CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to meet your professional development needs. Our goal is to enhance your knowledge and help you achieve even greater success.
Most MTCPA classes are available both LIVE [In-Person] and VIRTUAL [MTCPA Webcasts (in-house) or Webinars (other providers)], so please be sure to register for the correct format under the appropriate tab below.
Also check out our on-demand learning platform, allowing you to earn CPE at your convenience. You can choose stand-alone courses or opt for an all-access subscription to our entire Anytime library. Click the Anytime CPE tab below to explore the available courses!
Surgent's 2025 Tax Changes and Year-end Planning Opportunities
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Webcast Only
4.00 Credits
Using the new rules for tips and overtime pay Customarily tipped occupations mandatory for the tips deduction Taking advantage of the increased standard deduction How to qualify for the $6,000 senior deduction Estate tax planning after OBBBA, including a discussion of the portability election Using 529 plans and ABLE accounts most effectively Treating postsecondary credentialing expenses as qualified higher education expenses for purposes of 529 accounts Taking advantage of the SALT deduction Pass-through entity considerations Deducting interest on new car loans Making the most of the new Trump Accounts Using scholarship granting organizations to subsidize school expenses Using green energy credits before they expire New health savings accounts rules The QBI deduction Forms 1099-K, 1099-MISC, and 1099-NEC Employer student loan payments Taking maximum advantage of bonus depreciation Qualified production property Taking advantage of expanded Section 179 depreciation Domestic research and experimental expenditures Business losses New Opportunity Zone legislation Section 1202 QSBS Other timely provisions
Comprehensive Guide for Accounting and Finance Professionals
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Webcast Only
2.00 Credits
Establishing and administering a Trump Account Who can make contributions to a Trump Account Limits on contributions to a Trump Account Employer contributions to a Trump Account Participation in the pilot program What a Trump Account can invest in Basis tracking for after-tax contributions Taxation of distributions from a Trump Account Rolling a Trump Account into another account The potential advantages and disadvantages of having a Trump Account Opting out of a Trump Account Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18
The One Big Beautiful Bill: 2025 Tax Legislation
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include: The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill: Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know
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Webcast Only
4.00 Credits
The $6,000 senior deduction The QBI deduction Changes in the estate tax Wagering losses The SALT cap Tips, overtime, and car loan interest 1099 changes Trump Accounts Investments in students and education Bonus and Section 179 changes, including depreciation for qualified production property Full expensing of domestic research and experimental expenditures Changes in the deduction of business interest and business losses Renewal of Opportunity Zones Individual and corporate charitable contribution changes Expansion of Section 1202 stock Termination of credits for environmentally clean autos and expenditures Many other individual and business income tax changes contained in the OBBBA
Surgent's Review and Analysis of Crucial OBBBA Changes
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Webcast Only
2.00 Credits
Changes to the standard deduction Senior deduction Deduction for auto loan interest Estate tax changes and the portability option Tax consequences associated with investing in revised opportunity zones Full expensing of domestic R&E Individual and corporate charitable contributions Wagering losses Student loan discharges Taking advantage of scholarship granting organizations (SGOs) Dependent care assistance program
The One Big Beautiful Bill: 2025 Tax Legislation
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include: The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill: Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Tax Strategies Under H.R. 1 Conference (Day 1)
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Webcast Only
3.00 Credits
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbgDecember 16th, 2025 - IndividualsSession 1: The One Big Beautiful Bill: 2025 Tax Legislation for Individuals Allison McLeod, LL.M., JD, CPACredits: 1 - TaxesThe President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. Session 2: OBBBA Changes and Tax Planning StrategiesBen Henry-Moreland CFP, EA Credits: 2 - TaxesIn this session, Kitces Senior Financial Planning Nerd Ben Henry-Moreland will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. He'll be covering the OBBBA's tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He'll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
Surgent's Taxation of Tips and Overtime Under OBBBA
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Webcast Only
2.00 Credits
$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities
Tax Strategies Under H.R. 1 Conference (Day 2)
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Webcast Only
3.00 Credits
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbgDecember 17th, 2025 - Businesses/CorporationsSession 1: The One Big Beautiful Bill: 2025 Tax Legislation for Businesses Allison McLeod, LL.M., JD, CPACredits: 1 - TaxesThe President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. Session 2: Research and Corporate Tax Credits Post-OBBBA - What's Left, What's Out, and How to PlanJonathan Forman Credits: 1 - TaxesNavigate the evolving landscape of corporate tax credits following the enactment of OBBBA. R&E Deduction Relief: Explore the return of immediate expensing for domestic R&E costs, accelerated deductions, and retroactive opportunities for small businesses Clean Energy Credit Shake-Up: Understand the accelerated phaseouts of Section 45Y (PTC) and Section 48E (ITC) for solar and wind facilities, and the new eligibility rules for energy technologiesWhat's Still Available?: Learn about credits that remain viable through 2033-2034, including energy storage, nuclear, hydropower, and geothermal and their transferabilityForeign Entity Restrictions: New rules disqualify credits for facilities with ties to certain foreign entities (e.g., China, Russia), impacting transferability and eligibility Clean Fuel Credit Updates: Dive into the extended Section 45Z clean fuel production credit and its revised feedstock and emissions criteria Advanced Manufacturing Credit Changes: Review modifications to Section 45X, including phaseouts for wind components and new rules for integrated components Strategic Planning Tips: Learn how to time construction starts and credit elections to maximize remaining benefits before phaseouts take effect. Session 3: Corporate Tax Strategy in the OBBBA Era - Planning for a New Framework Matthew Gelsinger Credits: 1 - TaxesEquip your organization with strategic insights to optimize corporate tax planning under the new OBBBA provisions. Bonus Depreciation & Section 179 Expensing: Discover how the reinstated full expensing for qualified assets impacts capital investment decisions, increased Section 179 Limits, New deduction for Qualified Production Property R&D Expensing: Planning opportunities around immediate expensing of domestic R&D costs and retroactive relief for small businesses.Section 163(j) Interest Expense: Tax considerations from permanent reinstatement of "EBITDA" approach for calculating ATI.Permanent QBI Deduction: Understand the implications of making Section 199A permanent, including expanded phase-in ranges and new minimum deductionsInternational Tax Adjustments: Review permanent changes to FDII, GILTI, and BEAT, and their impact on global operationsQualified Opportunity Zones (QOZs): Learn about the new permanent framework and enhanced incentives for rural investments Strategic Planning Framework: Gain actionable insights for aligning entity structure, investment timing, and compensation planning with the new tax environment.
