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!
Inspector Gadget Technology Update 25-26
-
Webcast Only
2.00 Credits
Emerging technologies AI and RPA Blockchain and 5G Gear & Gadgets Internet-of-Things
Accounting Fraud 25-26
-
Webcast Only
8.00 Credits
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26
-
Webcast Only
8.00 Credits
Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Estate Planning: A Comprehensive Overview 25-26
-
Webcast Only
8.00 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Implementing and Maintaining an Internal Control System 25-26
-
Webcast Only
8.00 Credits
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Next Steps Series - The Next Generation: A Different Take on the Generations
-
Webcast Only
1.00 Credits
Understand the modern workforce, from both a generational angle and from a societal viewpoint. Realize that our communication patterns must change to reach across the workforce Prioritize the effort based on the makeup of the workforce, with Millennials the largest cohort Strategies and tips for managing the new workforce A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture
Accounting Fraud 25-26
-
Webcast Only
8.00 Credits
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26
-
Webcast Only
8.00 Credits
Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Estate Planning: A Comprehensive Overview 25-26
-
Webcast Only
8.00 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Implementing and Maintaining an Internal Control System 25-26
-
Webcast Only
8.00 Credits
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
CFO Series: Ethical Decisions Made Easier: Blurred Lines?
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Ethics and moral principles.Identifying ethical dilemmas.Analyzing consequences and the impact on stakeholders.Applying ethical decision-making models.Effectively using the Code of Professional Conduct.Managing ethical conflicts and resolutions.
Emerging Issues in Financial Accounting 25-26
-
Webcast Only
3.00 Credits
Are we equipped to deal with a resurgence in financial accounting fraud Private company accounting standards, options and elections The latest on crypto and ESG Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting FASB and PCC agenda
ProActive Response Group De-Escalation Training
-
Webcast Only
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Let Go and Lead: The Crucial Art of Delegation
-
Webcast Only
1.00 Credits
When is it time to delegate What should you be delegating To whom should you be delegating it What are the benefits of creating more time to lead
Accounting and Tax Ethics: Standards, Issues, & Case Studies 25-26
-
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
Clarifying Risk Assessment - SAS 145 and Beyond 25-26
-
Webcast Only
4.00 Credits
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
How AI is Automating Internal Control 25-26
-
Webcast Only
4.00 Credits
An explanation of Artificial Intelligence (AI) Specific ways AI is replacing human cognition What is on the internal control horizon related to AI and other technologies
Managing the Accounting Department
-
Webcast Only
4.00 Credits
Accounting Leadership Management
IRAs: Traditional, Roth, SEP & SIMPLE 25-26
-
Webcast Only
8.00 Credits
An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans Roth IRA contribution phase-out limits, as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 « and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
Livee Webinar K2's Business Intelligence, Featuring Microsoft's Power BI Tools
-
Webcast Only
8.00 Credits
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards