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CPE Catalog & Events

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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.

In-Person 3 MTCPA Webcasts 8 Webinars 3772 Chapter Events 3 All 3786 Anytime CPE 84

Showing 81-100 of 3772 Results (Page 5 of 189)

Surgent's Construction Contractors: Accounting and Financial Reporting Issues

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Webcast Only

4.00 Credits

Overall landscape of the construction industry GAAP and recent changes affecting the construction industry FASB ASC 606 and its impact on the construction industry The unique relationship between the contractor and the surety FASB ASC 842 and its impact on the construction industry

Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

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Webcast Only

4.00 Credits

The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act

Surgent's A Complete Guide to the Yellow Book

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Webcast Only

8.00 Credits

Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS) Relationship of Yellow Book requirements to GAAS and single audit requirements Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements The Yellow Book requirements related to the performance of and reporting on a financial audit Identifying and reporting findings under the Yellow Book The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits

AHI: Beginning In-Charge Staff Training

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Webcast Only

24.00 Credits

What is expected in the in-charge Plan engagements Assess risks and materiality AI for accountants Meet client needs Complete engagements Review assistants' work Supervision

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

Preparing Financial Statements for Clients 26-27

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Webcast Only

4.00 Credits

Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements

Build Your Team: Get Results 26-27

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Webcast Only

8.00 Credits

Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork

The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27

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Webcast Only

2.00 Credits

Blockchain technology primer Cryptocurrency technology primer Update on the cryptocurrency marketplace Cryptocurrency exchanges - the good, the bad and the ugly Overview of cryptocurrency taxation and legislation Smart contracts - what they are and how they work

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

Surgent's Adapting to OBBBA Changes: A Strategic Review

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Webcast Only

2.00 Credits

Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions

Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?

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Webcast Only

2.00 Credits

Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules

Surgent's The CMA’s Guide to Project Management

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Webcast Only

1.00 Credits

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Understanding Apportionment for a Multistate Business 26-27

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Webcast Only

2.00 Credits

Apportionment Formulas Sourcing Rules for service income and income from intangibles Throwback and throw-out and when they apply Apportionment applied to flow-through entities and sole proprietorships Learn about Alternative Apportionment

Ethics: Critical Thinking, Case Studies and Fraud

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Webcast Only

4.00 Credits

AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession

Surgent's Raising Financially Capable Children

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Webcast Only

2.00 Credits

Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud

Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation

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Webcast Only

1.00 Credits

Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team

GAAP Update 26-27

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Webcast Only

8.00 Credits

Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs

Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27

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Webcast Only

8.00 Credits

An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to

Surgent's Annual Accounting and Auditing Update

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Webcast Only

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Surgent's Strategies for Maximizing Social Security Benefits

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Webcast Only

2.00 Credits

Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits Understanding the new age of deemed filing How dual entitlement is calculated and how it affects benefit outcomes Key factors in deciding when to claim Social Security benefits Coordinating work and benefits, including the earnings test and its effect on income Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor Updates related to recent legislation, including the SSFA and the OBBBA