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.
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Webcast Only
4.00 Credits
Recently issued 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 AICPA 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
Surgent's Basics of Employment Law for Non-HR Professionals
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Webcast Only
4.00 Credits
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Webcast Only
4.00 Credits
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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Webcast Only
6.00 Credits
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS Tax-basis financial statements
Fundamentals of 1031 Exchanges 26-27
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Webcast Only
8.00 Credits
Statutory framework for 1031 exchanges Business and investment property characterization Deferred exchange rules and techniques Exchange mathematics: boot, gain and basis Reporting for failed exchanges (over two tax periods) Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Webcast Only
2.00 Credits
· Data validation · Conditional formatting · Subtotal function · Reduce formula errors · Skinny row
Surgent's Adapting to OBBBA Changes: A Strategic Review
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Webcast Only
2.00 Credits
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions
Surgent's Understanding Corporate Taxation: Formation and Shareholder Compensation
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Webcast Only
2.00 Credits
Contributions of property at formation Basis after the initial transfer Implications of boot Property transferred that is encumbered by debt Stock acquired through gift or inheritance Reasonable compensation Withholding on bonuses ISOs and non-qualified stock options Restricted stock and Section 83(b) elections Compensation and deduction timing
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webcast Only
3.00 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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Webcast Only
6.00 Credits
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS Tax-basis financial statements
Fundamentals of 1031 Exchanges 26-27
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Webcast Only
8.00 Credits
Statutory framework for 1031 exchanges Business and investment property characterization Deferred exchange rules and techniques Exchange mathematics: boot, gain and basis Reporting for failed exchanges (over two tax periods) Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761
FASB Update: What's New in Q3 - February 2027
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Webcast Only
1.50 Credits
FASB's current activities ASUs issued Workplan agenda
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Webcast Only
2.00 Credits
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
Surgent's Financial Reporting Considerations for Current Year-end Reporting
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Webcast Only
2.00 Credits
Updated income tax disclosures Tariff refund and other tariff related accounting issues Other new ASUs effective for this year-end How financial reporting can be affected by economic trends
Surgent's Post-death Planning and Estate Administration Strategies
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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
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Webcast Only
2.00 Credits
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Surgent's Ethical Considerations for the CPA
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Webcast Only
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Surgent's Fundamentals of Public Charity Taxation and Form 990
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Webcast Only
4.00 Credits
Organization and structure of Form 990 Form 990 and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues Potential changes in the income taxation of not-for-profit organizations
Construction Contractors: Auditing Considerations
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Webcast Only
4.00 Credits
· Auditing contractor accounting and revenue from contracts with customers · Planning and risk assessment for construction contractors · Key controls · Substantive procedures for long-term contractors
Surgent's IRS Tax Examinations and Hot Issues
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Webcast Only
4.00 Credits
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures