CPE Catalog & Events
Society Events are In-Person or Via NVCPA Hosted Zoom - All times listed in PST
Fixing Your Chart of Accounts
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Webinar
1.00 Credits
Member Price: $55
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
Analytical Procedures: Practical Applications and Standards
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Webinar
4.00 Credits
Member Price: $159
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
Conducting a Remote Audit
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Webinar
4.00 Credits
Member Price: $213
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
CPA Crossings Technology Trends Update
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Emerging mega technologies, what they are and potential applicationsState of the cloud computing market and working remotelyThe explosive growth in Internet of Things (IoT)Big data, data analytics and KPI dashboards, the new frontier for CPAsAutomation through artificial intelligence (AI), machine learning and robotic process automation (RPA)Blockchain technology: the new data storage modelDigital and crypto currencies: Bitcoin, Ethereum and moreCurrent state of cloud based software - financial, ERP, workflow and personal productivity applicationsUpdate on personal technology devicesA peek into the Metaverse
Surgent's Preparing Not-for-Profit Financial Statements
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Webinar
8.00 Credits
Member Price: $279
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 new 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
The Best Individual Income Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transiional filing relief Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements An overview of virtual currency, including recent developments The Independent Contractor vs. Employee Conundrum continues State of the IRS Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Audit 205: Auditing Liabilities and Long-Term Debt Risks
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilitiesKey controls related to liabilitiesAuditing long-term debt, including compliance with covenantsDetermining the proper classification of financing arrangementsProper form of noncompliance waiver lettersImpact of noncompliance on disclosures
Surgent's Managing Up the Ladder
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Webinar
2.00 Credits
Member Price: $99
Influence, persuasion, and power Navigating without position power
Real Estate Professionals, Passive Activity and Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
Key Cybersecurity Controls for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
Taxation of Judgements and Settlements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Types of damages or remedies that can be awarded or agreed upon pursuant to litigationReview of the Internal Revenue Code and regulations governing the taxation of various types of litigation paymentsSuggestions for drafting pleadings or settlement agreements
Accounting for Digital Assets Under U.S. GAAP, Part III
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Webinar
2.00 Credits
Member Price: $118
How to recognize a derivative or embedded derivative in a digital asset transaction How to determine if a derivative or embedded derivative meets the net settlement criterion Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives How the mining process is used to validate transactions How revenue is recognized by mining entities.
Current Audit Environment and ASB Activity
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Webinar
4.00 Credits
Member Price: $213
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Audit 206: Analytical Procedures - Audit Fundamentals
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Identifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewEstablishing expectations for analytic proceduresProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic proceduresCommon pitfalls in performing substantive analytic procedures
Mind the Gap: Embrace Generational Diversity, Maximize Talent
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Webinar
1.50 Credits
Member Price: $94
Review of the forces and factors creating each of the generations Description of each generation's strengths, weaknesses, likes, dislikes, and values Discussion of each generation's desired methods of: working, learning, leadership and communication
Ethical Performance Management
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Webinar
2.00 Credits
Member Price: $99
Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team
What's New in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Surgent's Basics of the Valuation of a Closely Held Business
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Webinar
4.00 Credits
Member Price: $159
When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process