2 Credits
Managing Cash Flows and Income Tax for Retirement (LITX03/25)
No amount of planning and careful investment relieves the retired person of two burdens: 1) Cash will be required to live . . . food, occupancy, clothing, transportation, etc., and 2) Some cash will be required to pay federal, state, and local income...
3 Credits
SC DOR Employer Withholding Tax Workshop (SRTX0807/25)
SCDOR is hosting this in person course on Sales Tax laws, local taxes and more. Registrants are responsible for their registration fee.
2 Credits
Reasonable Compensation for S-Corps (LITX34/25)
For two decades, the IRS has been preparing an assault on reasonable compensation for S corps. Their arsenal is now fully locked and loaded with everything from commonsense tools to obscure memos. We will explore key court cases, IRS guidelines, p...
1 Credit
What to Do If Your Client Didn’t Take Reasonable Compensation Last Year (LITX35/25)
Are you a new advisor handling an S Corp client, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?”
Knowing that reasonable compensation is...
4 Credits
Understanding Partnership Taxation – Distributions, Basis and Contributions (LITX25/25)
Navigating the complexities of small business partnerships requires a keen understanding of the financial dynamics at play. Small business owners often blur the lines between personal and company finances, leading to frequent distributions from th...
1 Credit
Understanding S-Corporation Taxation Late S-Elections, Disproportionate Distributions, Selling Shares (LITX26/25)
S-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-...
3 Credits
SC DOR Sales Tax Workshop (LRTX0814/25)
SC Department of Revenue offers members localized education. Click the course title to register for free on the SCDOR website!
2 Credits
Deep Dive Into Quality Management (LIAA24/25)
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas ...
2 Credits
Accounting & Attestation for ESG (LIAA25/25)
Environmental, Social and Governance (ESG) has become a hot topic among standard setters. This session will look at the work of the FASB, GASB, and AICPA in the areas of ESG. We’ll also look at the types of engagements CPAs can provide to entities who want assurance around their ESG reporting.
4 Credits
Building a Better Budget in a Time of Uncertainty (LIOT12/25)
Most 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 curren...
5 Credits
SCACPA PIU – Sea Island Chapter (SEPIU/25)
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipelin...
8 Credits
Sea Island CPE Day (SMSEDAY/25)
5 Credits
SCACPA PIU – Coastal Chapter (COPIU/25)
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipelin...
8 Credits
Coastal CPE Day (SMCODAY/25)
2 Credits
Independence Requirements for Auditors (LIET01/25)
CPAs in public practice are required to maintain independence. In this course, we will discuss concepts associated with independence and review the rules from the AICPA Code of Professional Conduct with a focus on their practical application.<br /...
1 Credit
The 6 Steps of Simplified Tax Planning for SMBs (LITX36/25)
Now that tax season is over, it’s time to transition all of your completed SMB (small-to-medium business) tax preparation engagements into new, higher revenue tax planning ones. Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting ...
2 Credits
Email Habits, Non-Verbal Communication Skills, The Art of the Question, Listening Skills, Power Paraphrasing, Purposeful Pause (LIOT02/25)
9-Session Leadership Program
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The program provides immediately implementable leadership...
5 Credits
SCACPA PIU – Pee Dee Chapter (PEPIU/25)
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipelin...
8 Credits
5 Credits
SCACPA PIU – Grand Strand Chapter (GRPIU/25)
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipelin...
8 Credits
Grand Strand CPE Day (SMGRDAY/25)
4 Credits
Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers (LIOT13/25)
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.
1.4 Credits
Lifecycle Financial Planning – Getting Money to Small Business Owners (LITX30/25)
Financial 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 ...
1.4 Credits
Understanding S-Corporation Taxation Late S-Elections, Disproportionate Distributions, Selling Shares (LITX32/25)
S-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-...
5 Credits
SCACPA PIU – Piedmont Chapter (PIPIU/25)
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipelin...