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 Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
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Webcast Only
2.00 Credits
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Build a Data Model for Analysis in Power BI
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
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.
Ethical Intelligence for Artificial Intelligence
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast Only
4.00 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
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 The Americans with Disabilities Act and the Family and Medical Leave Act
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Webcast Only
2.00 Credits
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Securing Your Data with a Password Management App - Updated
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Webcast Only
2.00 Credits
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
AHI: Advanced Management and Leadership Essentials (Mini Course)
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Webcast Only
2.00 Credits
Leading others Coaching and developing staff Building leadership communications skills
Money Laundering Awareness for Accountants
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Installment sales: Maximize Tax Benefits and Stay Compliant
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture
Take Command of your Time
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Webcast Only
2.00 Credits
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Webcast Only
4.00 Credits
The implementation of GASB No. 101 on compensated absences The 2025 application of GASB No. 102 regarding certain risk disclosures GASB No. 103 addressing improvements to the financial reporting model Additional recently issued GASB standards and projects
Retaining Talent in a Competitive Marketplace
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
Comprehensive Passive Activity Losses (PAL) 25-26
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Webcast Only
8.00 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Not-for-Profit Organizations: Accounting Principles and Risk Management 2024
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Webcast Only
8.00 Credits
Not-for-profit GAAP Expense allocation methodologies Risk management Accounting errors
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
A&A Update for Nonprofits and Single Audit (2025)
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits
Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
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Webcast Only
8.00 Credits
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Webcast Only
8.00 Credits
Timely coverage of breaking tax legislation Applicable coverage of any basis considerations within any recent tax legislation Passthrough basis calculations required as attachments to certain individual returns Executor’s form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust? How §179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business use How to calculate basis of inherited qualified and joint tenancy property Tax basis capital account reporting requirements S corporations: Beware of final IRS regulations regarding “open debt”; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS’s recent focus on “at-risk basis” for shareholders; recognize how AAA applies or doesn’t apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps LLCs and partnerships: Learn the detailed rules of §704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under §704 & for “at-risk” under §465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and “at-risk basis”; review §754 step-up in basis rules; the economic effect equivalence test or “dumb-but-lucky” rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid