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...
1 Credit
Employee Stock Plans – RSU, ESPP, ISO, and NQSO (LITX02/25)
Many of our clients are getting paid with employer stock or they may be able to purchase their employer stock at a discount. We need to advise our clients on the different tax aspects of these employer stock plans. When you are knowledgeable on th...
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 itself from its competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to cus...
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...
2 Credits
How to Audit: Cash (LIAA18/25)
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. <br ...
2 Credits
How to Audit: Inventory (LIAA19/25)
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory.
During this course, we will also...
1 Credit
A Guide to Beneficial Ownership Information Reporting (LITX33/25)
Starting in 2024, the Corporate Transparency Act requires most legal entities registered in the U.S. to report their beneficial owner information (BOI) to the federal government. This course will educate accounting professionals about the requirement...
2 Credits
How to Audit: PP&E (LIAA20/25)
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.&nb...
2 Credits
How to Audit: Expenses & Payables (LIAA21/25)
Nonprofits face unique accounting challenges. This course will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, we will focus on the typical transactions and ac...
2 Credits
A Guide to Sampling – PART 1 (LIAA22/25)
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a loo...
2 Credits
A Guide to Sampling – PART 2 (LIAA23/25)
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls and tests of compliance.
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)
Strategic Synergy: Integrating Business Growth and Life Planning (SMOT01/25)
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...