CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to support your professional development. Our goal is to strengthen your knowledge and help you achieve even greater success.
Most MTCPA courses are offered in both LIVE (In-Person) and VIRTUAL formats—MTCPA Webcasts (in-house) or Webinars (other providers).
Looking for flexibility? Explore Anytime CPE, our on-demand learning platform. Choose individual courses or an all-access subscription to our full Anytime library. Click the Anytime CPE tab below to get started!
Courses are listed by format. Be sure to choose the correct tab below to view and register for the class you want.
AHI: The Mindful-CPA
-
Webcast Only
2.00 Credits
Mindfulness Science of Neurology Mindfulness Practice Stress Management
S Corporations: Calculating Shareholder Basis
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Shortcuts that Excel Users Love
-
Webcast Only
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
2026/27 Not-for-Profit GAAP Update
-
Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Financial Planning: Auto & Homeowners Insurance
-
Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
Current Cybersecurity Risk Management Trends
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
-
Webcast Only
2.00 Credits
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
Surgent's Tax and Advisory with Agentic AI
-
Webcast Only
2.00 Credits
Agent use in transfer pricing, tax compliance automation, and M&A due diligence Examples of agent deployment in global accounting firms Regulatory frameworks Governance and controls for autonomous tax tools Strategic advisory with agent-based scenario planning
The CFO Who Went to Prison
-
Webcast Only
2.00 Credits
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Individual Income and Tax Compliance Annual Update
-
Webcast Only
3.50 Credits
· IRS guidance, including notices, revenue rulings and revenue procedures · IRS and Treasury proposed, temporary and final regulations · U.S. Tax Court cases · Legislative updates
Surgent's Guide and Update to Compilations, Reviews, and Preparations
-
Webcast Only
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 on Standards 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
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Understanding and Creating an Internal Control System
-
Webcast Only
8.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
ChatGPT and Advanced Financial Analysis for Accountants
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
How AI Is Automating Internal Control
-
Webcast Only
4.00 Credits
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
How AI Fits into the Accounting World
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
-
Webcast Only
2.00 Credits
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
-
Webcast Only
2.00 Credits
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
Surgent's Opportunity Zones: Tax Planning, Compliance, and Emerging Issues
-
Webcast Only
2.00 Credits
The rules governing gain deferral, basis adjustments, holding period requirements, recognition events, and the exclusion of post-investment appreciation Mandatory recognition of deferred gain for pre-2027 opportunity zone investments in 2026 The mechanics of qualifying for opportunity zone tax benefits Rules governing eligible capital gains Qualified opportunity funds, qualified opportunity zone businesses, and the applicable asset and business qualification tests Federal income tax consequences associated with opportunity zone investments Selected state tax conformity issues, planning opportunities, and challenges arising from differing state treatment of opportunity zone incentives
Surgent's Post-death Planning and Estate Administration Strategies
-
Webcast Only
2.00 Credits
Identifying short-term and long-term cash needs of the estate Evaluating funding sources for expenses, taxes, and distributions Timing of distributions and management of estate cash flow Asset sales, redemptions, and other liquidity strategies Coordination of estate tax and final individual income tax filings Income taxation during administration and income in respect of a decedent Valuation approaches and available valuation elections Installment payment options for estate tax liabilities Special elections affecting closely held business interests Use of disclaimers and beneficiary planning after death Spousal planning options and qualified interest elections Application of portability and exemption planning after the first death