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CPE Catalog & Events

Society Events are In-Person or Via NVCPA Hosted Zoom - All times listed in PST (cancellation policies apply, contact NVCPA for details.)

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LLC's & S Corporations: a Comparative Analysis

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Comparative analysis of LLCs and S CorporationsEntity formation, compliance, and operational structuresSelf-employment tax and its implications for LLCs and S CorporationsForm 2553 preparation and relief for late filingsRev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and applicationS Corporation eligibility errors and corrective measuresCorporate governance and formalities for both entity typesShareholder stock and debt basis for S CorporationsForms 1120S, 1065, and related schedules (K-1, K-2, K-3)Officer reasonable compensation and general partner guaranteed paymentsAudit strategies, estate planning, and business continuation planning

Operations Level Internal Control

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

Using AI to Instantly Transform Ideas into Revenue Streams

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

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Webinar

3.00 Credits

Member Price: $149

The federal transfer tax exemption  What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

Technology Trends Update for CPAs with John Higgins

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update

Deep Dive Into Common Auditing Deficiencies

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.

AI Revolution: The Big Picture for CPAs

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment

Internal Control Changes for Remote Workers

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Surgent's Tax Research

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Webinar

2.00 Credits

Member Price: $99

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation  Citing other primary authority Private letter rulings  Primary vs. secondary authority  Secondary sources of authority Steps in the tax research process Research memoranda

Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change

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Webinar

2.00 Credits

Member Price: $99

Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance

Understanding the New Forms K-2 and K-3

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included

Surgent's Emotional Intelligence

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Webinar

4.00 Credits

Member Price: $159

Self-awareness Self-regulation & motivation Empathy Managing relationships

Ethical Intelligence for Artificial Intelligence

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices

2025 AICPA Regulatory Ethics Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.

Individual Tax Update: Recent Developments

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

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Webinar

2.00 Credits

Member Price: $99

Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements  Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance

Leveraging ChatGPT for Innovative Business Advisory Services

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services

Hot Topics Audit & Attest Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Tax Implications of Retirement Plan Distributions

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0

ChatGPT Vision: How Accountants can Chat with Imagery

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.