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!
PFP Update: Issues, Exposures and Developing Client Strategy 25-26
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Webcast Only
2.00 Credits
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Prevention & Detection of Fraud In Small Businesses
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Webcast Only
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
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Webcast Only
1.00 Credits
· Quality management· Peer review· Audits
Social Security Basics and Strategies for Maximizing Benefits 25-26
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Webcast Only
8.00 Credits
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
FASB & AICPA Update for Tax Professionals (Highlights) 25-26
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Webcast Only
2.00 Credits
Broadly applicable ASU effective in 2024 and beyond Significant recent SAS
Accounting and Tax Ethics: Standards, Issues, & Case Studies 25-26
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Real Estate Taxation 25-26
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Webcast Only
8.00 Credits
California property taxation updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Social Security Basics and Strategies for Maximizing Benefits 25-26
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Webcast Only
8.00 Credits
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
ProActive Response Group De-Escalation Training
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Webcast Only
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Pass-Thru Entity Owners Schedule K-1 Analysis 25-26
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Webcast Only
8.00 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203 S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder s stock and debt basis and a partner/member s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder s stock in an S corporation and a partner s interest in a partnership What constitutes debt basis for an S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt affect a partner or member s basis calculations and amount at-risk
Ethics With A Dash of Courage
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Webcast Only
2.00 Credits
The Value of a Courageous Culture and courageous decision-making models Challenges to creating a culture of courage Communicating your courageous culture How/When to speak up? Career-ending vs teachable moment? Supporting courageous decisions Communicating courage The Journey to Leading with Courage - Building a personal action plan
Firm Ethics: A Practical Approach 25-26
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Ethics requirements for CPA firms
Form 5500 Annual Update 25-26
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Webcast Only
4.00 Credits
Forms 5500, 5500SF and 5500EZ Form 5500: nuances and schedules Reporting and disclosing compliance issues Reporting delinquent contributions Failure to file
Comprehensive FASB & AICPA Update for Tax Professionals 25-26
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Webcast Only
8.00 Credits
Broadly applicable ASU effective in 2024 and beyond Significant recent SAS Tax-basis financial statements Statements on Quality Management Standards
Pass-Thru Entity Owners Schedule K-1 Analysis 25-26
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Webcast Only
8.00 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203 S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder s stock and debt basis and a partner/member s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder s stock in an S corporation and a partner s interest in a partnership What constitutes debt basis for an S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt affect a partner or member s basis calculations and amount at-risk
Planning in an Uncertain World
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Webcast Only
2.00 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26
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Webcast Only
2.00 Credits
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Tax Practice Quarterly: Navigating Innovation in Tax
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Webcast Only
2.00 Credits
Innovation in tax technology Gen AI use in tax practices
25-26 FASB and AICPA Update (ASU, SAS, Ethics)
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Webcast Only
4.00 Credits
FASB ASU with effective dates of 2024 and later SAS 149 Recent ethics interpretations
Ethics in the Real World 25-26
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Webcast Only
4.00 Credits
Why model codes of ethics fail The science behind organizations Ethical DNA Understanding the psychology behind Tone at the Top The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals fixed or can we learn to improve