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.
K2's Advanced Excel
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Fairmont
8.00 Credits
Build advanced Excel and data analysis skills by exploring collaboration and security features, data models, PivotTables, advanced formulas, data queries, and techniques for creating clear, impactful visualizations.
K2's Advanced Excel - VIRTUAL
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Webcast Only
8.00 Credits
Build advanced Excel and data analysis skills by exploring collaboration and security features, data models, PivotTables, advanced formulas, data queries, and techniques for creating clear, impactful visualizations.
Financial Statement Presentation, Disclosure, and Analysis
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:U.S. GAAP and Special purpose frameworksForm and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners’ equity statements; Comprehensive income; Supplementary informationComparative vs. single-period financial statementsSufficiency of disclosuresIllustrative disclosures frequently encountered in small-to-medium reporting entitiesIndustry-specific nuancesPurposes of financial statement analysis Trend analysis and vertical & horizontal analysisSimple and multivariate regressionAnalysis of metricsAssessment of liquidity, solvency, and profitabilityUsing data visualizationsThe role of qualitative factors
Surgent's Individual and Financial-Planning Tax Camp
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Webcast Only
8.00 Credits
Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Current Cybersecurity Risk Management Trends
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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
Agentic AI for CPAs: Automate Workflows with Intelligence
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy
Crucial Real Estate Taxation Insights Part 2
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Webcast Only
2.00 Credits
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
Fraud Misstatements & Financial Reporting 26-27
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Webcast Only
4.00 Credits
A case study approach to financial statement fraud Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves Common methods of deceiving users of financial statements Red-flags in fraud
Strategy, Risk and Finance: Why We Do What We Do 26-27
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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
Tax Update: "One Big Beautiful Bill"
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Webcast Only
8.00 Credits
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
Written Information Security Plans
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Profiles in Fraud
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
Financial Decisions that Led Two Businessmen to Prison
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Webcast Only
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Executive Presence, Personal Brand: Structure Your Narrative
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ChatGPT and IRS Taxation Law Research
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Fraud Stories Series November 2026
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Webcast Only
2.00 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Webcast Only
2.00 Credits
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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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
Comprehensive Audit & SSARS Update
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study