CPE & Event Calendar

You could pay $0 for this course!As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3051. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Keeping pace with technology has never been more crucial, and K2's Tech Update is your key to staying informed and ahead. This comprehensive session is tailored for accounting professionals seeking to understand the landscape of technological advancements. You will gain insights into the latest developments and how they impact the accounting sector. Our expert-led program will delve into the newest Software and Hardware innovations, the evolving role of AI and machine learning in accounting, and the burgeoning impact of technologies like quantum computing and blockchain. This course guides you through the advantages and challenges of these technologies and helps you craft a technology strategy that aligns with your business goals. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15320. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Power your organization with smarter financial systems.    Looking to upgrade your tech stack and streamline your workflow? MassCPAs Demo Days give you a front-row seat to the tools transforming accounting, through live demos, real-time Q&As and practical insights you can put to work right away.    Join us on November 12 for our Financial Operations Platforms Demo Day to explore the systems behind efficient financial operations, including ERP platforms, billing, expense management, forecasting and reporting tools. Ideal for both firms and professionals in industry.    You’ll learn:  How to streamline core financial processes  Ways to improve accuracy, visibility and decision-making  Tools that integrate seamlessly across your organization    Strong financial operations are the foundation of success, make sure yours are built to scale. 

You could pay $0 for this course!This course is designed to assist those who want to remain up to date on guidance issued by the Financial Accounting Standards Board (FASB). Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting, and hedging. Hear about the results and findings of the FASB’s post implementation review report involving the lease standard, and much more This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-15193. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!The budgeting process can be a mundane chore for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four-part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-13322. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Preparation engagements are the simplest and most flexible service that accountants perform under SSARS. Preparations allow accountants to assist clients with preparing financial statements without providing assurance or issuing a report on their work or the financial statements. This introductory course explains when a preparation engagement is appropriate, what AR-C Section 70 requires, and how to prepare clear, properly labeled financial statements. Through practical explanations and easy-to-follow examples, participants gain the foundational knowledge needed to perform preparation engagements efficiently and in compliance with professional standards. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15396. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Many accounting and finance practitioners have had difficulty understanding and applying the One Big Beautiful Bill Act (OBBBA). Accounting and finance practitioners are still confused and challenged by many of the new and extended tax provisions that the OBBBA delivered. Mastering these crucial provisions requires multiple exposures to these challenging tax changes. This program is a four-hour review and analysis of the most important changes from the OBBBA that impact both individual and business taxpayers. This course affords accounting and finance practitioners an opportunity to gain a broader, deeper understanding of this wide-ranging set of new tax rules, to grasp what is new and what is a continuance of prior rules, and to develop deeper planning insights into the many changes that the OBBBA contains. To the extent that the Treasury has provided guidance relating to OBBBA changes, we will discuss that guidance. We will also point out areas where Treasury guidance would be useful and areas where guidance is expected. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-14053. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15397. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13016. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so complex and examine the relationship between the contractor and the surety, both from an underwriting and a claims perspective. We will also explore what the surety looks for to maximize potential bond credit. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-10074. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and K-2 and K-3 reporting. This course follows a highly illustrative case study format to increase participant comprehension and retention. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-3441. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course is a 'deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact of recent tax legislation, as well as historically difficult areas of the law like passive activity and at-risk rules. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3371`. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!"If you only take one technology course this year to stay current, this is it. This high-level update provides a comprehensive look at the major shifts in hardware, software, and market trends that will define the professional landscape in 2026. We move beyond the headlines to identify the ""best of the best"" tools and strategies that offer genuine business value, helping you separate meaningful progress from short-term hype. Whether you are working from a traditional office, a home setup, or a mobile environment, this session clarifies how to align your tech stack with the current direction of the industry.The curriculum balances big-picture market insights with practical updates on the tools you use daily. We will examine the evolution of intelligence in the workplace—tracking the move from simple AI chat prompts toward integrated, agentic workflows that handle real business tasks. From major cloud platform overhauls to the latest hardware benchmarks, you will gain the specific insights needed to make informed investment decisions for your firm or organization. Join us to see what is around the corner and prepare your practice for the opportunistic year ahead." Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15321. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-8906. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!All we really know is the past but all that really matters is the future. Traditionally, the controller’s job focuses more on looking backwards while the CFO looks to the future to drive the organization forward--two different perspectives. Leaders depend on us to present a cogent and reasonably accurate forecast in order to make sound decisions. Whether we call our plans budgets, projections, forecasts or business plans, we are trying to predict the future without a magic crystal ball, tarot cards or a Ouija board. We will discuss ways to help make the best estimates we can, but there is one thing we know: We will be wrong! We will also examine the rapidly changing world we live in and how our organizations and how lessons from our collective past can help us find opportunities and adapt to our ever-changing environment. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-13322. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15398. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Giving and receiving feedback is one of the most important (and most challenging) skills in the workplace. Whether addressing performance concerns, navigating team tension or managing up, the ability to handle difficult conversations effectively can strengthen relationships, build trust and improve results.    In this interactive session, you’ll learn practical strategies for approaching high-stakes conversations with confidence, empathy and accountability. Through real-world examples and small-group exercises, you’ll practice how to:    Deliver constructive feedback clearly and respectfully  Respond productively when receiving difficult feedback  Manage defensiveness and emotional reactions  Navigate challenging workplace dynamics with professionalism  Turn difficult conversations into opportunities for growth and collaboration    Leave with actionable tools and frameworks you can apply immediately in your day-to-day work.      This session is part of a three-part series. Register for the full series here.

You could pay $0 for this course!The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-13033. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15322. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!This course may assist those who want or need to remain up to date on recently issued and effective guidance impacting the accounting and auditing of small privately held businesses.  This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-8761. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.