CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
Monday, August 28
1:30pm - 5:00pm
TBD
4.00 Credits
Member Price: $159
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 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
Decentralized finance (DeFi): Implications for Practitioners
Monday, August 28
2:00pm - 3:00pm
TBD
1.00 Credits
Member Price: $55
This course will outline, detail, and explain the specifics surrounding decentralized finance (DeFi), including examples of real-world applications alongside the accounting implications of different DeFi tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 502: The Art of Discipline and Getting Things Done
Monday, August 28
2:30pm - 4:30pm
TBD
2.00 Credits
Member Price: $89
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. Note: This course is recommended as a part of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for project and time management. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI - Share Your Data Analysis using PowerBI.com
Monday, August 28
3:30pm - 5:30pm
TBD
2.00 Credits
Member Price: $89
* This course is #9 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Buying and Selling Corporate Businesses: Using Installment Obligations 2023
Monday, August 28
4:00pm - 5:00pm
TBD
1.00 Credits
Member Price: $49
When a corporate business is sold, it is common for part of the consideration received to include an installment obligation of the buyer. Weigh the tax consequences of using installment obligations as part of a corporation's stock or asset sales. Discuss both S corporations and C corporations. Evaluate the use of a contingent purchase price. Analyze and identify tax planning opportunities.
Alternative Investments Committee Meeting: August
Tuesday, August 29
8:30am - 10:00am
Virtual
1.00 Credits
Free for Members
Please join us for our May Alternative Investments August Committee Meeting. Committee meetings are open to all MassCPAs members. Please reach out to Maggie at mgrasso@masscpas.org if you have any questions.
Communicating Financial Information to Non-Accountants
Tuesday, August 29
9:00am - 11:00am
TBD
2.00 Credits
Member Price: $89
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Tuesday, August 29
9:00am - 5:00pm
TBD
8.00 Credits
Member Price: $299
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. Continually updated to reflect enacted legislation.
Eldercare Financial Scam Protection
Tuesday, August 29
9:30am - 10:30am
TBD
1.00 Credits
Member Price: $39
Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive look at identity theft and suspicious activity reporting (SAR) so you know when to call adult protective services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tales from the Darkside: IRS Enforcement of Cryptocurrency
Tuesday, August 29
9:30am - 11:30am
TBD
2.00 Credits
Member Price: $89
Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate investment, the IRS is spending substantial resources in finding those who possess, purchase, and sell cryptocurrencies to ensure that the tax, banking, and money laundering laws are being followed. Are you or your firm prepared to advise your client when reporting cryptocurrency transactions? Can you identify when cryptocurrency is being used for potential criminal purposes? Can you prepare an accurate tax return related to cryptocurrency transactions? Do you know what questions to ask your client or what documents to request? This course will give you a brief overview of cryptocurrencies, how this new technology is being regulated, the common ways that cryptocurrencies are used to evade tax and money laundering laws, and what is expected from taxpayers and their return preparers when cryptocurrencies are involved. Your instructor is a former special agent with IRS-Criminal Investigation. He spent many years finding, investigating, and prosecuting tax and money laundering crimes that were using cryptocurrency as the form of payment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Activity-Based Costing: Is it Right for Your Organization?
Tuesday, August 29
10:00am - 12:00pm
TBD
2.00 Credits
Member Price: $89
This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit
Tuesday, August 29
10:00am - 12:00pm
TBD
2.00 Credits
Member Price: $99
Even after we complete our work at an institution, the question sometimes lingers: "Did I pick the right major?" Major program determination is difficult in a single audit and sometimes we feel ill prepared to make the best decision. This course will give you the counseling and assistance you need to feel confident in your major program selection under the Uniform Guidance for Federal Awards requirements.
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
Tuesday, August 29
10:00am - 12:00pm
TBD
2.00 Credits
Member Price: $99
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.
Non-Fungible Tokens (NFTs) - Implications for Practitioners
Tuesday, August 29
10:30am - 11:30am
TBD
1.00 Credits
Member Price: $55
This will examine and analyze the rise of non-fungible tokens (NFTs) alongside the smart contracts that support and manage these tokens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communication Skills for Introverts
Tuesday, August 29
11:00am - 1:00pm
TBD
2.00 Credits
Member Price: $89
In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
S Corporations: Allocation of Results 2023
Tuesday, August 29
11:00am - 1:00pm
TBD
2.00 Credits
Member Price: $89
Review and discuss topics focused on how the tax results of an S corporation are allocated among the shareholders. The determination of the nature of the allocated items can dramatically alter the shareholder-level tax consequences. When stock ownership changes during the S corporation's year, a complex set of rules determines the allocation among shareholders. Consider how these rules apply when new stock is issued, redeemed or sold. If there is a mid-year termination of the S-election, the rules that determine the taxable income of the S corporation and C corporation can determine not only the amount of tax but also who bears the tax cost of operating the business. We will discuss these rules and the related tax compliance requirements.
Avoiding Tax Malpractice: Importance of Engagement Letters 2023
Tuesday, August 29
11:00am - 2:30pm
TBD
4.00 Credits
Member Price: $159
Engagement letters are a critical aspect of tax practice and avoiding malpractice claims. Identify discreet tax services that require engagement letters. Find the critical engagement letter topics. Explore optional engagement letter provisions. Understand the implications of non-expiring engagement letters and other potential engagement understanding pitfalls.
What Every CPA Should Know About Fraud 2023
Tuesday, August 29
11:00am - 2:30pm
TBD
4.00 Credits
Member Price: $159
External auditors only detect 3-5% of all fraud incidences. Get pragmatic guidance on detecting fraud. Discuss where fraud is most likely to occur. Learn to conduct inquiries and direct the audit in the areas of greatest concern; those most likely to be abused by perpetrators.
Partnership Taxation: Comprehensive-Form 1065 2023
Tuesday, August 29
11:00am - 6:30pm
TBD
8.00 Credits
Member Price: $299
Taxation of partnerships continues to become more complex every year. This course highlights the significant areas of concern for tax advisors and their clients in compliance and planning for partnership operations, distributions and transactions. Topics covered include unique and targeted allocations, proper calculation of outside and inside tax basis, tax consequences of distributions, the impact of "hot assets" on distributions, transfer of partnership interests, and issuance of partnership interests to service partners. This course will also help you add immediate value to your partnership clients by correctly calculating and reporting critical partnership tax items that generate most IRS audit adjustments.
CPA Ethics in a Crisis World: Tales From the Front
Tuesday, August 29
11:30am - 1:30pm
TBD
2.00 Credits
Member Price: $89
Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.