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.
Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
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Webcast Only
2.00 Credits
Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income
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
CFO Series: AI in the Digital World Partnered with the Idaho Society
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Webcast Only
8.00 Credits
Is it ethical to use AI, or not? What is ethical AI? Why it matters for finance and business professionals? Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn’t build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them? Creating sustainable, people-focused AI practices that build trust. What are autonomous general ledgers: what are they and how much can you depend upon them? Financial statement analysis using AI. AI use in Budgeting and Forecasting. Using AI for research and planning (tax and GAAP), e.g. AI-driven fraud detection tools: capabilities and limits. What to automate and what to leave alone? Evaluating vendor claims and setting reasonable expectations. What to automate, and what to leave alone. AI ramification on staffing and hiring. The impact of self-serve AI research on your relationship with your CPA firm. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions.
Introduction to Yellow Book: 8-Credit Boot Camp
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
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Webcast Only
8.00 Credits
What exactly is terminating S corporations, including recent rulings Schedules K-2 and K-3 reporting requirements and filing exceptions Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Shareholder changes Living Trust and causes S termination LLCs electing S status, changing agreement could terminate election Inherited a new client with reporting errors? What are my options? Debt vs. equity and §385; Federal Express battled and won, how do we? Are we to expect SECA tax on pass-through entities? Shareholders losing “substance over form” argument Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses Can I accrue expenses payable to a shareholder? Sure, but can I deduct them? How §179 limitations affect S corp. basis Comparison of liquidation of a C corporation vs. the liquidation of an S corporation Did not timely file Form 2553? A simple method to correct Is there a “flexible standard of law” in regard to closely held entities?
Navigating IRS Collections: The Collection Process
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Business Partnerships: Managing Supplier Relationships
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Beyond the Numbers: Success Strategies for Female CPAs
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Corporate Fraud Risk & Investigations 26-27
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Webcast Only
4.00 Credits
Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations
Ethics in the Real World 26-27
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Webcast Only
4.00 Credits
Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve
Accounting Industry Update 26-27
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Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Federal Tax Update: Business Comprehensive 26-27
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Webcast Only
8.00 Credits
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Individual Tax Update: OBBA and Recent Developments
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
FASB Update: What's New in Q2 - November 2026
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Webcast Only
1.50 Credits
FASB's current activities ASUs issued Workplan agenda
How Much Are Your Ethics Worth?
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Hot Topics Accounting Update - 2026
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Ethics, AI, and Music: What Every CPA Must Know
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Corporate Transparency Act Developments
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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Webcast Only
2.00 Credits
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips