CPE Catalog & Events
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.
Each class from MTCPA can be taken live (In-Person) or virtual (Webcasts) - please make sure you are registering for the correct one.
Please click here to view our interactive Professional Development Catalog.
Forecasting for Improved Profits, Working Capital & Decision Analysis
Wednesday, August 24 8:00am - 11:30am
Billings
4.00 Credits
Overview of the forecasting process Driver based planning Monte Carlo simulations Integrating projections and performance management Budgets, annual operating plans, rolling forecasts and zero based budgeting The power of visual presentations
S Corporation Essentials: Basis Reporting & More
Wednesday, August 24 8:00am - 4:00pm
Billings
8.00 Credits
Recent tax legislation, rules and developments impacting S corporations Shareholder stock and loan basis reporting on Form 1120S Schedule K-1 New Section 163(j) business interest expense limitation Filing deadlines and extensions New rules on meals and entertainment expense reporting Issues in becoming an S corporation Basis of stock and debt AAA and distributions Built-in gains tax
Accounting for Revenues & Expenses in a Not-for-Profit
Wednesday, August 24 12:30pm - 4:00pm
Billings
4.00 Credits
Exchange transactions, contributions and gains and losses Grants and contracts Expense accounting and reporting
Lessee & Lessor Accounting
Thursday, August 25 8:00am - 9:40am
Billings
2.00 Credits
Lessee and lessor accounting models Lease and nonlease components Lease classifications Initial and subsequent measurement of leases
Partnership Essentials: Tax Basis Capital Accounts & More
Thursday, August 25 8:00am - 11:30am
Billings
4.00 Credits
Recent tax legislation, rulings and developments affecting Partnerships and LLCs Basis and capital account reporting on Form 1065 Schedule K-1 New Section 163(j) interest expense deduction Transportation fringe benefits Section 754 self-employment tax
Performing Preparation, Compilation & Review Engagements
Thursday, August 25 9:50am - 11:30am
Billings
2.00 Credits
Definition of an engagement to prepare financial statements Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements Difference between compilation and preparation engagements What constitutes a compilation engagement and for what type of entities compilations can be performed What constitutes a review engagement Changes in level of service
Revenue Recognition: Identifying the Contract & Performance Obligations
Thursday, August 25 12:30pm - 2:10pm
Billings
2.00 Credits
Principles of revenue recognition Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract
How to Deduct Travel, Meals & Entertainment Expenses Now!
Thursday, August 25 12:30pm - 4:00pm
Billings
4.00 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Revenue Recognition: Determining & Allocating the Transaction Price
Thursday, August 25 2:20pm - 4:00pm
Billings
2.00 Credits
Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract
Fiduciary Accounting & Tax Preparation for Estates & Trusts
Friday, August 26 8:00am - 4:00pm
Billings
8.00 Credits
Examine provisions of the Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?) Trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
U.S. GAAP: Review of New Guidance & Hot Topics
Friday, August 26 8:00am - 4:00pm
Billings
8.00 Credits
Financial accounting and reporting topics impacted by guidance recently issued or effective in the near term (such as leases and revenue recognition) Review of significant accounting and reporting topics Overview of FASB ASC 326 Overview of FASB ASC 606 Overview of FASB ASC 820 Overview of FASB ASC 842
Farm & Ranch Income Tax, Estate & Business Planning Conference
Monday, August 29 8:00am - Tuesday, August 30 4:00pm
Great Falls
16.00 Credits
Reviewing Partnership Tax Returns: What Are You Missing?
Monday, September 19 8:00am - 11:30am
Fairmont
4.00 Credits
Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Form 4562 Form 4797 And More!
Understanding & Testing Control & Compliance in a Single Audit
Monday, September 19 8:00am - 11:30am
Fairmont
4.00 Credits
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
Reviewing S Corporation Tax Returns: What Are You Missing?
Monday, September 19 12:30pm - 4:00pm
Fairmont
4.00 Credits
Form 1120S Schedule K-1 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797 And More!
The Most Critical Challenges in Governmental Accounting Today
Monday, September 19 12:30pm - 4:00pm
Fairmont
4.00 Credits
Lessons learned (and lessons remaining) from the implementation of GASB No. 84, Fiduciary Activities How governments can prepare for and implement GASB No. 87, Leases Additional recently issued GASB standards
Choice & Formation of Entity
Tuesday, September 20 8:00am - 11:30am
Fairmont
4.00 Credits
Types of entities Formation and elections Start-up and organization costs Advantages and disadvantages comparison
Government & Nonprofit Frauds & Controls to Stop Them
Tuesday, September 20 8:00am - 11:30am
Fairmont
4.00 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
IRS Disputes
Tuesday, September 20 12:30pm - 4:00pm
Fairmont
4.00 Credits
The assessment process Audit selection, examination, and the appeals process Installment agreements Offers in compromise Advising delinquent taxpayers The IRS collection process for tax liens, levy, seizure, and sale Bankruptcy and the effect on tax liabilities Practice before the IRS Business taxation Tax liens levy seizure Fund recovery penalty
The Most Critical Challenges in Not-for-Profit Accounting Today
Tuesday, September 20 12:30pm - 4:00pm
Fairmont
4.00 Credits
Lessons learned from the implementation of ASU No. 2018-08 regarding grants, contracts, and contributions Preparing for the implementation of the new requirements related to gifts-in-kind Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard