CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to meet your professional development needs. Our goal is to enhance your knowledge and help you achieve even greater success.
Most MTCPA classes are available both LIVE [In-Person] and VIRTUAL [MTCPA Webcasts (in-house) or Webinars (other providers)], so please be sure to register for the correct format under the appropriate tab below.
Also check out our on-demand learning platform, allowing you to earn CPE at your convenience. You can choose stand-alone courses or opt for an all-access subscription to our entire Anytime library. Click the Anytime CPE tab below to explore the available courses!
CPA Demo Days: AI in Action
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Webcast Only
0.00 Credits
Explore how firms are using AI in real ways. This isn’t a side-by-side tool comparison—it’s a chance to discover diverse, practical applications and spark ideas for your own work.
Fraud Conference
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Helena
16.00 Credits
Two days packed with fraud and ethics insights for CPAs in public practice and industry. Learn from top national experts and gain practical tools to strengthen your fraud prevention strategies.
Governmental and Not-for-Profit Annual Update
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Billings
4.00 Credits
GASB update Not-for-profit accounting update Revenue recognition in not-for-profits FASB's lease standard FASB update Auditor's report and conforming changes Auditing Standards Board update SSARS and SSAE update Governmental auditing update
Annual Update for Accountants and Auditors
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Billings
4.00 Credits
Recently issued ASUs Current FASB exposure draft and projects Audit and attest engagements update Recent PCAOB guidance Latest activity from ARSC
Ethics and Professional Conduct: Updates and Practical Application
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Billings
4.00 Credits
Conceptual Framework AICPA Code of Professional Conduct New interpretations added to the AICPA Code of Professional Conduct
Tax Fundamentals of LLCs and Partnerships
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Billings
8.00 Credits
Basic tax structure of partnerships and LLCs Electing to be taxed as a partnership: "Check-the-box" rules Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations general rules and restrictions
Preparation, Compilation and Review Engagements: Update and Review
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Billings
4.00 Credits
Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
Construction Contractors: Critical Accounting, Auditing and Tax Issues
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Missoula
8.00 Credits
Overall landscape of the construction industry GAAP and recent changes affective the construction industry The Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors, including CTA reporting Ongoing and new tax issues for construction contractors Going concern disclosures and their importance to the construction industry The lease FASB ASC and its impact on the construction industry
Current Issues in Accounting and Auditing: An Annual Update
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Missoula
4.00 Credits
Recently issues but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g. cryptocurrency), and business combinations Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AIPCA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Guide and Update to Compilations, Review and Preparations
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Missoula
4.00 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation and review engagements
OBBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Missoula
4.00 Credits
• An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses.• New law provisions for individuals and businesses.• Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit.
Anytime CPE Subscription
Available Until
On-Demand Only
0.00 Credits
Learning to Teach "Tax" as a Second Language
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities
Clean, Transform & Load Data in Power BI
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Surgent's Basis Shifting: Final Regulations
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Webcast Only
4.00 Credits
What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Webcast Only
4.00 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
How Recent Auditing Standards Improve Risk-Based Audits
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
2025 Annual Update for Governmental Accountants & Auditors
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Yellow Book and Single Audit engagements.Yellow Book independence requirements.Changes to the Uniform Guidance.2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
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Webcast Only
8.00 Credits
Preparation of a reasonably complicated Form 1120, “U.S. Corporate Income Tax Return,” from trial balance to completed return The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation under §168(k) as a result of new tax legislation Methods of accounting In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses, including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of common business deductions – deductibility and Schedule M-1 How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And more!
ChatGPT for Accountants: 50+ Use Cases
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Webcast Only
2.00 Credits
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making