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.)
Improve Spreadsheets by Building Controls in Excel
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Hot Topics Audit & Attest Update
-
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
Surgent's A Complete Tax Guide to Exit Planning
-
Webinar
2.00 Credits
Member Price: $99
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
-
Webinar
2.00 Credits
Member Price: $99
Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse
Surgent's The Art of Delegation: Strategies for Improving Your Skills
-
Webinar
2.00 Credits
Member Price: $99
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
2025 Governmental GAAP Update: Navigating GASB Standards
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Generative AI Strategy for Accountants
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
2025 A&A Update With Technology Implementation
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).
Accountants and Malpractice: Can We Get Sued for This?
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Surgent's Data Analytics Toolkit - Tools and Applications
-
Webinar
2.00 Credits
Member Price: $99
Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference
Controls to Secure the Growing Digital Footprint
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
-
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
Surgent's Introduction to Required Minimum Distributions
-
Webinar
2.00 Credits
Member Price: $99
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Surgent's Mastering Client Management for Accounting and Finance Professionals
-
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
Yellow Book Ethics
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Accounting for the Gig Economy
-
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
Forensic Accounting: Crafting Expert Reports
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned.
Navigating IRS Authorizations: Form 2848 & Form 8821
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Ethics and Technology for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Installment sales: Maximize Tax Benefits and Stay Compliant
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture