CPE & Event Calendar
For details about the CPE and event categories below, please click here.
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Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients
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Virtual
8.00 Credits
Member Price: $309
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@necpas.org) after you have registered and provide him your PTIN number. Specifically tailored for practitioners who not only perform audits but also provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, including SAS 145 and the quality management standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance. Following the release of the FASB's final PIR report for ASC 606, Revenue, in December of 2024, we do a deep dive into the complex revenue recognition standard and findings of the PIR report, review common special purpose frameworks, and discuss the new quality management standards for audits and SSARS engagements. This course will get you up to speed on the things that are most important to your small and medium-sized clients. 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-15384. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Surgent's Federal Tax Camp
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Manchester
8.00 Credits
Member Price: $279
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@necpas.org) after you have registered and provide him your PTIN number. Tax law is changing fast. Are you ready for what’s next? Federal Tax Camp with Sue Smith, CPA, is coming to Massachusetts, New Hampshire, Vermont (and virtually) this fall! Join us November 4 at the Puritan Backroom in Manchester, NH, for a practical, up-to-date look at the latest federal tax legislation, IRS guidance and case law, and what it means for your clients and your practice. Can't attend November 4? Additional virtual and in-person options are available. Visit necpas.org/taxcamp to choose the date and format that works best for you! How to Register: Former MECPA, NHSCPA, RISCPA and VTCPA members: You’ll need to create your NECPAs account before registering. Complete the “New England Incoming Member” application, then log in and register for the event. Your full membership profile, CPE history and other information will continue to be migrated from your original state. Non-members: We’d love to have you join us! You’ll need to create a free guest account before registering for the event. Already have a NECPAs/MassCPAs account? Simply log in with your existing username and password. [CREATE OR ACCESS YOUR ACCOUNT] If you need assistance, please reach out to Mary Chappuis at mchappuis@necpas.org or 617.556.4000 and we will help you sign up. 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-1758. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Surgent's Federal Tax Camp
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Colchester
8.00 Credits
Member Price: $375
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@necpas.org) after you have registered and provide him your PTIN number. Tax law is changing fast. Are you ready for what’s next? Federal Tax Camp with Sue Smith, CPA, is coming to Massachusetts, New Hampshire, Vermont (and virtually) this fall! Join us November 5 at the Hampton Inn Colchester in Colchester, VT, for a practical, up-to-date look at the latest federal tax legislation, IRS guidance and case law, and what it means for your clients and your practice. Can't attend November 5? Additional virtual and in-person options are available. Visit necpas.org/taxcamp to choose the date and format that works best for you! How to Register: Former MECPA, NHSCPA, RISCPA and VTCPA members: You’ll need to create your NECPAs account before registering. Complete the “New England Incoming Member” application, then log in and register for the event. Your full membership profile, CPE history and other information will continue to be migrated from your original state. Non-members: We’d love to have you join us! You’ll need to create a free guest account before registering for the event. Already have a NECPAs/MassCPAs account? Simply log in with your existing username and password. [CREATE OR ACCESS YOUR ACCOUNT] If you need assistance, please reach out to Mary Chappuis at mchappuis@necpas.org or 617.556.4000 and we will help you sign up. 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-1758. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Surgent's Federal Tax Camp
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Norwood
8.00 Credits
Member Price: $359
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@necpas.org) after you have registered and provide him your PTIN number. Tax law is changing fast. Are you ready for what’s next? Federal Tax Camp with Sue Smith, CPA, is coming to Massachusetts, New Hampshire, Vermont (and virtually) this fall! Join us December 2 at Four Points by Sheraton Norwood in Norwood, MA, for a practical, up-to-date look at the latest federal tax legislation, IRS guidance and case law, and what it means for your clients and your practice. Can't attend December 2? Additional virtual and in-person options are available. Visit necpas.org/taxcamp to choose the date and format that works best for you! How to Register: Former MECPA, NHSCPA, RISCPA and VTCPA members: You’ll need to create your NECPAs account before registering. Complete the “New England Incoming Member” application, then log in and register for the event. Your full membership profile, CPE history and other information will continue to be migrated from your original state. Non-members: We’d love to have you join us! You’ll need to create a free guest account before registering for the event. Already have a NECPAs/MassCPAs account? Simply log in with your existing username and password. [CREATE OR ACCESS YOUR ACCOUNT] If you need assistance, please reach out to Mary Chappuis at mchappuis@necpas.org or 617.556.4000 and we will help you sign up. 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-1758. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Surgent's Federal Tax Camp
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Virtual
8.00 Credits
Member Price: $359
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@necpas.org) after you have registered and provide him your PTIN number. Tax law is changing fast. Are you ready for what’s next? Federal Tax Camp with Sue Smith, CPA, is coming to Massachusetts, New Hampshire, Vermont (and virtually) this fall! Join us virtually on December 3 for a practical, up-to-date look at the latest federal tax legislation, IRS guidance and case law, and what it means for your clients and your practice. Can't attend this session? Additional virtual and in-person options are available. Visit necpas.org/taxcamp to choose the date and format that works best for you! How to Register: Former MECPA, NHSCPA, RISCPA and VTCPA members: You’ll need to create your NECPAs account before registering. Complete the “New England Incoming Member” application, then log in and register for the event. Your full membership profile, CPE history and other information will continue to be migrated from your original state. Non-members: We’d love to have you join us! You’ll need to create a free guest account before registering for the event. Already have a NECPAs/MassCPAs account? Simply log in with your existing username and password. [CREATE OR ACCESS YOUR ACCOUNT] If you need assistance, please reach out to Mary Chappuis at mchappuis@necpas.org or 617.556.4000 and we will help you sign up. 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-1758. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Surgent's Federal Tax Camp
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Virtual
8.00 Credits
Member Price: $359
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@necpas.org) after you have registered and provide him your PTIN number. Tax law is changing fast. Are you ready for what’s next? Federal Tax Camp with Sue Smith, CPA, is coming to Massachusetts, New Hampshire, Vermont (and virtually) this fall! Join us virtually on December 4 for a practical, up-to-date look at the latest federal tax legislation, IRS guidance and case law, and what it means for your clients and your practice. Can't attend this session? Additional virtual and in-person options are available. Visit necpas.org/taxcamp to choose the date and format that works best for you! How to Register: Former MECPA, NHSCPA, RISCPA and VTCPA members: You’ll need to create your NECPAs account before registering. Complete the “New England Incoming Member” application, then log in and register for the event. Your full membership profile, CPE history and other information will continue to be migrated from your original state. Non-members: We’d love to have you join us! You’ll need to create a free guest account before registering for the event. Already have a NECPAs/MassCPAs account? Simply log in with your existing username and password. [CREATE OR ACCESS YOUR ACCOUNT] If you need assistance, please reach out to Mary Chappuis at mchappuis@necpas.org or 617.556.4000 and we will help you sign up. 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-1758. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Surgent's Individual Tax Planning Ideas
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Virtual
2.00 Credits
Member Price: $219
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@necpas.org) after you have registered and provide him your PTIN number. With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. 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. The course code for this program is C-13050. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
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Virtual
2.00 Credits
Member Price: $109
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@necpas.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. 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-15382. To learn more, click here or contact Julia Ekelund at jekelund@necpas.org.