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!
The Ethics of Care in the Workplace
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory
How Recent Auditing Standards Improve Risk-Based Audits
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
Comprehensive Passive Activity Losses (PAL) 25-26
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Webcast Only
8.00 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Compilation, Preparation and Review Basics and Peer Reviews
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Webcast Only
2.00 Credits
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
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
Controls to Secure the Growing Digital Footprint
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Webcast Only
4.00 Credits
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Grading Your Auditors - Are You Getting the Most Value?
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Cultural Transformation
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Surgent's Guide to the AICPA Quality Management Standards
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Webcast Only
2.00 Credits
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
The Ethic of Teamwork
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
Surgent's Basis Shifting: Final Regulations
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Webcast Only
4.00 Credits
What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast Only
4.00 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations
Surgent's Federal Tax Update
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Webcast Only
4.00 Credits
Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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Webcast Only
4.00 Credits
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
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Webcast Only
2.00 Credits
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
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
Surgent's Weekly Expert Hour
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Webcast Only
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Shortcuts that Excel Users Love
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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.
Surgent's Skills to Enhance Personal and Professional Networks
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Webcast Only
2.00 Credits
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Live Webinar K2's Securing Your Data: Practical Tools For Protecting Information
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Webcast Only
4.00 Credits
Understanding today's cybersecurity risks Identifying major cybersecurity risks implementing specific steps to reduce risk