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.)
Controls to Secure the Growing Digital Footprint
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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 Reasonable Suspicion
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Webinar
1.00 Credits
Member Price: $59
The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace The impact of drug and alcohol abuse on workplace safety The possible connection between performance issues and drug or alcohol abuse The role of documentation in reasonable suspicion testing Confidentiality concerns in the testing process
AI & Accounting in Retail
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
Individual Tax Update: OBBA and Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Surgent's Real Estate for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Webinar
3.00 Credits
Member Price: $149
Due diligence checklist items Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and the residual method Selling sole proprietorships, partnerships, and corporations Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Complete Guide to Analyze Data with Excel PivotTables
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Cybersecurity: Protecting Your Firm's Data and Reputation
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Assessment of the current cybersecurity threat level and vulnerabilitiesDeveloping your WISP (Written Information Security Program) Deploying a password management app (PMA) to fortify the security of your login credentialsImplementing an incident response plan to minimize the damage from a cybersecurity attackUnderstanding the role of cybersecurity insurance
How to Audit Inventory
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
No Tax on Overtime: Payroll Compliance
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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 Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
Build Better Budgets: Fundamental Techniques
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
The Ethic of Self-Esteem For Women
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
Calculating the Retirement Need
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
Volume to Value: A New Era of Precision Hiring in Accounting
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
Profiles in Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
Schedule K-1: What is it & What do I do with it?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
What's Changing in A&A for Governmental Entities (2026/27)
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Webinar
2.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105.Overview of active GASB exposure drafts and ongoing projects.Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
Member Price: $299
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Untying the Knot: Taxes & Divorce
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Filing Status: Determining the correct filing status during and after divorce.Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts.Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce.Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS.Currently-Not-Collectible Status: Understanding when and how to use this option.Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities.Lien Discharges & Subordinations: Managing IRS liens on property during divorce.Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations.Case Studies: Explore unusual and complex tax issues in divorce through real-world examples.
Current Cybersecurity Risk Management Trends
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats