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.
Firm Ethics—A Practical Approach 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Ethics requirements for CPA firms
Preparation, Compilation & Review Services 26-27
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Webcast Only
4.00 Credits
All recently issued SSARS standards Financial reporting frameworks Distinguishing special purpose frameworks from GAAP CPAs reporting on financial statements Financial statement disclosures Recently issued ethics standards Peer Review Deficiencies
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
Preparing Quality of Earnings Analysis 26-27
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Webcast Only
3.00 Credits
Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA
101 Tax Planning Ideas 26-27
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Webcast Only
8.00 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
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
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
Financial Accounting Standards: A Comprehensive Review 26-27
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Webcast Only
16.00 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
PFP Update: Investment Planning in This New Era 26-27
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Webcast Only
2.00 Credits
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
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
101 Tax Planning Ideas 26-27
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Webcast Only
8.00 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
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
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
Financial Accounting Standards: A Comprehensive Review 26-27
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Webcast Only
16.00 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Tax Talks August 2026
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Webcast Only
1.50 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Google Gemini Deep Dive Hands-on Bootcamp for CPAs 26-27
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Webcast Only
2.00 Credits
Getting started with Gemini Tour of the Gemini app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Google Gemini Advanced Gemini features review Integration with Google apps Subscription plan options
Closely Held Business Owner Financial Planning Opportunities 26-27
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Webcast Only
2.00 Credits
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Retirement Distributions: Planning Options 26-27
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Webcast Only
8.00 Credits
Roth IRA: The right choice" Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not" Self-directed IRA investment problems
SSARS Codification: Preparation, Compilation and Review 26-27
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Webcast Only
8.00 Credits
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27