CPE + Events Catalog
SALT Mastery Series Bundle
Multiple Events Between -
Up to 16.0 Credits
Member Price: $440
A Deep Dive into State and Local Tax TopicsUnlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $140!
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners (4 hours - morning) - NEW! - Webcast
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Online
4.0 Credits
Member Price: $195
Whether you asked for it (or not) and it's here! The One Big Beautiful Bill Act was signed on July 4. This program will dig into the meat of the Act that will matter to your clients, including No Tax on Tips, No Tax on Overtime, increased Section 199A Deduction, 100% Section 168(k) Bonus and much, much more!
Monthly Tax Update with Ed Zollars - Keeping Out of Trouble: The Risk of Invalid or Terminated S Elections (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $100
Stay in the know with this monthly tax update series, featuring Ed Zollars, CPA. Each month, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients. This session is designed for experienced tax CPAs who are working with S corporation clients or employers. It provides a detailed guide to navigating S corporation election imperfections, helping practitioners understand how to correct late, invalid, or inadvertently terminated S elections to avoid adverse tax consequences such as double taxation. The session covers various IRS relief mechanisms, from automatic procedures to Private Letter Rulings, equipping attendees with practical knowledge to preserve valuable S corporation status for their clients.OSCPA has partnered with the Idaho Society of CPAs for this event. Note: Title changed and was initially advertised as: Monthly Tax Update with Ed Zollars (2 hours - afternoon) - NEW! - Webcast
K2's Excel Essentials for Staff Accountants - Webcast
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Online
8.0 Credits
Member Price: $315
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
One Big Beautiful Bill Act - What is in the New Law? (4 hours - morning) - NEW! - Webcast
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Online
4.0 Credits
Member Price: $195
This 4-credit hour course covers the One Big Beautiful Bill Act (HR 1), a landmark law passed before July 4, 2025. Essential for tax professionals, it permanently extends and enhances many 2025 expiring tax provisions from the Tax Cuts and Jobs Act, accelerates most energy incentive expirations from the Inflation Reduction Act, and adds new, temporary individual tax relief (qualified tips, overtime, car loan interest) and “Trump Accounts.”
How AI Fits into the Accounting World (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $105
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session.OSCPA has partnered with the Washington Society of CPAs for this event.
K2's Excel Tips, Tricks, and Techniques for Accountants - Webcast
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Online
8.0 Credits
Member Price: $315
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills and best practices for linking Excel data from other sources and streamlining report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
OBBBA - Key International Tax Provisions (1 hour - late morning) - NEW - Webcast
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Online
1.0 Credits
Member Price: $75
Moses Man and Doug Oas from M Squared Tax will discuss updates to international tax laws contained in the OBBBA. All CPAs that deal with multinationals should attend this important webcast.OSCPA has partnered with the Washington Society of CPAs for this event.
K2's QuickBooks for Accountants - Webcast
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Online
8.0 Credits
Member Price: $315
The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.
SALT Mastery Series: Protecting Yourself & Your Clients: Understanding the Implications of Remote Work & Licensing Requirements (2 hours) - Webcast
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Online
2.0 Credits
Member Price: $69
Remote work has changed the landscape for tax professionals and their clients, bringing new challenges and obligations. In this critical session of the SALT Mastery Series, gain insights into registration obligations across different states, including payroll tax, nexus generation, and apportionment issues for remote workers. Learn which agencies to register with and how to navigate the complexities of multi-state compliance. Additionally, ensure you avoid the risks associated with the unauthorized practice of law. This session will arm you with the knowledge to protect both your practice and your clients in the era of remote work.
SALT Mastery Series: Income Tax Nexus and Apportionment (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $69
Stay ahead of the evolving landscape of income tax nexus and apportionment in this must-attend session of the SALT Mastery Series. Learn how to assess your client's business activities in relation to differing state nexus and apportionment rules and uncover key distinctions between economic and physical presence nexus-especially in today's world of technology and remote work. Explore the implications of factor presence nexus and when it becomes critical for tax compliance. Join industry-leading experts as they help you master these essential concepts to effectively guide your clients through complex multistate tax environments.
SALT Mastery Series: Federal & State Audit Defense: Do they Really Need All Those Documents? (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Audit defense can be overwhelming, especially when state and federal authorities request extensive documentation. This session will equip you with practical strategies to navigate audit requests, determine what’s truly necessary, and protect your clients from unnecessary burdens. Learn from industry specialists how to respond effectively, minimize risk, and ensure compliance while maintaining efficiency. Don't let excessive document demands derail your audit defense—master the process with confidence!
SALT Mastery Series: Oregon's Pass-Through Entity Elective Tax (PTE-E): Don't Miss a Deduction (2 hours - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $69
Maximize deductions and minimize confusion with the Oregon Pass-Through Entity Elective Tax (PTE-E). This essential session of the SALT Mastery Series provides an overview to properly reporting on PTE-E forms and delivering accurate information to PTE owners. Dive into the interaction between PTE-E and individual returns, as well as key Federal considerations, ensuring your clients don't miss out on valuable tax savings. Led by seasoned tax experts, this session will equip you with the knowledge and strategies to optimize PTE-E reporting and compliance.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $69
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $69
Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $69
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics.
Like-Kind Exchanges (2.2 hours)
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Online
2.2 Credits
Member Price: $79
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal “shelters” available to those buying and selling real property. We will be covering the basic structure of a LKE, and ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Business Consulting for CPAs (4 hours)
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Online
4.0 Credits
Member Price: $129
Does your firm have interest in expanding its’ services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.
LLC's & S Corps -- A Comparative Analysis (4 hours)
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Online
4.0 Credits
Member Price: $129
This course provides an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Digging Deep with Excel Pivot Tables (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables.