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.
GAAP Update 26-27
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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
Auditing Standards: A Comprehensive Review 26-27
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Webcast Only
16.00 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 26-27
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Webcast Only
2.00 Credits
Calculating DNI & the Distribution Deduction Determining Types of Distributions and Whether a Distribution "Carries Out" DNI In-Kind Distributions & the Impact on the Distribution Deduction Depreciation and the Distribution of In-Kind Property Distributions that Result in "Kenan Gain" Funding a Pecuniary Bequest with Depreciated Property IRC Sec. 643(e)
Federal Tax Update: Business Comprehensive 26-27
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Webcast Only
8.00 Credits
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Real Estate Taxation Full Circle 26-27
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Webcast Only
8.00 Credits
Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)
Auditing Standards Update & Best Practices 26-27
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Webcast Only
4.00 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies Identify controls that exist, especially when those controls are not clearly identified or formalized Evaluate if those controls prevent or detect material misstatements in the financial statements Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements
Audits Under Uniform Guidance—Single Audit & NPOs 26-27
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Webcast Only
4.00 Credits
Concepts of the Single Audit under the Uniform Guidance Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs Requirements for the schedule of expenditures of federal awards, known as the SEFA Update on the OMB Compliance Supplement
Federal Tax Update: Business Comprehensive 26-27
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Webcast Only
8.00 Credits
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
OCBOA Case Studies 26-27
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Webcast Only
8.00 Credits
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Real Estate Taxation Full Circle 26-27
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Webcast Only
8.00 Credits
Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)
Comprehensive S Corporation Taxation Form 1120S 26-27
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Webcast Only
8.00 Credits
Learn how to qualify and to make the S corporation election Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation
Leases: ASC Topic 842 in Depth 26-27
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Webcast Only
8.00 Credits
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Retirement Distributions: Planning Options 26-27
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Webcast Only
8.00 Credits
Roth IRA: The right choice" Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not" Self-directed IRA investment problems
Financial Accounting Standards: A Comprehensive Review 26-27
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Webcast Only
16.00 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 26-27
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Webcast Only
2.00 Credits
Review of New Rules under IRC Sec. 67(g) Review Surprises to Simple Trusts under IRC Sec. 67(g) Presentation Issues with IRC Sec. 199A Deduction and the Tier System Special Rules Relating to the Charitable Contribution Deduction Problem Examples
Comprehensive S Corporation Taxation Form 1120S 26-27
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Webcast Only
8.00 Credits
Learn how to qualify and to make the S corporation election Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation
Leases: ASC Topic 842 in Depth 26-27
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Webcast Only
8.00 Credits
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Retirement Distributions: Planning Options 26-27
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Webcast Only
8.00 Credits
Roth IRA: The right choice" Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not" Self-directed IRA investment problems
Financial Accounting Standards: A Comprehensive Review 26-27
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Webcast Only
16.00 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Form 1041 Advanced Series Part 4: Post Mortem Considerations 26-27
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Webcast Only
2.00 Credits
A Review of the Expansive Nature of Trust Administration The Use of Post-Mortem Elections The Use of an Administrative Trust & its Advantages Choosing a Fiscal Year for the Administrative Trust The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex" Making the Sec. 645 Election, its Duration, Advantages and Disadvantages