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.
Farm & Ranch Conference
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Great Falls
8.00 Credits
Review of major income tax law changes Review of the 5th Circuit Appeal on SE tax and how it affects Manager-Managed LLCs OBBBA -- impact, planning opportunities, what's still unknown and what requires more IRS guidance Other relevant tax developments, court cases and rulings affecting farmers and ranchers Examples pertinent to small and mid-sized farm operations A refresher on various farm planning topics such as: Installment sales of hot assets Liquidation of S corporations The deferral of income tax under new Section 1062 Review of Farm Income Averating
Fraud & Industry Conference
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Helena
16.00 Credits
This two-day event blends top industry updates with fraud prevention, ethics, and real-world case insights. Join us for a fresh, streamlined conference experience designed for CPAs across business, industry, and public practice.
Governmental and Not-for-Profit Annual Update
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Fairmont
8.00 Credits
Review the latest developments in governmental and not-for-profit accounting, including GASB and FASB updates, compensated absences, quality management standards (SQMS), auditing standards, and governmental auditing guidance.
K2's Business Intelligence Featuring Microsoft's Power BI Tools
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Fairmont
8.00 Credits
Learn how Business Intelligence can drive better decision-making, compare Power BI licensing options, and gain hands-on experience creating impactful Power BI reports and interactive dashboards.
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas
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Fairmont
8.00 Credits
Stay current on the latest federal tax law changes, including OBBBA, SECURE 2.0, estate and retirement planning, charitable giving, digital assets, Social Security, and practical tax-saving strategies for individuals, families, and financial advisors.
S Corporation Taxation: Advanced Issues
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Fairmont
4.00 Credits
Explore advanced S corporation tax planning, including shareholder stock and debt basis, OBBBA updates, AAA, built-in gains, redemptions, liquidations, and shareholder compensation strategies to help navigate complex tax issues.
Forensic Accounting: Fraud Investigations
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Fairmont
8.00 Credits
Gain practical insight into forensic accounting by exploring evidence collection, investigative tools, interview techniques, report preparation, and the role of expert witness testimony in financial investigations and litigation.
K2's Advanced Excel
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Fairmont
8.00 Credits
Build advanced Excel and data analysis skills by exploring collaboration and security features, data models, PivotTables, advanced formulas, data queries, and techniques for creating clear, impactful visualizations.
Surgent's Essential Depreciation and Expensing Update
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Fairmont
4.00 Credits
Stay up to date on depreciation and cost recovery rules, including OBBBA changes, bonus depreciation, §179 elections, MACRS, depreciation recapture, listed property, amortization, and strategies to maximize tax deductions while avoiding common pitfalls.
Ethics and Professional Conduct: Updates and Practical Application
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Fairmont
4.00 Credits
Strengthen your understanding of professional ethics by reviewing the AICPA Code of Professional Conduct, independence requirements, professional judgment, conflicts of interest, the conceptual framework, and recent developments affecting the profession.
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Fairmont
4.00 Credits
Examine the four tiers of business loss limitations, including basis, at-risk, passive activity, and excess business loss rules, with practical guidance on applying OBBBA updates and navigating complex loss limitation provisions.
K2's Small Business Internal Controls, Security and Fraud Preventiion and Detection
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Fairmont
8.00 Credits
Learn practical internal control strategies for small businesses, including preventing fraud, addressing common control challenges, leveraging accounting software controls, and implementing effective application and general IT controls.
Guide to Payroll Taxes and 1099 Issues
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Fairmont
4.00 Credits
Review key payroll tax rules, including worker classification, §530 relief, SS-8 determinations, responsible person penalties, reporting requirements, filing deadlines, and payroll tax considerations in today's gig economy.
Preparation, Compilation and Review Engagements
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Fairmont
4.00 Credits
Stay current on preparation, compilation, and review engagements with updates on accounting and reporting issues, common peer review deficiencies, current practice challenges, and upcoming standard-setting initiatives.