CPE Catalog & Events
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 Professional Development Catalog in print.
Onboarding: Apply Project Management Techniques
Tuesday, November 29 7:00am - 9:00am
Webcast Only
2.00 Credits
The major topics covered in this class include:How to apply project management to onboarding strategiesVarious steps to onboarding
Cases in Corporate Ethics: Discuss Real Life Conflicts
Tuesday, November 29 7:00am - 11:00am
Webcast Only
4.00 Credits
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?
Annual Accounting & Auditing Update
Tuesday, November 29 7:00am - 3:00pm
Webcast Only
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
Tuesday, November 29 7:00am - 3:00pm
Webcast Only
8.00 Credits
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts, excess business loss limitations, and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Latest Developments in Government & Nonprofit Accounting & Auditing
Tuesday, November 29 7:00am - 3:00pm
Webcast Only
8.00 Credits
Developing issues related to performing Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits, including the new SASs Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 87, Leases Preparing for the implementation of the new requirements related to contributed nonfinancial assets (i.e., ASU No. 2020-07) Developing a deeper understanding of the effects that FASB ASC 842, Leases, will have on nonprofits
The Best Federal Tax Update Course by Surgent
Tuesday, November 29 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
Introduction to Single Audit
Tuesday, November 29 7:30am - 9:23am
Webcast Only
2.00 Credits
Uniform Guidance Internal Controls over Compliance Reporting
K2's Technology for CPAs - Don't Get Left Behind
Tuesday, November 29 7:30am - 3:00pm
Webcast Only
8.00 Credits
Key hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems Security and privacy issues facing accountants, including practical tools and techniques for mitigating risk, such as data encryption, password management, biometrics, and portals Computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices Significant trends in information technology and how to take advantage of the opportunities presented by these trends Key features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
Tuesday, November 29 8:00am - 9:33am
Webcast Only
1.60 Credits
Change management Leadership
Inventory Accounting: GAAP, Software & Variance Recognition
Tuesday, November 29 8:00am - 9:52am
Webcast Only
2.00 Credits
GAAP/IFRS for inventory Understanding Inventory software - Inventory master files - Bill of Materials (BOM) - Indented Bill of Materials - Routings Variance recognition Keeping costs current
The ABCs of Advisory Services
Tuesday, November 29 8:00am - 9:55am
Webcast Only
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
2022 Year-End Tax Update & Planning
Tuesday, November 29 8:00am - 10:00am
Webcast Only
2.00 Credits
Individual and business tax related provisions of the Inflation Reduction Act of 2022 Status of “tax extender” deductions and credits for 2022 IRS proposed regulations dealing with inherited IRAs and other retirement accounts (final regulations will be covered if they are released prior to the program) Status of like-kind exchanges, micro-captives, and conservation easements in 2022 Cryptocurrency reporting and transactions under the Infrastructure Investment and Jobs Act Transfer tax portability and Revenue Procedure 2022-32 The No Surprises Act: prohibition against surprise billing for medical bills Inflation Adjusted U.S. Savings Bonds (I bonds) S corporation shareholder basis reporting: Form 7203 Form 1099-K reporting for third-party payment settlement networks The Kiddie Tax for 2022 2022 cap on employer-provided tax-free parking Health Savings Accounts and Flexible Spending Accounts in 2022
Progressive Discipline & Termination
Tuesday, November 29 8:00am - 10:00am
Webcast Only
2.00 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Resolving Ethical Conflicts - NEW
Tuesday, November 29 8:00am - 10:00am
Webcast Only
2.00 Credits
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
The Omniverse & Metaverse for Accountants
Tuesday, November 29 8:00am - 10:00am
Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
Bitcoin Fundamentals - What Every CPA Should Know
Tuesday, November 29 8:00am - 11:00am
Webcast Only
3.00 Credits
The major topics that will be covered in this class include:The evolution of money: barter, gold, paper, digital, cryptocurrencyBitcoin defined: technology, currency, payment system, store of valueHow Bitcoin works: origin, network, nodes, miners, transactionsParticipating in the Bitcoin network: procuring, spending, accepting and storing BitcoinIntroduction to Ethereum, a substantial alternative to BitcoinIncome tax implications of Bitcoin and other cryptocurrenciesAnalysis of the current market value of Bitcoin and Ethereum
Effective Leader Coach Foundations - A Course in Personal Leadership Development
Tuesday, November 29 8:00am - 11:26am
Webcast Only
3.50 Credits
Leadership Personal development Change Management Emotional Intelligence Trust Feedback Accountability Communication Interpersonal relationships Coaching
Balance Sheet Management: The Least Understood Risk
Tuesday, November 29 8:00am - 11:43am
Webcast Only
4.00 Credits
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
2022 Business Tax Update with Doug Van Der Aa
Tuesday, November 29 8:00am - 12:00pm
Webcast Only
4.00 Credits
2021-22 tax legislation, rulings and developments Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation Update on tax return preparer standards S corporation and partnership developments Estate and gift tax changes Miscellaneous business developments, including regulations and rulings affecting depreciation, accounting method changes, and other business tax issues.
Setting the Scene: Fundamentals of the Alternative Workforce
Tuesday, November 29 9:00am - 11:00am
Webcast Only
2.00 Credits
Gig economy•Distinguish among the different types of alternative workforces