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.
ABC Trust Planning and the Portable Exclusion 26-27
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Webcast Only
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Financial Reporting Fundamentals 26-27
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Webcast Only
8.00 Credits
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
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
ABC Trust Planning and the Portable Exclusion 26-27
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Webcast Only
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Financial Reporting Fundamentals 26-27
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Webcast Only
8.00 Credits
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
OCBOA Case Studies 26-27
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Webcast Only
8.00 Credits
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Lease Accounting - Making Sense of the Standard 26-27
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Webcast Only
4.00 Credits
What control of assets constitute a lease Embedded leases Fixed and variable consideration Determining the lease term Modifications and assessments Related party leases Presenting leases on financial statements Components of calculating liabilities and rights of use
International Tax Forum - April 2027
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Webcast Only
1.00 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Build Better Budgets: Fundamental Techniques
Available Until
On-Demand Only
2.00 Credits
Unlocking Deep Secrets: Case Studies in Financial Analysis
Available Until
On-Demand Only
2.00 Credits
Ethics: 10 Crucial Qualities of High-Character CPAs
Available Until
On-Demand Only
2.00 Credits
Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so
Accountants and Malpractice; Can We Get Sued for This?
Available Until
On-Demand Only
2.00 Credits
How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Advanced ChatGPT for Accountants
Available Until
On-Demand Only
2.00 Credits
An Exhaustive Look At Fraud & Ways To Control It (Part 1)
Available Until
On-Demand Only
4.00 Credits
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
An Exhaustive Look At Fraud & Ways To Control It (Part 2)
Available Until
On-Demand Only
4.00 Credits
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Building Security/Efficiency via Internal Control (Part 1)
Available Until
On-Demand Only
4.00 Credits
An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Building Security/Efficiency via Internal Control (Part 2)
Available Until
On-Demand Only
4.00 Credits
An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
CFO Solutions to IRS Problems
Available Until
On-Demand Only
4.00 Credits
ChatGPT for Accountants: 50+ Use Cases
Available Until
On-Demand Only
2.00 Credits
Compilation, Preparation and Review Basics and Peer Reivews
Available Until
On-Demand Only
2.00 Credits