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CPE Catalog & Events

Society Events are In-Person or Via NVCPA Hosted Zoom

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Surgent's Preparing Not-for-Profit Financial Statements

Friday, December 9 6:00am - 2:00pm

Webinar

8.00 Credits

The key requirements, options, and disclosures related to each of the basic financial statements How the reporting of functional and natural expense information has changed The requirements related to providing liquidity and availability of financial assets information The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitio

Friday, December 9 6:00am - 2:00pm

Webinar

8.00 Credits

IRS challenges, urgency for modernization Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic IRS finally releases guidance for the marijuana industry "Recycled" Form 1099-NEC to report nonemployee compensation Form 1065 steps for reporting capital Schedules K-2 and K-3 reporting requirements Centralized audit regime; late filing penalties and small partnership relief What is terminating S corporations today? “Substance over Form” argument of shareholder loans Advanced study of “At-Risk” loans Employer W-2 correction requests Don't get caught watching the paint dry -- What is hot and new What is terminating S corporations today? Special allocation issues of §704 Final regulations for allocating depreciation recapture to partners and members of LLCs

The Best Individual Income Tax Update Course by Surgent

Friday, December 9 6:00am - 2:00pm

Webinar

8.00 Credits

Timely coverage of breaking tax legislation Donor Advised Funds Detailed review of Loss Limitation Rules Employee vs. Independent Contractor classification considerations A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance IRC §163(j) and §461(l) Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more

Accounting in the Wild Wild West of COVID-19

Friday, December 9 6:30am - 8:30am

Webinar

2.00 Credits

The major topics covered in this class include:Risk assessmentPPP LoansPandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsOther current events as appropriate

CFO Series-Doing More with Less

Friday, December 9 8:00am - 10:00am

Webinar

2.00 Credits

The major topics covered in this class include:Identify various kinds of wasteLearn how to eliminate wasteUnderstand the benefits of standardizationKnow the human issues in process improvement

CFO Series - December 2022 Webinar Bundle

Friday, December 9 8:00am - 4:00pm

Webinar

8.00 Credits

Week 1: CFO Series-Doing More with LessCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Tracy Cooper, CPA The Knowledge InstituteDate: 12/09/2022Description: Do you have too much to do and not enough time to do it? Running efficient accounting and finance functions is not rocket science, but it does require that you get the simple things right. This session covers issues that you may not have thought about that can deeply affect your financial department's operations.Week 2: CFO Series-Creating Competitive AdvantagesCPE: 2 Field of Study: Business Management & OrganizationDiscussion Leader: Brian Maturi, MBA The Knowledge InstituteDate: 12/16/2022Description: TBDWeek 3: CFO Series-Fixing System Risks: Two Keys to SuccessCPE: 2Field of Study: AuditingDiscussion Leader: Don Minges, MBA The Knowledge InstituteDate: 12/23/2022Description: The system failed; it does not work. The system does not deliver as promised. Processes that used to work - suddenly blow up. Too often we work in an environment where one or more systems fail. We will discuss the two key causes why most business systems crash. What are the steps to take that will reduce system risk? Why do we unintentionally design systems that are doomed to fail?This session outlines multiple steps to reduce and hopefully eliminate system risks. Proper planning is essential. If you are a "Fix-it" person, then this session is for you.Week 4: CFO Series-360 Budgeting: Present Your Numbers EffectivelyCPE: 2Field of Study: AccountingDiscussion Leader: Robert Mims, CPA The Knowledge InstituteDate: 12/30/2022Description: Perhaps the most important element of the budget process is its communication. If management does not understand the budget - there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans.

PowerPoint Advanced - Take Presentations From Good to Great

Friday, December 9 8:30am - 10:30am

Webinar

2.00 Credits

The major subjects that will be covered in this course include:Using slide transitions and animationCustomizing the slide layout, handout and notes mastersDesigning your own themeInserting Excel charts and dataIntegrating audio and video files into your presentationUseful add-on tools and reference materials

Complying with Audit Documentation Requirements

Friday, December 9 10:00am - 12:00pm

Webinar

2.00 Credits

The major topics covered in this class include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as a means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies

Surgent's What Tax Practitioners Need to Know About Medicare

Friday, December 9 10:00am - 12:00pm

Webinar

2.00 Credits

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 Current and late breaking legislative and regulatory developments

Yellow Book Independence and Single Audit Fundamentals

Friday, December 9 10:00am - 2:00pm

Webinar

4.00 Credits

The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor consideration Fundamentals of a compliance audit performed under the Uniform Guidance Schedule of expenditure of federal awards Determination of major programs Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing complianceWriting an audit finding Reporting requirements of a single audit COVID-19 changes

Starting a Fraud Investigation

Friday, December 9 10:30am - 12:30pm

Webinar

2.00 Credits

The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques

Podcasts: How To Market Your Expertise To Get More Clients

Friday, December 9 11:00am - 12:00pm

Webinar

1.00 Credits

The major topics covered in this class include:Brainstorm ideas on creating a podcast that you are proud ofA guide on how to start your first episodeOverview of the equipment needed to start recording your podcast immediately

Surgent's Employee Stock Options: What Financial Professionals Should Know When Advi

Friday, December 9 11:00am - 1:00pm

Webinar

2.00 Credits

What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options

Surgent's Taxation of the Mobile Workforce

Friday, December 9 11:00am - 1:00pm

Webinar

2.00 Credits

What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?

CPA Super Search: A New Research Checklist System for Google

Friday, December 9 12:00pm - 2:00pm

Webinar

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupations

Office 365 SharePoint Fundamentals

Friday, December 9 12:00pm - 2:00pm

Webinar

2.00 Credits

The major topics that will be covered in this course include:Orientation to SharePoint OnlineAnatomy of a SharePoint siteHow to create a SharePoint siteUnderstanding document librariesUnderstanding custom listsSharePoint and OneNote app integrationSharePoint and Teams app integrationUnderstanding site permissionsIntroduction to site settings

Acts Discreditable: A Powerful Ethics Rule

Friday, December 9 1:00pm - 2:00pm

Webinar

1.00 Credits

AICPA Rules-Based EthicsA Narrow View of Acts DiscreditableCompare: A Principled View of Acts DiscreditableCaseConclusion

Ethics: How to Build and Keep Your A-Team

Saturday, December 10 6:00am - 7:00am

Webinar

1.00 Credits

You will learn the four key components of building and keeping your A-team. In addition to finding knowledgeable and skilled people, you must:Advertise for characterHire for characterPromote and fire for characterWalk the talk

Your Guide to Quality Account Reconciliations

Saturday, December 10 6:00am - 8:00am

Webinar

2.00 Credits

The major topics that will be covered in this class include:The importance of quality account reconciliationsHow to evaluate the characteristics of a reconciliationPurposeful strategies and leading practices that will help advance reconciliation quality

Surgent's Annual Accounting and Auditing Update

Saturday, December 10 6:00am - 2:00pm

Webinar

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters