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.
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
-
Webcast Only
4.00 Credits
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Strategy, Risk and Finance: Why We Do What We Do 26-27
-
Webcast Only
8.00 Credits
Why do most strategic plans fail" Why so many formerly strong organizations have failed Why most organizations have a poor strategic plan and how to correct this The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks How Behavioral Economics will help address the risk
Closely Held Business Owner Financial Planning Opportunities 26-27
-
Webcast Only
2.00 Credits
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Surgent's Engaging and Managing Young Professionals
-
Webcast Only
0.00 Credits
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
-
Webcast Only
2.00 Credits
Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income
Surgent's Current Issues in Accounting and Auditing: An Annual Update
-
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 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
Excel for Accounting Professionals Session 1: Tables and Named References
-
Webcast Only
2.00 Credits
· Excel conventions · Critical shortcuts · Named references · Tables
Income Statement Disaggregation: ASC 240-40 26-27
-
Webcast Only
2.50 Credits
Disclosure - Overview Disclosure - Expense Disaggregation Implementation Guidance
Surgent's Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget
-
Webcast Only
2.00 Credits
Difficulties in hiring Recent benefits surveys Saving money on group health insurance plans Leave benefits Learning and development Flexible work Culture and hiring AI and hiring Other recruiting platforms
Surgent's The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals
-
Webcast Only
2.00 Credits
Foundation of accounting ethics Independence in fact vs. appearance and common impairment triggers AICPA Independence Rule AICPA Independence Interpretations issued by the Professional Ethics Executive Committee (PEEC) Application of the AICPA's Conceptual Framework Expanded guidance on gifts, employment offers, fee dependency, 529 plans, and client affiliates Updates to nonattest services and management participation threats Breaches of independence and firm response responsibilities
Reviewing Individual Tax Returns: What Are You Missing?
-
Webcast Only
4.00 Credits
· Qualified business income deduction · Temporary senior deduction · State and local tax deduction · Hobby losses · Self-employment health insurance · Business startup costs · Depreciation · Schedule C issues · Like-kind exchanges
Surgent's Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax
-
Webcast Only
2.00 Credits
Redemptions vs. dividends Corporate acquisition issues Foreign tax credit (Form 1118) General business credit Alternative minimum tax
Surgent's Seeing Beyond the Numbers: Financial Statement Analysis for CFOs and Controllers
-
Webcast Only
2.00 Credits
The purpose of financial statement analysis Comparing actuals vs. expectations and benchmarking Ratio analysis Analysis of statement of cash flows Other uses of ratios Numerous case studies included
Preparing Financial Statements for Clients 26-27
-
Webcast Only
4.00 Credits
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
-
Webcast Only
8.00 Credits
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
Surgent's Tax Update for Retirement Planners and Investment Advisors
-
Webcast Only
2.00 Credits
OBBBA changes Trump IRAs and Trump Accounts Independent contractor vs. employee SEC updates
Surgent’s Tax Policy Hour With Ken Kies
-
Webcast Only
1.00 Credits
The evolution of major individual and business tax legislation Effective dates and transition rules Planning opportunities for today and beyond How major tax legislation is being developed The roles of Congress, Treasury, and the IRS How Treasury regulations and IRS guidance affect implementation What tax practitioners can learn from the legislative and regulatory process Areas likely to receive increased IRS scrutiny Current enforcement priorities Penalties and reasonable-cause considerations IRS examination trends Practical implications of new reporting requirements
Surgent's Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
-
Webcast Only
2.00 Credits
Classification of fiduciary entities for income tax purposes and filing obligations Allocation of income between the fiduciary and beneficiaries based on distribution rules Fiduciary accounting income versus taxable income and why the distinction matters Treatment of expenses, fees, and charitable payments on fiduciary returns Distributable income concepts and beneficiary reporting mechanics Application of timing elections affecting distributions and deductions Special rules for multiple beneficiaries and separate economic interests Treatment of income in respect of a decedent and related deductions Elections affecting trust taxation and beneficiary treatment Reporting considerations for grantor trusts and asset protection structures Handling of deductions and losses in the final year of administration
Accounting Industry Update 26-27
-
Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards