CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Accounting Data Analytics
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Virtual
2.00 Credits
Member Price: $109
You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-6542. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.This 2-hour mini 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 IDEASc 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 courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Virtual
8.00 Credits
Member Price: $309
You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-3340. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.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.
Tax Season Update with Doug Van Der Aa (2 Consecutive AM Sessions)
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Virtual
8.00 Credits
Member Price: $309
This course addresses the most recent tax legislation, rulings and developments occurring in 2022-23 that will impact both the business and individual taxpaying client. The course is designed to prepare the practitioner for the upcoming filing season and provide useful strategies to assist in the tax preparation process.
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
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Virtual
8.00 Credits
Member Price: $309
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is C-3368. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.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.
Tax Season Update with Steve Dilley
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Virtual
8.00 Credits
Member Price: $309
You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-6512. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. This course addresses the most recent tax legislation, rulings and developments occurring in 2022-23 that will impact both the business and individual taxpaying client. The course is designed to prepare the practitioner for the upcoming filing season and provide useful strategies to assist in the tax preparation process.
Client Advisory Services Bundle
Multiple Events Between -
Eligible for 3.00 Credits
Member Price: $219
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbursement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is C-6541. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.To help Client Advisory Services (CAS) firms navigate the complexities of today's rapidly evolving financial landscape, join us for a 7-part training series in collaboration with David Peters, CPA, founder of Peters Tax Preparation & Consulting and financial advisor at Carroll Financial Associates. Participants can choose to attend individual sessions or save by registering for the entire series. Here's a snapshot of what we'll cover:• Independent contractors vs. employees• Reimbursement of expenses• Working with foreign contractors• Types of IRS notices and best practices• Tax due dates and penalties• Engagement letters and preparer liability• Software best practices and common reports
Business Skills 101
Multiple Events Between -
Eligible for 12.00 Credits
Member Price: $489
Get ready to take your career to the next level with MassCPAs’ new Business Skills for New Hires! This seven-part series is offered on-demand, so you can learn from industry experts and earn CPE at your own pace and when it fits your schedule. Whether you’re a young professional just starting out, looking to make a career change, a recent college graduate or simply interested in developing your core skills, these sessions are packed with practical insights and strategies to help you thrive in today's dynamic business landscape. Below are the sessions included: Workplace Etiquette for Young Professionals Working Remotely: Best Practices, Challenges and Opportunities Professional Email Writing Basics Time Management for Professionals Project Management: Tips, Tricks and Traps Skills to Enhance Personal and Professional Networks Successful Communication
Business Skills for Managers
Multiple Events Between -
Eligible for 12.00 Credits
Member Price: $444
Get ready to take the next step in your career with MassCPAs’ new Business Skills Bootcamp for Managers! This five-part series is offered on-demand, so you can learn and earn CPE at your own pace and when it fits your schedule. Perfect for new managers and those looking to brush up and develop core skills, these sessions are led by industry experts and cover leadership essentials to help you thrive in today's dynamic business landscape. Below are the sessions included: Management Fundamentals Successful Communication Building Your Personal Brand Critical Conversations: Having the “Hard to Have” Discussions Build Professional Relationships to Enhance Your Career-Authentic Networking
CPE PLUS Bundle
Multiple Events Between -
Eligible for 3.00 Credits
Free CPE credits available only to MassCPAs members. Check back for more information to come!
Demo Day Bundle
Multiple Events Between -
Eligible for 1.00 Credits
MassCPAs is excited to announce our new Demo Day program, designed to showcase innovative products and services tailored specifically for CPAs and accounting professionals. Demo Days will provide a virtual experience where members can explore and evaluate a variety of tools aimed at enhancing efficiency, productivity and client service within your practice. To kick things off, we’ll be hosting a pre-session on November 8, The Problem to Solve: Your Key in Technology Evaluation, where we'll dive into key strategies to help you identify the problem you really need to solve, and how to stay the course of solving the problem over simply chasing the technology Then, join us for our first-ever Practice Management Solutions Demo Day on Friday, December 13, where participating vendors will present their products and solutions directly to you through: Presentations and demonstrations Q&A sessions Networking opportunities to foster discussion and collaboration Feedback and evaluation to help you determine the best fit for your firm You can register for the bundle to attend both sessions below.