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CPE Catalog & Events

Join us for this year's classes

CPE & Event Classes

MTCPA has literally thousands of live and online courses to help you satisfy your professional development needs. It is our goal that the classes offered through MTCPA will enhance your knowledge and help you become even more successful.

Most classes put on by MTCPA can be taken either LIVE (In-Person) or VIRTUAL (MTCPA Webcasts) - please make sure you are registering for the correct one. (Webinars are classes from other providers)

MTCPA is now offering a new on-demand learning platform to enable you to learn and earn CPE on your own time. Stand-alone courses are available as well as an all-access subscription to the entire Anytime library. Click the 'Anytime' tab below to view the courses!

Showing 21 In-Person Results

Featured

111th Annual Conference: Igniting Strategies for CPA Success

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Fairmont

12.00 Credits

AICPA & Profession Update, Artificial Intelligence, Ethics, Leadership, Gen Z, Forensic Accounting

Governmental Accounting Conference - LIVE

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Helena

16.00 Credits

GASB Update Internal Controls Over Federal Compliance Session Indirect Costs and Federal Agency Technology Update Peer Review Session Ethics & NASBA Update

2024 Mid-Year Individual Tax Update

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Billings

4.00 Credits

Major changes to legislation Status issues Divorce issues Death of a taxpayer issues Military issues Income and deduction planning ideas Non-resident and resident alien issues Foreign related reporting issues Cryptocurrency Compensation and fringe benefits Social Security issues Capital gains Deduction issues Kiddie Tax Various credits

Annual Update for Accountants and Auditors

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Billings

8.00 Credits

Recently issued ASUs Current FASB exposure draft and projects Audit and attest engagements update Recent PCAOB guidance Latest activity from ARSC

K2's Accountants Guide to Quickbooks Online

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Billings

8.00 Credits

Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data

2024 Mid-Year Business Tax Update

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Billings

4.00 Credits

Major changes to legislation Start-up and organizational expenses Employing a family member Health insurance issues Business use of home Profit motive Marijuana issues Depreciation issues Cryptocurrency Employee vs. Independent Contractor issues Meals and entertainment Vehicle issues Real estate issues Section 199A issues Compensation issues Retirement plan issues Penalties

K2's Better Productivity Through Artifcial Intelligence

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Billings

4.00 Credits

Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate and Zapier

Mastering LLCs and S Corporations for Financial Planning

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Billings

8.00 Credits

Overview of the LLC Overview of the S Corporation When to use (and when no to use) the LLC and/or S Corporation Business continuation planning Estate planning considerations Compensation planning issues Employee benefit planning issues

Real-World Fraud Found in Governments and Not-For-Profits

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Billings

8.00 Credits

Misappropriation of assets and benefits Cyber fraud Personnel fraud Grant expense allocations Management override Pledges and contributions Procurement cards External financial reporting Overtime fraud

K2's Data Analytics for Accountants and Auditors

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Billings

4.00 Credits

Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections

Advanced Taxation LLCs & Partnerships - Tax Staff Essentials

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Missoula

8.00 Credits

Allocation of partnership and LLC income under Section 704(b) Allocations with respect to contributed property Allocation of partnership recourse liabilities under Section 752 Allocation of partnership nonrecourse liabilities and related deductions under Sections 752 and 704(b) Advanced distribution rules Adjustments to the basis of partnership/LLC assets Sale of an interest in a partnership or LLC

Yellow Book: Staying Compliant with Government Auditing Standards

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Missoula

8.00 Credits

Foundation and principles for use and application of GAGAS General requirements for complying with the Yellow Book Ethics, independence and professional judgement Competence and CPE Quality control and peer review Standards for financial audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits

Advanced Tax Planning S Corporations - Tax Staff Essentials

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Missoula

8.00 Credits

S Corporation current developments: tax planning impact Compensation planning Basis in S Corporation stock Distributions Use of qualified subchapter S subsidiaries Liquidations, reorganizations and redemptions Estate planning and use of trusts

Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements

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Missoula

8.00 Credits

Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects International reporting issues in SSARS engagements Special Purpose Framework financial statement issues Case studies Latest developments

Accounting and Auditing Update for Small Businesses

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Missoula

8.00 Credits

Accounting standards updates, including an update on leases, financial instruments, and revenue recognition Latest activity from FASB, ASB, and ARSC An update on audit and attest standards Private company financial reporting Types of small business audits

Intermediate Individual Taxation

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Missoula

8.00 Credits

Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

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Fairmont

8.00 Credits

Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution, what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts - Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues - Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trust: §461(1) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms

Current Issues in Accounting & Auditing: An Annual Update

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Fairmont

4.00 Credits

Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda Leases -- Topic 842 Review of SAS No. 142 -- Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters

Succession Planning for the Small Business Owner: Finding the Exit Ramp

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Fairmont

4.00 Credits

How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business

Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

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Fairmont

4.00 Credits

AIPCA's Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation