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!
Partnership/LLC Taxation: Tax Basis Capital Accounts
Available Until
On-Demand Only
2.00 Credits
Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" How the financial accounting and tax capital accounts differ from one another Determine a partner's share of the partnership's liabilities Distinguish "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" loans and how they affect partners Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting Section 4655 "at risk" rules and how they impact Schedule K-1 reporting
Partnerships: How to Calculate Partner Basis
Available Until
On-Demand Only
2.00 Credits
How to calculate the basis when the entity is formed, including the impact of contributed property Explains the use of both "inside" and "outside" basis determination Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis Comprehensive example to illustrate the mechanics of the basis determination process Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Podcasts; How To Market Your Expertise To Get More Clients
Available Until
On-Demand Only
1.00 Credits
Brainstorm ideas on creating a podcast that you are proud ofA guide on how to start your first episodeOverview of the equipment needed to start recording your podcast immediately
Power BI - Analyze Your Data With Excel PivotTables (Course 3)
Available Until
On-Demand Only
4.00 Credits
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Power BI - Create Excel Dashboards for Maximum Impact (Course 4)
Available Until
On-Demand Only
2.00 Credits
Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation
Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
Available Until
On-Demand Only
4.00 Credits
Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot
Power BI - Introduction to MS Power BI Tools (Course 1)
Available Until
On-Demand Only
2.00 Credits
The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
Power BI - OLAP Formulas & More Time Intelligent Functions
Available Until
On-Demand Only
2.00 Credits
OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)
Available Until
On-Demand Only
2.00 Credits
Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform
Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
Available Until
On-Demand Only
2.00 Credits
A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
Available Until
On-Demand Only
4.00 Credits
Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
Available Until
On-Demand Only
4.00 Credits
Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
Power BI - Use Power Query to Transform Your Data (Course 5)
Available Until
On-Demand Only
2.00 Credits
Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table
Practical Excel Topics for the CPAs
Available Until
On-Demand Only
2.00 Credits
Understanding the structure of an Excel workbook Entering and manipulating data in Excel Creating and editing formulas Best practices for developing quality Excel workbooks Creating charts, graphs, and other forms of data output
Real Estate Professionals, Passive Activity and Section 199A
Available Until
On-Demand Only
2.00 Credits
Definition of a real estate professional Pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards Real estate professionals and the "former passive activities" rules
Responsibility to the Public by the CPA
Available Until
On-Demand Only
1.00 Credits
AICPA Code of Conduct: Responsibility to the Public and Due Care Case study: Health South Returning client records Confidential information Whistleblowing provisions
Retirement Planning; IRA's
Available Until
On-Demand Only
1.00 Credits
IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA'sIRA DistributionsHandling Coronavirus DistributionsHandling Roth IRA DistributionsRequired Minimum DistributionsQualified Charitable Distributions (QCD's)
Risk Management in a Post-Covid World
Available Until
On-Demand Only
1.50 Credits
Black Swan Risks Role of Finance, Internal and External Auditors COSO's Risk Management Standards The COSO Cube The COSO Double Helix Risk Management Definitions Event Identification Expected Value Analysis The Heat Map The World Economic Forum Global Risk Reports Alternative Risk Responses Avoidance Reduce/Increase Share Accept Lessons from the Great by Choice Research Personal Risk Management
S Corporations: How to Calculate Shareholder Basis
Available Until
On-Demand Only
2.00 Credits
Analyzes the calculation of basis when the entity is formed including the impact of contributed property Determine the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Calculate how basis is impacted by distributions of corporation property Identify how basis is impacted by sale/or liquidation of the S corporation interest Determine how to get from the Schedule K-1 information to the basis calculations
SAS 134: Exploring the New Audit Report
Available Until
On-Demand Only
1.00 Credits
Examples of current public company audit reports Implications of SAS No.134 Exploration of illustrative audit report examples Potential communication of Key Audit Matters (KAMs)