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!
AHI: AI For Accountants - Practical Applications
-
Webcast Only
2.00 Credits
AI In Accounting and Auditing.
Managing the Accounting Department
-
Webcast Only
4.00 Credits
Accounting Leadership Management
K2's Excel Conference
-
Webcast Only
8.00 Credits
Why and how to use new functions and features in Excel Advanced formulas and best practices for constructing them Excel productivity tips and tricks The power of the PivotTable
Fraud?How to Find, How to Prevent 25-26
-
Webcast Only
4.00 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26
-
Webcast Only
4.00 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
SSARS Codification: Preparation, Compilation and Review 25-26
-
Webcast Only
8.00 Credits
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Overview coverage of the amendments to the SSARS contained in SSARS 26
Delegate To Elevate Workshop 2025
-
Webcast Only
1.00 Credits
Task prioritization Outsourcing criteria Effective Leadership
Tax Practice Quarterly: Navigating Innovation in Tax
-
Webcast Only
2.00 Credits
Innovation in tax technology Gen AI use in tax practices
K2's 2023 Ten Must Know Features In Excel
-
Webcast Only
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
AHI: The Mindful-CPA
-
Webcast Only
2.00 Credits
Mindfulness Science of Neurology Mindfulness Practice Stress Management
Living Trust Administration Workshop 25-26
-
Webcast Only
8.00 Credits
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Retirement Advising: Accumulation and Decumulation Strategies 25-26
-
Webcast Only
8.00 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning
Preparation, Compilation, and Review Engagements: Update and Review
-
Webcast Only
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.
Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) 25-26
-
Webcast Only
8.00 Credits
Auditing and reporting requirements to meet when the client selects the ERISA Section 103(a)(3)(C) limited scope audit option AICPA AU-C 703 Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA AICPA Audit and Accounting Guide ' Employee Benefit Plans ' Testing participant data
Living Trust Administration Workshop 25-26
-
Webcast Only
8.00 Credits
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Retirement Advising: Accumulation and Decumulation Strategies 25-26
-
Webcast Only
8.00 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning
Ethics and Professional Conduct
-
Webcast Only
2.00 Credits
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
CFO Series: Dealing with Ever Changing Accounting Standards?
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The modern finance and accounting organization chart.GAAP accounting changes.Why so many changes? The speed of change and complexity.Accepting reality.Recognizing and fixing the top five accounting problems and errors.Revenue.Leases.Management estimates.Why is strategy necessary?What is strategy?The two keys to strategy.Balancing strategy with our day-to-day roles.
PFP Update: Income Tax, Retirement and Estate Planning 25-26
-
Webcast Only
2.00 Credits
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
How Fraud Can Affect Smaller Organizations 25-26
-
Webcast Only
4.00 Credits
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses