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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260623T130000
DTEND;TZID=America/Detroit:20260623T163000
DTSTAMP:20260614T055517
CREATED:20250331T205711Z
LAST-MODIFIED:20260430T040921Z
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:20260701T102000
DTEND;TZID=America/Detroit:20260701T125000
DTSTAMP:20260614T055517
CREATED:20260515T011715Z
LAST-MODIFIED:20260611T041119Z
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:20260709T130000
DTEND;TZID=America/Detroit:20260709T150000
DTSTAMP:20260614T055517
CREATED:20260515T011319Z
LAST-MODIFIED:20260611T041015Z
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:20260714T083000
DTEND;TZID=America/Detroit:20260714T094000
DTSTAMP:20260614T055517
CREATED:20260515T010131Z
LAST-MODIFIED:20260611T041215Z
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:20260714T095000
DTEND;TZID=America/Detroit:20260714T131000
DTSTAMP:20260614T055517
CREATED:20260515T010418Z
LAST-MODIFIED:20260529T041127Z
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:20260715T083000
DTEND;TZID=America/Detroit:20260715T115000
DTSTAMP:20260614T055517
CREATED:20260515T010125Z
LAST-MODIFIED:20260611T041128Z
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:20260715T130000
DTEND;TZID=America/Detroit:20260715T141000
DTSTAMP:20260614T055517
CREATED:20260518T162507Z
LAST-MODIFIED:20260611T041132Z
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:20260805T130000
DTEND;TZID=America/Detroit:20260805T135000
DTSTAMP:20260614T055517
CREATED:20260515T010829Z
LAST-MODIFIED:20260528T042113Z
UID:10005768-1785934800-1785937800@sc.cpa
SUMMARY:(LIAA08/27) Exploring Client Advisory Services - Cash & Accrual Basis Concepts
DESCRIPTION:Event Description\nThere are generally two different ways to keep the books – cash and accrual basis. The method of accounting you choose is important because it dictates when you show income and recognize expenses. So which one is best for you and your business? That’s exactly what this course is all about! In this session\, we will discuss the key differences between cash and accrual accounting. We will talk about why the cash basis is normally easier but may be misleading. We will also discuss what you typically see on most business tax returns – and why your method of accounting choice could make a big difference in your tax liability! \nObjectives\nIdentify when a transaction should be recorded on the accounting records under the cash method. \nRecognize when income is recognized and an expense must be accrued on the accounting records under the accrual method. \nIdentify what account should not appear on the financial records if the accrual method is being used.
URL:https://sc.cpa/event/liaa08-27-exploring-client-advisory-services-cash-accrual-basis-concepts/
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:20260805T140000
DTEND;TZID=America/Detroit:20260805T145000
DTSTAMP:20260614T055517
CREATED:20260515T011408Z
LAST-MODIFIED:20260528T041015Z
UID:10005839-1785938400-1785941400@sc.cpa
SUMMARY:(LIAA09/27) Exploring Client Advisory Services - Account Reconciliations\, Software Best Practices\, & Common Reports
DESCRIPTION:Event Description\nThere can be no doubt that accounting and tax software capabilities have improved drastically over time. Gone are the days of paper reconciliations and 10-key tapes attached to reports. However\, as automation has increased\, practitioners may wonder whether the software is performing all the critical checks that it should. When software reconciles an account\, can we rest assured that it is correct? Are there key screens that we should be looking at as a part of our month-end processes? How can we be sure that automated transactions are coming over correctly? In this course\, we will dig into what the software is doing and how we can be sure the software is correct. We will also discuss how to investigate variances and apply analytical techniques to month-end reporting. \nObjectives\nIdentify best practices related to account reconciliations. \nRecognize common reports from accounting and tax software packages. \nRecall common review techniques for automated transactions and month-end account balances.
URL:https://sc.cpa/event/liaa09-27-exploring-client-advisory-services-account-reconciliations-software-best-practices-common-reports/
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:20260805T150000
DTEND;TZID=America/Detroit:20260805T155000
DTSTAMP:20260614T055517
CREATED:20260515T011218Z
LAST-MODIFIED:20260528T041114Z
UID:10005823-1785942000-1785945000@sc.cpa
SUMMARY:(LIAA10/27) Exploring Client Advisory Services - Business Income Tax Basics
DESCRIPTION:Event Description\nThe Internal Revenue Code is just a different world! While most business school graduates learn basic GAAP or IFRS accounting principles\, the tax world feels very foreign – because so many rules are different. For example\, how do you depreciate assets if we don’t estimate their useful lives? Also\, when do we need to file a tax return for a flow-through entity if they don’t actually pay any taxes? And when are estimated tax payments required? In this course\, we will be exploring some basic principles for filing and paying business income taxes. If you are new practitioner or someone who is going out on your own for the first-time\, and you find yourself intimidated by all of the income tax rules and compliance\, we have you covered! \nObjectives\nIdentify the main types of accounting methods that may be used on an income tax return. \nState when a taxpayer must make estimated tax payments. \nRecognize expenses that have special tax treatment.
URL:https://sc.cpa/event/liaa10-27-exploring-client-advisory-services-business-income-tax-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:20260806T083000
DTEND;TZID=America/Detroit:20260806T110000
DTSTAMP:20260614T055517
CREATED:20260515T010415Z
LAST-MODIFIED:20260611T041218Z
UID:10005716-1786005000-1786014000@sc.cpa
SUMMARY:(LITX01R/27) Lifecycle Financial Planning: Tax Planning - Rental Real Estate - Rebroadcast
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/litx01r-27-lifecycle-financial-planning-tax-planning-rental-real-estate-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:20260806T111000
DTEND;TZID=America/Detroit:20260806T120000
DTSTAMP:20260614T055517
CREATED:20260515T011219Z
LAST-MODIFIED:20260528T041027Z
UID:10005824-1786014600-1786017600@sc.cpa
SUMMARY:(LIOT05/27) Exploring Client Advisory Services - Communicating Financial Results to Stakeholders
DESCRIPTION:Event Description\nOne of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner\, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course\, we will be exploring how to properly communicate with stakeholders\, including investors\, clients\, boards of directors\, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world\, this course is a must for you! \nObjectives\nState the accountant’s role within a company \nRecognize how different stakeholders view financial statements. \nIdentify how to focus in on just the key points when reporting financial results.
URL:https://sc.cpa/event/liot05-27-exploring-client-advisory-services-communicating-financial-results-to-stakeholders/
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:20260806T130000
DTEND;TZID=America/Detroit:20260806T135000
DTSTAMP:20260614T055517
CREATED:20260515T010530Z
LAST-MODIFIED:20260528T041619Z
UID:10005737-1786021200-1786024200@sc.cpa
SUMMARY:(LIAA11/27) Exploring Client Advisory Services - Tying Out Financial Statements
DESCRIPTION:Event Description\nHow do I know if I am right? This is a common question among accountants after they get done closing out the month. Even after the last journal entry is entered\, what may not be apparent is how the financial statements fit together. In this course\, we will be exploring basic financial statement information\, including what each statement shows and how this information feeds into the other statements. We will also explore concepts like materiality and basic ways to know if everything is tying out\, so you and your clients can rest assured that everything is correct! \nObjectives\nRecognize the 4 basic financial statements and how they fit together. \nState the different sections of the Statement of Cash Flows and the components of each section. \nIdentify the signs of poor earnings quality.
URL:https://sc.cpa/event/liaa11-27-exploring-client-advisory-services-tying-out-financial-statements/
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:20260811T131000
DTEND;TZID=America/Detroit:20260811T140000
DTSTAMP:20260614T055518
CREATED:20260515T011022Z
LAST-MODIFIED:20260528T041018Z
UID:10005796-1786453800-1786456800@sc.cpa
SUMMARY:(LIAA14/27) Exploring Client Advisory Services - Debt Amortization
DESCRIPTION:Event Description\nDebt is a common aspect of nearly every business in every industry. It allows companies to grow and expand. It also can increase rates of return for investors. For this reason\, it is scrutinized very closely by stakeholders\, so it is important for practitioners to get it right! In this course\, we will be focusing on the basic aspects of dealing with debt. We will be discussing what an amortization table is\, how to calculate interest\, and various compounding methods. If you are new to accounting or bookkeeping\, or stepping out on your own for the first time\, this course is for you! \nObjectives\nRecall different compounding methods for debt. \nCalculate interest and principal portions of a debt payment. \nRecognize how to tie out debt amortization schedule to the financial statements.
URL:https://sc.cpa/event/liaa14-27-exploring-client-advisory-services-debt-amortization/
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:20260811T141000
DTEND;TZID=America/Detroit:20260811T150000
DTSTAMP:20260614T055518
CREATED:20260515T011014Z
LAST-MODIFIED:20260528T042020Z
UID:10005787-1786457400-1786460400@sc.cpa
SUMMARY:(LIAA15/27) Exploring Client Advisory Services - Sales Process
DESCRIPTION:Event Description\nSales are a part of any business. Whether you are selling a service or a product\, it is important to understand the various accounting components of the sales process to help keep financial statements and accounting reports accurate and useful. However\, the accounting entries vary based on whether you are using the cash or accrual basis of accounting. In this course\, we will discuss the accounting entries that need to be made during each stage of the sales process\, the role of bad debt expense and how this works in conjunction with the Accounts Receivable and Allowance accounts on the balance sheet. \nObjectives\nState the major components of the sales process.  \nRecognize the accounting differences between cash and accrual basis sales and cash collections. \nIdentify the basic journal entries related to allowance for bad debts.
URL:https://sc.cpa/event/liaa15-27-exploring-client-advisory-services-sales-process/
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:20260818T083000
DTEND;TZID=America/Detroit:20260818T094000
DTSTAMP:20260614T055518
CREATED:20260515T010822Z
LAST-MODIFIED:20260611T041117Z
UID:10005761-1787041800-1787046000@sc.cpa
SUMMARY:(LITX14/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes
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. In this course\, we will examine how S-Corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S-Corporation shareholders\, as well as which taxes are assessed at the entity level. Finally\, we will discuss how state level taxation may have changed permanently with the addition of PTE elections! \nObjectives\nRecognize the factors to consider when evaluating the reasonableness of S-Corp shareholder compensation. Recall which fringe benefits will result in additional W-2 income for S-Corp shareholders. Calculate the Built-In Gains tax and Excess Passive Income Tax. Identify the federal income tax implications of a PTE election at the state level.
URL:https://sc.cpa/event/litx14-27-understanding-s-corporation-taxation-compensation-issues-entity-level-taxes/
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:20260818T095000
DTEND;TZID=America/Detroit:20260818T131000
DTSTAMP:20260614T055518
CREATED:20260515T010135Z
LAST-MODIFIED:20260611T041217Z
UID:10005703-1787046600-1787058600@sc.cpa
SUMMARY:(LITX15/27) Practice & Regulatory Update for Financial Advisors – Summer 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 review new SEC enforcement actions and FINRA rule changes affecting registered representatives and their clients\, examine how OBBBA provisions create new financial planning opportunities\, and discuss recent developments in CFP Board’s ethical standards. We’ll also address the latest status of FinCEN’s AML rule for investment advisors and changes to RMD planning guidance. 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• Identify new SEC enforcement actions and regulatory guidance affecting investment advisors issued in 2026.• Recognize FINRA rule changes and their impact on registered representatives and their clients.• State OBBBA provisions with the greatest relevance to financial planning recommendations for clients.• Identify updates to CFP Board’s ethical standards and recent disciplinary case takeaways.• Recall the current status of FinCEN’s AML rule for investment advisors and its practical implications.
URL:https://sc.cpa/event/litx15-27-practice-regulatory-update-for-financial-advisors-summer-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:20260827T102000
DTEND;TZID=America/Detroit:20260827T134000
DTSTAMP:20260614T055518
CREATED:20260515T011311Z
LAST-MODIFIED:20260613T044633Z
UID:10005829-1787826000-1787838000@sc.cpa
SUMMARY:(LITX25/27) Federal Tax Update for Businesses – Summer 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! \nObjectives\nState the major provisions of the OBBBA related to businesses. \nIdentify recent guidance related to the tip deduction and overtime deduction for employers. \nState when green energy credits may be taken and when they expire in accordance with recent guidance. \nRecognize differences in tax implications and reporting for proportionate and disproportionate distributions.
URL:https://sc.cpa/event/litx25-27-federal-tax-update-for-businesses-summer-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:20260901T102000
DTEND;TZID=America/Detroit:20260901T120000
DTSTAMP:20260614T055518
CREATED:20260515T011411Z
LAST-MODIFIED:20260611T041023Z
UID:10005843-1788258000-1788264000@sc.cpa
SUMMARY:(LITX16/27) Understanding Corporate Taxation: Formation & Shareholder Compensation
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! \nObjectives\n• Identify the necessary elements for a tax-free corporate formation under Sec 351. • State when property encumbered by debt may create a gain for a contributing shareholder. • Recognize the elements of reasonable compensation. • Identify the tax implications of Incentive Stock Options (ISOs).
URL:https://sc.cpa/event/litx16-27-understanding-corporate-taxation-formation-shareholder-compensation/
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:20260901T130000
DTEND;TZID=America/Detroit:20260901T135000
DTSTAMP:20260614T055518
CREATED:20260515T010821Z
LAST-MODIFIED:20260528T042109Z
UID:10005760-1788267600-1788270600@sc.cpa
SUMMARY:(LITX17/27) Exploring Client Advisory Services - Engagement Letters & Preparer Liability
DESCRIPTION:Event Description\nIn more recent times\, the tax profession has become more engagement letter driven. While engagement letters seem to get longer each tax season\, it is sometimes difficult to know when they are required and when they are not. Can I answer a quick question from a client without an engagement letter? What happens if a client does not want to sign? Can a preparer ever be liable for penalties related to an engagement? In this course\, we will examine these questions and many others related to engagement letters and preparer liability. We will talk about what is required of tax professionals and how an engagement letter protects us. Finally\, we will look at some best practices related to client engagement letters. \nObjectives\nRecall the basic requirements for tax preparers according to Circular 230.  \nState the different penalties that can be assessed against tax preparers.  \nIdentify common clauses in engagement letters.  \nRecognize when an engagement letter should be signed by a client.
URL:https://sc.cpa/event/litx17-27-exploring-client-advisory-services-engagement-letters-preparer-liability/
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:20260902T083000
DTEND;TZID=America/Detroit:20260902T092000
DTSTAMP:20260614T055518
CREATED:20260515T010524Z
LAST-MODIFIED:20260611T041117Z
UID:10005734-1788337800-1788340800@sc.cpa
SUMMARY:(LITX18/27) Understanding Corporate Taxation: Tax Credits\, Disposing of Shares & Corporate AMT?
DESCRIPTION:Event Description\nCorporate taxation can be complex—but understanding it is essential for practitioners who advise business clients. This course provides a focused\, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits\, stock redemptions and dispositions\, and the Corporate Alternative Minimum Tax (CAMT).  \nIn this course\, we will examine the major corporate tax credits available —including the general business credit and its components\, as well as changes to tax credits due to recent tax legislation. We will also walk through the rules governing stock redemptions under IRC Section 302\, including the requirements for substantially disproportionate redemptions\, the treatment of redemptions as dividends versus capital transactions\, and the federal excise tax on corporate stock buybacks under Section 4501. Finally\, we will address the Corporate Alternative Minimum Tax\, its applicability to corporations with adjusted financial statement income of $1 billion or more\, and practical planning considerations. Through discussion and easy-to-follow examples\, you will leave better equipped to advise corporate clients on these important and often-tested areas of the tax law. \nObjectives\n• Recognize tax credits applicable to corporations under current law\, including components of the general business credit.• State the requirements for a substantially disproportionate redemption under IRC Section 302(b).• Identify the tax implications and reporting requirements of corporate stock acquisitions and redemptions.• State when the Corporate Alternative Minimum Tax applies to corporations and how adjusted financial statement income is determined.
URL:https://sc.cpa/event/litx18-27-understanding-corporate-taxation-tax-credits-disposing-of-shares-corporate-amt/
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:20260902T093000
DTEND;TZID=America/Detroit:20260902T111000
DTSTAMP:20260614T055518
CREATED:20260515T005909Z
LAST-MODIFIED:20260611T041011Z
UID:10005669-1788341400-1788347400@sc.cpa
SUMMARY:(LITX19/27) Tax Research: Secondary Sources\, Tax Positions\, & Conflicting Authority
DESCRIPTION:Event Description\nFinancial professionals are inundated with new information about the Internal Revenue Code on a daily basis. While it’s easy to dismiss unreliable social media posts or obscure websites\, it becomes much more challenging when conflicting information comes from respected\, authoritative sources. For example\, is a court decision about a tax issue more important than information directly coming from the IRS? What happens if information from the IRS is inconsistent with the law? And is there ever a time when I can rely on information given by the IRS to another taxpayer? In this course\, we will take a deep dive into secondary sources of tax authority. We will examine common conflicts\, explore how to weigh different types of guidance\, and discuss practical strategies for resolving uncertainty. Finally\, we will clarify the distinctions between giving tax advice\, preparing a tax return\, and taking a position on a return to help you navigate these situations with confidence and precision. \nObjectives\n• State key differences between common types of non-authoritative tax research sources. • Identify what a tax position is and when one is considered engaging in tax preparation. • Recall the difference between a Private Letter Ruling and a Determination Letter • Recognize how to evaluate the authority of court decisions.
URL:https://sc.cpa/event/litx19-27-tax-research-secondary-sources-tax-positions-conflicting-authority/
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:20260902T112000
DTEND;TZID=America/Detroit:20260902T121000
DTSTAMP:20260614T055518
CREATED:20260515T005913Z
LAST-MODIFIED:20260528T131014Z
UID:10005675-1788348000-1788351000@sc.cpa
SUMMARY:(LIAA17/27) Exploring Client Advisory Services - Unearned Income & Prepaid Expenses
DESCRIPTION:Event Description\nIn most industries\, it is normal to get paid after a job is done. However\, what do you do if someone pays you ahead of time? The job is not done yet\, so you can’t recognize the revenue. Also\, have you ever had to make a deposit on something ahead of time? If so\, then you can’t recognize the expense yet\, since it has not been incurred. These situations happen all the time\, but many practitioners just getting started struggle to know what to do in these instances. In this course\, we will be talking about unearned income and prepaid expenses. We will talk about how the accounting differs for cash and accrual basis taxpayers\, and what to do on the tax return. \nObjectives\nState what the terms unearned income and prepaid expenses mean and when these situations come up. Identify revenue recognition and expense recognition applicable to unearned income and prepaid expenses. Recognize the tax implications of unearned income and prepaid expenses.
URL:https://sc.cpa/event/liaa17-27-exploring-client-advisory-services-unearned-income-prepaid-expenses/
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:20260902T130000
DTEND;TZID=America/Detroit:20260902T135000
DTSTAMP:20260614T055518
CREATED:20260515T010835Z
LAST-MODIFIED:20260528T042117Z
UID:10005772-1788354000-1788357000@sc.cpa
SUMMARY:(LITX20/27) Exploring Client Advisory Services - Accounts Payable
DESCRIPTION:Event Description\nIf you are new to the profession\, or a business owner that is trying to do your own accounting\, perhaps nothing is more confusing than trying to figure out when something needs to be entered into the accounting records. While cash basis tends to be straightforward enough\, accrual basis accounting can feel like a whole new world! In this course\, we will be exploring basic entries pertaining to accounts payable. We will discuss accounting for timing differences between cash and accrual basis\, as well as how accounts payable is handled differently for tax purposes. In the context of lots of practical examples\, we will help you get more comfortable with the ins and outs of accounts payable so you can be sure your books are in great shape! \nObjectives\nWhat are accounts payable? Capitalized Items Accounting for Debt Prepaid Expense Example Inventory Example Voiding Checks & Accounting for Disputes Accounts Payable on the Tax Return
URL:https://sc.cpa/event/litx20-27-exploring-client-advisory-services-accounts-payable/
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:20260909T083000
DTEND;TZID=America/Detroit:20260909T094000
DTSTAMP:20260614T055518
CREATED:20260515T010523Z
LAST-MODIFIED:20260611T041116Z
UID:10005733-1788942600-1788946800@sc.cpa
SUMMARY:(LITX05R/27) Understanding Real Estate Taxation: Depreciation Issues & Recapture Provisions  - Rebroadcast
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/litx05r-27-tax-planning-depreciation-issues-recapture-provisions-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:20260909T095000
DTEND;TZID=America/Detroit:20260909T110000
DTSTAMP:20260614T055518
CREATED:20260515T011117Z
LAST-MODIFIED:20260528T041023Z
UID:10005806-1788947400-1788951600@sc.cpa
SUMMARY:(LITX21/27) Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer
DESCRIPTION:Event Description\nWhen you are first getting started with a new business\, the amount of compliance paperwork can be overwhelming! You want to do things right – but what does that mean? In this segment of the Exploring Client Advisory Services Series\, we will talk about some basics for getting setup in a new state. We will talk about basic payroll reports to be filed\, state registrations\, and when we need to withhold for our employees. What about estimated taxes? We have you covered there too. We will talk about who needs to file estimated taxes and how to save a few bucks when working with your tax practitioner. This is a fantastic course if you are new business owner just trying to figure out where to begin! \nObjectives\nRecognize when a business may need to file a state registration or trade name. \nIdentify basic payroll tax reports that need to be filed. \nRecognize when estimated taxes need to be made. \nIdentify the basic documents that a new business owner needs to give a tax preparer.
URL:https://sc.cpa/event/litx21-27-exploring-client-advisory-services-new-business-compliance-working-with-a-tax-preparer/
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:20260909T111000
DTEND;TZID=America/Detroit:20260909T143000
DTSTAMP:20260614T055518
CREATED:20260515T011220Z
LAST-MODIFIED:20260529T041415Z
UID:10005827-1788952200-1788964200@sc.cpa
SUMMARY:(LIOT06/27) Building a Better Budget in a Time of Uncertainty
DESCRIPTION:Event Description\nMost financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same\, the process becomes merely an exercise in carrying over what was done before to the current year. However\, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course\, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples\, we will explore how to build flexibility into our budget – so that it can inform and drive decision-making when we don’t quite know what is ahead. \nObjectives\n\nRecall the difference between a forecast and a budget \nIdentify the difference between top-down and bottom-up budgeting \nState the key elements of a flexible budgeting approach \nDefine key cost drivers \nState how behavioral biases may affect the budgeting process \nIdentify how headcount efficiency may be measured \nDefine scenario planning \nRecognize best practices and controls for managing budget changes
URL:https://sc.cpa/event/liot06-27-building-a-better-budget-in-a-time-of-uncertainty/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260916T083000
DTEND;TZID=America/Detroit:20260916T092000
DTSTAMP:20260614T055518
CREATED:20260515T005518Z
LAST-MODIFIED:20260528T041629Z
UID:10005628-1789547400-1789550400@sc.cpa
SUMMARY:(LITX22/27) Exploring Client Advisory Services - Hiring New Workers & Payroll Taxes
DESCRIPTION:Event Description\nWhen a new employee is hired\, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed\, training lined up\, and the new hire breakfast planned\, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners\, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course\, we will be exploring the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms\, we have you covered if you are a new practitioner or new business owner! We will even discuss the surprisingly difficult to navigate world of unemployment insurance as well! \nObjectives\nRecognize the tax compliance obligations when a new client is hired. \nIdentify ongoing tax obligations including Form 941 and 940 filings. \nState where unemployment insurance should be paid.
URL:https://sc.cpa/event/litx22-27-exploring-client-advisory-services-hiring-new-workers-payroll-taxes/
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:20260916T093000
DTEND;TZID=America/Detroit:20260916T102000
DTSTAMP:20260614T055518
CREATED:20260515T011013Z
LAST-MODIFIED:20260611T041120Z
UID:10005785-1789551000-1789554000@sc.cpa
SUMMARY:(LITX23/27) Exploring Client Advisory Services - Tax Due Dates & Penalties
DESCRIPTION:Event Description\nIt is a sickening feeling for a practitioner when they realize that a tax due date has been missed. Immediately\, certain questions come to mind: Am I going to owe a penalty? Should I file late? And most importantly\, is there anything I can do to remedy this situation? Through easy-to-follow examples and discussion\, this course will explore the tax calendar and key due dates. We will examine what to do if a client misses a deadline and what potential relief may be available. \nObjectives\nRecognize Identify key tax due dates by entity type. \nRecognize how late filing\, late payment\, and other common penalties are calculated. \nRecall common information return due dates and applicable penalties. \nState first time abatement relief qualifications and other common remedies.
URL:https://sc.cpa/event/litx23-27-exploring-client-advisory-services-tax-due-dates-penalties/
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:20260916T103000
DTEND;TZID=America/Detroit:20260916T112000
DTSTAMP:20260614T055518
CREATED:20260515T010012Z
LAST-MODIFIED:20260528T041717Z
UID:10005684-1789554600-1789557600@sc.cpa
SUMMARY:(LITX24/27) Exploring Client Advisory Services - Types of Business Entities
DESCRIPTION:Event Description\nStarting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research\, developed a prototype\, and even looked at locations for your new office. Then it dawns on you…what type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class\, we will dig into the differences between entity types – from taxes to liability. We will even say some things about which entity types are harder to get set up! \nObjectives\nIdentify differences in how business entity types are taxed for income tax purposes. \nRecognize how personal financial planning for a business owner is related to financial planning for a flow-through entity business. \nIdentify how S-Corporations are taxed for self-employment tax purposes. \nRecognize double-taxation and when it applies.
URL:https://sc.cpa/event/litx24-27-exploring-client-advisory-services-types-of-business-entities/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
END:VEVENT
END:VCALENDAR