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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)
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...
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...
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...
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...
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...
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.
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...
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
PUB 4557 Safeguarding Taxpayer Data (LITX04/25)
Your tax files contain all the information an "evildoer" would need to steal your client's identity and wreak havoc in the client's life. IRS Publication 4557 explains that you are expected to preserve and protect the confidentiality and privacy of t...
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...
8 Credits
Annual Update for Accountants & Auditors (LIAA03/25)
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll also review major changes to common control lease arrangements issued early in 2024. We'll then switch our atte...
2 Credits
Form 706 Preparation and Portability (LITX05/25)
(NOCLAR), as well as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB.
4 Credits
Accounting & Auditing Update (LIAA04/25)
The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2024. We'll also review late breaking changes to the lease standard that may impact common control entities. We'll then turn ...
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...
4 Credits
Common Yellow Book & Single Audit Deficiencies (LIAA05/25)
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence...
4 Credits
Current Fraud and Cybersecurity Risk Trends (LIAA06/25)
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.
1 Credit
Emotional Intelligence; Leadership Styles (LIOT03/25)
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...
2 Credits
The Unique Tax Accounting Issues in Estates and Trusts (LITX06/25)
This program focuses on common terminology used in estate and trust documents in order to assist accountants in dealing with estate and trust issues for clients.