- Events
- Organizers
- David R Peters, CPA, CFP, CLU, CPCU
16 Credits
Spring Splash Accounting Conference (Greenville, SC) (CN4113/24)
Spring Splash, one of SCACPA's 2 conferences, features sessions along 5 different tracks over 2 days. Tracks include Tax, Accounting & Auditing, Industry, and Non-Profit/Government. Spring Splash is a large, in-person gathering of CPAs in...
2 Credits
The Risk Management Process & Insurance Fundamentals (LIOT07/25)
Whether you are new to the risk management processor you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a common sense approach, ...
1 Credit
Tax Research Part 1 – Fundamentals (LITX22/25)
The sheer number of sources of tax law can be overwhelming when you are first starting off as a practitioner. How do you differentiate between each one? What does each of them do? And what happens when there are conflicts between them? Through simple...
4 Credits
How To Be a Better CFO (LIOT08/25)
Gone 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 su...
1 Credit
Tax Research Part 2 – Intermediate (LITX23/25)
Answering clients' tax questions accurately and ontime is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the str...
1 Credit
Lifecycle Financial Planning – IRAs (LITX29/25)
Having 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 fundamentals of IRAs, stati...
4 Credits
Using Data Analytics to Give You a Competitive Advantage – Data Types, Data Inquiries, and Data Integrity (LIOT09/25)
Through case studies and discussion, this course will explore what data analytics is and how to approach it. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. ...
1 Credit
Keeping Up with the Tax Code – Required Minimum Distributions (LITX24/25)
Whether 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 fr...
2 Credits
Improving Your Profits: Identifying Cost Cutting Opportunities (LIOT10/25)
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain acompany's competitive position in the industry.However, what keeps us from ridding our organizati...
4 Credits
A Culture of Regulatory Ethics_Making Ethics a Competitive Advantage (LIET11/25)
In a competitive market, every company is looking for anyway to differentiate themselves from their competition.While we often look to new markets and data for acompetitive advantage, ethics can be the factor that makes the biggest difference to cust...
1 Credit
A History of Investing & a Look Ahead (LIOT11/25)
You hear it all the time. Financial products are becoming more complex. Diversification has changed.Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Marko...
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 these...
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-ele...
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...
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-ele...
2 Credits
A Controller’s Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies (LIOT14/25)
Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of...
1.6 Credits
Lifecycle Financial Planning – Dependency & Why It Matters (LITX31/25)
Determining dependency is normally straight-forward in most situations. However, with the changing family dynamic in more current times, practitioners are more often facing unique living and social situations from their clients. In these unique circu...
4 Credits
More Money at the End of the Month – Strategic Ways to Improve Cash Flow (LIOT15/25)
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether oneworks in start-ups or established companies, non-profit orfor-profit entities, cash flow makes our organizations run.Have you ever wondered...
1.4 Credits
Understanding Real Estate Taxation – Rental Activities & Material Participation Rules (LITX27/25)
The 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. And how do you know if someone ...
1.4 Credits
Understanding Real Estate Taxation – Depreciation Issues and Recapture Provisions (LITX28/25)
The 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, w...
2 Credits
Building a Framework for Regulatory Ethics (LIET12/25)
Almost every CPA has heard of the AICPA Code of Professional Conduct. However, have you ever struggled to see how it applies to your professional life? The conceptual framework approach provides for the intersection between the Code of Professional C...