Professional Development and Event Catalog

Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Tax legislation has never been a one-size-fits-all affair, and the latest sweeping bill is no exception. In this engaging and timely webinar, we’ll dissect the major provisions of the "One Big Beautiful Bill Act" (OBBBA) and explore how they will impact individuals, businesses and practitioners alike. With new credits, phaseouts, thresholds and compliance mechanisms, it’s more important than ever for CPAs to understand the full picture. We’ll walk through the bill’s headline-grabbing components as well as the less-publicized but equally critical changes that could catch clients off guard. From expanded green energy incentives to new reporting requirements, you’ll leave with a working knowledge of both planning opportunities and compliance traps. We’ll also discuss practical implementation timelines and how practitioners can proactively communicate these changes to clients. Whether you're advising a high-net-worth individual, a closely held business or a large enterprise, this webinar will equip you with the essential tools to translate complex legislation into actionable guidance. Expect clarity, relevance and plenty of real-world application examples that you can immediately use in your practice.

Tax legislation has never been a one-size-fits-all affair, and the latest sweeping bill is no exception. In this engaging and timely webinar, we’ll dissect the major provisions of the "One Big Beautiful Bill Act" (OBBBA) and explore how they will impact individuals, businesses and practitioners alike. With new credits, phaseouts, thresholds and compliance mechanisms, it’s more important than ever for CPAs to understand the full picture. We’ll walk through the bill’s headline-grabbing components as well as the less-publicized but equally critical changes that could catch clients off guard. From expanded green energy incentives to new reporting requirements, you’ll leave with a working knowledge of both planning opportunities and compliance traps. We’ll also discuss practical implementation timelines and how practitioners can proactively communicate these changes to clients. Whether you're advising a high-net-worth individual, a closely held business or a large enterprise, this webinar will equip you with the essential tools to translate complex legislation into actionable guidance. Expect clarity, relevance and plenty of real-world application examples that you can immediately use in your practice.

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Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Tax legislation has never been a one-size-fits-all affair, and the latest sweeping bill is no exception. In this engaging and timely webinar, we’ll dissect the major provisions of the "One Big Beautiful Bill Act" (OBBBA) and explore how they will impact individuals, businesses and practitioners alike. With new credits, phaseouts, thresholds and compliance mechanisms, it’s more important than ever for CPAs to understand the full picture. We’ll walk through the bill’s headline-grabbing components as well as the less-publicized but equally critical changes that could catch clients off guard. From expanded green energy incentives to new reporting requirements, you’ll leave with a working knowledge of both planning opportunities and compliance traps. We’ll also discuss practical implementation timelines and how practitioners can proactively communicate these changes to clients. Whether you're advising a high-net-worth individual, a closely held business or a large enterprise, this webinar will equip you with the essential tools to translate complex legislation into actionable guidance. Expect clarity, relevance and plenty of real-world application examples that you can immediately use in your practice.

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Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Tax compliance for fiduciary entities, such as estates and trusts, can often be confusing for practitioners due to the specialized nature of this area. This course provides a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), giving practitioners the tools and knowledge they need to ensure accurate filings. This course will cover key areas such as the preparation of Form 1041, specific issues related to estates and trusts, and an in-depth look at distributable net income (DNI) and income in respect of a decedent (IRD). Line-by-line instructions and real-world case studies will provide participants with the confidence to handle fiduciary tax compliance.

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Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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Note: This program has been rescheduled from 8/19/25 to 10/28/25 Join us for a focused, insightful session on sales and use tax hosted by Charli Harrell and Aldo Rodriguez, sales tax subject matter experts. This event is designed to help tax professionals confidently navigate one of the most misunderstood areas of state and local taxation. With a spotlight on 2025 updates and real-world examples, this webinar will equip you with guidance to protect your clients from sales tax surprises and stay ahead of changing laws. Whether you're advising startups or established businesses, you’ll leave with new knowledge, practical tools, and a stronger foundation in sales tax compliance.

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.

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As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

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Join us for an immersive two-day experience exploring the future of innovation and growth. This one-of-a-kind event will bring together the Northeast’s top CPAs and finance professionals for a dynamic program packed with cutting-edge insights, meaningful connections, and premium amenities – all set at the iconic Foxwoods Resort Casino in Mashantucket, CT. Bring your team to connect with peers and industry leaders through curated networking events, social gatherings, vendor demos and engaging general sessions on next-gen technology, the future of the profession, leadership, and more.  Breakout session tracks will focus on technology and innovation, corporate finance, and technical mastery and regulatory updates. Topics will include: FASB Update: What’s Changing and How to Prepare Transforming the Finance Function with Technology and AI AI & Automation in Audit and Assurance Tax Reform: State, Federal & Global Trends The Changing Role of the CFO in the Era of AI: Panel Cybersecurity and Data Privacy for Financial Professionals Revenue Recognition & Lease Accounting Leading Finance Teams Through Disruption and Change Scenario Planning & Strategic Risk Management in an Uncertain Economy Data-Driven Decision-Making: Dashboards, KPIs & Visualization Tools How we are Using AI – Panel Discussion about Practical Implementations Full agenda coming soon! Whether you’re looking to stay ahead of the curve, expand your network, connect with future-focused speakers and vendors, or recharge in a luxury setting – this event delivers it all. Register 5 or more individuals from the same company and receive a $50 discount off each registration. Please contact Lisa Bugryn at lisab@ctcpas.org or 860-258-0232 to receive this discount. Your Standard Convention Pass includes: Access to all general sessions and breakout sessions Welcome Cocktail Reception at Vue24 Restaurant (hors d'oeuvres & drink ticket) Access to expo floor including the demo theater Afternoon snack on Day 1 Breakfast, coffee, snacks and lunch on Day 2 Upgrade your Standard Convention Pass to a VIP Pass for an additional $100 during the registration process: Your VIP Pass includes: All items included in a Standard Convention Pass VIP Registration and Credentials Receive a specially designated VIP badge, ensuring priority check-in and recognition throughout the event. Private VIP Reception at Vue 24 on opening afternoon Enjoy an elegant, invitation-only afternoon with panoramic views, gourmet hors d'oeuvres, and premium cocktails alongside fellow VIPs, sponsors, and special guests. Formal Introductions to Key Leaders Be personally introduced to attending elected officials, agency heads, and state business leaders - curated for meaningful, high-value connections. Complimentary Headshots Hotel Information We have secured the following rates for the night of November 3, 2025 in the Fox Tower at Foxwoods Resort. Please use the PassKey link below to book your overnight room (link will also be included in your confirmation email for the convention). https://book.passkey.com/go/CTCPAPublicRoomBlock $109 (plus tax & resort fee) - Deluxe 1 King Bed OR Deluxe 2 Queen Beds $199 (plus tax & resort fees) - Director's Suite During the booking process you will have the option to add on additional nights to your stay, as well as to view more detailed descriptions of the various room options. IMPORTANT: Please be aware that we have a limited number of rooms at these rates and once they are sold out, rates may increase. The deadline to book your hotel room under our room block is Monday, October 13, 2025.

This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Tax practitioners will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.

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Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.

CPAs face an ever-present threat of malpractice claims regardless of the services performed. While impossible to eliminate all risk, accountants can, with forethought, identify and implement practical techniques to help mitigate the risk of a professional liability claim. This course will discuss day-to-day risk management protocols related to firm practice management and the delivery of services. Tools will also be provided for CPA firms to leverage related to client acceptance, engagement letters, client communications and more.

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

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Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.

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S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these rules can make all the difference. In this course, we will discuss some of the more common specialty areas experienced by practitioners - late filing relief for S corporation elections, disproportionate distributions, and selling S corporation shares. While these items may not come up on every single Form 1120-S, you will be able to add more value to clients when they do.

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