CPE & Event Calendar

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.

Accounting for income taxes is a complex set of standards with computational difficulties and confusion. Particularly concerning private companies. This course will take a practical approach to navigating the maze, simplify basic calculations, and clarify financial statements. Includes a review of the impact of recent tax reform on calculations.

This course is designed to present the most common types of financial statement fraud and embezzlement, illustrated through real cases and situations. We'll distinguish financial reporting fraud from misappropriation of assets and highlight common schemes involving one or both types of fraud. We'll review high-profile cases and other real-world situations to emphasize the CPA's role and responsibility. This course will also touch on updated GAAS requirements. Get ready to examine the methods used to perpetrate and disguise schemes, learn how fraud can be detected by both management and auditors, and explore the CPA's role in preventing and detecting both types of fraud.

Don't fall behind! This course will ensure that you know the current ethical requirements set by standards-setting organizations and legislative action. Real-world cases coupled with analysis by a leading ethics expert will help you better recognize situations that may pose ethical or regulatory risks. Discover the regulatory, legal, and ethical responsibilities you have, and gain insight into a simple 4-step decision-making process that can strengthen your professional judgment.

Seniors face issues that complicate return preparation and planning. For example, when should they apply for social security" How is it taxed" What if they continue to work" Will an increased standard deduction affect charitable planning" What about downsizing" How can they help children or grandchildren pay for a home or a college education" This course will help you advise your clients on these topics and more.

Companies with poor cost information make bad decisions about products that are not "average.— Poor information causes companies to overprice easy, high-volume "gravy" products and underprice difficult, low-volume "dog" products. Regardless of whether your company sells goods or services, learn how to double your profit by giving the dogs to your competitor and keep the gravy for yourself.

Join the Team from Hochman, Salkin, Toscher, & Perez for a LIVE tax-based series with a new topic at each Session. Past conversations have included crypto tax compliance, BBA Partnerships, Federal and State Residency issues, Partnership examinations, Form 8300, and more. Check back regularly for topics, and be sure to register for them all. Tax Talks Series April 21, 2026 June 16, 2026 August 18, 2026 October 20, 2026 January 26, 2027 April 20, 2027

Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention to engagement and compensation alternatives. The modern leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We will also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you? Join for some interesting research and entertaining mix of videos to understand the people around you in the workforce.

Metrics represent a framework of ratios and key performance indicators used to evaluate financial performance and operational effectiveness. In this course, Jeff covers the most common and useful metrics that every CFO, Controller, and CPA advisor should understand. The discussion is organized by the type and use of each metric. The course includes practical examples to support understanding and application. Jeff presents the material in an engaging manner to help reinforce key concepts and maintain focus.

Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.

Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

You could pay $0 for this course!"Financial professionals can transform their daily workflow with this comprehensive training designed specifically for accountants and business analysts. Participants will discover how to leverage advanced Excel formulas, including VLOOKUP, XLOOKUP, dynamic arrays, and logical functions that streamline complex calculations and automate routine tasks. This practical approach focuses on real-world applications, showing professionals how to reduce hours of manual work into efficient, automated processes that minimize errors and maximize productivity.Beyond powerful formulas, participants will gain hands-on experience with pivot tables, the cornerstone of modern business reporting. The course demonstrates how to create dynamic reports, implement advanced calculations, and design intuitive data visualizations that enhance decision-making capabilities. Professionals will walk away with immediately applicable skills that strengthen their analytical capabilities, improve reporting efficiency, and add significant value to their organization. This course bridges the gap between basic Excel knowledge and the advanced techniques needed in today’s data-driven business environment, making it an essential investment for accounting professionals seeking to enhance their technical capabilities and career growth." Massachusetts 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 Massachusetts 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-15315. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.  

This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.

Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed), and how to not compromise your independence.

Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.