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 Issues for Real Estate and Homebuilding 26-27
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Webcast Only
4.00 Credits
Discussion of appropriate entity selection and small taxpayer status Walkthrough of costing methods and compliance issues under IRC 263A Analysis of IRC 461 related to economic performance Illustrative examples and analysis Sample computations for homebuilder unit costing Recent IRC 263A challenges by the IRS Update of related cases and issues'including recent tax reform
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.
Surgent's Maximizing Health Savings Accounts for Retirement Planning
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Webcast Only
2.00 Credits
Triple tax advantages HSA tax advantages vs. other savings options/retirement plans Maximizing HSA contributions Long-term investment potential of HSAs Tax-free transfer of assets at HSA owner’s death HSAs as a retirement planning opportunity Savings goals Retirement perceptions and realities: common financial preparedness concerns, health care costs in retirement, Medicare misconceptions, and Medicare income-based premiums HSA funding strategies and pro tips
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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Webcast Only
1.00 Credits
· Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. · Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. · Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. · Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
ABC Trust Planning and the Portable Exclusion 26-27
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Webcast Only
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Financial Reporting Fundamentals 26-27
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Webcast Only
8.00 Credits
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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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
ABC Trust Planning and the Portable Exclusion 26-27
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Webcast Only
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Financial Reporting Fundamentals 26-27
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Webcast Only
8.00 Credits
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
OCBOA Case Studies 26-27
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Webcast Only
8.00 Credits
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Surgent's Navigating OBBBA's Charitable and Education Tax Provisions
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Webcast Only
2.00 Credits
New charitable contribution rules, including the deduction available for non-itemizers New limitations affecting itemized charitable deductions Donor-advised funds, qualified charitable distributions (QCDs), and charitable bunching Expansion of Section 529 education savings plans. Increased annual Section 529 K-12 withdrawal limits Newly eligible elementary and secondary education expenses Expanded uses for workforce training and recognized postsecondary credential programs Planning opportunities for families, business owners, and professionals pursuing continuing education Permanent enhancements to ABLE accounts and their coordination with education planning
Lease Accounting - Making Sense of the Standard 26-27
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Webcast Only
4.00 Credits
What control of assets constitute a lease Embedded leases Fixed and variable consideration Determining the lease term Modifications and assessments Related party leases Presenting leases on financial statements Components of calculating liabilities and rights of use
International Tax Forum - April 2027
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Webcast Only
1.00 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Surgent's Understanding Corporate Taxation: Formation and Shareholder Compensation
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Webcast Only
2.00 Credits
Contributions of property at formation Basis after the initial transfer Implications of boot Property transferred that is encumbered by debt Stock acquired through gift or inheritance Reasonable compensation Withholding on bonuses ISOs and non-qualified stock options Restricted stock and Section 83(b) elections Compensation and deduction timing
Artificial Intelligence for Accountin and Finance
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Webcast Only
2.00 Credits
Frameworks for incident response (e.g., NIST Cybersecurity Framework) Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) Practical tips for financial professionals to manage crises Post-incident analysis and lessons learned Building organizational resilience through continuous improvement
Fraud Case Studies: Schemes and Controls
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Webcast Only
4.00 Credits
Common tax deadlines and penalties Employee Retention Credit – new developments,Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
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
The Needed Focus on Cyber-Security
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Webcast Only
2.00 Credits
The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Mastering the Offer in Compromise Strategies for Preparation and Negotiati
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Webcast Only
2.00 Credits
Introduction to the OIC program, Types of OICs, Eligibility criteria, Financial analysis Offer amount calculation, Preparing Forms 656 and 433-A(OIC)/433-B(OIC) Supporting documentation and strategy OIC submission and IRS review process Appeals and negotiation techniques Best practices and common pitfalls Real-world scenarios and case studies