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.
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
Financial Statement Disclosures 26-27
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Webcast Only
8.00 Credits
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
26-27 FASB and AICPA Update (ASU, SAS, Ethics)
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Webcast Only
4.00 Credits
FASB ASU with effective dates of 2025 and later SAS 149 and recent Exposure Drafts Recent ethics interpretations Stablecoin and Other Digital Assets
Estate Planning Strategies Using Irrevocable Trusts 26-27
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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)
Financial Statement Disclosures 26-27
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Webcast Only
8.00 Credits
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
Tax Talks January 2027
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Webcast Only
1.50 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Comprehensive Passive Activity Losses (PAL) 26-27
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Webcast Only
8.00 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Audits of 401k Plans 26-27
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Webcast Only
6.00 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues
Comprehensive Passive Activity Losses (PAL) 26-27
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Webcast Only
8.00 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Metrics Management: Choose and Use Key Performance Indicators 26-27
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Webcast Only
8.00 Credits
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Ethics in the Real World 26-27
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Webcast Only
4.00 Credits
Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve
How to Review Financial Statements 26-27
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Webcast Only
4.00 Credits
Practice reviewing financial statements Financial statement case studies
SSARS Practice Issues and Standards Update 26-27
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Webcast Only
4.00 Credits
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21'performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
Tax Planning for Seniors 26-27
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Webcast Only
4.00 Credits
Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members
Metrics Management: Choose and Use Key Performance Indicators 26-27
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Webcast Only
8.00 Credits
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
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
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
How AI Fits into the Accounting World 26-27
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Webcast Only
2.00 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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Webcast Only
2.00 Credits
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Governmental & Not for Profit Fraud 26-27
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Webcast Only
4.00 Credits
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs