We provide superior continuing education for accounting and tax professionals. It’s our mission.
Our virtual seminars are the easiest and most affordable way to earn CPE credits. Most importantly, they are presented by experts who do the exact same thing you do: prepare taxes.
Educational seminars are not created equal. Our virtual events feature engaging and compelling speakers. They packed full of value so you gain so much more than your CPE credits. You gain tangible tips, practical action steps, and new connections that ensure optimum value.
✓ Learn from expert instructors who service the same kinds of clients you do.
✓ High-quality curriculum loaded with tangible tips.
✓ Confidential Q&A option for answering “sticky” client issues.
✓ User-friendly login and platform (learn more).
✓ Easy registration and payment process.
✓ MTAP-sponsored virtual seminars qualify for CPE Credit in EVERY state.
Check Out MTAP’s 2023 Virtual Seminar Line-up Below
Download: 2023 Education Events with Active Registration Links
GEAR UP Last Minute Tax Update
Seminar Overview:
This last-minute federal tax update covers all late-breaking business and individual tax measures that impact the management and filing of federal returns during tax season. It includes any legislation passed during the December lame duck session of Congress; late year administrative developments and last-minute guidance issued by SBA, U.S. Treasury or the IRS. .
Meet Your Presenter:
This virtual session is scheduled to be presented by GEAR UP’s Director of Federal Taxation Laurie Stillwell (presenter could change based on circumstance). The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
Seminar Fees:
Active Member: $100
Associate Member: $100
Education Member: $100 (when out-of-state membership is paid)
Member Employee: $127 (includes Associate Membership)
Non-Member: $150
To Register: GEAR UP Last Minute Tax Update - January 10, 2024
NOTE: To register more than 4 people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
GEAR UP 1040 Tax Seminars
New Registration Option in 2023 . . .
In response to requests to provide an option to break up the back-to-back format of the traditional two-day seminar, registrants can now choose which day to sit for Sections A-B and Sections C-D. If a registrant wishes to sit for consecutive days as in the past, simply select those dates. If a registrant wants to split up the presentations into two separate 8-hour days, simply make those selections on the fee selection page of your online registration.
This year’s date options are:
(you must select one date from Section A-B and one date from Section C-D)
Section A-B (8 hours) Section C-D (8 hours)
November 8 (Wednesday) November 9 (Thursday)
November 16 (Thursday) November 17 (Friday)
December 6 (Wednesday) December 7 (Thursday)
About the GEAR UP 1040 Virtual Seminar . . .
The two-day GEAR UP 1040 Virtual Seminar navigates through all 2023 federal tax changes and applicable prior year changes, IRS guidance and administrative actions, court decisions, and any developments that impact advising 1040 clients and preparing their returns. Presenters who do exactly what you do - prepare taxes - provide expert analysis to insure you can effectively counsel clients on their reporting and tax management options. They also answer your questions in real time by monitoring the Q&A throughout each session. Questions are sent privately and often solve those unique client issues that can take hours to research!
GEAR UP 1040 presentations are supported by a PDF of the 700-plus page reference guide for use during the sessions, along with any available presenter slides or aids elaborating on the presentations. For an additional $50 fee, registrants can order a paper copy of the workbook housed in a 3-ring binder that is delivered in advance of your first day presentation. Simply select that option on the fee payment page of your online registration. If presenter slides for the seminar are available, these will also be forwarded to you prior to the event.
Meet Your Presenter . . .
This session is presented by GEAR UP Tax Seminars, MTAP’s longtime partner in providing federal tax, accounting, and specialty service education. The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
CPE Credits: 8 CPEs in Taxation Each Day
(3 CPEs in tax law update; 11 in federal tax education; 2 in ethics)
Seminar Fees:
Active Member: $309
Associate Member: $309
Education Member: $309 (when $50 out-of-state membership is paid)
Member Employee $336 (includes Associate Membership)
Non-Member: $359
To Register: 2023 GEAR UP 1040
NOTE: To register more than 4 members from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
GEAR UP Business Entities Tax Seminar
Seminar Overview
The GEAR UP Business Entities Virtual Seminar is a mandatory refresher and update presented by tax professionals for tax professionals. Our speakers operate the same type of practice and they service the same sized clients as you. Presentations are fast-paced and supported with relatable examples and case studies that insure maximizing tax savings and federal tax compliance for clients.
The seminar navigates through all of the federal tax changes, administrative actions, court decisions, and other developments that impact your business clients, along with analysis to insure you can effectively counsel clients on their reporting and tax management options. It also reviews how applicable entities can provide tax minimization and management advantages based on the business type.
The session also provides multiple opportunities to confidentially ask questions on those unique and not-often managed business tax issues to insure your clients are in full compliance.
Presentations are supported by a PDF of the 700-plus page reference guide that you can use and reproduce if you so choose (paper copies are available at an additional cost of $50; simply select the option on the fee selection page of your online registration). If presenter slides for the seminar are available, these will also be forwarded to you prior to the event.
Meet Your Presenter:
This session is presented by GEAR UP Tax Seminars, MTAP’s longtime partner in providing federal tax, accounting, and specialty service education. The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
CPE Credits: 8 CPEs in Taxation
Seminar Fees:
Active Member: $180
Associate Member: $180
Education Member: $180 (when $50 out-of-state membership is paid)
Member Employee: $207 (includes associate membership)
Non-Member: $230
REGISTER HERE: GEAR UP Business Entities - October 25, 2023
NOTE: To register 4 or more people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
GEAR UP’s Navigating the New IRS
Seminar Overview:
As we all know, the IRS is making sweeping changes in how they administer the most complex tax system in the world. With a multi-billion dollar investment from Congress, the Service is fast converting as much of its service to electronic access and delivery as possible. GEAR UP’s Rick Oelerich, a longtime expert in IRS operations, will show attendees what is changing, when these changes will take place, and how practitioners can effectively navigate the changing system to insure their clients are fully represented. He will show how to adapt operations to optimize interactions with the internet-based services, and discuss the technology upgrades practitioners should consider to monetize this service to clients.
Meet Your Presenter:
This virtual session is scheduled to be presented by GEAR UP’s Rick Oelerich (presenter could change based on circumstance). The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
Seminar Fees:
Active Member: $90
Associate Member: $90
Education Member: $90 (when out-of-state membership is paid)
Member Employee: $117 (includes Associate Membership)
Non-Member: $140
To Register: GEAR UP Navigating the New IRS - October 24, 2023
NOTE: To register more than 4 people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
GEAR UP’s Post-Pandemic Retirement Issues Seminar
Seminar Overview:
As the nation comes out of the pandemic, many workers have retired or are considering retirement in the near future. GEAR UP’s Tim Sundstrom will review the important aspects of making the decision to retire including changes and updates in Social Security, Medicare, and retirement plan management. Tim uses practical-based case studies to illustrate how practitioners can effectively analyze a client’s situation, counsel clients on the many aspects of retiring, and provide insights on growing this service in your practice.
Meet Your Presenter:
This virtual session is scheduled to be presented by GEAR UP’s Tim Sundstrom (presenter could change based on circumstance). The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
Seminar Fees:
Active Member: $90
Associate Member: $90
Education Member: $90 (when out-of-state membership is paid)
Member Employee: $122 (includes Associate Membership)
Non-Member: $145
To Register: GEAR UP Post-Pandemic Retirement Issues - October 24, 2023
NOTE: To register more than 4 people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
Canceled: GEAR UP’s Helping Business Clients Through Difficult Times
8-18-23: THIS SEMINAR HAS BEEN CANCELED.
Seminar Overview
The pandemic brought many unexpected challenges for small businesses, and now those who survived are still struggling to recover. GEAR UP’s Rick Oelerich and Tim Sundstrom provide an in depth 8 hour seminar that focuses on the financial management issues facing small business from financial statement analysis to developing and executing meaningful business plans. Attendees will learn about diverse business financing options, debt restructuring, leasing vs. purchasing analysis, how to cancel debt, protecting owners from creditor claims, and debt restructuring. It is supplemented with several case studies that reinforce concepts and management techniques you can use. This is the perfect seminar to help you implement, assess and grow your small business management services.
Meet Your Presenter:
This session is presented by GEAR UP’s Rick Oelerich and Tim Sundstrom. The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
CPE Credits: 8 CPEs in Taxation
Seminar Fees:
Active Member: $170
Associate Member: $170
Education Member: $170 (when $50 out-of-state membership is paid)
Member Employee: $197 (includes associate membership)
Non-Member: $220
REGISTER HERE: Canceled
NOTE: To register 4 or more people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
GEAR UP Preparation of Forms 1041, 706 & 709
Seminar Overview:
Our clients are aging and the need for estates services continues t o grow. As 1040 income continues to decrease with free and inexpensive online options for taxpayers, growing services in more specialized areas is essential. GEAR UP’s Brian Eisenmenger provides form preparation walkthroughs of basic and intermediate case studies for federal 1041, 706 and 709 forms. This is an excellent primer for practitioners who have done no or little estates preparation work and a nice refresher for those who have done some work in this area. It’s a great way to build or grow this service within your practice.
Meet Your Presenter:
This virtual session is scheduled to be presented by GEAR UP’s Brian Eisenmenger (presenter could change based on circumstance). The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.
Seminar Fees:
Active Member: $110
Associate Member: $110
Education Member: $110 (when out-of-state membership is paid)
Member Employee: $137 (includes Associate Membership)
Non-Member: $160
To Register: GEAR UP Preparation of Forms 1041, 706 & 709 - September 19, 2023
NOTE: To register more than 4 people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.
Frequently Asked Questions
About Virtual Seminars.
I don’t live in Michigan, can I still attend and earn CPE credits?
Yes! GEAR UP is a registered CPE provider with the IRS and the National Association of State Boards of Accountancy (NASBA), and MTAP is an Approved CPE provider with the Internal Revenue Service. So CPE credits earned at each event qualify for IRS and CPA requirements in every state.
When will I receive my CPE certificate?
Certificates of Completion are issued via email within a week after the event. If you provide your Preparer Tax Identification Number (PTIN) on your registration, the credits you earn will be automatically uploaded into your IRS PTIN account within 2-4 weeks after the event.
If you report CPEs to your state board of accountancy, simply use your emailed Certificate of Completion to upload your credits into your CPA-designated portal and/or as part of any random audit you may be asked to fulfill.
Is it easy to log in and access the virtual seminar?
Yes! One of the concerns practitioners have about virtual webinars is logging in and accessing sound through their computing system. GEAR UP’s virtual webinar platform is, by far, the easiest to use that we have tested. By the end of the 2020 virtual seminar season, MTAP didn’t receive any calls from participants having log-in or participation trouble. It’s that easy.
How is my attendance monitored?
To comply with continuing education requirements and verify your attendance, we will conduct quizzes throughout the presentation. Quizzes are simply intended to make sure you are paying attention. The correctness of your answers is not taken into consideration when issuing CE credit.
Can multiple members from our firm watch the virtual seminar from a conference room television or monitor?
Yes! Multiple people may watch from a large screen projection. HOWEVER, each registrant must log in to the virtual seminar from an individual, separate device (smartphone, iPad, tablet, laptop computer) to individually answer polling questions to track time in the virtual room and prove participation. The device must be able to access a Chrome or Firefox browser. Log in must be done using the log-in information emailed to that individual's provided email address.