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CPE Catalog & Events

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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.

In-Person 3 MTCPA Webcasts 8 Webinars 3762 Chapter Events 3 All 3776 Anytime CPE 84

Showing 3601-3620 of 3776 Results (Page 181 of 189)

Comprehensive Roth IRA Strategies Analysis 26-27

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Webcast Only

2.00 Credits

Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth

International Tax Forum - March 2027

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Webcast Only

1.00 Credits

Various tax topics from a legal perspective International, Federal and State tax matters

Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide

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Webcast Only

0.00 Credits

Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting   Review the three levels of service  Discuss technology options  Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche

Surgent's Preparation and Compilation Engagements Under the SSARS

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Webcast Only

4.00 Credits

Relevant sections of SSARS No. 21, Clarification and Recodification 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements

Surgent's Excel Budgeting Ideas

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Webcast Only

2.00 Credits

Set up an in-cell drop-down list of budget methods  Change the calculations in the cells based on the selected budget method  Use names in worksheets

Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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Webcast Only

2.00 Credits

Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area

Surgent's A Complete Guide to the Yellow Book

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Webcast Only

8.00 Credits

Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS) Relationship of Yellow Book requirements to GAAS and single audit requirements Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements The Yellow Book requirements related to the performance of and reporting on a financial audit Identifying and reporting findings under the Yellow Book The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits

Consolidation Accounting 26-27

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Webcast Only

4.00 Credits

Consolidation accounting framework Voting control  Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures

Ethical Intelligence: Global Case Studies & Standards 26-27

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Webcast Only

4.00 Credits

Ethical Responsibilities for CPAs AICPA Code of Professional Conduct PCAOB Independence & Ethics Sarbanes—Oxley Act Circular 230 Foreign Corrupt Practices Act Whistleblower & Reporting Duties (incl. Dodd-Frank) California State Board Ethics & Enforcement Data Privacy & Confidentiality (CCPA/CPRA)

Surgent's Understanding How the IRS Rewards Whistleblowers

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Webcast Only

2.00 Credits

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

PFP Update: Issues, Exposures and Developing Client Strategy 26-27

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Webcast Only

2.00 Credits

Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies

Surgent's Managing Up the Ladder

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Webcast Only

2.00 Credits

Influence, persuasion, and power  Navigating without position power

Surgent's Tax Research - Intermediate Concepts

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Webcast Only

2.00 Credits

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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Webcast Only

2.00 Credits

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships

Surgent's Getting Ahead: The Art of Marketing for CPAs

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Webcast Only

2.00 Credits

Challenges of marketing CPA firms Developing marketing strategy  Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels  Marketing channel statistical analysis  Developing marketing metrics

Retirement Advising: Accumulation and Decumulation Strategies 26-27

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Webcast Only

8.00 Credits

The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning

Surgent's Key Current Financial and Economic Issues Facing the Financial Executive

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Webcast Only

0.00 Credits

Taking a strategic perspective relative to risk management and crisis management Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller 

Retirement Advising: Accumulation and Decumulation Strategies 26-27

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Webcast Only

8.00 Credits

The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning

March 2027 AI Update: Current Issues, Future Possibilities

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Webcast Only

1.50 Credits

Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs

How AI Fits into the Accounting World 26-27

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Webcast Only

2.00 Credits

An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.