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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.)

Showing 931 Online Results

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

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Webinar

2.00 Credits

Member Price: $99

SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when, and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax

Surgent's Engagement and Client Retention Best Practices

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Webinar

2.00 Credits

Member Price: $119

Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

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Webinar

3.00 Credits

Member Price: $169

The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

Surgent's Mastering Accounting for Income Taxes

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Webinar

4.00 Credits

Member Price: $159

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes

Surgent's Annual Accounting and Auditing Update

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Webinar

8.00 Credits

Member Price: $299

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters

Surgent's Mastering Client Management for Accounting and Finance Professionals

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Webinar

2.00 Credits

Member Price: $99

The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice

Taking Advantage of Array Formulas in Excel

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.Using Array Constants:  This section teaches how simplify the use of static values called Array Constants

Google Gemini AI for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips

Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

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Webinar

2.00 Credits

Member Price: $99

Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding  Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax

Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit

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Webinar

2.00 Credits

Member Price: $99

The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages

Surgent's Establishing State Residency and Saving Your Clients Money

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Webinar

2.00 Credits

Member Price: $99

Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency

Surgent's Public Speaking and Presentation Skills

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Webinar

2.00 Credits

Member Price: $99

How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

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Webinar

4.00 Credits

Member Price: $159

Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities

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Webinar

2.00 Credits

Member Price: $99

What keeps companies from becoming streamlined?  Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases  Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting  Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle

Yellow Book Ethics

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior

Surgent's Management Fundamentals

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Webinar

4.00 Credits

Member Price: $159

What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability

Surgent's Ethics for Tax Professionals

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Webinar

2.00 Credits

Member Price: $99

What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?

Surgent's Excel Tables and Conditional Summing

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Webinar

2.00 Credits

Member Price: $99

Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables

CFO Series: Proven Methods to Detect and Prevent Fraud

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Definitions and types of fraud.How are frauds caught.Where, how, and when to look?Common red flags!How to reduce your fraud risks.

Surgent's The Art of Delegation: Strategies for Improving Your Skills

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Webinar

2.00 Credits

Member Price: $99

What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?