CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to meet your professional development needs. Our goal is to enhance your knowledge and help you achieve even greater success.
Most MTCPA classes are available both LIVE [In-Person] and VIRTUAL [MTCPA Webcasts (in-house) or Webinars (other providers)], so please be sure to register for the correct format under the appropriate tab below.
Also check out our on-demand learning platform, allowing you to earn CPE at your convenience. You can choose stand-alone courses or opt for an all-access subscription to our entire Anytime library. Click the Anytime CPE tab below to explore the available courses!
Enterprise-Wide Risk Management in Accounting and Finance
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.
Money Laundering 101 for CPAs
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Webcast Only
4.00 Credits
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Webcast Only
8.00 Credits
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Form 1099-K reporting requirements Bonus depreciation Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12 Decentralized Autonomous Organizations (DAOs)
Tax Talks: August 2025
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Webcast Only
1.50 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
What's Behind the Data?
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Selected Ethics Topics - 2024 - 2025
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Webcast 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.
Form 706 Preparation Part 2: Reporting Assets 25-26
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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
What's Going on at the FASB (2025)
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
Basic Individual Taxation Course
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Webcast Only
2.00 Credits
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Surgent's Ethical Considerations for the CPA
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Webcast Only
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Webcast Only
2.00 Credits
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Taxation of the Cannabis Industry
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Webcast 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.
Understanding Internal Control Constructs
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Webcast Only
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Shortcuts that Excel Users Love
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Webcast Only
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
The Leadership Skills of Tomorrow: Delegate and Listen
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Webcast Only
2.00 Credits
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Ethics at Work: Diversity, Equity and Inclusion
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Webcast Only
2.00 Credits
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
Using ChatGPT with Excel
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
Advanced ChatGPT for Accountants
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Ethical Considerations in Working with Cannabis
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Webcast Only
1.00 Credits
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance