%20web%20banner%204.27.26.png)
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.
AHI: Beginning In-Charge Staff Training
-
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
-
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
-
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
-
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
-
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
-
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
Understanding Apportionment for a Multistate Business 26-27
-
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
-
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
GAAP Update 26-27
-
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
-
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
Ethical Intelligence: Global Case Studies & Standards 26-27
-
Webcast Only
4.00 Credits
Ethical Responsibilities for CPAs AICPA Code of Professional Conduct PCAOB Independence & Ethics Sarbanes—Oxley Act Circular 230 Foreign Corrupt Practices Act Whistleblower & Reporting Duties (incl. Dodd-Frank) California State Board Ethics & Enforcement Data Privacy & Confidentiality (CCPA/CPRA)
GAAP Update 26-27
-
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
-
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
Know Your Cost: Double Your Profit 26-27
-
Webcast Only
8.00 Credits
Why traditional approaches are inadequate How superior cost information can double your profit Make Activity Based Costing spreadsheet easy Recognize joint and by-products Add throughput costing to your toolbox Depreciation Interest and the cost of capital
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
-
Webcast Only
1.50 Credits
ú Practical examples of productivity improvements using ChatGPT ú Live demonstration of ChatGPT
101 Tax Planning Ideas 26-27
-
Webcast Only
8.00 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
Passive Activities & Rental Real Estate Income Tax Issues 26-27
-
Webcast Only
8.00 Credits
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
SSARS Codification: Preparation, Compilation and Review 26-27
-
Webcast Only
8.00 Credits
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Multistate Taxation - Tax Staff Essentials
-
Webcast Only
8.00 Credits
ú Constitutional limits and Public Law 86-272 ú Interstate activity ú Nexus, UDITPA and MTC ú Calculation of state taxable income ú Filing methods for multistate taxpayers ú Apportionment and allocation ú Multistate income tax planning
101 Tax Planning Ideas 26-27
-
Webcast Only
8.00 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan