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 Current Issues in Accounting and Auditing: An Annual Update
-
Webcast Only
4.00 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
-
Webcast Only
2.00 Credits
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Income Statement Disaggregation: ASC 240-40 26-27
-
Webcast Only
2.50 Credits
Disclosure - Overview Disclosure - Expense Disaggregation Implementation Guidance
Preparing Financial Statements for Clients 26-27
-
Webcast Only
4.00 Credits
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
-
Webcast Only
8.00 Credits
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
Accounting Industry Update 26-27
-
Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Preparing and Writing Findings in Yellow Book and Single Audits
-
Webcast Only
0.00 Credits
The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process
Accounting Industry Update 26-27
-
Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Fraud Misstatements & Financial Reporting 26-27
-
Webcast Only
4.00 Credits
A case study approach to financial statement fraud Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves Common methods of deceiving users of financial statements Red-flags in fraud
Defning Where and Why Internal Contro are Needed
-
Webcast Only
2.00 Credits
This session is taught via the use of case studies adapted from real world examples.The topics discussed in this session include: Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
Form 706 Preparation Part 1: Overview Including Portability 26-27
-
Webcast Only
2.00 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Balance Sheet Management: The Least Understood Risk” 26-27
-
Webcast Only
4.00 Credits
Intentionally managing your balance sheet to reduce risk. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand the analysis and decision-making process through real-world examples and five interactive case discussions.
AI 101 for CPAs: Core Concepts and Practical Applications 26-27
-
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
Form 706 Preparation Part 2: Reporting Assets 26-27
-
Webcast Only
2.00 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 706 Preparation Part 3: Reporting Deductions 26-27
-
Webcast Only
2.00 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Vows Made Visible: Ethics and the Call of the Profession 26-27
-
Webcast Only
4.00 Credits
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
You've Got This: An Introduction to Yellow Book and Single Audits
-
Webcast Only
4.00 Credits
What’s included (and excluded) in a Yellow Book audit Key qualification, performance, and reporting standards under the Yellow Book How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting Fundamentals of testing internal controls over compliance and performing compliance testing
Estate Planning Strategies Using Irrevocable Trusts 26-27
-
Webcast Only
6.00 Credits
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
Tax Talks April 2027
-
Webcast Only
1.50 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
-
Webcast Only
2.00 Credits
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans