Tax Break Conference (Everything BUT Tax) (CN4116)

Tuesday, April 25, 2017 - Wednesday, April 26, 2017 | 8:30am - 5:00pm (Registration at 7:30am) EST | Wild Dunes, Isle of Palms


After tax season is over, take the time for a breather and join your peers in beautiful Isle of Palms, SC at the New 2017 Tax Break Conference. This day and a half conference will get your mind off taxes and help you get a jump on completing your CPE. Join Tim Quinlan and Bruce Yandle as they provide an Economic Outlook and Robert Charles to gain some insights and ideas from today’s bestselling books.  No matter your area of specialization – accounting, auditing, financial planning, practice management, or tax -  the sessions at the 2017 Tax Break Conference will keep you engaged, motivated and prepared to enhance your career.  

View Brochure


Early Bird Registration: $469 SCACPA Members (by 4/24/2017)
Standard Registration: $494 SCACPA Members, $644 Non-Members
Reciprocal Discount: ($150)


Hotel Accommodations:
Wild Dunes Resort
5757 Palm Boulevard
Isle of Palms, SC 29451
Room Rate: $225 (expires 03/25/2017)  - Reference the South Carolina Association of CPA's group rate (Code #3HD83N).

Complimentary parking is provided in the Wild Dunes Resort Parking Lot. 

The room rate at Wild Dunes expired on 3/25/2017.  For your convenience, here are two hotel options within the vicinity of Wild Dunes:

Hampton Inn & Suites-Charleston/Mt. Pleasant-Isle of Palms

Holiday Inn Express & Suites - Charleston NE, Mt. Pleasant US17

eMaterials are provided. eMaterials will be available for download approximately 3 business days prior to the seminar.

How to access eMaterials

  •  Click here to access your ematerials:
    ( you will be required to login to access the document by using your login credentials.
  •  Click "Conference Manual"  associated with your course or conference. 
  •  Download and save the document to your computer prior to the course.
  • eMaterials are available online up to 7 days following the event


Please select the appropriate session or option below to continue with your online purchase

Tuesday, April 25, 2017

General Session

Is our economy moving to the fast lane?  This session will focus on major economic forces that are playing through our national and regional economies.  Attention will be devoted to what we can expect to see in the next 12 to 18 months for GDP growth, employment, and economic development in South Carolina. Speakers: Tim Quinlan and Bruce Yandle

Concurrent Session B. Please select one:

Tax season is over and it’s time to re-group and prepare for the rest of this year.  In our time together we will look at techniques related to interviewing in order to maximize the quality and quantity of information obtained during the process.  And more importantly, truthful information.  We have all been in interactions where we questioned the veracity of what we were being told, and today we will look at some actions we can take in our interviews to have greater success and confidence in what we learn.  We are looking to add “tools to your tool belt” in the interviewing arena be it an audit, accounting work, interacting with sales people, or dealing with your kids.  We will examine consistency in approach, the need for rapport, the application of good questioning techniques, the necessity of themes to help the interviewee to be truthful, and the skills necessary to handle and minimize denials.    Training Objectives 1. Understand the importance of consistency in interviewing. 2. Identify the reasons for and the necessity of rapport. 3. Identify different question types for success. 4. Describe the reasons why there is a need to theme. 5. Describe the skills necessary to minimize denials. SPEAKER:  Mark Anderson  

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel.  Speaker: John Higgins


During lunch, we will conduct the annual SCACPA member meeting where you will vote on the new slate of board members and officers, approve the Association’s annual budget and hear reports on SCACPA’s activities.  If you have a dietary restriction, please select below.

Concurrent Session C. Please select one:

More and more CPA's are becoming a part of the risk management function within their organization.  How do you measure risk within your company?  Do you really need all of those policies?  And what about cyber security?  This session will help you begin to address these questions, and give you some tools for identifying the unique risks of your organization Speaker: David Peters 

OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites.  This session will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple to use this application is. Speaker: John Higgins

Concurrent Session D. Please select one:

This course covers the laws, rules, and regulations that apply to the licensure of accountants in the State of South Carolina, as well as those that apply to the practice of accounting in the State of South Carolina. This course is designed to meet the South Carolina Board of Accountancy regulation that requires two hours of CPE related to South Carolina Rules and Regulations. This course is approved for the 2016 - 2018 SC Rules and Regulations Ethics Requirement. Speaker: David Peters

Did you know Excel has 400-500 functions depending on your version? Did you know there are 12 different function categories? Did you know you could create your own functions? After you attend this class, you will be in the know!  This session will teach you how to build spreadsheets that validate the accuracy of your calculations and techniques to use the Data Validation feature to validate data entry. You will also learn techniques to cross-foot your data to ensure accuracy as well as how to use the various Excel Auditing Tools. Speaker: John Higgins

Member/Old Guard Reception

Please select, if applicable:

During this event we will honor CPAs who have demonstrated a lifelong commitment to the profession with an awards presentation, meet and greet long-time friends and make new ones.  

There is only one guest allowed per registrant. To register guests: 1. Please check the appropriate GUEST box below. 2. Click “Add to Cart” button, then the hyperlink (Change sessions or Add Guests). 3. Click the green button (ADD GUEST), enter name, and then click the green button (CONTINUE).

Wednesday, April 26, 2017

Concurrent Session E. Please select one:

Is email giving you headaches, time management becoming an issue, or just worried about email security? Then this session is custom built for you. Join Chris as he discusses best practices for streamlining and managing your electronic communications. Participants will gain the skills to declutter their e-mail and review tools to keep the clutter to the absolute minimum. - Learn how to build a customized Inbox Zero program that works for you - Reduce time spent in e-mail to less than 1 hour per day - Simplify the process of scheduling meeting with multiple participants - Create rules, manage clutter, and correct errors in junk mail processing In the end feel comfortable and confident that you are getting the communications you need, and removing those you do not!  Speaker: Chris Jenkins

Company and firm leaders have well-defined profiles on LinkedIn.  Do you?  Why is it important?  What do these business leaders know that you don’t?  This course is designed to help CPAs to harness the power of LinkedIn to broaden their professional network, find key resources, and to enhance their career opportunities. Speaker: Trent Green 

General Session

This session will share thought provoking insight, introductions, and summaries to some of the key strategies and ideas in today's most influential and thought provoking BEST SELLING BUSINESS BOOKS in the area of business, leadership strategy, and professional development in America today. In addition this session will also focus on providing tips and strategies for applying the themes discussed in these books to the professional and personal environment. It has been said that years from now we will be the same people we are today expect for books we've read and the people we've met. (Charles Jordan) Find out more about what today's greatest minds in business and leadership are writing and discussing and what you can use from their insight to take your professional life to the next level. Speaker: Robert Charles 


Course Code:

12.00 Various

Field of Study:
Computer Science, Economics, Personal Development, Special. Know. & Applications

South Carolina Association of CPAs

Course Type:



Advanced Preparation:


5757 Palm Boulevard, Isle of Palms, SC, 29451