Surgent's Adapting to OBBBA Changes: A Strategic Review
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Webcast Only
2.00 Credits
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave
The One Big Beautiful Bill: 2025 tax legislation
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Surgent's 2025 Tax Changes and Year-end Planning Opportunities
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Webcast Only
4.00 Credits
Using the new rules for tips and overtime pay Customarily tipped occupations mandatory for the tips deduction Taking advantage of the increased standard deduction How to qualify for the $6,000 senior deduction Estate tax planning after OBBBA, including a discussion of the portability election Using 529 plans and ABLE accounts most effectively Treating postsecondary credentialing expenses as qualified higher education expenses for purposes of 529 accounts Taking advantage of the SALT deduction Pass-through entity considerations Deducting interest on new car loans Making the most of the new Trump Accounts Using scholarship granting organizations to subsidize school expenses Using green energy credits before they expire New health savings accounts rules The QBI deduction Forms 1099-K, 1099-MISC, and 1099-NEC Employer student loan payments Taking maximum advantage of bonus depreciation Qualified production property Taking advantage of expanded Section 179 depreciation Domestic research and experimental expenditures Business losses New Opportunity Zone legislation Section 1202 QSBS Other timely provisions
Surgent's Making Sense of Essential OBBBA Provisions
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Webcast Only
2.00 Credits
Bonus and Section 179 depreciation Depreciation of qualified production property The business interest deduction Tax on excess compensation within tax-exempt organizations Excise tax on investment income of private colleges ABLE accounts and the Saver’s Credit Child Tax Credit Casualty losses Other crucial OBBBA provisions
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Webcast Only
2.00 Credits
Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics
Surgent's 2025 Tax Changes and Year-end Planning Opportunities
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Webcast Only
4.00 Credits
Using the new rules for tips and overtime pay Customarily tipped occupations mandatory for the tips deduction Taking advantage of the increased standard deduction How to qualify for the $6,000 senior deduction Estate tax planning after OBBBA, including a discussion of the portability election Using 529 plans and ABLE accounts most effectively Treating postsecondary credentialing expenses as qualified higher education expenses for purposes of 529 accounts Taking advantage of the SALT deduction Pass-through entity considerations Deducting interest on new car loans Making the most of the new Trump Accounts Using scholarship granting organizations to subsidize school expenses Using green energy credits before they expire New health savings accounts rules The QBI deduction Forms 1099-K, 1099-MISC, and 1099-NEC Employer student loan payments Taking maximum advantage of bonus depreciation Qualified production property Taking advantage of expanded Section 179 depreciation Domestic research and experimental expenditures Business losses New Opportunity Zone legislation Section 1202 QSBS Other timely provisions
The One Big Beautiful Bill: 2025 Tax Legislation
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include: The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill: Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Surgent's Adapting to OBBBA Changes: A Strategic Review
-
Webcast Only
2.00 Credits
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions
Surgent's Taxation of Tips and Overtime Under OBBBA
-
Webcast Only
2.00 Credits
$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities
The One Big Beautiful Bill: 2025 Tax Legislation
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include: The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill: Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know
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Webcast Only
4.00 Credits
The $6,000 senior deduction The QBI deduction Changes in the estate tax Wagering losses The SALT cap Tips, overtime, and car loan interest 1099 changes Trump Accounts Investments in students and education Bonus and Section 179 changes, including depreciation for qualified production property Full expensing of domestic research and experimental expenditures Changes in the deduction of business interest and business losses Renewal of Opportunity Zones Individual and corporate charitable contribution changes Expansion of Section 1202 stock Termination of credits for environmentally clean autos and expenditures Many other individual and business income tax changes contained in the OBBBA
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