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!
Best Practices: Conducting Meaningful Walkthroughs
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Integrate ChatGPT into Your Client Advisory Services-Updated
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Webcast Only
2.00 Credits
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
ChatGPT for Accountants: 50+ Use Cases
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Webcast Only
2.00 Credits
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Surgent's Ins and Outs of Health Savings Accounts
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Webcast Only
2.00 Credits
Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Comprehensive Accounting and Financial Reporting Update
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Webcast Only
4.00 Credits
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Invest in Your Mental Health and Avoid Burnout
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Webcast Only
2.00 Credits
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
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.
CFO Series: Dealing with Ever Changing Accounting Standards?
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The modern finance and accounting organization chart.GAAP accounting changes.Why so many changes? The speed of change and complexity.Accepting reality.Recognizing and fixing the top five accounting problems and errors.Revenue.Leases.Management estimates.Why is strategy necessary?What is strategy?The two keys to strategy.Balancing strategy with our day-to-day roles.
PFP Update: Income Tax, Retirement and Estate Planning 25-26
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Webcast Only
2.00 Credits
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
How Fraud Can Affect Smaller Organizations 25-26
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Webcast Only
4.00 Credits
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
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
Generation-Skipping Transfer Tax 25-26
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Webcast Only
1.00 Credits
Taxable terminations Mismatch between available exemption and GST, and utilizing excess GST GST elections on Form 709 and automatic allocations
Ethical Performance Management
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Webcast Only
2.00 Credits
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
How SAS Nos. 134-145 Improve Risk-Based Audits
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Mastering Partnership Basis: Inside and Outside Basis
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Integrity, Objectivity and Judgment: Values in Action
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Webcast Only
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
2025 Yellow Book Update
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
PFP Update: Issues, Exposures and Developing Client Strategy 25-26
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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
Surgent's Home Office Rules
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Webcast Only
2.00 Credits
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Internal Control Changes for Remote Workers
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Webcast Only
2.00 Credits
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.