CPE Catalog & Events
Society Events are In-Person or Via NVCPA Hosted Zoom
Monetize Your Knowledge as an Accounting Influencer
Thursday, December 8 9:00am - 1:00pm
Webinar
4.00 Credits
The major topics that will be covered in this class include:Step-by-step process to create a business plan and execute itMonetize your skills and knowledge in the accounting channel
QuickBooks at Tax Time - Compliance and Client Onboarding
Thursday, December 8 9:30am - 11:30am
Webinar
2.00 Credits
The major topics that will be covered in this class include: 1. How to spot common mistakes in your client's QuickBooks and how to fix them.Beginning Balances - Understand how to correctly enter the beginning balances for a new data fileCash Position/Bank Reconciliations - Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. Undeposited Funds and Receiving Payments - Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. Inventory - Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. Accounts Receivable and Accounts Payable - Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. Credit Cards - Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. Sales Tax - Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. Payroll Tax - Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution2. The 1099 Tracking System - Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. 3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow.
Responsibility to the Public by the CPA
Thursday, December 8 10:00am - 11:00am
Webinar
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Responsibility to the Public and Due CareCase study: Health SouthReturning client recordsConfidential informationWhistleblowing provisions
Internal Control - Testing for Operating Effectiveness
Thursday, December 8 10:00am - 12:00pm
Webinar
2.00 Credits
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Surgent's The Essential Multistate Tax Update
Thursday, December 8 10:30am - 2:00pm
Webinar
4.00 Credits
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
Surgent's Weekly Expert Hour
Thursday, December 8 11:00am - 12:00pm
Webinar
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Entertainment, Meals & Travel Expenses: Review and Update
Thursday, December 8 11:00am - 1:00pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Excel - From a Blank Sheet to a Finished Workbook
Thursday, December 8 11:30am - 1:30pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
White-Collar Crime: What is It?
Thursday, December 8 12:30pm - 2:30pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:What Constitutes White-Collar CrimeParallel Proceedings: Civil Agencies and the Department of JusticeCorporations: Victims and DefendantsThe Discovery of White-Collar CrimesDeceptions and FraudThe Collateral Consequences
Ethics: What a CPA in Business & Industry Needs to Know
Thursday, December 8 1:00pm - 3:00pm
Webinar
2.00 Credits
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Em
Thursday, December 8 4:00pm - 6:00pm
Webinar
2.00 Credits
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
A History of Investing and a Look Ahead
Friday, December 9 6:00am - 7:30am
Webinar
1.50 Credits
The major topics covered in this class include:Early concepts of investment managementGordon Growth ModelHarry Markowitz: Risk Return Trade-Off Fama & French: Factor ModelingWhich factors are better?Smart Beta Incorporating Client Behavioral Biases What's Ahead?
Criminal Tax For Accountants
Friday, December 9 6:00am - 8:00am
Webinar
2.00 Credits
The major topics that will be covered in this class include:Basic tax crimesInvestigatory techniques Privilege issues Tax loss issues
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
Friday, December 9 6:00am - 9:30am
Webinar
4.00 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance Feedback from the public company adoption of Topic 842
Cases in Corporate Ethics: Discuss Real Life Conflicts
Friday, December 9 6:00am - 10:00am
Webinar
4.00 Credits
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?
Power BI - Analyze Your Data With Excel Pivot Tables
Friday, December 9 6:00am - 10:00am
Webinar
4.00 Credits
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Acco
Friday, December 9 6:00am - 2:00pm
Webinar
8.00 Credits
The future of medical care in the United States and impact on your employees and your costs Future of Social Security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive? Future of workmen’s compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals
Friday, December 9 6:00am - 2:00pm
Webinar
8.00 Credits
Timely coverage of breaking tax legislation Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms Coverage of §199A qualified business income, its calculation, limitations, and examples Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions – A thorough understanding of what’s deductible and what’s not Interest deductions – Limitations and timing problems Retirement contributions and education credits and deductions Tax computations – The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous “practice tips” Impact of recent legislation and forms changes on the 1040
Surgent's Preparing Not-for-Profit Financial Statements
Friday, December 9 6:00am - 2:00pm
Webinar
8.00 Credits
The key requirements, options, and disclosures related to each of the basic financial statements How the reporting of functional and natural expense information has changed The requirements related to providing liquidity and availability of financial assets information The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitio
Friday, December 9 6:00am - 2:00pm
Webinar
8.00 Credits
IRS challenges, urgency for modernization Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic IRS finally releases guidance for the marijuana industry "Recycled" Form 1099-NEC to report nonemployee compensation Form 1065 steps for reporting capital Schedules K-2 and K-3 reporting requirements Centralized audit regime; late filing penalties and small partnership relief What is terminating S corporations today? “Substance over Form” argument of shareholder loans Advanced study of “At-Risk” loans Employer W-2 correction requests Don't get caught watching the paint dry -- What is hot and new What is terminating S corporations today? Special allocation issues of §704 Final regulations for allocating depreciation recapture to partners and members of LLCs