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Title Date Location Member Fee Description
B&I Series: Controllers Panel (2 hours - morning) - NEW! — #07528 4/21/2010 Metro Portland $59 This panel presentation is part of an ongoing breakfast series sponsored by the OSCPA Business & Industry Project… learn more
2010 OSCPA Professional Issues Update (Faculty/Students) - NEW! — #07868 4/30/2010 Emerald Empire $0 College faculty and students are invited to join friends, colleagues and members of the Society's leadership on Friday,… learn more
2010 OSCPA Professional Issues Update - NEW! — #07867 4/30/2010 Emerald Empire $189 OSCPA Members are invited to join friends, colleagues and members of the Society's leadership on Friday, April 30, to… learn more
Not-for-Profit Conference — #07600 5/3/2010 Metro Portland $300 Learn about what is new in the not-for-profit arena and the latest on topics of interest to internal/external clients. Choose the… learn more
Construction Industry: Advanced Accounting & Tax — #07614 5/6/2010 Metro Portland $295 Learn the latest on the advanced accounting and tax issues that impact the construction arena. learn more
Construction Industry Conference (Cosponsored by OSCPA, AGC-Oregon-Columbia Chapter, CFMA & OHBA) — #07601 5/7/2010 Metro Portland $310 Learn about the latest challenges and solutions faced by the construction industry! Early Registration Discount: Member… learn more
Federal Energy Tax Deductions 179D (2 hours - morning) - NEW! — #07869 5/14/2010 Metro Portland $79 Under Sec 179D of the Internal Revenue Code, a taxpayer who owns, or is the lessee of, a commercial building may be eligible… learn more
Governmental Accounting and Auditing Conference (2 days) — #07602 5/17/2010 Emerald Empire $405 Hear the latest on important issues impacting governmental accounting and auditing! Early Registration Discount: Member… learn more
Accounting and Reporting Standards Annual Update and Review (2 days) — #07615 5/17/2010 Metro Portland $519 This course provides an update for all relevant authoritative pronouncements that a CPA must have an understanding of in order… learn more
Keep Your Clients' Private Information Private While Protecting Your Business (4 hours - morning) - NEW! — #07616 5/18/2010 Metro Portland $169 The Gramm-Leach-Bliley Act, the Safeguards Rule, enforced by the Federal Trade Commission, requires financial institutions to… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07619 5/19/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
The Revised Yellow Book: Government Auditing Standards — #07617 5/19/2010 Emerald Empire $295 The Yellow Book features comprehensive, far reaching implications for auditors. Gain a working knowledge of the latest Yellow… learn more
Ethics for CPAs and CMAs in Business and Industry (4 hours - morning) — #07618 5/19/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, CMA, will instruct on ethical topic areas applicable to CPAs… learn more
Audit Sampling - Effective and Efficient Compliance for Fun and Profit - NEW! — #07620 5/19/2010 Emerald Empire $295 A new Audit Guide "Audit Sampling" was issued in mid-year 2008 and new Compliance Audit (OMB A-133) sampling… learn more
Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - afternoon) — #07622 5/20/2010 Emerald Empire $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07621 5/20/2010 Emerald Empire $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
B&I Series: Lean Accounting (2 hours - morning) - NEW! — #07529 5/20/2010 Metro Portland $59 Invest a few hours to improve your Lean Accounting skills! Plan to attend this panel presentation and take advantage of the… learn more
Audit Sampling - Effective and Efficient Compliance for Fun and Profit - NEW! — #07623 5/20/2010 Metro Portland $295 A new Audit Guide "Audit Sampling" was issued in mid-year 2008 and new Compliance Audit (OMB A-133) sampling… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07624 5/21/2010 Southern Oregon $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Business Valuations for Today's Environment (3 hours - morning) - NEW! — #07625 5/21/2010 Metro Portland $129 As we transition into a new year, a new administration and a new economic paradigm, we see very clearly the rules have… learn more
Chief Financial Officer - Executive Level Skills for Financial Managers [NT] — #07626 5/24/2010 Metro Portland $290 Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people… learn more
Driving Corporate Performance - The CFO's Role in Developing Competitive Advantage - NEW! — #07627 5/25/2010 Metro Portland $290 Successful companies use strategies that allow them to efficiently use their resources by focusing on a portion of their industry… learn more
Ethics in Turbulent Times - How the World is Changing for Financial Managers (4 hours - afternoon) - NEW! — #07629 5/26/2010 Metro Portland $189 The great financial meltdown of 2008 forever changed our perceptions of trust and ethics. This seminar will give you a better… learn more
Cases in Corporate Ethics - Discussion of Real Life Conflicts (4 hours - morning) — #07628 5/26/2010 Metro Portland $189 Anyone who has ever attended a lecture-format ethics seminar knows that there is a better way. “Cases in Corporate… learn more
Simplified Solutions: Organizing and Productivity Strategies for the Workplace [NT] — #07630 5/27/2010 Metro Portland $305 Are you on top of everything – but can’t get to the bottom of anything? Do you start your day overwhelmed by paper, emails… learn more
Annual Update for Accountants and Auditors — #07631 6/1/2010 Benton-Linn $295 Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more
Right the First Time: Case Studies in Not-for-Profit Accounting and Auditing - NEW! — #07634 6/2/2010 Metro Portland $290 Papers print corrections, referees use replays and golfers take mulligans. Accountants and auditors are expected to get it right… learn more
Internal Controls and IT: Reliable Reporting and Fraud Prevention - NEW! — #07635 6/2/2010 Metro Portland $290 Recent headlines describing massive frauds have focused attention on internal controls. Most auditors are comfortable with… learn more
Annual Business Law Update — #07632 6/2/2010 Metro Portland $290 Lawsuits flow freely these days. Stay on top of business law developments to protect your company, firm or clients from… learn more
The Revised Yellow Book: Government Auditing Standards — #07637 6/2/2010 Metro Portland $290 The Yellow Book features comprehensive, far reaching implications for auditors. Gain a working knowledge of the latest Yellow… learn more
Advanced Update for Compilation, Review and Accounting Services — #07636 6/2/2010 Emerald Empire $295 If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more
Preparing Tax Basis Financial Statements: A Private Company GAAP Alternative (4 hours - morning) - NEW! — #07633 6/2/2010 Metro Portland $199 The most frequent application of OCBOA is to prepare tax basis statements for tax entities. This course is a great way to brush… learn more
Technology Conference with K2 Enterprises (2 days) — #07604 6/3/2010 Metro Portland $519 Yesterday’s accounting practices are no longer adequate for success in today’s rapidly evolving technology and business… learn more
Annual Update for Accountants and Auditors — #07638 6/3/2010 Eastern Oregon $295 Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more
Write-up, Payroll and Other Accounting Services: Managing the Risks (4 hours - morning) - NEW! — #07639 6/3/2010 Emerald Empire $199 Most sole practitioners and local CPA firms routinely provide write-up, payroll and other accounting services to their clients.… learn more
FASB Review and Update: Common GAAP Issues Impacting All CPAs - NEW! — #07640 6/3/2010 Metro Portland $290 Are you looking for an intermediate level review and update of common GAAP issues important to all CPAs? This broad-ranging… learn more
Accounting and Reporting Practices of Not-for-Profit Organizations — #07641 6/3/2010 Metro Portland $290 Not-for-profit accounting can be extremely complex and if you are to be successful, your knowledge and skills must be superior.… learn more
Public Company Update: SEC, PCAOB and Other Developments — #07642 6/3/2010 Metro Portland $290 The requirements for public companies, their management and their auditors are changing rapidly. As these changes continue… learn more
Annual Update for Accountants and Auditors — #07644 6/4/2010 Emerald Empire $295 Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more
Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts — #07645 6/4/2010 Metro Portland $295 Transactions that occur within an entity’s revenue cycle (revenues and cash receipts) and the purchase cycle (purchases… learn more
Real-World Business Ethics: A Case Study Approach (4 hours - morning) — #07647 6/4/2010 Metro Portland $185 Don’t be caught off guard by an ethics investigation. Adopt a proactive, risk-avoidance stance by side-stepping common… learn more
Advanced Update for Compilation, Review and Accounting Services — #07648 6/4/2010 Eastern Oregon $295 If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more
Accounting for Income Taxes - Applying SFAS No. 109/FIN 48: A Whole New Ballgame! — #07649 6/4/2010 Metro Portland $290 No other area in accounting is as far reaching, and requires knowledge of a vast number of topics in financial and tax… learn more
Frequent Frauds Found in Governments (4 hours - afternoon) — #07646 6/4/2010 Metro Portland $199 What are some of the common frauds that occur in governmental organizations and how could they have been avoided?… learn more
Advanced FASB Review and Update: Tackling the Tougher GAAP Issues - NEW! — #07643 6/4/2010 Metro Portland $290 This course is the perfect complement to the AICPA’s intermediate-level companion course titled: “Advanced FASB… learn more
Making the Best of Bad Situations - Client's Tax and Non-Tax Issues — #07651 6/7/2010 Metro Portland $295 This course helps the practitioner understand planning considerations and potential problems when certain “bad… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07656 6/7/2010 Eastern Oregon $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Advanced Update for Compilation, Review and Accounting Services — #07657 6/7/2010 Southern Oregon $295 If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more
Auditing: What's New for 2010 Engagements - NEW! — #07650 6/7/2010 Metro Portland $295 Comprehensive analysis to comply with new auditing standards and authoritative literature. learn more
Beyond Financial Accounting: Budgeting and Costing Techniques for Maximum Profitability (4 hours - morning) — #07652 6/7/2010 Metro Portland $199 The success of any business is grounded in the basics of profitability and cash (liquidity) availability. This course is designed… learn more
Financial Forecasting: Planning for Success (4 hours - afternoon) — #07653 6/7/2010 Metro Portland $199 The secret to success is in the planning! With CPAs constantly asked to plan the future of a company, forecasting is an area… learn more
S Corporations: Strategies from Formation to Termination (4 hours - morning) - NEW! — #07654 6/7/2010 Metro Portland $199 Once again, this is the darling form for many businesses. Find out why during this information-packed session. Practical… learn more
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs and Other Partnerships (4 hours - afternoon) - NEW! — #07655 6/7/2010 Metro Portland $199 Is LLC and partnership taxation something new to you? Perhaps you have worked in this area for years but need a quick review… learn more
Real-World Business Ethics: A Case Study Approach (4 hours - morning) — #07663 6/8/2010 Southern Oregon $185 Don’t be caught off guard by an ethics investigation. Adopt a proactive, risk-avoidance stance by side-stepping common… learn more
Advanced Controller and CFO Skills — #07659 6/8/2010 Metro Portland $290 If you want to be secure in your position as the “financial sheriff,” you must be able to document your worth to the… learn more
Audit Workpapers: Documenting Field Work (4 hours - morning) — #07660 6/8/2010 Metro Portland $199 Workpapers are the building blocks for the audit. If it’s not in the workpapers, the manager and partner might not know about… learn more
Cash Flow Statements: Preparation and Presentation Options (4 hours - afternoon) — #07661 6/8/2010 Southern Oregon $199 Top off your knowledge of cash flow statements! Review cash flow statement preparation and presentation options, and… learn more
Audit Workpapers: Reviewing Field Work Documentation (4 hours - afternoon) — #07662 6/8/2010 Metro Portland $199 Are your partners or managers spending excessive time reviewing work papers because your in-charges, supervisors, or… learn more
FASB Review and Update: Common GAAP Issues Impacting All CPAs - NEW! — #07664 6/8/2010 Benton-Linn $295 Are you looking for an intermediate level review and update of common GAAP issues important to all CPAs? This broad-ranging… learn more
Accountants' Guide to Detecting and Preventing Internal Fraud, Theft and Abuse — #07665 6/8/2010 Metro Portland $295 Don’t work hard just to have employees run off with your money. learn more
LLC and Partnership Taxation: Beyond the Basics — #07666 6/8/2010 Metro Portland $290 LLC and partnerships are based upon intricate rules and regulations. A successful CPA must understand and be able to… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07667 6/8/2010 Central Oregon $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
A Practical Guide to Trusts - NEW! — #07668 6/8/2010 Metro Portland $295 This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not a… learn more
Applying the Risk Assessment Standards Using a Case Study Approach - NEW! — #07675 6/9/2010 Metro Portland $290 Although auditors of non-public entities have been working with the risk assessment standards (SAS Nos. 104 through 111) for… learn more
Estate Planning - Business Issues — #07670 6/9/2010 Metro Portland $295 There are many specific estate planning issues that deal with business ownership, valuation and succession matters. As… learn more
Accountants' Guide to Fraud and Abuse in Government and Non-Profits - NEW! — #07671 6/9/2010 Metro Portland $295 Auditors are at greater risk if they miss fraud and abuse in government and nonprofits than corporations. YELLOW BOOK:… learn more
Management Reporting: Creating World-Class Reports — #07672 6/9/2010 Metro Portland $290 You get what you measure, so measure what you want! Maximize performance with balanced critical success factors. This… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07673 6/9/2010 Benton-Linn $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07674 6/9/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Advanced Update for Compilation, Review and Accounting Services — #07676 6/9/2010 Southern Oregon $295 If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more
Advanced FASB Review and Update: Tackling the Tougher GAAP Issues - NEW! — #07669 6/9/2010 Emerald Empire $295 This course is the perfect complement to the AICPA’s intermediate-level companion course titled: “Advanced FASB… learn more
Cash Flow Statement: Preparation, Presentation and Use — #07678 6/10/2010 Metro Portland $290 Changes are coming to the statement of cash flows! Use this course to review existing statement of cash flows preparation and… learn more
Foundations in Governmental Accounting — #07683 6/10/2010 Metro Portland $290 Are you just starting to work in the governmental arena? Have you worked in the governmental arena for years but need a… learn more
AICPA's Advanced Workshop: Practical Guidance for Peer Reviewers - NEW! — #07682 6/10/2010 Metro Portland $290 This eight-hour course is designed to be an interactive workshop to reinforce and improve reviewers’ understanding of… learn more
Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - morning) — #07681 6/10/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more
FASB Review and Update: Common GAAP Issues Impacting All CPAs - NEW! — #07680 6/10/2010 South Coast $295 Are you looking for an intermediate level review and update of common GAAP issues important to all CPAs? This broad-ranging… learn more
How to Identify, Explain and Present Pertinent Financial Information to Non-Accountants — #07679 6/10/2010 Metro Portland $290 High-impact interactive program, loaded with practical ideas and techniques to help non-accounting associates and clients… learn more
Leadership and Coaching Essentials for the CPA: Adapted From the Leadership Strategies of Football's Leading Coaches - NEW! [NT] — #07684 6/11/2010 Metro Portland $290 There are multiple common threads between championship football teams and high performance organizations. Many of the… learn more
Real Estate Conference — #07605 6/11/2010 Metro Portland $300 Hear about the recent developments and important issues in real estate while focusing on taxation! Early Registration… learn more
Upcoming Peer Review: Is Your Firm Ready? — #07686 6/11/2010 Metro Portland $290 What does it take to have an effective quality control system that leads you to a clean, unmodified peer review report? Find out… learn more
Accountants' Guide to Email, Record Retention, Destruction & Security for 2010-11 — #07688 6/14/2010 Metro Portland $290 Dozens of companies have been sued because of faulty paper and electronic record retention and destruction policies. Are you… learn more
Employee Benefit Plans: Audit and Accounting Essentials — #07689 6/14/2010 Metro Portland $290 Master the fundamentals of auditing employee benefit plans in accordance with AICPA and EBSA standards and avoid the… learn more
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law — #07690 6/14/2010 Metro Portland $290 Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year –… learn more
Agribusiness - Tax Issues and Business Entities (1 1/2 days) - NEW! — #07691 6/14/2010 Eastern Oregon $450 In response to the downturn in the economy, Congress passed tax legislation to stimulate the economy. This seminar explains… learn more
Internal Controls Design, Evaluation and Communication for Smaller Entities — #07687 6/14/2010 Metro Portland $290 Significant changes in the auditing industry have highlighted the necessity for all entities, regardless of nature, size and… learn more
International versus U.S. Accounting: What in the World is the Difference? — #07695 6/15/2010 Metro Portland $290 In 2002, IASB and FASB agreed to harmonize their agenda and work towards reducing differences between IFRS and U.S.… learn more
Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133 — #07692 6/15/2010 Metro Portland $290 Often, entities that require A-133 audits are the least-profitable clients for CPA firms. This is sometimes a direct result of… learn more
Excel Tips, Tricks and Techniques for Accountants — #07693 6/15/2010 Metro Portland $290 Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet most accountants have never received… learn more
Audits of 403(b) Plans: A Challenging New Audit Area - NEW! — #07694 6/15/2010 Metro Portland $290 The audit of the 403(b) plan will be a new growth area for the benefit plan auditor. Learn the similarities and the differences… learn more
New Federal Tax Law - Individual & Business Current Developments You Need to Know! — #07696 6/15/2010 Emerald Empire $295 With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more
Governmental & Nonprofit Annual Update — #07700 6/16/2010 Metro Portland $290 Change is inevitable and at times overwhelming if you are unprepared. Ensure that you are current in governmental and… learn more
New Federal Tax Law - Individual & Business Current Developments You Need to Know! — #07701 6/16/2010 Metro Portland $295 With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more
Excel PivotTables for Accountants - Part I (4 hours - morning) — #07702 6/16/2010 Metro Portland $199 PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some,… learn more
Excel PivotTables for Accountants - Part II (4 hours - afternoon) — #07703 6/16/2010 Metro Portland $199 This course is a continuation of “Excel PivotTables for Accountants – Part I.” It extends and builds upon the foundation… learn more
Strategic Banking Relationships: The Accounting Professional's Guide - NEW! — #07704 6/16/2010 Metro Portland $290 In this program an experienced commercial banker tells how you can help your clients build strategic banking relationships.… learn more
Complete Taxation of Property Transactions: From Acquisition to Disposition — #07705 6/16/2010 Metro Portland $290 Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from… learn more
Estate Planning Essentials: Tax Relief for Your Clients' Estates - NEW! — #07706 6/16/2010 Central Oregon $295 What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as… learn more
Audits of 401(k) Plans — #07697 6/16/2010 Metro Portland $290 401(k) plans have become a popular option for employee benefit plans so it is imperative that you have the skills necessary to… learn more
Internal Controls Design, Evaluation and Communication for Smaller Entities — #07698 6/16/2010 Emerald Empire $295 Significant changes in the auditing industry have highlighted the necessity for all entities, regardless of nature, size and… learn more
FASB Review for Industry — #07699 6/16/2010 Metro Portland $290 CPAs in corporate management will benefit from this comprehensive coverage of recent FASB, AcSEC, IASB and EITF… learn more
Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133 — #07707 6/17/2010 Southern Oregon $295 Often, entities that require A-133 audits are the least-profitable clients for CPA firms. This is sometimes a direct result of… learn more
Form 990: AICPA's Answer to Unlocking the Tax Complexities — #07709 6/17/2010 Metro Portland $290 Updated for the completely redesigned Form 990! Not only is the IRS crackdown on nonprofits continuing but the Form 990 has… learn more
Financial, Estate and Tax Planning for Individuals Over 55 — #07710 6/17/2010 Metro Portland $295 Older clients desperately need your help with problems they don’t even know they have. This program prepares you to advise… learn more
IRAs, ROTH IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions and More — #07711 6/17/2010 Metro Portland $290 Individual Retirement Accounts (IRAs), including traditional IRAs, Roth IRAs, SIMPLEs, SEPs, are investments owned by many… learn more
Paperless Office - Managing Documents in a Digital World — #07712 6/17/2010 Metro Portland $290 Would you like to find important documents in 10 seconds or less? Of course you would! At the very least, you would like to have… learn more
Form 1120S - Schedule K-1 Analysis - Basis Calculations & Distributions for S Corporations — #07713 6/17/2010 Metro Portland $290 This comprehensive course is designed to get the accountant up-to-speed quickly in the area of basis calculations and… learn more
Accounting & Auditing Conference — #07606 6/17/2010 Metro Portland $310 Learn about the latest on issues impacting accounting and auditing! Early Registration Discount: Member Fee: $280 if paid… learn more
Corporate Finance Tune-Up - Putting the Right Skills in Your Analytical Toolbox — #07708 6/17/2010 Metro Portland $290 Understanding corporate finance is a skill that separates those who will become Chief Financial Officers from those who will… learn more
Current Developments in Accounting, Auditing and the Accounting Profession: An Overview for 2010 — #07716 6/18/2010 Southern Oregon $295 This course provides an overview of new developments in the area of accounting and auditing. Coverage is continuously… learn more
QuickBooks: Reconciling and Analyzing Financial Statements (4 hours - morning) - NEW! — #07718 6/18/2010 Metro Portland $199 With close to four million small business utilizing QuickBooks software, many accountants and auditors frequently work with… learn more
Estate & Trust Conference — #07607 6/18/2010 Metro Portland $310 Hear the latest on estate planning issues that impact you and your clients! Early Registration Discount: Member Fee: $280 if… learn more
S Corporations: A Complete Guide to Planning and Compliance - NEW! — #07719 6/18/2010 Metro Portland $290 From advising your client as to the appropriateness of an S election, to proper preparation of the Form 1120S and Schedule K-1,… learn more
Value-Driven Financial Analysis - A Non-Traditional Approach — #07720 6/18/2010 Metro Portland $290 Today, more than ever, companies are under enormous pressure to create shareholder value. This seminar will provide the… learn more
Estate Planning Essentials: Tax Relief for Your Clients' Estates - NEW! — #07721 6/18/2010 Eastern Oregon $295 What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as… learn more
Automating Workflow to Improve Control and Profitability (4 hours - afternoon) - NEW! — #07714 6/18/2010 Metro Portland $199 Is your organization’s internal control structure as sound as it should be? Does your company or CPA firm’s profitability… learn more
Bankruptcy Today: What Every CPA Must Know! - NEW! — #07715 6/18/2010 Metro Portland $290 With the decline in economic conditions, bankruptcy restructurings and liquidations are at an all time high, creating a need for… learn more
Form 1065 - Schedule K-1 Analysis - Basis Calculations & Distributions for Partnerships & LLCs — #07717 6/18/2010 Metro Portland $290 This comprehensive course is designed to get the accountant up-to-speed quickly in the area of basis calculations and… learn more
2010 Hot Business Valuation Issues & Recent Cases - NEW! — #07725 6/21/2010 Metro Portland $290 This course will provide participants with recent cases in order to better understand aspects of valuing a closely-held business. learn more
Converting Your Pension and IRAs to Roth IRAs - A Major New Strategy Your Clients Must Consider - NEW! — #07723 6/21/2010 Metro Portland $290 In 2010, anyone can convert their IRA money to a Roth IRA, regardless of income. What this means is that virtually all clients will… learn more
Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts — #07722 6/21/2010 Southern Oregon $295 Transactions that occur within an entity’s revenue cycle (revenues and cash receipts) and the purchase cycle (purchases… learn more
Tough Times: Best Tax and Financial Planning Strategies for a Bad Economy - NEW! — #07726 6/21/2010 Metro Portland $290 During recessionary times, conserving cash is key. One sure way to conserve cash is to reduce and/or defer taxes. This course… learn more
GAAP Refresher — #07724 6/21/2010 Metro Portland $295 Get your arms around those complex GAAP rules most likely to result in financial statement restatements. You will be provided… learn more
Internal Controls, Corporate Governance & Risk Management — #07730 6/22/2010 Metro Portland $290 A company’s Board of Directors should oversee management, the company’s business strategy and its operations. Many… learn more
Converting Your Pension and IRAs to Roth IRAs - A Major New Strategy Your Clients Must Consider - NEW! — #07728 6/22/2010 Emerald Empire $295 In 2010, anyone can convert their IRA money to a Roth IRA, regardless of income. What this means is that virtually all clients will… learn more
Compilation and Review Essentials - The New Rules for Local Practitioners - NEW! — #07729 6/22/2010 Metro Portland $295 With the most massive rewrite of SSARS since 1978, you will be required to: redraft all compilation and review reports; rethink… learn more
Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts — #07727 6/22/2010 South Coast $295 Transactions that occur within an entity’s revenue cycle (revenues and cash receipts) and the purchase cycle (purchases… learn more
IFRS Update and Review of Complex Topics - NEW! — #07732 6/22/2010 Metro Portland $290 Whether the Securities and Exchange Commission (SEC) will allow or require U.S. public companies to use International… learn more
Estate Planning Essentials: Tax Relief for Your Clients' Estates - NEW! — #07731 6/22/2010 Benton-Linn $295 What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as… learn more
Start-Ups & Early-Stage Companies - NEW! — #07736 6/23/2010 Metro Portland $290 Using the instructor’s experience as a CPA, attorney, and venture capitalist, the participant will take away valuable… learn more
B&I Series: Foreign Corrupt Practices Act (2 hours - morning) - NEW! — #07530 6/23/2010 Metro Portland $59 The Foreign Corrupt Practices Act (FCPA) prohibits corrupt payments to foreign officials for the purpose of obtaining or keeping… learn more
Business Sustainability: Keeping Lean but with More Green for the Company's Long Haul [NT] - NEW! — #07685 6/23/2010 Metro Portland $290 Sustainability is now sweeping through profit and nonprofit businesses throughout the world. This course clearly shows you… learn more
Deceptive Revenue Recognition and Other Accounting Techniques - Recognizing the Warning Signs — #07733 6/23/2010 Metro Portland $295 Don’t join the growing list of accounting professionals in trouble. In this course the accounting “stories” behind over 40… learn more
Multiplying Your Tax and Business Benefits Using Multiple Business Entities - NEW! — #07734 6/23/2010 Metro Portland $290 In this litigious climate, business owners need to consider methods of reducing their exposure to legal liability. Further, states… learn more
Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now — #07735 6/23/2010 Emerald Empire $295 As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies… learn more
Investing Fundamentals for the Individual - NEW! — #07743 6/24/2010 Metro Portland $290 This course will provide the fundamentals needed to more effectively invest money and what obstacles individuals must avoid… learn more
Multiplying Your Tax and Business Benefits Using Multiple Business Entities - NEW! — #07744 6/24/2010 Emerald Empire $295 In this litigious climate, business owners need to consider methods of reducing their exposure to legal liability. Further, states… learn more
Tax Savings Through 1031 Exchanges — #07737 6/24/2010 Metro Portland $290 Gain a general knowledge of the 1031 exchange rules and their use. learn more
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships — #07738 6/24/2010 Metro Portland $295 How do partnerships fare following tax reform? The purpose of this course is to provide an in-depth discussion of selected… learn more
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07739 6/24/2010 Southern Oregon $295 With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more
Chief Financial Officer - Executive Level Skills for Financial Managers [NT] — #07740 6/24/2010 Emerald Empire $295 Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people… learn more
Navigating the New FASB Codification: Research Real-Life Accounting Issues (4 hours - morning) — #07741 6/24/2010 Metro Portland $199 Now you can not only get up-to-speed on the new FASB Online Accounting Codification, but also use the Codification to… learn more
Cash Flow Statements: Preparation and Presentation Options (4 hours - afternoon) — #07742 6/24/2010 Metro Portland $199 Top off your knowledge of cash flow statements! Review cash flow statement preparation and presentation options, and… learn more
State Tax Issues for Oregon Businesses Doing Business in Other States and Their Owners - NEW! — #07751 6/25/2010 Metro Portland $285 Multi-state tax issues are becoming more complex and the tax environment is constantly changing. Clients are increasingly… learn more
Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships — #07750 6/25/2010 Central Oregon $295 The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts.… learn more
Governmental Accounting and Reporting: Putting it All Together — #07753 6/25/2010 Metro Portland $290 Puzzled by governmental accounting and reporting? This course will show you how all the pieces fit together in a sensible,… learn more
Tax Issues Arising in a Depressed Economy (4 hours - morning) — #07752 6/25/2010 Metro Portland $205 Whenever the economy goes into a recession, adverse consequences affect people. This course will address many tax issues… learn more
Advanced Critical Tax Issues for S Corporations — #07745 6/25/2010 Metro Portland $295 How do S Corporations fare following tax reform? This course goes beyond the basics and addresses important practical… learn more
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07746 6/25/2010 Emerald Empire $295 With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more
Corporate Finance Tune-Up - Putting the Right Skills in Your Analytical Toolbox — #07747 6/25/2010 Emerald Empire $295 Understanding corporate finance is a skill that separates those who will become Chief Financial Officers from those who will… learn more
Doing More with Less: Lean Accounting and Management (4 hours - afternoon) - NEW! — #07748 6/25/2010 Metro Portland $199 You can do more with less! Learn how to minimize waste and create wealth in your organization through a Lean Accounting and… learn more
Lean Accounting: Transforming Your Accounting Function for Maximum Performance (4 hours - morning) - NEW! — #07749 6/25/2010 Metro Portland $199 Become a much leaner and more efficient operation. Learn how to eliminate waste in your company by trimming the fat that… learn more
Forest Products Conference (Cosponsored by the Oregon and Washington Societies of CPAs) — #07608 6/28/2010 Metro Portland $310 Learn about a variety of current issues that are impacting the forest products industry. Early Registration Discount: Member… learn more
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07754 6/28/2010 Benton-Linn $295 With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07755 6/28/2010 Metro Portland $290 With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more
Compilation and Review Standards Update and Review — #07756 6/28/2010 Metro Portland $300 This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more
Introduction to Business Valuation: Critical Skill Set in Today's Fair Value Accounting World - NEW! — #07757 6/28/2010 Metro Portland $290 This course is an introductory business valuation course for the individual that either knows nothing or very little about business… learn more
Make Money for You and Your Clients: Top Individual Tax Planning Strategies — #07758 6/28/2010 Emerald Empire $295 Tax planning strategies are only as good as what they add to the bottom line. With significant tax changes looming under tax… learn more
Fair Value Accounting: A Critical New Skill for All CPAs — #07760 6/29/2010 Metro Portland $290 Fair value accounting is reshaping traditional financial statements! Gain insights into the conceptual and practical reasons for… learn more
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships — #07759 6/29/2010 Emerald Empire $295 How do partnerships fare following tax reform? The purpose of this course is to provide an in-depth discussion of selected… learn more
GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07761 6/29/2010 Metro Portland $300 The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07762 6/29/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Significant Tax Issues for the International Market — #07765 6/30/2010 Metro Portland $290 Become informed about the significant taxation issues related to the international market. learn more
Inheritance Tax and Related Estate Planning Issues in Oregon (4 hours – morning) – NEW! — #07763 6/30/2010 Metro Portland $159 There have been a number of changes in Oregon law, together with changes in the federal law that impact estate planning in… learn more
Personal Financial Accounting: A Prescription for Achieving and Managing Wealth — #07764 6/30/2010 Metro Portland $300 This course will enable practitioners to add value to tax preparation services and personal financial statement preparation… learn more
AICPA/AHI Staff Training - Basic (3 days) — #07766 7/12/2010 Metro Portland $770 Providing training for new staff is always a sound investment. AICPA/AHI Staff Training-Basic, the first in a series of three… learn more
AICPA/AHI Staff Training - Semi-Senior (3 days) — #07767 7/19/2010 Metro Portland $770 Staff will gain the confidence they need to adequately handle small engagements with this, the second in the AICPA/AHI Staff… learn more
AICPA/AHI Staff Training - Beginning In-Charge (3 days) — #07768 7/26/2010 Metro Portland $770 Go one step further in your career and assume higher levels of responsibility with this third course in the AICPA/AHI Staff… learn more
Navigating the Elder Maze (4 hours - afternoon) [NT] — #07872 8/25/2010 Metro Portland $199 As a CPA are you experiencing any of the following: Do you have a client who is losing their ability to manage their finances and… learn more
Retirement - Refocusing on Purpose: How Do I Transition from What I Do to Who I Am? (4 hours - morning) [NT] - NEW! — #07871 8/25/2010 Metro Portland $199 What are your personal and professional concerns as you edge closer to the “age of retirement?” Do you wonder what… learn more
Advanced Update for Compilation, Review and Accounting Services — #07769 8/26/2010 Metro Portland $290 If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more
Detecting Misstatements: Integrating SAS 99 and the Risk Assessment Standards — #07770 8/27/2010 Metro Portland $290 Taking an integrated audit approach to misstatements—material misstatements arising from fraud (SAS 99) and those… learn more
Compilation and Review Standards Update and Review — #07771 10/12/2010 Emerald Empire $300 This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more
GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07772 10/13/2010 Emerald Empire $300 The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more
Performance Analysis - Identifying Profit Improvement Opportunities - NEW! — #07774 10/14/2010 Metro Portland $290 Discover ways to make your company more profitable. This fast-paced, interactive seminar will teach you how to use operational… learn more
Compilation and Review Standards Update and Review — #07773 10/14/2010 Metro Portland $300 This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more
Profit Improvement - 10 Tips for a Better Bottom Line — #07775 10/15/2010 Metro Portland $290 When a company is having poor financial performance, the financial person is often the first to go. Proactive efforts by financial… learn more
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law — #07776 10/20/2010 Metro Portland $290 Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year –… learn more
IRS/Practitioners Forum — #07610 10/22/2010 Metro Portland $140 This unique program will provide you with an update and review of current issues from both perspectives of the IRS and… learn more
Northwest Tax Institute (TM) - Guest Registration (Note: Must be a guest of a Registered NWTI Participant) — #07870 10/25/2010 $79 Northwest Tax Institute (TM) - one of America's premier tax Institutes! learn more
The Revised Yellow Book: Government Auditing Standards — #07777 10/25/2010 Eastern Oregon $295 The Yellow Book features comprehensive, far reaching implications for auditors. Gain a working knowledge of the latest Yellow… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07778 10/25/2010 Emerald Empire $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - afternoon) — #07779 10/25/2010 Emerald Empire $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more
Northwest Tax Institute (2 1/2 days) (Cosponsored by the Oregon and Washington Societies of CPAs) — #07609 10/25/2010 $775 The 2010 Northwest Tax Institute™ returns to the grandeur of the Pacific Northwest. This year’s location is in the heart of… learn more
Ethics for CPAs and CMAs in Business and Industry (4 hours - afternoon) — #07781 10/26/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, CMA, will instruct on ethical topic areas applicable to CPAs… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07782 10/26/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Governmental Accounting and Auditing Update — #07780 10/26/2010 Eastern Oregon $295 In the past decade, the GASB has averaged two to three significant new pronouncements each year. What did the latest two or… learn more
Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - morning) — #07783 10/27/2010 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more
Navigating the New FASB Codification: Research Real-Life Accounting Issues (4 hours - morning) — #07784 10/28/2010 Metro Portland $199 Now you can not only get up-to-speed on the new FASB Online Accounting Codification, but also use the Codification to… learn more
Taxation of S Corporations - Not Just the Nuts and Bolts — #07786 11/1/2010 Metro Portland $290 You will look past the basics at important S Corporation issues! Updated to cover the New Economic Stimulus Act.  learn more
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes — #07785 11/1/2010 Metro Portland $295 Walk away with 49 practical tax strategies and challenges facing your closely held business clients. Employ business… learn more
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes — #07787 11/2/2010 Metro Portland $290 Walk away with 49 practical tax strategies and challenges facing your closely held business clients. Employ business… learn more
Tax Update for Pass-Through Entities: S Corporations, Partnerships and LLCs — #07788 11/3/2010 Metro Portland $290 Be prepared for the issues affecting S Corporations, partnerships and limited liability companies. Learn about the latest law… learn more
Studies on Single Audit and Yellow Book Deficiencies — #07791 11/4/2010 Metro Portland $290 The best way to avoid Single Audit and Yellow Book audit deficiencies is to recognize them beforehand! Learn how to avoid the… learn more
Delving into the Top Twelve Issues for Partnerships, LLCs and S Corps - NEW! — #07790 11/4/2010 Central Oregon $295 Twelve common issues, each providing significant tax planning opportunities or potential traps for the unwary, are identified and… learn more
Annual Update for Accountants and Auditors — #07789 11/4/2010 Emerald Empire $295 Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more
Form 1041: Income Taxation of Estates and Trusts — #07794 11/5/2010 Metro Portland $290 Explore a nuts-and-bolts approach to the complicated interplay of fiduciary and income tax rules for accounting for the income… learn more
Annual Update for Accountants and Auditors — #07792 11/5/2010 Metro Portland $290 Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more
Governmental & Nonprofit Annual Update — #07793 11/5/2010 Southern Oregon $295 Change is inevitable and at times overwhelming if you are unprepared. Ensure that you are current in governmental and… learn more
Advanced Excel — #07795 11/8/2010 Metro Portland $290 Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel… learn more
Form 1041: Income Taxation of Estates and Trusts — #07796 11/8/2010 Southern Oregon $295 Explore a nuts-and-bolts approach to the complicated interplay of fiduciary and income tax rules for accounting for the income… learn more
Security for Accountants: New Legal Requirements and Practical Solutions — #07797 11/9/2010 Metro Portland $290 Information security is not only a major concern for accountants, it is a legal requirement. Sarbanes-Oxley, HIPAA, and state… learn more
Excel-Based Dashboards — #07798 11/10/2010 Metro Portland $290 Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting… learn more
Financial Accounting for LLCs and Partnerships (4 hours - morning) - NEW! — #07800 11/11/2010 Metro Portland $205 This comprehensive program discusses the tax basis financial accounting and how it relates to LLCs and partnerships. In… learn more
S Corporation Financial Accounting (4 hours - afternoon) - NEW! — #07801 11/11/2010 Metro Portland $205 This comprehensive discussion addresses the complex financial accounting issues of an S Corporation. learn more
Tax Season Update 2010 - Portland — #07803 11/12/2010 Metro Portland $290 Prepares practitioners for the upcoming filing season. Covers any recent tax legislation. Review changes in tax forms and… learn more
Advanced Individual Income Tax Return Issues — #07804 11/15/2010 Emerald Empire $295 Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are… learn more
The Experienced CFO - Skills for Strategic Success - NEW! — #07799 11/15/2010 Metro Portland $290 Today’s effective financial leader must exhibit on-going credibility and adaptability to successfully maintain their… learn more
Tax Planning and Compliance for Closely Held Businesses and Their Owners — #07805 11/15/2010 Metro Portland $290 You should be your clients most valuable advisor. Learn to apply the latest tax developments to a closely held business and its… learn more
The Coming IFRS Conversion - Preparing for the Ultimate GAAP Makeover — #07802 11/16/2010 Metro Portland $290 Conversion from U.S. GAAP to International Financial Reporting Standards (IFRS) is a given reality. The question is no longer… learn more
Comprehensive Guide to Tax Depreciation, Amortization and Property Transactions From Acquisition to Exchange or Disposition — #07806 11/16/2010 Metro Portland $290 New regulations for depreciation will be here shortly! The purpose of this comprehensive course is to provide an in-depth… learn more
Tax Research: Sources, Methods and Documentation — #07807 11/16/2010 Metro Portland $290 Exactly how do you decide that a tax return position is “more likely than not” to be sustained when examined? Is… learn more
Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under - 754 and Related Provisions — #07808 11/17/2010 Metro Portland $290 Changes in tax law require more complex planning. This course explores the practical issues in the many instances in which a… learn more
Nonprofit Auditing and Accounting Update — #07809 11/17/2010 Metro Portland $290 Ever have a discussion with a client or auditor regarding a recent not-for-profit accounting or auditing development and not have… learn more
Retirement Planning Conference — #07611 11/18/2010 Metro Portland $310 During these challenging economic times, the need for effective retirement planning has never been greater! Gain practical… learn more
Advanced Individual Income Tax Return Issues — #07810 11/18/2010 Metro Portland $290 Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are… learn more
Dealing with the IRS: The Top 50 Mistakes Practitioners Make and How to Fix Them - NEW! — #07811 11/19/2010 Metro Portland $290 Tax practice and the resolution of tax problems with the Internal Revenue Service can be tedious and outright challenging. This… learn more
Annual Update for Controllers — #07812 11/19/2010 Metro Portland $290 Let us bring you up-to-date on the latest trends in accounting, corporate finance, treasury management and business systems.… learn more
Tax Exempt Organizations: Advanced Planning and Compliance for Tax Matters — #07813 11/30/2010 Metro Portland $290 Tax exempt organizations are subject to a variety of complex tax issues and exposure to penalties in their everyday operations.… learn more
Advanced Tax Update for Experienced Practitioners - NEW! — #07814 12/1/2010 Metro Portland $290 Designed for the experienced tax advisor with compliance, research and planning responsibilities in full charge of a… learn more
The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them — #07815 12/2/2010 Metro Portland $290 It is said that the best way to learn is from our own mistakes. But isn’t it more fun to learn from the mistakes of others? Attend… learn more
Individual Tax and Financial Planning: The Top 50 Mistakes Practitioners Make and How to Fix Them — #07816 12/3/2010 Metro Portland $290 Every practitioner has been confronted with a client who has a different twist on a tax plan or idea. This course focuses on the… learn more
Federal Tax Update by AICPA - Salem — #07817 12/6/2010 Metro Portland $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Federal Tax Update by AICPA - Bend — #07818 12/6/2010 Central Oregon $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Federal Tax Update by AICPA - Pendleton — #07819 12/6/2010 Eastern Oregon $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
LLC and Partnership Taxation: Beyond the Basics — #07821 12/7/2010 Southern Oregon $295 LLC and partnerships are based upon intricate rules and regulations. A successful CPA must understand and be able to… learn more
Federal Tax Update by AICPA - Corvallis — #07822 12/7/2010 Benton-Linn $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Innovative Tax Planning for Individuals and Sole Proprietors - NEW! — #07823 12/7/2010 Central Oregon $295 Get the latest techniques for building and conserving wealth through aggressive, yet legal, tax planning and investment… learn more
Multistate Income Tax: Simplifying the Complexities — #07820 12/7/2010 Metro Portland $290 Multistate taxation has become one of the hottest areas in the tax arena. The recent decline in state revenues and the increased… learn more
Choice of Entity - Key Issues: S Corp, C Corp, Partnership, LLC and Sole Proprietorship - NEW! — #07824 12/8/2010 Metro Portland $290 Choice of entity issues are relevant throughout the life of a business. When starting a new business, a crucial first decision is… learn more
Preparing Complex 1040s — #07825 12/8/2010 Metro Portland $295 For many clients, tax simplification is only a dream. This program is designed for the accountant who is ready to handle the… learn more
Federal Tax Update by AICPA - Roseburg — #07826 12/8/2010 Emerald Empire $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Real-World Business Ethics: A Case Study Approach (4 hours - morning) — #07829 12/9/2010 Metro Portland $185 Don’t be caught off guard by an ethics investigation. Adopt a proactive, risk-avoidance stance by side-stepping common… learn more
Federal Tax Update by AICPA - Coos Bay — #07830 12/9/2010 South Coast $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Construction Contractors: Special Tax and Accounting Considerations - NEW! — #07827 12/9/2010 Metro Portland $290 This program explains and illustrates work-in-process, over and under billing, classification of current vs. long-term assets and… learn more
New FASB Developments for Business & Industry (4 hours - afternoon) - NEW! — #07828 12/9/2010 Metro Portland $199 CPAs in corporate management will benefit from this course covering recent FASB, AcSEC and EITF pronouncements. Gain… learn more
S Corporations: A Complete Guide to Planning and Compliance - NEW! — #07831 12/10/2010 Emerald Empire $295 From advising your client as to the appropriateness of an S election, to proper preparation of the Form 1120S and Schedule K-1,… learn more
Innovative Tax Planning for Individuals and Sole Proprietors - NEW! — #07832 12/10/2010 South Coast $295 Get the latest techniques for building and conserving wealth through aggressive, yet legal, tax planning and investment… learn more
Federal Tax Update - Individuals (Form 1040) - NEW! — #07834 12/13/2010 Metro Portland $290 With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more
Advanced Partnership Taxation - NEW! — #07833 12/13/2010 Metro Portland $305 The purpose of this course is to help the participant develop strategies and skills to handle complex partnership transactions… learn more
GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07837 12/14/2010 Metro Portland $300 The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more
Hands-on Tax Return Workshop - Individuals (Form 1040) (2 days) — #07838 12/14/2010 Metro Portland $489 This case-driven training is designed to get the inexperienced accountant up-to-speed quickly in the most common areas of… learn more
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) — #07836 12/14/2010 Metro Portland $290 With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more
Advanced Partnership Taxation - NEW! — #07835 12/14/2010 Benton-Linn $305 The purpose of this course is to help the participant develop strategies and skills to handle complex partnership transactions… learn more
Compilation and Review Standards Update and Review — #07839 12/15/2010 Metro Portland $300 This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more
Hands-on Tax Return Workshop - S Corporations (Form 1120S) — #07841 12/16/2010 Metro Portland $290 This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S… learn more
Federal Tax Update by AICPA - Medford — #07842 12/16/2010 Southern Oregon $295 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Disclosure - The Key to Financial Statements — #07840 12/16/2010 Metro Portland $295 Keep your professional reputation stellar by making sure your financial statements are "up-to-speed." This course… learn more
Hands-on Tax Return Workshop - Partnerships & LLCs (Form 1065) — #07844 12/17/2010 Metro Portland $290 This case-driven training is designed to get the inexperienced accountant up-to-speed quickly in the most common areas of… learn more
Multistate Income Tax: Simplifying the Complexities — #07845 12/17/2010 Southern Oregon $295 Multistate taxation has become one of the hottest areas in the tax arena. The recent decline in state revenues and the increased… learn more
Hands On Guide to Understanding and Testing Internal Control — #07843 12/17/2010 Metro Portland $295 With the issuance of the AICPA risk assessment SASs, auditors have no choice but to better understand internal controls in… learn more
Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now — #07846 12/20/2010 Metro Portland $290 As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies… learn more
Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop — #07847 12/21/2010 Metro Portland $290 Changes in the transfer tax under new law are mirrored in the compliance requirements. The purpose of this course is to learn… learn more
What You Need to do Now in Estate Planning Under the New Tax Law - NEW! — #07848 12/22/2010 Metro Portland $290 Now, with major changes in the estate and gift tax law starting in 2010, practitioners need to rethink many of their strategies and… learn more
Preparing Individual Tax Returns for New Staff and Para-Professionals - NEW! — #07849 12/28/2010 Metro Portland $290 The objective of this course is to train new staff accountants, data processing employees, para-professionals and bookkeepers… learn more
Effectively and Efficiently Reviewing Tax Returns in Busy Season - NEW! — #07850 12/29/2010 Metro Portland $290 The purpose of this course is to teach professional tax staff how to properly review various tax returns for accuracy and… learn more
The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns - NEW! — #07851 12/30/2010 Central Oregon $295 This unique course will enable the practitioner to learn in one day how to prepare S Corporation, LLC and partnership tax… learn more
State and Local Tax Conference — #07612 1/7/2011 Metro Portland $300 Come hear what is new in state and local taxes. Important issues that impact you and your clients will be discussed!  … learn more
Federal Tax Update by Biebl and Ranweiler - Portland — #07852 1/19/2011 Metro Portland $330 There is no substitute for the unique perspective of a CPA active in public accounting. LarsonAllen’s own Andy Biebl and Bob… learn more
Federal Tax Update by Biebl and Ranweiler - Eugene — #07853 1/20/2011 Emerald Empire $330 There is no substitute for the unique perspective of a CPA active in public accounting. LarsonAllen’s own Andy Biebl and Bob… learn more
Basic Tax Returns Preparation (2 days) — #07854 1/20/2011 Metro Portland $499 A walk through the conceptual and tax return preparation process for the neophyte practitioner and help them see the “big… learn more
Multnomah County / City of Portland Taxation Update (2 hours - morning) — #07855 1/24/2011 Metro Portland $79 Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues!… learn more
Multnomah County / City of Portland Taxation Update (2 hours - morning) — #07856 1/24/2011 Metro Portland $79 Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues!… learn more
Winter Governmental Auditors Conference — #07613 1/24/2011 Metro Portland $310 Hear the latest on important issues impacting governmental auditors! Early Registration Discount: Member Fee: $280 if… learn more
Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07858 1/25/2011 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more
Ethics for CPAs and CMAs in Business and Industry (4 hours - morning) — #07857 1/25/2011 Metro Portland $160 Nationally recognized instructor/author James Rigos, Attorney-CPA, CMA, will instruct on ethical topic areas applicable to CPAs… learn more
The Complete Guide to the Preparation of Form 1041 — #07859 1/26/2011 Metro Portland $295 Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience… learn more
The Complete Guide to the Preparation of Form 1041 — #07860 1/27/2011 Emerald Empire $295 Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience… learn more
Federal Tax Update by AICPA - Portland — #07861 1/27/2011 Metro Portland $290 Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more
Auditing Standards Update and Review — #07862 2/1/2011 Metro Portland $300 This course will focus on engagement efficiencies with the result being more profitable audits. This course will also include a… learn more
Compilation and Review Standards Update and Review — #07863 2/2/2011 Metro Portland $300 This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more
GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07864 2/3/2011 Metro Portland $300 The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more
Advanced Controller and CFO Skills — #07865 2/16/2011 Metro Portland $290 If you want to be secure in your position as the “financial sheriff,” you must be able to document your worth to the… learn more
Key Tax Issues Facing Members in Industry — #07866 3/9/2011 Metro Portland $290 Focus on key federal tax issues from the internal accountant’s point of view. Explore planning alternatives and weigh the tax… learn more

Registration

If you would like more information or need assistance, contact the Professional Development team at 503-641-7200 / 1-800-255-1470, ext. 3 or e-mail at profdev@orcpa.org