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!
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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Webcast Only
1.00 Credits
Technology Cybersecurity
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Webcast Only
1.00 Credits
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Webcast Only
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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Webcast Only
1.00 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Webcast Only
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Webcast Only
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Are Those Independent Contractors Really Independent Contractors?
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Webcast Only
1.00 Credits
Classification of workers as employees or independent contractors
The Role of HR in Business Sustainability
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Webcast Only
1.20 Credits
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Webcast Only
2.00 Credits
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Inventory, Expense and Payroll Fraud
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Webcast Only
2.00 Credits
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
The Corporate Transparency Act - What You Need to Know to Protect Your Client
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Webcast Only
2.00 Credits
Identify the applicability of the Corporate Transparency Act to an advisor’s clients Understanding which entities are now required to disclose owner information Understand the reporting requirements of the Corporate Transparency Act Understanding what entities are subject to the exceptions to the Corporate Trenchancy Act Understanding the penalties for noncompliance Understanding the final rules and regulations that were recently established
Auditing For Fraud
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Webcast Only
2.00 Credits
Auditing Fraud
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Webcast Only
3.00 Credits
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Webcast Only
8.00 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Business Federal Tax Update - Navigating the Current Tax Landscape
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Webcast Only
8.00 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
360 Budgeting: A Holistic Approach to Process and Solutions
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Webcast Only
8.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
How to Make Difficult People Disappear...Without Going to Jail
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Webcast Only
1.00 Credits
Team dynamics Influence Organizational behavior Leadership
Performance Targets That Deliver Results Without Burnout
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Webcast Only
1.20 Credits
Performance target design Target testing
Introduction to Forensic Data Analytics
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Webcast Only
2.00 Credits
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Webcast Only
2.00 Credits
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid