CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to meet your professional development needs. Our goal is to enhance your knowledge and help you achieve even greater success.
Most MTCPA classes are available both LIVE [In-Person] and VIRTUAL [MTCPA Webcasts (in-house) or Webinars (other providers)], so please be sure to register for the correct format under the appropriate tab below.
Also check out our on-demand learning platform, allowing you to earn CPE at your convenience. You can choose stand-alone courses or opt for an all-access subscription to our entire Anytime library. Click the Anytime CPE tab below to explore the available courses!
CPA Demo Days: AI in Action
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Webcast Only
0.00 Credits
Explore how firms are using AI in real ways. This isn’t a side-by-side tool comparison—it’s a chance to discover diverse, practical applications and spark ideas for your own work.
Fraud Conference
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Helena
16.00 Credits
Two days packed with fraud and ethics insights for CPAs in public practice and industry. Learn from top national experts and gain practical tools to strengthen your fraud prevention strategies.
Governmental and Not-for-Profit Annual Update
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Billings
4.00 Credits
GASB update Not-for-profit accounting update Revenue recognition in not-for-profits FASB's lease standard FASB update Auditor's report and conforming changes Auditing Standards Board update SSARS and SSAE update Governmental auditing update
Annual Update for Accountants and Auditors
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Billings
4.00 Credits
Recently issued ASUs Current FASB exposure draft and projects Audit and attest engagements update Recent PCAOB guidance Latest activity from ARSC
Ethics and Professional Conduct: Updates and Practical Application
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Billings
4.00 Credits
Conceptual Framework AICPA Code of Professional Conduct New interpretations added to the AICPA Code of Professional Conduct
Tax Fundamentals of LLCs and Partnerships
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Billings
8.00 Credits
Basic tax structure of partnerships and LLCs Electing to be taxed as a partnership: "Check-the-box" rules Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations general rules and restrictions
Preparation, Compilation and Review Engagements: Update and Review
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Billings
4.00 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
Construction Contractors: Critical Accounting, Auditing and Tax Issues
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Missoula
8.00 Credits
Overall landscape of the construction industry GAAP and recent changes affective the construction industry The Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors, including CTA reporting Ongoing and new tax issues for construction contractors Going concern disclosures and their importance to the construction industry The lease FASB ASC and its impact on the construction industry
Current Issues in Accounting and Auditing: An Annual Update
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Missoula
4.00 Credits
Recently issues but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g. cryptocurrency), and business combinations Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AIPCA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Guide and Update to Compilations, Review and Preparations
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Missoula
4.00 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation and review engagements
OBBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Missoula
4.00 Credits
• An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses.• New law provisions for individuals and businesses.• Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit.
Anytime CPE Subscription
Available Until
On-Demand Only
0.00 Credits
Defining Where and Why Internal Controls are Needed
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Webcast Only
2.00 Credits
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Ethics: How to Give and Receive Criticism the Right Way
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Webcast Only
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Navigating IRS Collections: Overview of Form 433 & OIC
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines.When to use Forms 433-A or 433-B and required documentation.Offer in Compromise (OIC): criteria, process, and practical considerations.Payment options: installment agreements, partial payment plans, and OIC.Advising clients on IRS collections and avoiding penalties.Compliance strategies for minimizing tax liabilities.Real-world scenarios and examples for tax debt resolution.
ChatGPT Bootcamp for CPAs with John Higgins
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
CFO - Enhancing Productivity
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Webcast Only
8.00 Credits
Quality is Free – But How Do We Measure the Cost? Customers demand quality in both products and services. Philip Crosby's 1985 assertion that "quality is free" prompts an analysis of the four aspects of the cost of quality: prevention, appraisal, internal failure, and external failure. We will explore the true costs of each element and how to measure them, testing the idea that an ounce of prevention is worth a pound of cure. Understanding the true cost and value of quality is essential. Understanding and Mitigating External and Internal Risks: How? Risk is an inherent part of modern business, and the role of a Chief Financial Officer (CFO) now encompasses more than just financial management. This seminar will equip professionals with the tools to understand and mitigate both external and internal risks, ensuring organizational performance and sustainability. Adequate preparation is crucial to avoid unnecessary risks. This course is essential for leaders and organizations aiming to survive and thrive. Insurance – How to Manage Your Insurance Program At its core, insurance is about risk management. Leaders must consider what types of insurance are needed, coverage limits, acceptable deductibles, and the difference between a deductible and self-insured retention. Understanding insurance contracts and knowing what to expect from an insurance broker is crucial. This overview is designed for those responsible for insurance and risk, emphasizing the importance of a practical approach to managing insurance for organizational viability. Effective Implementation of Enterprise Risk Management Many have attempted implementation of ERM (Enterprise Risk Management) systems, and many have failed. This seminar will offer a roadmap for embedding effective ERM practices into daily management and planning without disrupting the organization.
Ethical Considerations of the New AICPA SSTS Rules
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Partnership Tax Updates (2025)
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements.
Using e-Signature Software to Process Agreements-Updated
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Webcast Only
2.00 Credits
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.