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.
Noble Leadership: An Ethical Approach
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
The CPA's 2026 Guide to Cryptocurrency and Blockchain
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work
Surgent's S Corporation Taxation: Advanced Issues
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Webcast Only
4.00 Credits
Detailed rules governing basis in the shareholder’s debt and stock AAA Built-in gains incurred from the sale of assets Redemptions and liquidations Compensation planning for shareholders, including planning strategies under the SECURE Act Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable
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
Fundamentals of Form 1040 -- Business
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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Webcast Only
6.00 Credits
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS Tax-basis financial statements
Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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Webcast Only
8.00 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners" initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners" tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Deception, Embezzlement, and Fraud 26-27
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Webcast Only
8.00 Credits
Narcissism Studies Fraud Embezzlement Technology used in scams
An Exhaustive Look At Fraud and Ways To Control It
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Webcast Only
8.00 Credits
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Webcast Only
8.00 Credits
Developing issues related to the Yellow Book and single audits Key AICPA developments affecting audits of governments and nonprofits The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events) The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value The advantages, challenges, and best practices for effectively presenting a measure of operations
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Webcast Only
8.00 Credits
Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Reporting Requirements for Schedules K-2 and K-3 Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income What the transactional method entails and how to report partners’ capital accounts under this method Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year-end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content The most frequently used forms and schedules, including some form “oddities”
Reasonable Compensation for S Corps
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
More Money: Strategic Ways to Improve Cash Flow
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Internal Control - Testing for Operating Effectiveness
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Webcast Only
2.00 Credits
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webcast Only
0.00 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Webcast Only
2.00 Credits
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
CFO Series: Indespensible Skills Partnered with the Idaho Society
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Webcast Only
8.00 Credits
Understanding the need, How much is needed, when, what will it be used for, etc.? Keys to success: Planning, Understand how the use, stage, amount, how and when – impacts the decision. Unintended consequences to avoid. Low cost is not necessarily a sound option. What are the non-quantifiable factors that can change the financing decision? Details on the time-intensive processes. Common blunders when raising financing. The perils of choosing the wrong alternative or wrong investor! Trends in the modern workforce: demographics, generational shifts, remote work, and engagement. The true cost of talent: hiring, retention, and turnover. People as assets versus people as liabilities. The varied challenges in accounting for human capital. Metrics that matter: KPIs for employee performance and value. Integrating people costs into financial strategy. Navigating compliance, risk, and benefits. Who is your customer? How to segment your customers, Identifying and understanding your most valuable customers. What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue. Creating and sustaining a customer value pyramid. The strategy-execution gap: common reasons why most strategic plans fail. Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.
Finance and Innovation: Reinvent Your Organization and Dept.
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
Risk Wrangling: Surviving the Modern Business Rodeo
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Risk is the common thread in an evolving landscapeRisk assessmentResponding to assessed risksAuditing standardsOther insights from AICPA guidanceFraud considerationsThe role of analyticsFinancial reporting considerationsRisk mitigation