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.
Microsoft Copilot Deep Dive Hands-On Bootcamp for CPAs
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Getting started with Microsoft Copilot Tour of the Copilot app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Microsoft Copilot Advanced Microsoft Copilot features review Integration with Microsoft 365 apps
Navigating IRS Collections: The Collection Process
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
No Tax On Overtime: Payroll Compliance
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of the Fair Labor Standards Act (FLSA) overtime provisions Definition of a “workweek” and the 40-hour threshold Time-and-a-half requirement and exclusions from overtime pay Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions) Excluded payments (discretionary bonuses, reimbursements, retirement contributions) Step-by-step calculation examples for different compensation structures Best practices for documentation and payroll systems Case studies illustrating misclassification and miscalculation issues
Numbers to Narrative: Storytelling in Business Communication
Available Until
On-Demand Only
1.00 Credits
The major topics that will be covered in this course include: Role of narrative in professional communication Situation–complication–resolution framework Narrative arcs in business contexts Integrating data within a structured story Defining tension and resolution logically Maintaining accuracy while improving clarity Application of storytelling framework to a workplace scenario
Schedule K-1: What is it & What Do I Do With It?
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Schedules K-2 and K-3 requirements
Selected Ethics Topics 2025-2026
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Stay in compliance with recent ethics standards changes that impact your practice. Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession. Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment. Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Taxation of the Cannabis Industry
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Industrial hemp vs. marijuana. Income definitions under I.R.C. §61. Tax code restrictions: §280E and §471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
The Modern Tax Workflow
Available Until
On-Demand Only
1.00 Credits
1. Why the Tax Workflow Is Broken: Most tax workflows weren't intentionally designed. Rather, they evolved over time through habits, workarounds and busy-season survival. This lesson covers the hidden inefficiencies that slow down tax work, create inconsistency and contribute to burnout. You'll also begin mapping your current process to uncover where time and effort are being lost. 2. The Document Chaos Problem: Before tax work can begin, most firms spend significant time sorting, organizing and managing client documents. There is a hidden cost to this document chaos. You’ll calculate its impact on your firm and explore how automation can eliminate one of the biggest sources of workflow friction. 3. Automation vs. AI vs. Humans: AI and automation are changing how tax work gets done, but they aren't replacing accountants. Let’s explore the roles that automation, AI and human expertise each play in a modern tax workflow. You'll also learn how identifying issues earlier in the process can improve accuracy, reduce rework and allow professionals to focus on higher-value work.4. Designing a Modern Tax Workflow: Many firms look for a single tool to solve their workflow challenges, but modern tax processes are built through a series of intentional steps supported by the right technology. By evaluating your current workflow, you can identify opportunities for automation and begin designing a more efficient process from client intake through review and advisory services.5. What Happens When You Fix the Workflow: Improving your workflow creates capacity, reduces stress and allows your firm to scale more effectively. By calculating the impact on your firm and considering how freed-up time can be reinvested into higher-value work, you can experience the operational and personal benefits of workflow improvement. 6. Your Next Step: Understanding the problem is only the beginning. In this final lesson, you'll turn insight into action by identifying one practical workflow improvement to test in your firm. Rather than attempting a complete transformation, think about taking a small, deliberate step that creates proof, builds momentum and lays the foundation for future improvements.
Written Information Security Plans
Available Until
On-Demand 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.