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 courses!
Pacific Tax Institute 2024 Webinar (WSCPA)
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Webcast Only
16.00 Credits
Implementing the New Risk Assessment Standard/Did I Pick the Right Major? Selecting Major Programs in a Single Audit
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Fairmont
4.00 Credits
Implementing the New Risk Assement Standard: The performance of Risk Assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new "stand-back" requirements related to risk assessment Did I Pick the Right Major? Selecting Major Programs in a Single Audit: Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify "not-low-risk type A programs" and "high-risk type B programs"
Found It! Reporting Findings in Yellow Book and Single Audits/Audit Documentation Requirements
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Fairmont
4.00 Credits
Found it! Reporting Findings in Yellow Book and Single Audits: The types of findings reported in Yellow Book and single audits The Yellow Book and Uniform Guidance requirements for reporting findings How to really think through the elements of a finding to assist report users Audit Documentation Requirements: Proper Documentation as a means of audit quality Factors impacting the nature and extent of documentation Illustrative workpapers and exercises Use of practice aids and other mechanisms as means of audit documentation Checklist for self-review of workpapers
Succession Planning for the Small Business Owner: Finding the Exit Ramp
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Fairmont
4.00 Credits
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
Not-For-Profit Conference 2024 Webinar (WSCPA)
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Webcast Only
17.00 Credits
Fraud Conference 2024 Webinar (WSCPA)
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Webcast Only
8.00 Credits
Anytime CPE Subscription
Available Until
On-Demand Only
0.00 Credits
AI and Data Analytics for Auditing - The Big Picture
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Webcast Only
2.00 Credits
Data Analytics and AI in Auditing and Accounting
Preparing Individual Tax Returns for New Staff and Paraprofessionals
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Webcast Only
8.00 Credits
New and expanded energy credits under the Inflation Reduction Act (IRA), Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms, Coverage of Form 7203, Coverage of Schedule 199A qualified business income, its calculation, limitations, and examples, Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc., Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues, Self-employed person issues, Schedule C deductions including depreciation, Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains, A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms, Itemized deductions - A thorough understanding of what's deductible and what's not, Interest deductions - Limitations and timing problems, Charitable contributions substituting for taxes, IRS says - No! Retirement contributions and education credits and deductions, Tax computations - The Kiddie Tax, AMT, regular tax, tax credits, Individual problems illustrated by form preparation for various items, with numerous "practice tips", Impact of recent legislation and forms changes on the 1040
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Webcast Only
1.00 Credits
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Tax Practice Quarterly: 2024 Tax Ethics Update
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Webcast Only
2.00 Credits
Annual tax ethics update Circular 230 AICPA Statements on Standards for Tax Services (SSTSs)
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Webcast Only
1.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Employment Law 101
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Webcast Only
1.00 Credits
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Webcast Only
1.00 Credits
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
Financial Acumen for the HR Professional
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Webcast Only
1.20 Credits
Financial Statement Insight Trend Analysis Financial Benchmarks
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Webcast Only
2.00 Credits
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Level V: Advanced Management and Leadership Essentials
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Webcast Only
2.00 Credits
Leading Others Coaching & Developing Staff Building Leadership Communication Skills Helping the Firm Grow
Aligning Analytics to COSO's Fraud Risk Management Principles
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Webcast Only
1.00 Credits
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
The Ethics Hour: Ethics in the Real World
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Webcast Only
1.00 Credits
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Introduction to Forensic Data Analytics
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Webcast Only
2.00 Credits
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud