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THIS ISSUE Chris Jenkins, CAE, CISSP David R NO HIDING, ALL SEEKING ‘HOW I WORK, FROM HOME’ VIRTUAL SPRING SPLASH Get noticed when tech makes it easier Meet three young CPAs and what Learn how in a matter of weeks than ever for customers to avoid you they found out in their ‘new’ workplace SCACPA’s CPE presenters pivoted to online SOUTH CAROLINA CPA REPORTSecond Quarter 2020 Land on the right side How to navigate the knowns before venturing into the unknowns for your clients Columbia, SC Columbia, PERMIT NO. 1146 NO. PERMIT US POSTAGE PAID POSTAGE US PRSRT STD PRSRT 163056 Rev1.indd 1 7/10/20 1:00 PM Endorsed By: LOOK AT INSURANCE FROM A NEW PERSPECTIVE Some people consider talking about insurance as exhilarating as getting a root canal. The AICPA Professional Liability Program is different. It’s your program—created and presented by subject matter experts in the accounting profession. Our approach is educational. Consultative. Our goal is to provide CPAs with a satisfying experience when it comes to helping insure their firm, as well as protecting their reputation and livelihood. E-13935-520 SC Please contact Charles Cauthen at McGriff Insurance Services, Inc. at 1.800.868.3721 or CLCauthen@ mcgriffinsurance.com Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc., a licensed producer in all states (TX 13695); (ARAffinity Aon Insurance Services is the brand name for brokerage and program administration operations of Aon 0G94493), (CA Insurance Services, Inc., Affinity Aon CA, Inc.; in Insurance Services Affinity AIS 0795465); in OK, (CA Inc. Agency, Insurance Affinity AIS MN, & CA 100106022); in Agency. Insurance Affinity AIS Agency and in NY, Administrators and Berkely Insurance Direct Insurance It is not The information is intended to present a general overview for illustrative purposes only. companies provide the products and/or services described. One or more of the CNA intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide actual terms, coverages, amounts, conditions and exclusions for an Financial Corporation. Certain All products and services may not be available in all states subject to change without notice. “CNA” is a registered trademark of CNA insured. All rights reserved. Financial Corporation subsidiaries use the “CNA” trademark in connection with insurance underwriting and claims activities. Copyright © 2020 CNA. CNA 163056 Rev1.indd 2 7/10/20 1:00 PM CONTENTS Volume 50, Second Quarter 2020 FEATURES South Carolina Association of CPAs 1300 12th Street, Suite D | Cayce, SC 29033 P (888) 557-4814 F (803) 791-4196 www.scacpa.org OFFICERS Zoe Davis, CPA, CFE, Chair Ken Newhouse, CPA, CITP, CGMA, USTCP, Chair Elect Lesley Kelly, CPA, Treasurer Dr. Clarence Coleman, CPA, CGMA, MBA, Immediate Past Chair 10 14 BOARD OF DIRECTORS Timothy L. Baker, CPA, DBA, CITP, CMA Harris J. Darver, CPA Graham A. Gage, CPA Tyler Gibbons, CPA, CFE Michelle S. Gneisig, CPA, CGMA Leslie Johnson-Quick, CPA David Knoble, CPA, MAC, CGMA Brad Ledford, CPA, CMA, CGMA Uvette Pope-Rogers, CPA, CGMA James B. Reese, CPA, CITP, CISA Valerie E. Rumbough, CPA, CFP 17 22 10 Virtual Spring Splash Testimonials CHIEF EXECUTIVE OFFICER Chris Jenkins, CAE, CISSP 14 How I Work From Home MANAGING EDITOR 17 How CPAs Can Land on the Right Side Up Gregory Hardy 22 Thank You South Carolina CPA-PAC Donors CONTRIBUTING WRITERS Zoe Davis, CPA, CFE Chris Hervochon, CPA, CVA Steven K. Howell, CPA, MBA IN THIS ISSUE Chris Jenkins, CAE, CISSP David R. Peters, CPA, CFP, CLU, CPCU 9 Advocacy Update; Group Insurance Trust for SCACPA Members 18 Being Useful and Easy to Find: Inbound Marketing for Firms GRAPHIC DESIGN Elissa Macarin Jeff Jenkins 20 Get Your Firm on the Cloud to Track New Opportunities 24 CPA-PAC Donations List EDITORIAL TASK FORCE Varada Ogale, CPA (Chair) 25 Thank You Educational Fund Donors Timothy L. Baker, CPA, DBA, CITP, CMA Shannon Fortenberry, CPA, CGMA 26 SCACPA Connect; SCDOR Update Steven K. Howell, CPA, MBA David R. Peters, CPA, CFP, CLU, CPCU 37 Condolences Robert C. Charles, CPA, MBA, JD IN EVERY ISSUE Statements of fact and opinion are made by the authors alone and do not imply an opinion on 4 From the Chair 34 Welcome New Members the part of the officers or members of SCACPA. 6 From the CEO 36 Member News Advertising rates will be furnished on request to SCACPA, Brookland Place, 1300 12th Street, Suite 8 Association News 38 Classifieds D, Cayce, SC 29033 or (803) 791-4181. Publication 28 Upcoming CPE 38 Advertisers Index of an advertisement in the CPA Report does not constitute an endorsement of the product or service by the CPA Report or SCACPA. www.scacpa.org South Carolina CPA Report | Second Quarter 2020 163056 Rev1.indd 3 7/10/20 1:00 PM FROM THE CHAIR If You’re Not Adjusting to Change, What are You Waiting For? A message from Zoe Davis, CPA, CFE, SCACPA Board Chair | Member since 1997 s my yearlong service as the Chair of your SCACPA I’m sorry you’re at the forefront of this disruption, but you Board comes to an end, here is my final “From the are not going through it alone. Chair” column for you. A Most importantly, I would like to focus on gratitude. I knew from the beginning that this role would be a I am grateful to our volunteers and our Board of Directors pleasure and a duty and would be over far too quickly. But for the time, efforts and skills they offered during these who could have had any idea that we would close this time times. together by logging so many hours on Zoom? I also do not want to forget our awesome SCACPA staff. So much has happened since we first had to start asking Even before adapting to a remote working environment, “What’s happening?” in March. these valued collaborators always do amazing work behind I have heard your stories. You’ve the scenes month after month, year been sorting through endless after year to make things happen amounts of phone calls, texts and There’s only one answer that make a difference in the life of emails, especially if you are jug- to the question, our Association every day – plan- gling small business clients trying to “What do we do?” ning, organizing and having a hand learn the PPP rules before you could in the important issues ranging from decipher the requirements from the And that answer is advocacy to education and much banks. You’re wondering how you’ll “We adjust.” more. Since March, they were then be compensated fairly for your exper- able to make timely changes to our tise and diligence. CPE schedules by moving our learn- ing events online and their availability in addressing the But there’s only one answer to the question, “What do we issues of our members. Thank you for all your hard work! do?” And that answer is “We adjust.” Gratitude is also extended to our families, co-workers We learned that your community needs you. Professionals and clients. Because even with our environment in a like you can showcase the value CPAs bring when the never before known crisis, life’s small panics could still state’s dynamic business landscape is faced with strife. It continue as usual. One small example for me was when I is vital that we share our experiences and expertise with found myself running my crazy Ragdoll cat Cooper to the others. emergency vet on a Thursday afternoon and then picking You have SCACPA’s utmost commitment that we’re work- him up on Friday. Working together, we were mindful and ing on your behalf. Even when upended by breathtaking sensitive to the importance of not only physical health but change, SCACPA builds and maintains a community of mental health. relief and encouragement for you and your peers, clients One aspect of this period of time that will always stand and families. 4 South Carolina CPA Report | Second Quarter 2020 www.scacpa.org 163056 Rev1.indd 4 7/10/20 1:00 PM out for me is how we had to convert our Annual Member to Ken Newhouse, CPA, as your Board Chair for 2020-21. Meeting from its intended place during the Spring Splash I’m disappointed that we didn’t get a Spring Splash accounting conference in Spartanburg into a Virtual Entertainment night this May, but I think what we did Annual Member Meeting, held via livestream on Monday, proves the determination, resiliency and pride that May 18 during lunchtime. SCACPA members show in their This is one more adjustment all Association. of us must make in our period Use your membership to lever- of social distancing. Ordinarily, age relevant CPE for the infor- the Annual Member Meeting is mation you need to best serve conducted during the luncheon your clients. This year’s October of Day One at Spring Splash. Month of Service will require For logistical reasons, it wasn’t more creativity than ever to plausible to conduct this during create ways to show CPAs give the lunch break of Virtual Spring back to their communities, and Splash on the Thursday and we’d love to start hearing your Friday of the week prior. ideas this summer of what that Attendees voted on the new slate of board members and can look like. officers, reviewed the Association’s annual budget and As your departing Chair, I find this final report to our mem- heard reports on SCACPA’s activities – without the banquet bers bittersweet. Although I will no longer be your Board lunch and camaraderie of your colleagues and peers gath- Chair after July 1, I will continue to be with you.
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