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.
Form 706 Preparation Part 1: Overview Including Portability 26-27
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Webcast Only
2.00 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Balance Sheet Management: The Least Understood Risk” 26-27
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Webcast Only
4.00 Credits
Intentionally managing your balance sheet to reduce risk. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand the analysis and decision-making process through real-world examples and five interactive case discussions.
AI 101 for CPAs: Core Concepts and Practical Applications 26-27
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Webcast Only
2.00 Credits
ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work What inherent risks are associated with this powerful technology Actionable steps you can take to mitigate the risks Practical examples of how AI can be applied in accounting, auditing, tax and finance services
Form 706 Preparation Part 2: Reporting Assets 26-27
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Webcast Only
2.00 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Surgent's Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses
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Webcast Only
2.00 Credits
Accounting methods and cash method availability All events test and economic performance Contingent liabilities Dividends received deduction Charitable contributions and limits Employer-provided meals Accelerated depreciation — bonus, Section 179, and full expensing of manufacturing property Bad debt deductions and the service business exception Strict substantiation requirements Losses: net operating losses, capital losses, passive activity losses
Documenting Your EBP Audit: What You Need to Know
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Webcast Only
8.00 Credits
· Professional standards · Audit planning · Risk assessment and control testing · Documentation best practices for investments and plan expenses · Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable · Participant data and participant accounts · Initial audits, plan mergers, and other issues
Surgent's Critical Skills for CFOs and Controllers: Budgeting and Forecasting Strategies for Today’s World
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Webcast Only
2.00 Credits
Budgets vs. forecasts Cyclicality Identifying key forecast drivers Budgeting variances Horizontal analysis Flexible budgeting Dealing with behavioral biases Managing headcount Forecasting and budgeting governance
Surgent's Opportunity Zones: Tax Planning, Compliance, and Emerging Issues
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Webcast Only
2.00 Credits
The rules governing gain deferral, basis adjustments, holding period requirements, recognition events, and the exclusion of post-investment appreciation Mandatory recognition of deferred gain for pre-2027 opportunity zone investments in 2026 The mechanics of qualifying for opportunity zone tax benefits Rules governing eligible capital gains Qualified opportunity funds, qualified opportunity zone businesses, and the applicable asset and business qualification tests Federal income tax consequences associated with opportunity zone investments Selected state tax conformity issues, planning opportunities, and challenges arising from differing state treatment of opportunity zone incentives
Taxation of Property Transactions - Tax Staff Essentials
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Webcast Only
4.00 Credits
· Sections 1231, 1245, and 1250 · Depreciation recapture · Capital gains and losses · Nonrecognition transactions
Form 706 Preparation Part 3: Reporting Deductions 26-27
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Webcast Only
2.00 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Vows Made Visible: Ethics and the Call of the Profession 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
You've Got This: An Introduction to Yellow Book and Single Audits
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Webcast Only
4.00 Credits
What’s included (and excluded) in a Yellow Book audit Key qualification, performance, and reporting standards under the Yellow Book How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting Fundamentals of testing internal controls over compliance and performing compliance testing
Estate Planning Strategies Using Irrevocable Trusts 26-27
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Webcast Only
6.00 Credits
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
SOC 2® Report Walkthrough
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Webcast Only
2.00 Credits
· Sections within a SOC 2 report · CUEC considerations · Inclusive versus carve-out methods of reporting on controls at subservice organizations · Report opinion types · SOC 3 reporting · Bridge letters
Tax Talks April 2027
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Webcast Only
1.50 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
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Webcast Only
2.00 Credits
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Surgent's OBBBA Rules Relating to Research and Experimental Expenditures
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Webcast Only
2.00 Credits
Eligible expenses for the credit What activities do not qualify for the credit? Differences between credit and deduction Revenue Procedure 2025-28 Immediate deductions starting January 1, 2025 Deducting domestic R&E paid or incurred in tax years beginning after December 31, 2021, and before January 1, 2025 Making an election to amortize domestic expenditures Elections a small business taxpayer can make Options for treating previously capitalized expenditures Interaction with the research credit Changing accounting methods Short tax year ending before July 4, 2025
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Webcast Only
4.00 Credits
· Benefits of ethical behavior · Six steps to creating and maintaining an ethical culture · Example of unethical behavior in ethical companies
Quality Management: Performing a Root Cause Analysis
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Webcast Only
2.00 Credits
· Broad discussion of root cause analysis, including what a root cause analysis is, how it works, and why it is understood to be an effective tool · The requirements of SQMS No. 1 (QM section 10) regarding root cause analysis · Applying the discussed steps of a proper root cause analysis in a real-world scenario · Documentation considerations for root cause analysis
Conducting a Remote Audit
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Webcast Only
4.00 Credits
· Benefits of remote auditing · How to manage the team, the client, and the audit process remotely · Engagement-wide procedures, from client acceptance through report issuance when remote auditing · Narrow-topic considerations when remote auditing