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.)
About the TIGTA: Who Watches the IRS?
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Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Surgent's Taking Advantage of Like-Kind Exchanges
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Webinar
2.00 Credits
Member Price: $99
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Webinar
2.00 Credits
Member Price: $99
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
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Webinar
8.00 Credits
Member Price: $279
Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Auditing accounts receivable Physical inventory observations Sampling fundamentals Assessing fraud risk in a financial statement audit Day 2: Auditing common investments Financial statement fundamentals SSARS refresher and attestation engagement overview Analytical procedures fundamentals
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.
Forensic Accounting: Crafting Expert Reports
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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.
Reasonable Compensation for S Corps
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
How to Start a CFO Service
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
Surgent's Tax Research - Intermediate Concepts
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Webinar
2.00 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
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
Surgent's Weekly Expert Hour
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Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Grading Your Auditors - Are You Getting the Most Value?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Forensic Accounting: Crafting Expert Reports
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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.
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
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Webinar
2.00 Credits
Member Price: $89
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Webinar
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
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
2025 Not-for-Profit GAAP Update
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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 issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
ChatGPT and Advanced Policy Manual Development for ACCTs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies
Surgent's Federal Tax Update
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Webinar
4.00 Credits
Member Price: $159
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas