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
Disrupt to Dominate: Mastering Change Leadership
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Money Laundering Awareness for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Supporting Mental Wellness to Thrive in Work and Life
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.
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.
Ethics, Tax Practice & Understanding Circular 230
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Importance of ethics in tax practiceOverview of Circular 230 and its application to tax practitionersCommon ethical violations and penaltiesProcedures to promote compliance with ethical standardsReal-life scenarios illustrating ethical decision-making in tax preparationCircular 230 provisions related to tax return preparation and representationBest practices for maintaining professional integrity and compliance
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
The Future of Audit: Technology, Talent & Transformation
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
Smarter Tax Services with Artificial Intelligence (AI) Tools
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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 technology and how it worksIdentify where AI can be incorporated into tax research, planning, and compliance servicesDiscover new opportunities to enhance your client advisory tax services with AI toolsReview the market of emerging and AI enhanced tax software toolsLearn about the newest generation of AI enable 1040 source document collection and organizer applicationsReview specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services
Surgent's Emotional Intelligence
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Webinar
4.00 Credits
Member Price: $159
Self-awareness Self-regulation & motivation Empathy Managing relationships
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
Documenting Your EBP Audit: What You Need to Know
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Webinar
8.00 Credits
Member Price: $319
Professional standards Audit planning Risk assessment and control testing Documentation best practices for investments and plan expenses Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable Participant data and participant accounts Initial audits, plan mergers, and other issues
Financial Statement Presentation, Disclosure, and Analysis
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:U.S. GAAP and Special purpose frameworksForm and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners’ equity statements; Comprehensive income; Supplementary informationComparative vs. single-period financial statementsSufficiency of disclosuresIllustrative disclosures frequently encountered in small-to-medium reporting entitiesIndustry-specific nuancesPurposes of financial statement analysis Trend analysis and vertical & horizontal analysisSimple and multivariate regressionAnalysis of metricsAssessment of liquidity, solvency, and profitabilityUsing data visualizationsThe role of qualitative factors
Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
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Webinar
8.00 Credits
Member Price: $279
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit
What You Can Learn From the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
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
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
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
Surgent's Hiring New Workers and Payroll Taxes
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Webinar
2.00 Credits
Member Price: $99
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance
Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
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Webinar
2.00 Credits
Member Price: $119
Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income