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CPE Catalog & Events

Join us for this year's classes

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!

Showing 145 Anytime CPE Results

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)