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.
SSARS 27 - Alternative Preparations 26-27
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Webcast Only
2.00 Credits
General requirements for SSARS engagements Unique opportunities for preparation engagements New opportunities created with SSARS 27 The AICPA Consulting Standards The relevance of Peer Review on SSARS and Consulting engagements
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Firm Ethics—A Practical Approach 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Ethics requirements for CPA firms
Advanced Personal Financial Planning Update 26-27
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Webcast Only
8.00 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
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
Advanced Personal Financial Planning Update 26-27
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Webcast Only
8.00 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
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
Ethics in the Real World 26-27
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Webcast Only
4.00 Credits
Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve
Fraud—How to Find, How to Prevent 26-27
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Webcast Only
4.00 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
The ACFE Report to the Nations 26-27
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Webcast Only
4.00 Credits
Results of the study Red-flags in fraud How fraud is perpetrated How fraud is discovered Methods of minimizing fraud
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webcast Only
8.00 Credits
Why great predictions are not intuitive How to separate correlation from causation How to recognize and overcome bias Learn from the past without hindsight bias Why the many purposes and types of budgets and projections cause distortions How benchmarking and metrics have changed the budget process
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
International Tax Forum - March 2027
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Webcast Only
1.00 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Consolidation Accounting 26-27
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Webcast Only
4.00 Credits
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
Ethical Intelligence: Global Case Studies & Standards 26-27
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Webcast Only
4.00 Credits
Ethical Responsibilities for CPAs AICPA Code of Professional Conduct PCAOB Independence & Ethics Sarbanes—Oxley Act Circular 230 Foreign Corrupt Practices Act Whistleblower & Reporting Duties (incl. Dodd-Frank) California State Board Ethics & Enforcement Data Privacy & Confidentiality (CCPA/CPRA)
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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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
Retirement Advising: Accumulation and Decumulation Strategies 26-27
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Webcast Only
8.00 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
Retirement Advising: Accumulation and Decumulation Strategies 26-27
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Webcast Only
8.00 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
March 2027 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
How AI Fits into the Accounting World 26-27
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Webcast Only
2.00 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.