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.
Tax Basis and other Special Purpose Frameworks 26-27
-
Webcast Only
4.00 Credits
Tax basis Cash and modified cash Contractual Regulatory Financial Reporting Framework for Small and Medium sized Entities (FRF for SMEs) Red-flags in fraud
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
-
Webcast Only
4.00 Credits
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
International Tax Forum - February 2027
-
Webcast Only
1.00 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Agentic AI for CPAs: Automate Workflows with Intelligence 26-27
-
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
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Webcast Only
8.00 Credits
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Webcast Only
8.00 Credits
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Metrics Management: Choose and Use Key Performance Indicators 26-27
-
Webcast Only
8.00 Credits
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
-
Webcast Only
8.00 Credits
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Metrics Management: Choose and Use Key Performance Indicators 26-27
-
Webcast Only
8.00 Credits
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
-
Webcast Only
8.00 Credits
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
-
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
Financial Statement Analysis for Managers 26-27
-
Webcast Only
4.00 Credits
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
World Class Cost Accounting: A Practical Application—Part 1 26-27
-
Webcast Only
4.00 Credits
Classification of the five cost types Direct Materials'comprehensive coverage Direct Labor'labor burden costs
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
-
Webcast Only
8.00 Credits
Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
World Class Cost Accounting: A Practical Application—Part 2 26-27
-
Webcast Only
4.00 Credits
Classification of MFG overhead into the five cost types Selecting the bases for tracing or assigning overhead to products Period Manufacturing Inefficiencies'categories and costing
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
-
Webcast Only
8.00 Credits
Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Lease Implementation for Private Entities 26-27
-
Webcast Only
4.00 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations Analysis of internal control and fraud risk aspects Identification of high-risk areas of lease accounting and reporting Suggested audit and review procedures for identified risks
Fraud Stories Series March 2027
-
Webcast Only
2.00 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
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
2026 Business Tax Credits
-
Webcast Only
8.00 Credits
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel