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.
ABC Trust Planning and the Portable Exclusion 26-27
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Webcast Only
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Advanced Staff Tax Training: Individual 26-27
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Webcast Only
8.00 Credits
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations
Form 706 Preparation Part 3: Reporting Deductions 26-27
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Webcast Only
2.00 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
ABC Trust Planning and the Portable Exclusion 26-27
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Webcast Only
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Advanced Staff Tax Training: Individual 26-27
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Webcast Only
8.00 Credits
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations
AI Year in Review
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Webcast Only
1.00 Credits
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
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Webcast Only
2.00 Credits
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Know Your Cost: Double Your Profit 26-27
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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
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
Accounting for Income Taxes for Private Companies 26-27
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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
Lease Accounting - Making Sense of the Standard 26-27
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Webcast Only
4.00 Credits
What control of assets constitute a lease Embedded leases Fixed and variable consideration Determining the lease term Modifications and assessments Related party leases Presenting leases on financial statements Components of calculating liabilities and rights of use
Know Your Cost: Double Your Profit 26-27
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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
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 26-27
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Webcast Only
2.00 Credits
Overview of required financial statements Unique considerations in the nonprofit environment Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives Recognize financial statement presentation requirements for nonprofits
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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Webcast Only
4.00 Credits
Valuing businesses Negotiate the right price Understand the keys to effective and efficient due diligence Prepare and review agreements Plan and execute an effective integration Key considerations when selling a business
State and Federal Ethics Considerations 26-27
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Webcast Only
4.00 Credits
Statutory developments Key cases that impact your client Administrative and procedural developments" Federal and state standards of tax practice Return preparer registration (state and federal) State and federal penalties that apply to tax practice Conflicts of interest related to flow-through entities Ethics issues related to operating a virtual tax practice Application of taxpayer privileges in tax practice Understand Due Diligence.
Nonprofit A&A Series Part 2: Revenue Recognition 26-27
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Webcast Only
2.00 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers, including the application of CECL
The Art of the Interview 26-27
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Webcast Only
2.00 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Data Analytics for Impact 26
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Webcast Only
1.00 Credits
Nonprofit A&A Standards Update and New Developments 26-27
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Webcast Only
2.00 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers