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CPE Catalog & Events

Join us for this year's classes

CPE & Event Classes

New CPE Anytime Service!
 

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!

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. (Webinars are classes from other providers)

Please click here to view our Professional Development Catalog in print.

Showing 1833 All Results

Shorten Month-End: Closing Best Practices

Friday, January 27 7:00am - 11:00am

Webcast Only

4.00 Credits

Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly

Annual Tax Update: Corporations and Pass-Through Entities

Friday, January 27 7:00am - 3:00pm

Webcast Only

8.00 Credits

Get ready for the upcoming tax season (bold) Understand what's new and what has changed in the federal business income tax arena. This updated course provides up-to-the-minute guidance on the latest tax legislation, including the Inflation Reduction Act, court decisions, and IRS pronouncements. Gain practical insights and valuable tax-saving strategies from AICPA's seasoned tax professionals who know what the new laws, rules, and court rulings can mean for real-world taxpayers.

Technical Business Practice Issues & Tax Forms for Experienced Practitioners

Friday, January 27 7:00am - 3:00pm

Webcast Only

8.00 Credits

IRS challenges, urgency for modernization Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic IRS finally releases guidance for the marijuana industry "Recycled" Form 1099-NEC to report nonemployee compensation Form 1065 steps for reporting capital Schedules K-2 and K-3 reporting requirements Centralized audit regime; late filing penalties and small partnership relief What is terminating S corporations today? “Substance over Form” argument of shareholder loans Advanced study of “At-Risk” loans Employer W-2 correction requests Don't get caught watching the paint dry -- What is hot and new What is terminating S corporations today? Special allocation issues of §704 Final regulations for allocating depreciation recapture to partners and members of LLCs

The Best Federal Tax Update Course by Surgent

Friday, January 27 7:00am - 3:00pm

Webcast Only

8.00 Credits

Timely coverage of breaking tax legislation Equity Awards and Compensation Schedules K-2 and K-3 Reporting Requirements Donor Advised Funds Is the "Employee vs Independent Contractor" conundrum about to explode? A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny Detailed review of Loss Limitation Rules Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Walter Haig's SSARS Prep, Comp & Review Update

Friday, January 27 7:00am - 3:00pm

Webcast Only

8.00 Credits

The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 25 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 25 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 25 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.

What You Can Learn From the Statement of Cash Flows

Friday, January 27 7:30am - 9:30am

Webcast Only

2.00 Credits

The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures

Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

Friday, January 27 8:00am - 10:00am

Webcast Only

2.00 Credits

What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options

Excel - Advanced Formatting to Improve Your Spreadsheets

Friday, January 27 8:00am - 10:00am

Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes

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

Friday, January 27 8:00am - 12:00pm

Webcast Only

4.00 Credits

=- 5-step process for recognizing Revenue- Apply principles of FASB ASC 606

Real Estate Tax Update

Friday, January 27 8:00am - 12:00pm

Webcast Only

4.00 Credits

Section 179 for qualified real property Section 179 for nonresidential roofs, HVAC fire protection, and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones Recent tax updates resulting from TCJA

ACPEN Signature: 2022 Handling IRS Audits & Collections Today

Friday, January 27 8:00am - 4:00pm

Webcast Only

8.00 Credits

Preparing for an IRS audit  Types of audits Confidentiality and the Kovel Agreement Issues that arise during the audit Post Audit Client Options Issues Related to Collections and the Types of Collectors Methods for Resolving Balance Due Situations Income Tax vs. Payroll Tax Issues Preparing your client to Understand and Resolve Issues Options for Appeals

S Corporations: Conversions

Friday, January 27 9:00am - 11:00am

Webcast Only

2.00 Credits

Reasons to terminate an S corporation election Involuntary terminations Voluntary revocations the process and the consequences Tax planning opportunities related to the termination of S corporation status Complications arising from a mid-year termination Limitations on re-electing S corporation status Making the S corporation election how and why Built-in gain planning

Taxation of Judgements & Settlements

Friday, January 27 9:00am - 11:00am

Webcast Only

2.00 Credits

The major topics covered in this class include:Types of damages or remedies that can be awarded or agreed upon pursuant to litigationReview of the Internal Revenue Code and regulations governing the taxation of various types of litigation paymentsSuggestions for drafting pleadings or settlement agreements

Federal & California Tax Update for Businesses & Estates | Titans of Tax

Friday, January 27 9:00am - 4:30pm

Webcast Only

8.00 Credits

New law provisions and guidance and new tax forms affecting business entities, tax-exempts, and estates and trusts. Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates - Federal and California The state of California and multistate significant developments, including nexus and sourcing. Expiring provisions.

Becoming a Fraud Investigator

Friday, January 27 10:00am - 12:00pm

Webcast Only

2.00 Credits

The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters

Fiduciary Accounting for Estates & Trusts - 4 Hours

Friday, January 27 10:00am - 2:00pm

Webcast Only

4.00 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

What's Changing in A&A for Governmental Entities

Friday, January 27 10:00am - 2:00pm

Webcast Only

4.00 Credits

Leases 2018 Yellow Book Uniform Guidance

S Corporations: Distributions, Stock Basis & Loss Limitations

Friday, January 27 11:00am - 1:00pm

Webcast Only

2.00 Credits

Details of the stock basis adjustments when an S election is effective Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income Definition of "accumulated adjustment account" (AAA) Special rule when there is a "net negative adjustment" The rule limiting losses to stock and shareholder loans to the corporation The tax complications related to using shareholder loans to the corporation to deduct losses The basis adjustment ordering rules when there are losses and distribution in the same taxable year Tax planning opportunities and strategies

Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships & LLCs

Friday, January 27 11:00am - 1:00pm

Webcast Only

2.00 Credits

How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment

Whistleblowers & the Law

Friday, January 27 11:00am - 1:00pm

Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership