Montana Society of CPAs

Montana Society of CPAs

Upcoming events at Montana Society of CPAs in Helena, MT.

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K2's Business Intelligence Featuring Microsoft's Power BI Tools

Tue, Nov 3, 2026 • 8:00 AM—3:30 PM · Montana Society of CPAs · Helena, MT

Learn how Business Intelligence can drive better decision-making, compare Power BI licensing options, and gain hands-on experience creating impactful Power BI…

Governmental and Not-for-Profit Annual Update

Tue, Nov 3, 2026 • 8:00 AM—3:30 PM · Montana Society of CPAs · Helena, MT

Review the latest developments in governmental and not-for-profit accounting, including GASB and FASB updates, compensated absences, quality management…

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This Year's Best Income Tax, Estate Tax and Financial Planning Ideas

Tue, Nov 3, 2026 • 8:00 AM—3:30 PM · Montana Society of CPAs · Helena, MT

Stay current on the latest federal tax law changes, including OBBBA, SECURE 2.0, estate and retirement planning, charitable giving, digital assets, Social…

S Corporation Taxation: Advanced Issues

Wed, Nov 4, 2026 • 8:00 AM—11:30 AM · Montana Society of CPAs · Helena, MT

Explore advanced S corporation tax planning, including shareholder stock and debt basis, OBBBA updates, AAA, built-in gains, redemptions, liquidations, and…

K2's Advanced Excel

Wed, Nov 4, 2026 • 8:00 AM—3:30 PM · Montana Society of CPAs · Helena, MT

Build advanced Excel and data analysis skills by exploring collaboration and security features, data models, PivotTables, advanced formulas, data queries, and…

Forensic Accounting: Fraud Investigations

Wed, Nov 4, 2026 • 8:00 AM—3:30 PM · Montana Society of CPAs · Helena, MT

Gain practical insight into forensic accounting by exploring evidence collection, investigative tools, interview techniques, report preparation, and the role…

Surgent's Essential Depreciation and Expensing Update

Wed, Nov 4, 2026 • 12:00 PM—3:30 PM · Montana Society of CPAs · Helena, MT

Stay up to date on depreciation and cost recovery rules, including OBBBA changes, bonus depreciation, §179 elections, MACRS, depreciation recapture, listed…

Ethics and Professional Conduct: Updates and Practical Application

Thu, Nov 5, 2026 • 8:00 AM—11:30 AM · Montana Society of CPAs · Helena, MT

Strengthen your understanding of professional ethics by reviewing the AICPA Code of Professional Conduct, independence requirements, professional judgment,…

K2's Small Business Internal Controls, Security and Fraud Prevention and Detection

Thu, Nov 5, 2026 • 8:00 AM—3:30 PM · Montana Society of CPAs · Helena, MT

Learn practical internal control strategies for small businesses, including preventing fraud, addressing common control challenges, leveraging accounting…

Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

Thu, Nov 5, 2026 • 8:00 AM—11:30 AM · Montana Society of CPAs · Helena, MT

Examine the four tiers of business loss limitations, including basis, at-risk, passive activity, and excess business loss rules, with practical guidance on…

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Preparation, Compilation and Review Engagements

Thu, Nov 5, 2026 • 12:00 PM—3:30 PM · Montana Society of CPAs · Helena, MT

Stay current on preparation, compilation, and review engagements with updates on accounting and reporting issues, common peer review deficiencies, current…

Guide to Payroll Taxes and 1099 Issues

Thu, Nov 5, 2026 • 12:00 PM—3:30 PM · Montana Society of CPAs · Helena, MT

Review key payroll tax rules, including worker classification, §530 relief, SS-8 determinations, responsible person penalties, reporting requirements, filing…