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1 Credit

Priority Management & Effective Delegation (LIOT24/24)

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...

Non-Member Fee: $45


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, ...

Non-Member Fee: $90


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...

Non-Member Fee: $45


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...

Non-Member Fee: $180


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...

Non-Member Fee: $45


2 Credits


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...

Non-Member Fee: $45


4 Credits


2 Credits


1 Credit

Effectively Driving Change (LIOT01/25)

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...

Non-Member Fee: $45


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...

Non-Member Fee: $45


2 Credits


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...

Non-Member Fee: $90


1 Credit

Employee Stock Plans – RSU, ESPP, ISO, and NQSO (LITX02/25)

The Employee Retention Credit (ERC) was an important COVID tax period that allowed payroll tax credits to keep employees working. Recently, the IRS has identified the ERC as a fraud target and warned against "ERC mills". Many clients have heard the a...

Non-Member Fee: $45


4 Credits


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...

Non-Member Fee: $45


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...

Non-Member Fee: $90


4 Credits


1 Credit


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!



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...

Non-Member Fee: $180


2 Credits

Independence Requirements for Auditors (LIET01/25)

Unethical behavior can ruin professional careers. It can also result in fines, penalties, or even a loss of licensure. This course focuses on the moral dilemmas regularly faced by those that work in either public accounting or industry and how to making the most ethical decisions.

Non-Member Fee: $90


2 Credits


4 Credits


1.4 Credits