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!
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
Income Tax Planning for Bond Investments 25-26
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Webcast Only
4.00 Credits
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Accounting Industry Update 25-26
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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
Deception, Embezzlement and Fraud 25-26
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Webcast Only
8.00 Credits
Narcissism Studies Fraud Embezzlement Technology used in scams
Estate Planning: A Comprehensive Overview 25-26
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Webcast Only
8.00 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Webcast Only
8.00 Credits
Preparation Compilations Reviews
Case Studies in Accounting Fraud 25-26
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Webcast Only
4.00 Credits
Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts Review of cases involving common fraud schemes (New cases will be discussed in 2024)
Generation-Skipping Transfer Tax 25-26
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Webcast Only
1.00 Credits
Taxable terminations Mismatch between available exemption and GST, and utilizing excess GST GST elections on Form 709 and automatic allocations
2025 Business Tax Credits
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Webcast Only
1.00 Credits
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Ethical Responsibilities for CPAs: Ethics 25-26
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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
April 2026 AI Update: ChatGPT, Prompt Query & What's Coming
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Webcast Only
1.50 Credits
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
What Every CPA Should Know About Fraud 25-26
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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
Estate Planning Strategies Using Irrevocable Trusts 25-26
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Webcast Only
6.00 Credits
President Biden s campaign promises and historical positions on estate planning The gift, estate, and income tax treatment of irrevocable trusts The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts
Form 706 Preparation Part 1: Overview Including Portability 25-26
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Webcast Only
2.00 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1 4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 706 Preparation Part 2: Reporting Assets 25-26
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Webcast Only
2.00 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1 4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 706 Preparation Part 3: Reporting Deductions 25-26
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Webcast Only
2.00 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Fraud?How to Find, How to Prevent 25-26
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Webcast Only
4.00 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 25-26
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Webcast Only
2.00 Credits
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
The Art of the Interview 25-26
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Webcast Only
2.00 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Excel - Auditing Your Spreadsheets for Maximum Accuracy
Available Until
On-Demand Only
2.00 Credits
Proofing methodsExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets