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.
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
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27
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Webcast Only
8.00 Credits
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
Revenue Recognition for Private Entities 26-27
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Webcast Only
4.00 Credits
Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks
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
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27
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Webcast Only
8.00 Credits
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webcast Only
8.00 Credits
Why great predictions are not intuitive How to separate correlation from causation How to recognize and overcome bias Learn from the past without hindsight bias Why the many purposes and types of budgets and projections cause distortions How benchmarking and metrics have changed the budget process
Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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Webcast Only
8.00 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners" initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners" tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Partnership & LLC (Form 1065)—Formation to Liquidation 26-27
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Webcast Only
8.00 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 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 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
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
Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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Webcast Only
8.00 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners" initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners" tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Partnership & LLC (Form 1065)—Formation to Liquidation 26-27
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Webcast Only
8.00 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 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 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
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
Fraud Stories Series January 2027
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Webcast Only
2.00 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Case Studies in Accounting Fraud 26-27
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Webcast Only
4.00 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in within payments processing Review of recent cases involving the same common fraud schemes that have always existed
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
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
2026 Business Tax Credits
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Webcast Only
8.00 Credits
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Accounting and Auditing Update 26-27
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Webcast Only
4.00 Credits
Review of new accounting standards issued in 2025 and 2026 Applicable changes to accounting for government grants and crypto currency Compilation and review standards and interpretations (SSARS) Auditing standards including a deep dive into the quality management standards
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Fraud—How to Find, How to Prevent 26-27
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Webcast Only
4.00 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips