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.
Accounting Fraud 26-27
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Webcast Only
8.00 Credits
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
Estate Planning: A Comprehensive Overview 26-27
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Webcast Only
8.00 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Financial Statement Disclosures 26-27
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Webcast Only
8.00 Credits
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webcast Only
8.00 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Accounting Fraud 26-27
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Webcast Only
8.00 Credits
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
Estate Planning: A Comprehensive Overview 26-27
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Webcast Only
8.00 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Financial Statement Disclosures 26-27
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Webcast Only
8.00 Credits
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webcast Only
8.00 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Surgent's Preparing the Federal Estate Tax Return (Form 706): A Practical Guide
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Webcast Only
2.00 Credits
Overview of the current Form 706 structure and recent reporting updates Organizing asset, debt, and deduction information for return preparation Application of spousal transfer rules and portability elections in practice Interaction between estate tax reporting and post-death income tax issues Common compliance risks and strategies for reducing professional liability Identification and reporting of generation-skipping transfer exposures
Preparation, Compilation, and Review Engagements: Update and Review
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Webcast Only
4.00 Credits
· Overview of preparation, compilation, and review guidance · Accounting and reporting issues · Current practice issues · Common deficiencies in peer reviews · Current and future standard-setting projects
Performing Preparation, Compilation and Review Engagements
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Webcast Only
2.00 Credits
· Engagement objectives · Performance requirements and standards · Documentation · Differences between compilation and preparation engagements · Engagement criteria · Changes in level of service
Yellow Book: Application of GAGAS Principles
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Webcast Only
6.00 Credits
· Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) · General requirements for complying with the Yellow Book · Ethics, independence, and professional judgment · Competence and continuing professional education · Quality control and peer review
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
Surgent's Current Year FASB Update
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Webcast Only
2.00 Credits
Accounting for government grants Accounting for internal use software Other recent updates FASB’s technical agenda
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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Webcast Only
2.00 Credits
· Cell styles · Workbook design principles · Nested functions · Selecting cells and objects · Organizing worksheets
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Audits Under Uniform Guidance—Single Audit & NPOs 26-27
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Webcast Only
4.00 Credits
Concepts of the Single Audit under the Uniform Guidance Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs Requirements for the schedule of expenditures of federal awards, known as the SEFA Update on the OMB Compliance Supplement
Preparation, Compilation & Review Services 26-27
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Webcast Only
4.00 Credits
All recently issued SSARS standards Financial reporting frameworks Distinguishing special purpose frameworks from GAAP CPAs reporting on financial statements Financial statement disclosures Recently issued ethics standards Peer Review Deficiencies
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
Surgent's Critical Issues With Health Savings Accounts
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Webcast Only
2.00 Credits
HSA eligibility, including interactions between HSAs, FSAs, and HRAs Disqualifying coverage: Medicare, veterans’ benefits, Indian Health Service Benefits, and employer-based coverage (FSAs, HRAs) HSA deposits: rules employers must follow when making contributions and how to handle excess contributions HSA transfers and rollovers HSA withdrawals, including how to handle mistaken distributions HSA establishment date: how determined it is and the 18-month rule HSA tax reporting: responsibilities of employers, HSA trustees/custodians, and HSA owners HSA prohibited transactions Special situations: death, divorce, bankruptcy Potential disadvantages of HSAs Strategies for taking maximum advantage of HSAs