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!
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
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
Schedule C of Form 1040
Available Until
On-Demand Only
2.00 Credits
Schedule C Business Deductions Self-employment taxes Business use of a vehicleSection 179 and Bonus Depreciation
Section 199A Deduction: Rules and Forms Reporting
Available Until
On-Demand Only
2.00 Credits
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate - "safe harbor" rule and aggregation rules Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart
Self-Rental Real Estate: Passive Activity & Section 199A
Available Until
On-Demand Only
2.00 Credits
Definition of self-rental property - both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Form 8582 (passive activity) The flow-through entity grouping election Illustrative examples and consequences of failing to comply with the reporting standards Self-rental property and "former passive activities" rules
Shorten Month-End Closing Best Practices
Available Until
On-Demand Only
4.00 Credits
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
Taxation of Business Entities
Available Until
On-Demand Only
2.00 Credits
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
The Impact of Environmental, Social, and Governance (ESG) Related Matters on Financial Statements and Audits
Available Until
On-Demand Only
2.00 Credits
Overview of the impact environmental, social, and governance (ESG) matters have on the financial world Evolving guidance from the AICPA and other stand-setters related to ESG matters Risks of material misstatement in financial statements and related disclosures emerging from ESG matters
The Impact of SAS No. 145 on Risk-Based Audits
Available Until
On-Demand Only
2.00 Credits
New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145 Improved application of risk-based audit concepts for a higher-quality audit
Top Accounting, Operational, Compliance Challenges for Nonprofits
Available Until
On-Demand Only
2.00 Credits
Special accounting and financial reporting considerations for nonprofits Unique operational considerations for nonprofit management and those charged with governance to monitor Compliance requirements commonly faced by nonprofits when providing external financial information
An Exhaustive Look At Fraud & Ways To Control It (Part 1)
Available Until
On-Demand Only
4.00 Credits
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
An Exhaustive Look At Fraud & Ways To Control It (Part 2)
Available Until
On-Demand Only
4.00 Credits
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Building Security/Efficiency via Internal Control (Part 1)
Available Until
On-Demand Only
4.00 Credits
An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Building Security/Efficiency via Internal Control (Part 2)
Available Until
On-Demand Only
4.00 Credits
An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Combating Internal Fraud
Available Until
On-Demand Only
2.00 Credits
Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Controls to Secure a Growing Digital Footprint
Available Until
On-Demand Only
4.00 Credits
Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Coping With the Growth of Online Fraud
Available Until
On-Demand Only
4.00 Credits
The actuation of online and other cyber frauds Fraudulent acts that are initiated electronically Automated and employee driven methods that can reduce cyber-fraud risk
How Fraud Can Affect Smaller Organizations
Available Until
On-Demand Only
4.00 Credits
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses