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.)
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.
Building a Better Budget in a Time of Uncertainty
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Selected Ethics Topics - 2024 - 2025
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Enterprise-Wide Risk Management in Accounting and Finance
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Basic Individual Taxation Course
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Bumper Sticker Ethics v. Professional Ethics
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Webinar
2.00 Credits
Member Price: $99
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Surgent's What Tax Practitioners Need to Know About Medicare
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Webinar
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
What's Behind the Data?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Understanding Internal Control Constructs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
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 Fraud In Single Audits
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Webinar
4.00 Credits
Member Price: $159
Study real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations and methodologies of the fraudsters Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection
CFO & Controller Critical Skills: Budgeting & Forecasting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Surgent's Controllership Skills Update: Current Survival Skills
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Webinar
2.00 Credits
Member Price: $99
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
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Webinar
2.00 Credits
Member Price: $99
How to determine when an individual is subject to an RMD Coverage of RMD changes under SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the RMD rules The parties that are subject to the RMD rules Exceptions and special considerations for RMDs Rollover and transfer rules in an RMD year The various responsibilities of interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for beneficiaries
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.
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 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements
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
2025 Annual Update for Accountants & Auditors
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Technology Hot Topics for Audits.Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
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Webinar
8.00 Credits
Member Price: $279
Reporting requirements for Schedules K-2 and K-3 Capital account reporting requirements Schedule K-1 reporting for §743 adjustments Schedule K-1 reporting for §704 gains and losses Comprehensive case on partnership/partner application of the business interest deduction Section 704(b) basis versus tax basis for capital accounts Detailed rules of §704 for preventing the shifting of tax consequences among partners or members Unreasonable uses of the traditional and curative allocation methods Layers of §704(c) allocations Treatment of recourse versus nonrecourse debt basis How to calculate basis limitations and the implications on each partner’s own tax return How §179 limitations affect partnership/LLC basis Regulations for handling basis step-ups under §754 elections and mandatory adjustments under §743 and §734 for partnerships that have not made a §754 election Subsequent contributions of property with §754 adjusted basis to another partnership or corporation Capital account adjustments in connection with admission of new members Special allocations and substantial economic effect LLCs and self-employment tax to members Distributions – current or liquidating, cash or property, and the substituted basis rule Termination and liquidation of an LLC