CPE Catalog & Events

Join us for this year's classes

CPE & Event Classes

MTCPA has literally thousands of live and online courses to help you satisfy your professional development needs. It is our goal that the classes offered through MTCPA will enhance your knowledge and help you become even more successful.

Each class from MTCPA can be taken live (In-Person) or virtual (Webcasts) - please make sure you are registering for the correct one.

Please click here to view our interactive Professional Development Catalog.

Showing 10041 Webinars Results

Advanced Budgeting - Balance Sheet & Cash Flow Projections

Monday, June 27 7:00am - 8:00am

Webcast Only

1.00 Credits

Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow

Identifying & Implementing the Proper Balance of Internal Controls

Monday, June 27 7:00am - 8:40am

Webcast Only

2.00 Credits

Introduction to identifying and implementing the proper balance of internal controls Concepts, myths and facts of internal controls Risks vs controls Typical control types Understanding controls and why they fail Framework for controls identification

Navigating the Gray: An Advanced Guide to Auditor Independence Compliance

Monday, June 27 7:00am - 10:30am

Webcast Only

4.00 Credits

The CPA’s responsibilities related to independence and objectivity The AICPA independence rule and its interpretation Similarities and differences between AICPA and SEC independence rules Rules governing the performance of non-attest services for attest clients Examples of applying the AICPA’s non-attest rules GAO and Yellow Book independence and documentation requirements Sources for relevant independence rules and regulations

The Best Federal Tax Update Course by Surgent

Monday, June 27 7:00am - 3:00pm

Webcast Only

8.00 Credits

Timely coverage of breaking tax legislation Equity Awards and Compensation Schedules K-2 and K-3 Reporting Requirements Donor Advised Funds Is the "Employee vs Independent Contractor" conundrum about to explode? A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny Detailed review of Loss Limitation Rules Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Walter Haig's Personal Financial Health Checkup

Monday, June 27 7:00am - 3:00pm

Webcast Only

8.00 Credits

The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results

QuickBooks ONLINE - Monthly Closeouts & Year-End Cleanups

Monday, June 27 7:30am - 9:30am

Webcast Only

2.00 Credits

The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.

Fixing Your Chart of Accounts

Monday, June 27 8:00am - 9:00am

Webcast Only

1.00 Credits

Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes

How to Create an Incredible Employer Brand

Monday, June 27 8:00am - 9:03am

Webcast Only

1.20 Credits

Employer Brand Talent Management Future of Work Onboarding New Hires

Creating & Deploying Flexible Work Options

Monday, June 27 8:00am - 9:05am

Webcast Only

1.20 Credits

Flexible Work Options Employee Engagement Talent Management Strategy

1 Hour - Introduction to Sustainability Accounting

Monday, June 27 8:00am - 9:08am

Webcast Only

1.00 Credits

History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards

Driving Performance with Metrics

Monday, June 27 8:00am - 9:48am

Webcast Only

2.00 Credits

Using metrics in a balanced scorecard framework Learn to measure output of your business activities Creating metrics for profit and cost centers Benchmarking your metrics Using metrics for planning and control Tips for success

Analytical Procedures: Practical Applications & Standards

Monday, June 27 8:00am - 10:00am

Webcast Only

2.00 Credits

Examples of current public company audit reports Implications of SAS No. 134 Exploration of illustrative audit report examples Potential communication of Key Audit Matters (KAMs)

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

Monday, June 27 8:00am - 10:00am

Webcast Only

2.00 Credits

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime

Strategies for Maximizing Social Security Benefits

Monday, June 27 8:00am - 10:00am

Webcast Only

2.00 Credits

When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent

Buying, Selling, or Gifting a Business Creatively

Monday, June 27 8:00am - 10:12am

Webcast Only

2.00 Credits

Integrated Planning Techniques (Estate, Financial, and Asset Protection) Needs of the Business Owner Business Continuation Consideration Succession Planning Issues - Tax and Non-Tax Dealing with the Owner Integration of Retirement Needs “Buy-Sell Agreement” Issues Liquidity Issues

Powerful Public Speaking: Communicate With Confidence

Monday, June 27 8:00am - 10:54am

Webcast Only

3.20 Credits

Communications

Ethics for CPAs, the Pragmatic, Practical & Possible

Monday, June 27 8:00am - 11:40am

Webcast Only

4.00 Credits

Regulatory Ethics

Let's Play The 90 Day Money Game!

Monday, June 27 8:00am - 11:51am

Webcast Only

4.00 Credits

Financial Stress assessment Money Creation Mindset Limiting Beliefs Resiliency Skill & Talents Inventory Success Teams Money Breakthrough Nourishing the seeds of opportunity Environment Matters Success Habits EFT for Stress 

Enterprise Risk Management for Small & Medium Sized Businesses: Current Perspectives

Monday, June 27 8:00am - 11:55am

Webcast Only

4.00 Credits

New perspective on corporate governance; ERM overview;                        ERM-small business approach;                                      10 steps to take NOW!

How to Deduct Travel, Meals, & Entertainment Expenses NOW - 4 Hours

Monday, June 27 8:00am - 12:00pm

Webcast Only

4.00 Credits

Recent legislation and developments related to reporting travel, meals and entertainment expenses Adequate accounting rules for reimbursements Accountable plans Reimbursement of nondeductible expenses Reporting travel expenses Simplified Per Diem Meals and entertainment expenses “Directly related to” and “Associated With” tests Facility vs. Activity expenses * Nine Exceptions to Section 274 Business Meals IRS Notice 2018-76 Food and beverages during entertainment Mileage and Per Diem rates