CPE Catalog & Events
CPE & Event Classes
MTCPA has literally thousands of live and online courses to help you satisfy your professional development needs. It is our goal that the classes offered through MTCPA will enhance your knowledge and help you become even more successful.
Most classes put on by MTCPA can be taken either LIVE (In-Person) or VIRTUAL (MTCPA Webcasts) - please make sure you are registering for the correct one. (Webinars are classes from other providers)
MTCPA is now offering a new on-demand learning platform to enable you to learn and earn CPE on your own time. Stand-alone courses are available as well as an all-access subscription to the entire Anytime library. Click the 'Anytime' tab below to view the courses!
Creating Rapid Rapport for Increased Business
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Webcast Only
4.00 Credits
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Building Resiliency: The Upside of Stress
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Webcast Only
1.00 Credits
How your view of stress determines its effect on you Think of stress differently so that it is beneficial rather than harmful The benefits of stress How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it
K2's 2023 Shredding Your Servers And Going Virtual
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Webcast Only
2.00 Credits
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
Buying, Selling, or Gifting a Business Creatively
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Webcast Only
2.00 Credits
Integrated Planning Techniques (Estate, Financial, and Asset Protection) Needs of the Business Owner Business Continuation Consideration Succession Planning Issues - Tax and Non-Tax Dealing with the Owner Integration of Retirement Needs “Buy-Sell Agreement” Issues Liquidity Issues
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Webcast Only
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
The Role of HR in Business Sustainability
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Webcast Only
1.20 Credits
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Speaking For Impact
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Webcast Only
4.00 Credits
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230)
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Webcast Only
4.00 Credits
Understanding the Taxpayers Bill of Rights Oversight of the Tax Profession Various Circular 230 issues Practice before the IRS Definition of a preparer Rules of written advice Unenrolled return preparers Unlicensed activity Record requests Confidentiality Use of a third-party service provider Knowledge of client’s omissions Best practices Due diligence Competence Independence Conflicts of Interest Written advice False Opinions National Level Standards
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Webcast Only
1.00 Credits
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
K2's 2023 Now Is The Time to Automate
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Webcast Only
2.00 Credits
Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls
Postmortem Estate Planning Primer
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Webcast Only
2.00 Credits
Alternative valuation date (AVD) issues Portability Issues Installment payments of estate taxes (IRC Section 6166) QTIP elections under IRC §2056(b)(7) The use of qualified disclaimers Basis issues Final income tax return of the decedent Medical expenses of final illness Savings bond interest acceleration Estate fiscal year and accounting method elections The sixty-five-day rule election Income and deductions in respect of the decedent (IRD)
Become Rich Without Selling Your Soul
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Webcast Only
4.00 Credits
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
K2's 2023 Accounting Solutions Mid-Market
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Webcast Only
1.00 Credits
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions
Fraud Risk Management
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Webcast Only
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
The SECURE Act 2.0 - Planning Opportunities for Employers
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Webcast Only
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Are Those Independent Contractors Really Independent Contractors?
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Webcast Only
1.00 Credits
Classification of workers as employees or independent contractors
Navigating Difficult Conversations with Coworkers
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Webcast Only
1.00 Credits
Communication Negotiation Conflict Persuasion Management Leadership
Asset Misappropriation - Let Me Count the Ways
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Webcast Only
2.00 Credits
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
The Art of Conversation: A Relationship Approach to Networking
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Webcast Only
2.20 Credits
Networking Relationship Management
What's Your Brand Reputation? Determine and Drive How Others See You
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Webcast Only
2.50 Credits
Presence