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CPE Catalog & Events

Join us for this year's classes

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!

Showing 8474 Webinars Results

Creating an Ethical Work Environment

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Webcast Only

2.00 Credits

Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making

Surgent's Purchase and Sale of a Residence: Critical Tax Issues

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Webcast Only

2.00 Credits

General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home

Not-For-Profit Organizations: Financial Update 25-26

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Webcast Only

3.00 Credits

Financial entity IRS filing status Recent ASC updates affecting nonprofit entities

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 25-26

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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

Comprehensive Partnership Taxation Form 1065 25-26

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Webcast Only

8.00 Credits

Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of hot assets Transfer of partnership interests Issuance of partnership interests to service partners

Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 25-26

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Webcast Only

8.00 Credits

ASU effective in 2024 and beyond Recent SAS Selected ethics interpretations

Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26

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Webcast Only

8.00 Credits

Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options

Advanced Cybersecurity - Beyond the Basics

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Webcast Only

4.00 Credits

The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives 

2025 AICPA Regulatory Ethics Update

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.

Accounting for and Auditing Cryptocurrency & Digital Assets

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Webcast Only

2.00 Credits

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

Everyday Ethics at Work: Don't be the Next News Story!

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story

How to Double Your Firm's Revenue Through CFO and Advisory

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Webcast Only

1.00 Credits

The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.

Combating Internal Fraud

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Webcast Only

2.00 Credits

This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.

Surgent's Excel: Mastering PivotTables

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Webcast Only

2.00 Credits

Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel

Tax Depreciation: Review and Update

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Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics

Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

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Webcast Only

4.00 Credits

ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting

Create Paginated Reports with Power BI Report Builder

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Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Financial Decisions that Led Two Businessmen to Prison

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Webcast Only

2.00 Credits

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Surgent's Real Estate for Accounting and Finance Professionals

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Webcast Only

2.00 Credits

Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation

Surgent's Schedules K-2 and K-3: Filing Requirements

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Webcast Only

2.00 Credits

Detailed discussion of the domestic filing exception  Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on common client situations encountered in practice