CPE + Events Catalog

Forensic accounting has been a rapidly growing part of the accounting profession for some time. The rapid expansion of technology, growth in various sectors of business and industry, and the rise and increase in complexity of white-collar crimes contribute to this growth. A diverse range of clients as well as cases involving all types of fraud make this an attractive profession, and one that is always in high demand. This course is designed to elevate your expertise and skills, regardless of whether you come from an audit background, work in the public sector, or are aspiring to become a forensic accountant. This comprehensive course will equip you with the fundamental knowledge needed to identify, investigate, and effectively communicate your findings. As an added resource, you will receive a copy of the AICPA's Forensic & Litigation Service's Forensic Accounting - Fraud Investigations practice aid, serving as valuable guidance for future reference. OSCPA has partnered with the Washington Society of CPAs for this event.

This annual conference brings together industry leaders to learn, network and share ideas on how to grow and strengthen your skills to better serve your business and customers. Accounting professionals in the presently evolving business landscape understand the implications of Artificial Intelligence are crucial. But how can it be effectively utilized, and what future is in store? At this year's Business & Industry Conference, industry experts will break down when AI will have a significant impact and what tools you can use in the present to enhance your financial practices. Stay ahead of the curve with our practical tips and insights at this year's Business & Industry Conference!

Free to OSCPA Members!This course will provide guidance on planning a CPA firm's strategy for managing FinCEN's reporting requirements under the Corporate Transparency Act (CTA). The data in this presentation has been collected from over 5,000 conversations with firms and condensed to a one-hour course sharing critical information for CPAs. Beneficial Ownership Information (BOI) reports are required for most U.S. companies to enhance transparency and combat financial crimes with 40M companies needing to file by the approaching deadline. The course identifies what CPAs must know about the CTA, opportunities, issues, and best practices for accounting firms to support clients with these filings, as many business owners find the self-filing process complex and prone to errors. It underscores the importance of planning processes to streamline reporting, reduce errors, and manage the expected filing volume effectively. Additionally, CPAs are informed on how to educate clients about fraud risks, utilize tools to support compliance, manage data, and reduce liability. This webcast is sponsored by FincenFetch.

Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2023-24 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients!

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements. OSCPA has partnered with the Washington Society of CPAs for this event.

Award winning discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including case studies.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

Join Greg White and George Koutelieris, CPAs, as they walk through strategies for purchasing real estate, passive activity rules (including the exceptions for real estate professionals and short-term rentals), the self-employment tax exception for rental real estate, partial disposition losses, converting nondeductible interest expense to deductible interest expense, and like-kind exchanges. They will also cover how to break out the purchase price apportioned to improvements into its components: building, land improvements, and personal property. Finally, they will cover common issues with Airbnb properties and take a deep dive into claiming bonus depreciation, Section 179 and de minimis deductions on real estate.Don't miss this chance to get an in-depth look at the changes in real estate taxation so you can advise real estate investors and developers with confidence.

Security is not optional, and yesterday's security techniques do not minimize today's threats. Therefore, now is the time to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, are costly - they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you risk attempting to manage today's threats using yesterday's techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today's security threats.

The Statement on Quality Management Nos. 1 and 2 mandates that any firm involved in SSARS, SAS, or SSAE engagements must develop and implement a system of quality management (SQM) by December 15, 2025—a deadline that's approaching fast. The SQM will replace the current quality control system that underpins peer reviews. The AICPA is growing increasingly concerned about the slow progress firms are making in developing their SQM, with many not even aware of the SQMS requirements!This seminar will take a dive deep into the eight components of an SQM, providing practical examples of how to apply them in real-world situations. Gain a solid foundation to start building your firm's SQM and explore the AICPA's guidance specifically tailored for sole practitioners and smaller firms. And the best part? The seminar is led by someone who’s in the same boat as practitioners—actively applying these requirements in their own practice. Join us for four hours of crucial and engaging learning! OSCPA has partnered with the Iowa Society of CPAs for this webcast.

Unlock the intricacies of Oregon’s Pass-Through Entity Elective Tax (PTE-E) and how it fits into the broader landscape of PTE-E programs nationwide. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients—helping you avoid the pitfalls of double taxation. With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients.

Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.

Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.

The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges. Lunch is included for this in-person option!CPE Credit: 8 *IRS CE: Pending ApprovalCLE-OR Credit: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: In-person (Register by 10/11/24): $135Registration Fee: In-person (Register after 10/11/24): $150  Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC Thank you to our 2024 sponsor Paychex.

The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges.CPE Credit: 8 *IRS CE: Pending ApprovalCLE-OR Credit: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: Webcast (Register by 10/11/24): $110Registration Fee: Webcast (Register after 10/11/24): $125  Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC Thank you to our 2024 sponsor Paychex.

The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.

The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.

Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this major standard. By centering on the core principles of this significant standard, we provide clarity on essential topics such as the identification, recognition, measurement, presentation, and disclosure requirements for leases. Engaging case studies are incorporated throughout the course to illustrate the application of the standard. Additionally, this course explores the lessee accounting model, shedding light on lease classification, amortization of the right-of-use asset, and the calculation of interest on the lease liability. This course also examines the accounting model for lessors, addressing key considerations such as profit recognition and the assessment of collectability. OSCPA has partnered with the Washington Society of CPAs for this event.

Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. OSCPA has partnered with the Washington Society of CPAs for this event.

Financial and retirement planning has become a greater part of the CPA career than ever before, and our Financial & Retirement Planning Conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in financial and retirement planning.CFP: Pending ApprovalCLE-OR: Pending Approval

Financial and retirement planning has become a greater part of the CPA career than ever before, and our Financial & Retirement Planning Conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in financial and retirement planning.CFP: Pending ApprovalCLE-OR: Pending Approval