL:https://sc.cpa/event/limg05-27-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
END:VCALENDAR