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!
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Webcast Only
2.00 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Yellow Book Ethics
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Surgent's Management Fundamentals
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Webcast Only
4.00 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Surgent's Ethics for Tax Professionals
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Webcast Only
2.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Excel Tables and Conditional Summing
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Webcast Only
2.00 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
CFO Series: Proven Methods to Detect and Prevent Fraud
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Definitions and types of fraud.How are frauds caught.Where, how, and when to look?Common red flags!How to reduce your fraud risks.
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Webcast Only
2.00 Credits
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
Surgent's Guide to the AICPA Quality Management Standards
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Webcast Only
2.00 Credits
Quality management standards SSARS No. 26 SAS 146 Risk assessment and risk-based approaches to quality management Audit engagement leadership Managing technology and the use of external service providers
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
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Webcast Only
4.00 Credits
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The lease FASB ASC and its impact on the construction industry
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webcast Only
2.00 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Surgent's Introduction to Forensic Accounting
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Webcast Only
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's Handling Difficult People
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Webcast Only
2.00 Credits
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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Webcast Only
2.00 Credits
Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership
Surgent's Unique Tax Attributes of Different Entity Types
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Webcast Only
2.00 Credits
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast Only
4.00 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
Surgent's A Complete Guide to Offers in Compromise
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Webcast Only
2.00 Credits
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Webcast Only
2.00 Credits
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Webcast Only
4.00 Credits
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Donating Cryptocurrency and Avoiding Traps for the Unwary
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Webcast Only
2.00 Credits
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act