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!
Nonprofit Taxation: Key Tax Rules
Available Until
On-Demand Only
2.00 Credits
Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits A discussion of the basics of unrelated business income tax Excise tax on salaries exceeding $1 million Denial of fringe benefits and taxation of their value as UBIT Separating businesses for purposes of UBIT Excess parachute payments
Partnership/LLC Taxation: Tax Basis Capital Accounts
Available Until
On-Demand Only
2.00 Credits
Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" How the financial accounting and tax capital accounts differ from one another Determine a partner's share of the partnership's liabilities Distinguish "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" loans and how they affect partners Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting Section 4655 "at risk" rules and how they impact Schedule K-1 reporting
Partnerships: How to Calculate Partner Basis
Available Until
On-Demand Only
2.00 Credits
How to calculate the basis when the entity is formed, including the impact of contributed property Explains the use of both "inside" and "outside" basis determination Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis Comprehensive example to illustrate the mechanics of the basis determination process Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Power BI - Analyze Your Data With Excel PivotTables (Course 3)
Available Until
On-Demand Only
4.00 Credits
The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Power BI - Create Excel Dashboards for Maximum Impact (Course 4)
Available Until
On-Demand Only
2.00 Credits
Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation
Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
Available Until
On-Demand Only
4.00 Credits
Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot
Power BI - Introduction to MS Power BI Tools (Course 1)
Available Until
On-Demand Only
2.00 Credits
The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface
Power BI - OLAP Formulas & More Time Intelligent Functions
Available Until
On-Demand Only
2.00 Credits
OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)
Available Until
On-Demand Only
2.00 Credits
Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform
Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
Available Until
On-Demand Only
2.00 Credits
A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others
Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
Available Until
On-Demand Only
4.00 Credits
Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process
Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
Available Until
On-Demand Only
4.00 Credits
Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations
Power BI - Use Power Query to Transform Your Data (Course 5)
Available Until
On-Demand Only
2.00 Credits
Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table
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