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!
ChatGPT Vision for Financial Analysis
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Mastering Microsoft 365 Copilot for CPAs
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Surgent's Ethical Considerations for the CPA
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Webcast Only
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Surgent's Fundamentals of Public Charity Taxation and Form 990
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Webcast Only
4.00 Credits
Organization and structure of Form 990 Form 990 and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues
Advanced Cybersecurity - Beyond the Basics
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives
Financial & Tax Accounting for S Corporations & Partnerships
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Webcast Only
8.00 Credits
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
Surgent's Annual Accounting and Auditing Update
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Webcast Only
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
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Webcast Only
8.00 Credits
Reviews of portions of error-prone “staff-prepared” Forms 1120-S and 1065 from client-provided information Be aware of legislative changes How to reduce input errors. When and how to rely on third-party data import software What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review Overview of new Schedules K-2 and K-3 Don’t fall prey to reporting oddities When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S – What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding “open debt”; the default method of calculating basis versus the election under §1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 – New tax reporting requirement for partners’ capital balances Why use §704(b) to maintain capital accounts; §704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of §754 step-up in basis rules Discussion of more complex transactions included in corporate structures Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return
Surgent's Securing a Comfortable Retirement in the Age of Spending
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Webcast Only
8.00 Credits
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using a residence and other real estate as retirement assets through equity and rent Using a small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool: employer retirement, savings, and Social Security Planning with the new retirement provisions of SECURE Act 2.0 Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels
The Best Individual Income Tax Update Course by Surgent
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Webcast Only
8.00 Credits
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Accounting of the Soul: Making the World a Better Place
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Webcast Only
1.00 Credits
The major topics covered in this course include:Overview of Virtue Ethics and the Common GoodProfessionalismThe Virtue of CompassionGossip in the WorkplaceGratitude
ChatGPT for Accountants: 50+ Use Cases
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Webcast Only
2.00 Credits
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Compilation, Preparation and Review Basics and Peer Reviews
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Webcast Only
2.00 Credits
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
K2's Artificial Intelligence Conference: Moving Beyond the Basics
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Webcast Only
8.00 Credits
Getting started with today's AI tools and how AI can benefit any business professional Creating effective prompts to get the data you need Managing AI-related risks Advanced topics in AI, including creating customized AI tools
Using e-Signature Software to Process Agreements-Updated
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Webcast Only
2.00 Credits
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
Accounting and Disclosure Issues After a Natural Disaster
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.
Best Practices: Conducting Meaningful Walkthroughs
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
CFO Series: Quality is Free- But How do We Measure the Cost?
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:What do we mean by quality?Why does quality pay off?Total quality management, including lean and six sigma.The four elements of the cost of quality.Practical prevention activities.The necessity of appraisal and why quality cannot be inspected into a process.Sources of internal failure and other sources you may not have considered.External failure and the hidden costs of 'shortcuts'.Creating an effective and actionable cost of quality report.
Microsoft 365: Save More Time, Make More Money
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
Create Paginated Reports with Power BI Report Builder
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
