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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260901T130000
DTEND;TZID=America/Detroit:20260901T135000
DTSTAMP:20260528T042109Z
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:20260713T041127Z
CREATED:20260515T010524Z
LAST-MODIFIED:20260713T041127Z
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:20260611T041011Z
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:20260528T131014Z
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:20260713T192620Z
CREATED:20260515T010835Z
LAST-MODIFIED:20260713T192620Z
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:20260902T130000
DTEND;TZID=America/Detroit:20260902T135000
DTSTAMP:20260714T040913Z
CREATED:20260515T011016Z
LAST-MODIFIED:20260714T040913Z
UID:10005790-1788354000-1788357000@sc.cpa
SUMMARY:(LIAA82/27) 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/liaa82-27-power-skills-your-guide-to-professionalism-and-client-interactions/
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:20260620T041026Z
CREATED:20260515T010523Z
LAST-MODIFIED:20260620T041026Z
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:20260528T041023Z
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:20260529T041415Z
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:20260528T041629Z
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:20260611T041120Z
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:20260528T041717Z
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
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261013T083000
DTEND;TZID=America/Detroit:20261013T115000
DTSTAMP:20260714T041011Z
CREATED:20260515T005912Z
LAST-MODIFIED:20260714T041011Z
UID:10005674-1791880200-1791892200@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\nIdentify what types of benefits employees find valuable. \nRecall the basic types of retirement plans and how they differ.\nDistinguish between the basic health insurance plan types. \nRecognize 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:20260528T041827Z
CREATED:20260515T005813Z
LAST-MODIFIED:20260528T041827Z
UID:10005660-1791973200-1791979200@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\nRecall key differences between qualified and non-qualified plans \nIdentify situations where it is better to use Roth Retirement Plans vs. Traditional Retirement Plans \nRecognize key differences between SEPs and SIMPLE plans \nRecall early distribution penalties & exceptions \nDetermine 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:20260528T041631Z
CREATED:20260515T005611Z
LAST-MODIFIED:20260528T041631Z
UID:10005633-1791982800-1791987000@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\nCompare the basic tax implications of distributions from a C-Corporation\, S-Corporation\, and Partnership. \nCalculate the tax implications of cash distributions and property distributions from S-Corporations and Partnerships.\nCalculate tax basis for a partnership and an S-Corporation. \nIdentify 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:20260713T041011Z
CREATED:20260515T010011Z
LAST-MODIFIED:20260713T041011Z
UID:10005683-1793176200-1793179200@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\nState how to calculate the education needs of a client. \nIdentify how financial need is calculated on the FAFSA. \nRecognize 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:20260613T050412Z
CREATED:20260515T011017Z
LAST-MODIFIED:20260613T050412Z
UID:10005791-1793179800-1793185800@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! \nObjectives\nRecognize the different accelerated depreciation methods available and when they can be used. \nState how depreciation recapture differs under Sec 1245\, Sec 1250\, and Sec 291. \nIdentify 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:20260529T041625Z
CREATED:20260515T010008Z
LAST-MODIFIED:20260529T041625Z
UID:10005677-1793186400-1793192400@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\nState the difference between a forecast and a budget. \nIdentify the difference between top-down and bottom-up budgeting. \nRecognize the key elements of a flexible budgeting approach. \nDefine a key forecast driver. \nState 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:20260613T043209Z
CREATED:20260515T005811Z
LAST-MODIFIED:20260613T043209Z
UID:10005656-1793193000-1793196000@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. \nObjectives\nIdentify who needs to file a Form 1041 Income Tax Return. \nState common deductions and elections available for estates on Form 1041. \nRecognize 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:20260613T050614Z
CREATED:20260515T011112Z
LAST-MODIFIED:20260613T050614Z
UID:10005797-1793196600-1793199600@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. \nObjectives\nIdentify the correct age in which RMDs need to begin after recent tax legislation. \nState differences between RMDs for IRAs and Qualified Plans. \nRecognize how RMDs are treated for inherited IRAs.
URL:https://sc.cpa/event/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:20260613T044627Z
CREATED:20260515T005514Z
LAST-MODIFIED:20260613T044627Z
UID:10005623-1793262600-1793265600@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. \nObjectives\nState which virtual currency transactions result in gains and losses for the taxpayer? \nRecognize the difference in tax treatment between a hard fork and a soft fork? \nIdentify 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:20260529T041625Z
CREATED:20260515T010311Z
LAST-MODIFIED:20260529T041625Z
UID:10005712-1793266200-1793278200@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\n\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/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:20260613T045219Z
CREATED:20260515T011120Z
LAST-MODIFIED:20260613T045219Z
UID:10005811-1793278800-1793281800@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! \nObjectives\nState which activities are eligible for a QBI deduction and any limitations. \nIdentify planning techniques to increase the QBI deduction. \nRecognize 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:20260713T041016Z
CREATED:20260515T005815Z
LAST-MODIFIED:20260713T041016Z
UID:10005663-1793349000-1793361000@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\nDifferentiate between data analytics and data mining. \nList the different types and dimensions of data. \nList the different types of data inquiries that one can make. \nState how to maintain data integrity in a corporate environment. \nRecall how data can be manipulated by end-users. \nRecognize the concept of data governance. \nRecognize how companies may utilize data in the future. \nIdentify the role of AI in data analytics.
URL:https://sc.cpa/event/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:20260613T045022Z
CREATED:20260515T010208Z
LAST-MODIFIED:20260613T045022Z
UID:10005705-1794558600-1794571800@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. \nObjectives\nIdentify situations where a Schedule K-2 or K-3 must be filed for a partnership or S-Corporation. \nState potential remedies to failure to file Schedule K-2 or K-3. \nRecognize the key parts of Form 1116 that are affected by Schedule K-2 & K-3. \nRecall which taxpayers do not need to file Form 1116 – State how Form 1118 is affected by Schedules K-2 & K-3.\nIdentify 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:20260528T041429Z
CREATED:20260515T010715Z
LAST-MODIFIED:20260528T041429Z
UID:10005749-1796200200-1796212200@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:20260613T044126Z
CREATED:20260515T011710Z
LAST-MODIFIED:20260613T044126Z
UID:10005871-1796216400-1796219400@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. \nObjectives\nState the differences between basis calculations for a partnership and an S-Corporation.  \nIdentify when debt increases basis in an S-Corporation and partnership.  \nRecall 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:20261202T140000
DTEND;TZID=America/Detroit:20261202T145000
DTSTAMP:20260613T044324Z
CREATED:20260515T011615Z
LAST-MODIFIED:20260613T044324Z
UID:10005850-1796220000-1796223000@sc.cpa
SUMMARY:(LITX41/27) Understanding S-Corp Taxation - Late S-Elections\, Disproportionate Distributions\, Selling Shares
DESCRIPTION:Event Description\nS-Corporation taxation has lots of pieces. There are helpful elections you can make that can potentially save your client money. There are rigid rules to be adhered to. For example\, if there is more than one class of stock\, it can terminate the S-election. Learning how to successfully navigate these rules can make all the difference. In this course\, we will be discussing some of the more common specialty areas experienced by practitioners – late filing relief for S-elections\, disproportionate distributions\, and selling S-Corporation shares. While these items may not come up on every single Form 1120-S\, you will be able to add more value to clients when they do! \nObjectives\nRecall the rules for a late S-election. \nIdentify the tax implications of an S-Corporation making disproportionate distributions to S-Corp shareholders. \nRecognize the tax rate applicable to the sale of S-Corporation shares.
URL:https://sc.cpa/event/litx41-27-understanding-s-corp-taxation-late-s-elections-disproportionate-distributions-selling-shares/
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:20260613T043058Z
CREATED:20260515T011519Z
LAST-MODIFIED:20260613T043058Z
UID:10005844-1796373000-1796385000@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! \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:20260613T051220Z
CREATED:20260515T010130Z
LAST-MODIFIED:20260613T051220Z
UID:10005697-1796389200-1796393400@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. \nObjectives\nRecognize the formula for calculating S-Corp Shareholder basis. \nIdentify the items of income and deduction that are allocated to AAA\, PTI\, AE&P\, and OAA. \nCalculate the tax effects of a distribution on shareholder basis and AAA.
URL:https://sc.cpa/event/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
END:VCALENDAR