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!
Surgent's Food, Beverage, and Entertainment Expensing
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Webcast Only
2.00 Credits
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Webcast Only
2.00 Credits
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Surgent's Understanding Partnership Taxation: Debt Allocations
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Webcast Only
2.00 Credits
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
What You Can Learn From the Statement of Cash Flows
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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
AHI: Level V - Advanced Management Leadership Essentials
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Webcast Only
16.00 Credits
What is expected of the manager and senior manager? Managing self and priorities Building leadership communication skills Leading others - coaching and developing staff Helping your firm grow
Create Paginated Reports with Power BI Report Builder
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Monthly Federal Tax Updates - December 2025
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Mastering the Art of Conflict: CPA Transformative Strategies
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Advanced ChatGPT for Accountants
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
2025 AICPA Regulatory Ethics Update
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
More Money: Strategic Ways to Improve Cash Flow
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Todd and Julie Chrisley Go to Prison
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Webcast Only
2.00 Credits
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Side-Hustle CFO
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
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Webcast Only
2.00 Credits
Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Webcast Only
2.00 Credits
Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team
Ethics Based Leadership for Women
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Webcast Only
2.00 Credits
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
Surgent's Successful Communication
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Webcast Only
4.00 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Managerial Accounting: Your Prescription for Better Decision
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Webcast Only
2.00 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Public Speaking and Presentation Skills
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Webcast Only
2.00 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation