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.
Income Tax Planning for Bond Investments 26-27
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Webcast Only
4.00 Credits
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
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Webcast Only
8.00 Credits
Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webcast Only
8.00 Credits
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation
K2's Technology Conference
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Webcast Only
0.00 Credits
Accounting for Crypto Assets 26-27
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Webcast Only
1.00 Credits
Scope and criteria for crypto assets under ASC 350-60 Initial recognition and subsequent fair value measurement under ASC 820 Presentation on the balance sheet and income statement; required annual and interim disclosures
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.
CFO Series: AI is Not the Enemy: Getting the Most from AI
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Common AI use cases in accounting and financeFraud, deepfakes, data abuse and related risksGovernance frameworks and oversight responsibilitiesThe EU AI Act and regulatory developments in the U.S.AI bias, discrimination, and transparency concernsInternal control and documentation challengesQuestions finance leaders should ask before adopting AIAligning AI oversight with your audit and compliance functions
Consolidation Accounting 26-27
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Webcast Only
4.00 Credits
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
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
State and Federal Ethics Considerations 26-27
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Webcast Only
4.00 Credits
Statutory developments Key cases that impact your client Administrative and procedural developments" Federal and state standards of tax practice Return preparer registration (state and federal) State and federal penalties that apply to tax practice Conflicts of interest related to flow-through entities Ethics issues related to operating a virtual tax practice Application of taxpayer privileges in tax practice Understand Due Diligence.
Staff Tax Training: Partnerships and LLCs—Form 1065 26-27
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Webcast Only
16.00 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues Overview of different forms of business entities, including the check-the-box regulations Formation issues, including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) Calculating the tax and §704(b) book capital accounts Understand the substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse and non-recourse debt to the schedule K-1s Deductibility of fringe benefits, including health insurance premiums Guaranteed payments & self-employment tax issues and pitfalls Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions) Partnership liquidation and distribution tax ramifications at both the partnership and partner level
The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
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Webcast Only
2.00 Credits
Blockchain technology primer Cryptocurrency technology primer Update on the cryptocurrency marketplace Cryptocurrency exchanges - the good, the bad and the ugly Overview of cryptocurrency taxation and legislation Smart contracts - what they are and how they work
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Webcast Only
8.00 Credits
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webcast Only
8.00 Credits
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
Understanding and Creating an Internal Control System 26-27
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Webcast Only
8.00 Credits
Underlying concepts of internal control Defining where and why controls, policies and procedures are needed Legacy control measures that are still important for businesses today Creating control measures that address the use and protection of technology
Let Go and Lead: The Crucial Art of Delegation
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Webcast Only
1.00 Credits
ú When is it time to delegate ú What should you be delegating ú To whom should you be delegating it ú What are the benefits of creating more time to lead
Tax School Level 2 Partnered with Idaho Society
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Webcast Only
24.00 Credits
Day 1 - Advanced Tax Planning S Corporations Interpret the rules relating to the adjustment of basis in stock by S corporation shareholders. Calculate gain and loss on the distribution of property. Evaluate the rules concerning fringe benefits received by and expenses incurred by S corporation shareholder-employees. Apply the rules relating to qualified subchapter S subsidiaries (QSubs). Assess the corporate reorganization rules for S corporations. Evaluate the effects of a shareholder's death on the S corporation. Calculate the Section 199A deduction Day 2 - Advanced Taxation Partnerthips & LLCs Calculate what a partner will receive in complete liquidation of their partnership interest under Section 704(b) regulations. Identify the potential economic consequences of special allocations to a partner or LLC member. Distinguish between "book" allocations required under Section 704(b) and "tax" allocations required under Section 704(c). Identify the potential tax consequences when a partner or LLC member makes a contribution of appreciated or depreciated property to the entity. Distinguish among the various methods prescribed by the regulations to make required special allocations with respect to contributed property. Distinguish between recourse and nonrecourse liabilities of a partnership or LLC. Calculate the basis of each property received by a partner or member receiving multiple properties in liquidating and nonliquidating distributions from a partnership or LLC. Recognize which properties will receive a step or or step down in basis when multiple properties are received from a partnership or LLC. Assess when a partnership or LLC should make a Section 754 election to allow it to increase or decrease the basis of its assets. Assess the consequences for the buyer associated with the sale of an interest in a partnership or LLC. Day 3 - Tax Planning for Small Businesses Identify important tax considerations for the small business at each stage of its life. Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and they deduction for organizational costs and start-up costs. Differentiate the advantages available for small busuinesses based on entity type. Apply the four tiers of business losses for non-corporate taxpayers. Analyze which actifities of a taxpayer are subject to self-employment taxes.
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)
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Webcast Only
8.00 Credits
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webcast Only
8.00 Credits
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification