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.
The Future of Audit: Technology, Talent & Transformation
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Webcast Only
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
Improve Spreadsheets by Building Controls in Excel
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Surgent's Elder Fraud
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Webcast Only
2.00 Credits
Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation
Surgent's Engaging and Managing Young Professionals
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Webcast Only
0.00 Credits
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Tax Research - Intermediate Concepts
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Webcast Only
2.00 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Disrupt to Dominate: Mastering Change Leadership
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
What You Can Learn From the Statement of Cash Flows
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Webcast Only
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Webcast Only
4.00 Credits
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Webcast Only
4.00 Credits
The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)
Navigating IRS Correspondence: Responding to IRS Letters
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
Surgent's A Complete Tax Guide to Exit Planning
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Webcast Only
2.00 Credits
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's Ethics for Tax Professionals
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Webcast Only
2.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
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
The Role of Internal Control in the Risk-Based Audit
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Hot Topics Audit & Attest Update - 2026
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
ChatGPT and IRS Taxation Law Research
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
An Ethical Approach to Mental Health Issues at Work
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Webcast Only
2.00 Credits
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures
Tax Implications of Retirement Plan Distributions
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
TaxCon (Day 2)
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:Changes in Tax LawInternational and federal challengesResolutions for new and emerging problems