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.
Surgent's Post-death Planning and Estate Administration Strategies
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Webcast Only
2.00 Credits
Identifying short-term and long-term cash needs of the estate Evaluating funding sources for expenses, taxes, and distributions Timing of distributions and management of estate cash flow Asset sales, redemptions, and other liquidity strategies Coordination of estate tax and final individual income tax filings Income taxation during administration and income in respect of a decedent Valuation approaches and available valuation elections Installment payment options for estate tax liabilities Special elections affecting closely held business interests Use of disclaimers and beneficiary planning after death Spousal planning options and qualified interest elections Application of portability and exemption planning after the first death
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
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Webcast Only
4.00 Credits
· Revenue recognition overview · Identifying the contract with a customer and performance obligations · Transaction price
Valuing A Business: What is This Company Worth” 26-27
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Webcast Only
4.00 Credits
The weighted average cost of capital Discounted Cash Flow analysis Valuation methods The issues and the pros and cons of each method How do you increase the value of a business?
How AI Fits into the Accounting World 26-27
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Webcast Only
2.00 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Ethical Intelligence: Global Case Studies & Standards 26-27
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Webcast Only
4.00 Credits
Ethical Responsibilities for CPAs AICPA Code of Professional Conduct PCAOB Independence & Ethics Sarbanes—Oxley Act Circular 230 Foreign Corrupt Practices Act Whistleblower & Reporting Duties (incl. Dodd-Frank) California State Board Ethics & Enforcement Data Privacy & Confidentiality (CCPA/CPRA)
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
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Webcast Only
2.00 Credits
· Excel shortcuts · Conditional summing · Removing duplicate values · VLOOKUP function
2026 Business Tax Credits
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Webcast Only
8.00 Credits
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Surgent's Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World
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Webcast Only
2.00 Credits
Evolving privacy, data security, and professional-responsibility obligations in a rapidly changing threat landscape Modern social engineering risks, including AI-generated phishing, account takeovers, QR code scams, and deepfakes Responsible use of generative AI, emphasizing supervision, judgment, verification, and client expectations Practical safeguards for protecting data, devices, and confidentiality at work, at home, and while traveling
Business Transformation: Critical Skills for CFOs and Controllers
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Webcast Only
4.00 Credits
Build Your Team: Get Results 26-27
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Webcast Only
8.00 Credits
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
Real Estate Taxation Full Circle 26-27
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Webcast Only
8.00 Credits
Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)
Multistate Taxation - Tax Staff Essentials
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Webcast Only
8.00 Credits
· Constitutional limits and Public Law 86-272 · Interstate activity · Nexus, UDITPA and MTC · Calculation of state taxable income · Filing methods for multistate taxpayers · Apportionment and allocation · Multistate income tax planning
Case Studies in Accounting Fraud 26-27
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Webcast Only
4.00 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in within payments processing Review of recent cases involving the same common fraud schemes that have always existed
Build Your Team: Get Results 26-27
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Webcast Only
8.00 Credits
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
Real Estate Taxation Full Circle 26-27
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Webcast Only
8.00 Credits
Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)
Combating Interal Fraud
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Webcast Only
2.00 Credits
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today.The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
The Art of the Interview 26-27
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Webcast Only
2.00 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Surgent’s Tax Policy Hour With Ken Kies
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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
Financial Statement Analysis 26-27
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Webcast Only
8.00 Credits
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
How Changes in Business Methods Affects Internal Control 26-27
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Webcast Only
8.00 Credits
How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.