CPE & Event Calendar

Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.

Passive Activity Loss (PAL) rules have never been more critical in Federal tax reporting. This course provides a comprehensive and complete review of the laws and regulations impacting PALs, including the rules governing rental real estate, grouping and the 3.8% net investment income tax. Learn what qualifies as a passive activity and the rules governing its application by exploring several recent court cases and the existing regulations to know how the IRS views this critical area of the tax law. The IRS is actively auditing the failure to report passive losses properly. You and your clients can't afford to be left behind.

Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.

Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today's reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You'll learn how requirements are applied in financial statements, explore available reporting options, and gain clarity on key areas such as net assets, contributions, and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises, this course provides a practical, hands-on approach to building expertise in not-for-profit accounting and reporting.

Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming and remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits and Skills.  This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures. 

Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Business strategies for 2026 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many important business tax changes and the implications for tax planning founded on them.

As a small business owner, would you be interested if I could tell you how to increase your profit each year by an average of 5%? If you were a practicing CPA, do you think your small business clients would be interested if you could tell them how to increase their profits by an average of 5% each year? That is the amount of revenue lost to fraud as reported by the Association of Certified Fraud Examiners’ (ACFE) in their 2024 Report to the Nations on Occupational Fraud.  It is no secret as to how to prevent fraud from occurring.  But we must first convince the small business owner that fraud is occurring in their organization. During this presentation we will discuss the many ways fraud can occur; how fraud occurs; who commits fraud; how to recognize the indicators of fraud; what to do if you suspect fraud; and lastly, how to prevent fraud from occurring in the first place. Most small businesses owners are very reluctant to admit that fraud might occur in their business because they know and trust their employees. Know this: Under the right circumstances (which we will discuss) most individuals will steal, and I will prove it. If you view this program, chances are as a small business owner, you will never look at your operation the same way. As an auditor, chances are you will never conduct an audit of a small business the same way.

This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session explores how leaders can elevate risk management from a compliance-driven exercise to a strategic capability that enhances resilience and performance. Participants will examine how to establish clear risk governance and appetite, implement continuous risk sensing, and prioritize risks based on impact, velocity, and interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation, and operational decisions, rather than treating risk as a standalone process. Through practical frameworks and real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies, and use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning and adaptation—using scenario analysis, stress testing, and post-event reviews to continuously refine assumptions and adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty, and ongoing disruption.

In recent history, even the most prestigious CPA firms have had ethical lapses and oversights that have cost them both financially and, at that moment, clouded their brand. This course will review the AICPA code of ethics for both accounting and tax practitioners and encourage you to examine your firm's policies and choices relative to those standards and common sense through thought-provoking and sometimes humorous Q&A and case studies.

Ready to future-proof your firm? See how AI is transforming accounting right now.    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.    AI isn’t the future, it’s already reshaping how firms operate. Join us on July 28 for our AI in Action Demo Day to explore real-world applications that enhance productivity, improve quality and unlock new efficiencies.    You’ll get:  Live demos of AI-powered tools for automation, tax prep, quality control and workflow optimization  Practical insights you can apply immediately  Opportunities to connect with peers navigating the same changes    Cut through the hype and discover how AI can work for you.      Get the most out of AI in Action Demo Day by attending the prep webinar on July 16th to learn what your firm should be thinking about before, during, and after demo day. Register here.

Passive Activity Loss (PAL) rules have never been more critical in Federal tax reporting. This course provides a comprehensive and complete review of the laws and regulations impacting PALs, including the rules governing rental real estate, grouping and the 3.8% net investment income tax. Learn what qualifies as a passive activity and the rules governing its application by exploring several recent court cases and the existing regulations to know how the IRS views this critical area of the tax law. The IRS is actively auditing the failure to report passive losses properly. You and your clients can't afford to be left behind.

Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.

Companies reporting under International Financial Reporting Standards (IFRS) continue to face a steady flow of new standards and interpretations. The resulting changes range from significant amendments of fundamental principles to some minor changes from the annual improvements process. The changes will affect different areas of accounting, such as recognition, measurement, presentation and disclosure.  It can be time-consuming and confusing to keep up-to-date on the resulting impact on financial statements and disclosures. This course will provide an executive summary of recent IFRS updates with current and upcoming effective dates.  

Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax credit and incentive programs offer significant but rarely utilized savings. This presentation will introduce the most important federal and California tax credits and incentives available to business taxpayers. Attendees will hear an overview of these benefits and learn how to identify these opportunities for their clients.

When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.

Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics commonly observed among fraud perpetrators. The course then explores practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Participants will also review recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. The course concludes with a discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.