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!
K2's 2023 Six Essential Teams Features
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Webcast Only
1.00 Credits
Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams
Diversity, Inclusion, Equity & Belonging
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Webcast Only
1.00 Credits
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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Webcast Only
2.00 Credits
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
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
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
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Webcast Only
1.00 Credits
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey
Accommodation Requests - Substance Abuse - Contagious Infections
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Webcast Only
1.00 Credits
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Webcast Only
1.80 Credits
Communication Leadership Character Behavior
Profitability Pricing: Boost your Bottom Line
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Webcast Only
2.00 Credits
Competitive bids Achieving target profitability
The Essentials of Fringe Benefit Planning
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Webcast Only
2.00 Credits
An overview of the fringe benefit planning process Understanding the needs of the business owner Understanding the needs of the employees Options under IRC §132 fringe benefit plans Automobile issues Disability issues Dependent care issues Medical issues Long-term care issues Life insurance issues Education issues Expense reimbursement issues Cafeteria plan issues
Powerful Public Speaking: Communicate With Confidence
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Webcast Only
3.20 Credits
Communications
K2's 2023 Microsoft Teams
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Webcast Only
4.00 Credits
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
K2'S 2022 Privacy Issues And Solutions - What You Need to Know!
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Webcast Only
1.00 Credits
The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print
K2'S 2022 Choosing Your Mid-Market Accounting Solution
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Webcast Only
1.00 Credits
Overview of mid-market solutions Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use on selecting a system Guidance on preparatory steps and conversions
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webcast Only
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
K2's 2022 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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Webcast Only
2.00 Credits
Understand the need for protecting client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Up Your Influence: How To Get What You want
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Webcast Only
2.50 Credits
Persuasion Influence
K2's 2023 Excel Charting And Visualizations
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Webcast Only
4.00 Credits
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
Tax, Estate and Financial Aspects of Cryptocurrency
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Webcast Only
4.00 Credits
Introduction to cryptocurrency Understanding the term “blockchain” Various types of cryptocurrencies Why cryptocurrency is popular Investment attributes of cryptocurrency Tax aspects of cryptocurrency Position of the Internal Revenue Service Understanding Notice 2014-21 (IRS Virtual Currency Guidance) Understanding Notice 2014-21 FAQs Compliance issues Charitable issues Internal Revenue Service enforcement
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment
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Webcast Only
8.00 Credits
The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies
Strategic Career Management: Only You Have Sleepless Nights Over Your Career
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Webcast Only
2.50 Credits
Career Ownership Career Planning Personal Marketing Plan Strategic Career Considerations Opportunity Insights Networking Character