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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.

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.

Showing 7 In Person Results

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

Monday, October 24 8:00am - 11:30am

Great Falls

4.00 Credits

5-step process for recognizing revenue

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

Monday, October 24 8:00am - 11:30am

Great Falls

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  

Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

Monday, October 24 12:30pm - 4:00pm

Great Falls

4.00 Credits

Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l))

The Bottom Line on the New Lease Accounting Requirements

Monday, October 24 12:30pm - 4:00pm

Great Falls

4.00 Credits

Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables

Buying & Selling a Business: Tax & Structuring Overview

Tuesday, October 25 8:00am - 11:30am

Great Falls

4.00 Credits

An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions -- checklists of important points Deemed asset sales -- Is §338 or §338(h)(10) appropriate? The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business How to allocate purchase price for tax advantage Planning to avoid double taxation under repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognition of tax planning opportunities Unique issues in buying and selling of LLC/partnership interests Impact of the Net Investment Income Tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill

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

Tuesday, October 25 8:00am - 4:00pm

Great Falls

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

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

Tuesday, October 25 12:30pm - 4:00pm

Great Falls

4.00 Credits

Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney  Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets