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
-
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
Financial & Tax Accounting for S Corporations & Partnerships
-
Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
How to Build a Custom AI Chatbot and GPT in Plain English
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
Numbers to Narrative: Storytelling in Business Communication
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario
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.
Ethical Performance Management
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Internal Controls Over Compliance vs Compliance
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes
Ethics: How to Give and Receive Criticism the Right Way
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Accounting for and Auditing Cryptocurrency & Digital Assets
-
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
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
The AI Revolution in 2026: What CPAs Should Know
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools
Forensic Accounting: When The Office Is A Crime Scene
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
IRS Penalties and Abatements
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Fundamentals of Form 1040 -- Business
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
AI & Accounting in Construction
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits
Microsoft Outlook "Must Know" Email Tips
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Surgent's A Guide to the 401(k): Concepts and Strategies
-
Webinar
2.00 Credits
Member Price: $99
401(k) eligibility, vesting, compensation limits, and annual testing Contribution types, limits, deadlines, and reporting requirements Traditional, Roth, and other after-tax contribution planning strategies Employer match optimization and profit-sharing structures Coordination across multiple employers and plan types Distributions, penalties, and tax reporting considerations Direct vs. indirect rollovers and rollover risk management Net unrealized appreciation (NUA) planning for employer stock Qualified plan loans and appropriate use cases Inherited plan rules
Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
-
Webinar
2.00 Credits
Member Price: $99
Introduction to the OIC program Types of OICs Eligibility criteria Financial analysis Offer amount calculation Preparing Forms 656 and 433-A(OIC)/433-B(OIC) Supporting documentation and strategy OIC submission and IRS review process Appeals and negotiation techniques Best practices and common pitfalls Real-world scenarios and case studies
Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
-
Webinar
2.00 Credits
Member Price: $99
Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds Current status of DEI (diversity, equity and inclusion) rules
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
-
Webinar
2.00 Credits
Member Price: $99
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act