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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.
Real Estate Taxation 26-27
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Webcast Only
8.00 Credits
California property taxation'updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Tax Planning for Sole Proprietors & Other Business Owners 26-27
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Webcast Only
8.00 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Tax Basis Financial Statements 26-27
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Webcast Only
2.00 Credits
Tax basis financial statements presentation and disclosure Reporting on tax-basis financial statements
Digital Tax Transformation for Non-Techies
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Webcast Only
1.00 Credits
Common Deficiencies in SSARS Engagements - Partnered with the Oregon Society
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Webcast Only
4.00 Credits
Comprehensive Roth IRA Strategies Analysis 26-27
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Webcast Only
2.00 Credits
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Form 5500 Annual Update 2026
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Webcast Only
4.00 Credits
Forms 5500, 5500SF and 5500EZ Form 5500: nuances and schedules Reporting and disclosing compliance issues Reporting delinquent contributions Failure to file
International Tax Forum - May 2026
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Webcast Only
1.00 Credits
Form 4572 Various tax topics from a legal perspective International, Federal and State tax matters
Agentic AI for CPAs: Automate Workflows with Intelligence 26-27
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Webcast Only
2.00 Credits
Introduction to agentic AI concepts and terminology Case studies for using AI agents in accounting, finance and tax services Step by step demonstration of creating and deploying an AI agent Introduction to Microsoft Copilot Studio agent builder Developing your AI agent deployment strategy
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
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Webcast Only
1.00 Credits
- definition of Feedback - Types of Feedback - Emotions triggered by Feedback - barriers to Feedback - how to be comfortable with being uncomfortable - Blind spots - SBI method
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses - Partnered with the Oregon Society
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Webcast Only
4.00 Credits
Financial statement disclosures for small and medium-sized businesses Balance sheet, income statement, and statement of cash flows presentation and disclosure issues Disclosure examples from all-sized entities that you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842
AHI: Level IV - Management and Leadership Essentials Training
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Webcast Only
24.00 Credits
Expectations of the Supervisor/Manager Leadership skills and styles Managing self and priorities Improving communication skills Human motivation Supervising, evaluating and coaching staff Helping your firm grow
IRS Audit And Appeals Process: Protecting Your Clients
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Webcast Only
2.00 Credits
Establishing rapport with the auditor IRS audit statistics, appeals statistics, and other statistics Preparing for the audit Preparing for an appeal Questions to ask the auditor Getting copies of the auditor’s workpaper file.
June 2026 AI Update: Current Issues, Future Possibilities
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Webcast Only
1.50 Credits
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
The Most Critical Challenges in Not- for-Profit Accounting Today Partnered with the Oregon Society
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Webcast Only
4.00 Credits
The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value Practical insights into the accounting for conditional and restricted contributions, membership dues, contributed services, and noncash contributions The advantages, challenges, and best practices for effectively presenting a measure of operations
Staff Tax Training: Individuals (Form 1040) 26-27
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Webcast Only
24.00 Credits
An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A Form 1040'gross income items including wages, interest & dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA's, social security and other miscellaneous income items Schedule A'allowable itemized deductions & changes after the TCJA Schedule C and F'trade or business income and deductions Form 4562'depreciation, amortization and §179 expense Schedule D'sales of capital assets and personal residences Form 4797'sale of trade or business property, including the ordinary income recapture rules under IRC §1245 and §1250 Schedule E'rentals, passive activities and flow-through entities K-1s Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax Selected tax credits (e.g., child tax, dependent care and education)
Revenue Recognition for Private Entities 26-27
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Webcast Only
4.00 Credits
Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks
World Class Cost Accounting: A Practical Application—Part 1 26-27
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Webcast Only
4.00 Credits
Classification of the five cost types Direct Materials'comprehensive coverage Direct Labor'labor burden costs
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas Partnered with the Oregon Society
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Webcast Only
8.00 Credits
Timely coverage of breaking tax legislation Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA) The SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals Changes to the lifetime estate tax exemption in light of proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital assets The best new income tax and estate-planning ideas The changing Social Security landscape: long-term solvency issues and what it means for retirement planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
MBAexpress: Effective Change Management - V 2.0
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Webcast Only
1.00 Credits
ú Different personality traits and how they might react during a time of change ú The five change management principles ú Kotter's 8 step change model ú The Murphy plow story