CPE & Event Calendar

You could pay $0 for this course!Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues. 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-2170. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4. 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-15401. 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, the final course 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. The Level V course highlights leadership skills and situations that are common for managers and senior managers of organizations. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. 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. 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-9414. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement 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-12969. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!The partnership section of the Internal Revenue Code is arguably one of the most complicated. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing your client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership 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 to be eligible. The course code for this program is C-3350. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities, and safeguard your organization. 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-2989. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!There are a ton of amazing open-source or free Apps, services, websites available today. Open-source is the philosophy of making the code of applications available freely to the public. Meaning, apps that are free to download and modify to your personal requirements. Anybody can download these Apps and immediately use them for their own projects. Open-source Apps and services are often of the same quality and usability as their proprietary counterparts. This is an opportunity for organizations to save money, better utilize Cloud resources, improve security and mobile access to data. While reducing cost, implementation time and workflow complexity. This course will highlight some of the best open-source or free services available today for desktops and mobile devices. Including Apps and services that organizations have typically paid for in the past. For example, using Open Office instead of Microsoft Word or Excel. Using Mozilla Thunderbird instead of Microsoft Outlook. Or using PDF Creator instead of Adobe Acrobat. It will also discuss open-source projects an organization could use for its main internal systems. For example, using Alfresco for a document management system, or SuiteCRM for a customer relationship management, or WordPress for managing its website. The course will present options for desktop productivity, systems management, accounting, publishing, organization, system administrator and more. Additionally, the course will highlight resources on where participants can find even more useful free tools. Participants are highly recommended to follow along with the presentation with their own devices and try out the various Apps, services and tools presented. 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-15326. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!"In an era where digital threats are evolving at an unprecedented pace, financial professionals require a robust understanding of cybersecurity measures to protect both their personal and client data. This course offers a thorough update on the latest security and privacy challenges that CPAs and business experts will face in 2025 and beyond. Participants will delve into the intricacies of Windows 11 security features, learn to recognize and respond to sophisticated ransomware attacks, and understand the implications of data breaches in a heavily interconnected world. With a focus on practical solutions and actionable strategies, this course equips attendees with the knowledge to implement robust privacy policies, counteract phishing attempts, and navigate the complex landscape of regulatory compliance.Attendees will emerge from this course not only with a comprehensive grasp of the most pressing cybersecurity issues but also with best practices tailored for the financial sector. They will gain insights into mitigating IoT threats and managing the unique risks associated with work-from-home arrangements. By the end of the sessions, CPAs and business professionals will be armed with the tools necessary to fortify their digital defenses and ensure the integrity of their professional services. Secure a spot today and commit to being at the forefront of cybersecurity proficiency, safeguarding your practice and enhancing your value in the marketplace. Act now to transform your approach to digital security and lead with confidence in the face of cyber threats." 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-15325. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting. 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-15402. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Understand your professional responsibilities when performing risk assessment procedures in accordance with the American Institute of Certified Public Accountants (AICPA) Statements on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, along with other related SASs. Learn about the procedures needed to understand an entity’s system of internal control, inherent risk factors, and audit documentation requirements. 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-13262. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Join us for our annual expedition through the harbors and swamps of the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform. 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-3348. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!In today's fast-paced environment, keeping up with the latest governmental accounting and auditing requirements can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments. Using a highly illustrative and innovative format, the course features over 20 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence. 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-13060. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!"Data security and privacy issues continue to plague businesses of all sizes. No matter where you look, the numbers are bad – really bad! But that doesn’t mean you can’t take steps to reduce these risks. In this session, you will learn about the key security and privacy risks facing businesses today and the steps you can take to mitigate these risks.This session starts with a review of how cybercriminals attack businesses of all sizes and the related costs of these attacks. From there, you will progress into discussions of practical tools, policies, and other solutions you can use to mitigate cybersecurity risks to prudently acceptable levels. This is a “must-see” session for all concerned about data security and how to mitigate threats to sensitive and confidential data." 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-15327. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!Stay current with the ever-evolving world of individual income taxation in this essential course designed for tax practitioners looking to enhance their expertise. This course provides a thorough review of the complexities surrounding Form 1040 for the 2025 tax year, covering recent changes and updates within the tax code, including provisions under the Big Beautiful Bill (BBB). Content will be updated to reflect any new tax legislation or guidance issued before or during the 2026 filing season. Participants will gain practical knowledge and insights into key tax areas, ensuring they can confidently guide clients through the latest tax regulations, credits, deductions, and compliance requirements. In addition to tax return preparation, the course addresses the latest tax incentives, health-related tax considerations, and strategies to maximize client benefits. Practitioners will be equipped to handle complex income scenarios and navigate new tax relief opportunities. With a focus on the most recent regulatory shifts, this course offers the tools needed for effective tax planning and preparation. 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-15526. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can't afford to be out-of-date with your knowledge of this critical tax area. Course materials will include the latest developments regarding the Wayfair decision. 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 to be eligible. The course code for this program is C-4465. 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 thoroughly review various 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-3368. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course is designed to provide CPAs in public and private practice with the latest insights and practical knowledge on the integration of artificial intelligence (AI) in accounting. With a focus on real-world applications and ethical considerations, this course equips accounting professionals with the skills necessary to leverage AI for improved efficiency and accuracy in their work. Having previous experience or exposure to AI is not necessary. This course will provide actionable insights and training CPAs can use on future engagements regardless of where the CPAs are along their AI learning path. 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-13051. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!"Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers.Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms.Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online.Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!" 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-15328. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!Stay at the forefront of business income taxation with this essential course tailored for tax practitioners seeking to enhance their expertise. This course offers a comprehensive review of the recent developments for the current tax year. It provides insights into new regulations, guidelines, and strategies, enabling you to effectively assist clients in optimizing their business income tax planning. Equip yourself with the knowledge to navigate the evolving tax landscape, focusing on recent changes and updates within the tax code. By the end of this course, you'll be prepared to handle the complexities of business income taxation confidently. 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-15527. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@masscpas.org) after you have registered and provide him your PTIN number. With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance. 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-13050. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.