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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 25 In-Person Results

Featured

Farm & Ranch Conference

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Great Falls

8.00 Credits

Various ways to reduce self-employment tax * Excess fertility deduction for land purchase – both in current and prior years * Inflation Reduction Act, SECURE 2.0 and other Acts * Tax developments, court cases and rulings affecting farmers and ranchers * Examples pertinent to small and mid-sized farm operations * Crop insurance deferrals * Deferred payment contracts * Commodity wages and gifts * Basis issues at death

Featured

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

Featured

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

Featured

Fraud Conference

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Helena

16.00 Credits

MTCPA Roadshow - Miles City

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Miles City

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Billings

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Billings

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Lewistown

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Lewistown

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Helena

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Helena

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Bozeman

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Bozeman

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Butte

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Butte

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Great Falls

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Great Falls

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

MTCPA Roadshow - Missoula

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Missoula

4.00 Credits

Pipeline, regulatory environment, non-partisan political predictions, licensure/mobility, society happenings, and high-level participatory sessions on tax and accounting changes

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

Intermediate Individual Taxation

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Missoula

8.00 Credits

Implementing the New Risk Assessment Standard/Did I Pick the Right Major? Selecting Major Programs in a Single Audit

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Fairmont

4.00 Credits

Implementing the New Risk Assement Standard: The performance of Risk Assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new "stand-back" requirements related to risk assessment Did I Pick the Right Major? Selecting Major Programs in a Single Audit: Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify "not-low-risk type A programs" and "high-risk type B programs"

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

Found It! Reporting Findings in Yellow Book and Single Audits/Audit Documentation Requirements

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Fairmont

4.00 Credits

Found it!  Reporting Findings in Yellow Book and Single Audits: The types of findings reported in Yellow Book and single audits The Yellow Book and Uniform Guidance requirements for reporting findings How to really think through the elements of a finding to assist report users Audit Documentation Requirements: Proper Documentation as a means of audit quality Factors impacting the nature and extent of documentation Illustrative workpapers and exercises Use of practice aids and other mechanisms as means of audit documentation Checklist for self-review of workpapers

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