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.)
Surgent's Critical Conversations
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Webinar
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Surgent's Forms 7217 and 7203
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Webinar
2.00 Credits
Member Price: $99
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution IRS’s new regulations regarding basis shifting in favor of high-marginal tax rate related partners Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webinar
4.00 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Navigating IRS Collections: The Collection Process
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
What's Going on at the FASB (2025)
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
AI Privacy, Security, and Compliance Masterclass
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
Fraud & Embezzlement: Case Studies from the Trenches
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Business 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:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Webinar
4.00 Credits
Member Price: $159
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements
2025 Accounting & Auditing Update for Small Businesses
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Grading Your Auditors - Are You Getting the Most Value?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Surgent's A Guide to Gig Economy Tax Issues
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Webinar
2.00 Credits
Member Price: $99
Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case
Surgent's Business Writing: Professional & Effective Emails
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Webinar
2.00 Credits
Member Price: $99
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Accounting for the Gig Economy
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
Analyzing Financial Statements
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Current Nonprofit Fraud Trends
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Corporate Transparency Act Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Webinar
4.00 Credits
Member Price: $159
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting