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.
Accounting Industry Update 26-27
-
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
ChatGPT: Accountant's Friend or Foe
-
Webcast Only
1.00 Credits
How Automation and AI are Enhancing Management Accountants
-
Webcast Only
1.00 Credits
Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs
-
Webcast Only
2.00 Credits
Protecting Digital Data - More Important Now Than Ever Before
-
Webcast Only
4.00 Credits
This session is taught using the latest information and projections about the growth and use of digital content. The topics discussed in this session include: Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
-
Webcast Only
2.00 Credits
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Consolidation Accounting 26-27
-
Webcast Only
4.00 Credits
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
Create Reports that Matter: Turn Information Into Action! 26-27
-
Webcast Only
4.00 Credits
Understand Your Company's Reporting Needs Financial Reporting Tools Presentation Hints and Techniques Link reporting to strategy Develop the right metrics Learn various presentation options
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27
-
Webcast Only
2.00 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative" What are the state statutory accounting rules, and where can you find them" What is fiduciary accounting income" What is fiduciary account principal" How does fiduciary accounting impact fiduciary taxation?
Social Security: Dispelling Common Myths with Essential Truths
-
Webcast Only
2.00 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Preparation, Compilation & Review Services 26-27
-
Webcast Only
4.00 Credits
All recently issued SSARS standards Financial reporting frameworks Distinguishing special purpose frameworks from GAAP CPAs reporting on financial statements Financial statement disclosures Recently issued ethics standards Peer Review Deficiencies
Estate Planning Strategies Using Irrevocable Trusts 26-27
-
Webcast Only
6.00 Credits
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27
-
Webcast Only
2.00 Credits
Round robin review of lesser-known M365 apps Reduce / eliminate internal email communications with Teams and SharePoint Collaborate on spreadsheet and documents with your colleagues in real time Get control of your appointment schedule with the Bookings app Tap the full potential of OneNote as your primary repository for notes, correspondence and more Replace email attachments with secure file sharing links Document business processes with the Stream app Leverage the power of AI in M365 with Copilot
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27
-
Webcast Only
2.00 Credits
Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
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
Understanding Schedule K-1 Using Tax Opportunities Efficiently
-
Webcast Only
2.00 Credits
Schedule K-1 overview Basis and loss limitations Passive vs. active loss rules QBI deduction Schedule K-2 and K-3 changes Planning opportunities K-1 reporting for partnerships, S corps, and trusts
Accounting for Income Taxes for Private Companies 26-27
-
Webcast Only
4.00 Credits
Sample Schedule M calculations Sample work papers for deferred tax computations Comprehensive two-year example and computations Review and analysis of recurring temporary differences Identification of the sources to compute "cumulative temporary differences" Sample workpapers for analysis of tax positions
Case Studies in Accounting Fraud 26-27
-
Webcast Only
4.00 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in within payments processing Review of recent cases involving the same common fraud schemes that have always existed
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)
Tax Planning for Seniors 26-27
-
Webcast Only
4.00 Credits
Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members