CPE & Event Calendar

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. Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns. 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-15382. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU. 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-8751. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns. 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-3342. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!The ultimate objective of a financial statement audit is to issue the independent auditor's report. Reviews and preparations are different. This course discusses the review and preparation process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or review the client's financial statements. Most CPA firms perform some level of compilation and review engagements, and some perform engagements under attestation standards. This course provides a deep dive into the most frequently missed issues in compilations and reviews engagements. We will also focus on attestation engagements and the various types of engagements a CPA can perform. 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-11353. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!"In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently.Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today's digital age and enhance your value as a financial professional." 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-15329. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB guidance converging for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is designed to sharpen your skills and knowledge in performing single audits. Through more than 30 focused exercises, the course provides a highly practical, hands-on approach to mastering today's most critical single audit challenges. 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-8753. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect 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-3341. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEAS© approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction. 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-6542. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!We will take a deep look into setting up a QuickBooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you've properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success. 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-15330. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.  

You could pay $0 for this course!This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction. 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-14080. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction. 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-14082. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions. 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-15403. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the "big picture." Preparedness is half the battle, so do not miss this critical briefing. 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-15404. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant. 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-15317. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com. 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-14083. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff. 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-15405. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course! New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.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-2138. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application in preparing financial statements using common special purpose frameworks such as tax basis and cash or modified cash basis financial statements. You will learn the unique measurement and disclosure requirements of various Special Purpose Framework (SPF) options using example financial statements and illustrative disclosures. The course also includes common practice issues encountered when preparing SPF financial statements, including disclosure and reporting requirements. We will also review recent updates to both audit and SSARS standards that impact engagements performed on SPF financial statements. 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-4000. 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 equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements, and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends, and real-world case studies will also be covered. 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-15406. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated. 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-3046. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.