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!
Comprehensive Passive Activity Losses (PAL) 25-26
-
Webcast Only
8.00 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Live Webinar K2's Accountants Guide to Quickbooks Online
-
Webcast Only
8.00 Credits
Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data
Audits of HUD Assisted Projects 25-26
-
Webcast Only
6.00 Credits
Audit requirements Audit procedures Requirements under HUD Consolidated Audit Guide and the Uniform Guidance
Accounting Industry Update 25-26
-
Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Comprehensive Passive Activity Losses (PAL) 25-26
-
Webcast Only
8.00 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
PFP Update: Investment Planning in This New Era 25-26
-
Webcast Only
2.00 Credits
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Closely Held Business Owner Financial Planning Opportunities 25-26
-
Webcast Only
2.00 Credits
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 25-26
-
Webcast Only
2.00 Credits
Overview of required financial statements Unique considerations in the nonprofit environment Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives Recognize financial statement presentation requirements for nonprofits
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 25-26
-
Webcast Only
4.00 Credits
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Nonprofit A&A Series Part 2: Revenue Recognition 25-26
-
Webcast Only
2.00 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers, including the application of CECL
Nonprofit A&A Standards Update and New Developments 25-26
-
Webcast Only
2.00 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
Deception, Embezzlement and Fraud 25-26
-
Webcast Only
8.00 Credits
Narcissism Studies Fraud Embezzlement Technology used in scams
Deception, Embezzlement and Fraud 25-26
-
Webcast Only
8.00 Credits
Narcissism Studies Fraud Embezzlement Technology used in scams
S Corporation (Form 1120S) - Formation to Liquidation 25-26
-
Webcast Only
8.00 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution )
Live Webinar K2's Excel PivotTables for Accountants
-
Webcast Only
8.00 Credits
PivotTable fundamentals, including Recommended PivotTables and six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations and working with Power Pivot Analytical techniques available in PivotTables
Ethical Responsibilities for CPAs: Ethics 25-26
-
Webcast Only
4.00 Credits
Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
S Corporation (Form 1120S) - Formation to Liquidation 25-26
-
Webcast Only
8.00 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution )
Live Webinar K2's Artifical Intelligence for Accounting & Financial Professionals
-
Webcast Only
4.00 Credits
• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's impact on finance and accounting
Firm Ethics: A Practical Approach 25-26
-
Webcast Only
4.00 Credits
AICPA Code of Professional Conduct Ethics requirements for CPA firms
What Every CPA Should Know About Fraud 25-26
-
Webcast Only
4.00 Credits
How is fraud detected The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls