CPE + Events Catalog
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SALT Mastery Series Bundle
Multiple Events Between -
Up to 20.0 Credits
Member Price: $550
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!
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update - Webcast
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Online
8.0 Credits
Member Price: $315
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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. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will 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 SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
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Farming, Ranching & Agribusiness Conference - Webcast
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Online
8.0 Credits
Member Price: $315
Learn about important issues that impact your clients in farming, ranching, and agriculture!
S Corporation Taxation: Cutting Edge Tax Strategies - Webcast
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Online
8.0 Credits
Member Price: $315
We'll take a deep dive into a broad array of tax strategies covering a broad range of strategies including reasonable compensation, cost of converting a C corporation to an S Corporation, how to fix inadvertent S corporation terminations, creating shareholder basis through loans, exit strategies for owners, maximizing the section 199A deduction, and important considerations for preserving S corp status when a shareholder dies.
Oregon & Washington Ethics 2025 (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $185
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Award winning discussion leader Mark Hugh helps you meet the ethics requirements of two states, while learning about recent changes at the national and state level. This four-hour class satisfies the Oregon general ethics requirement and is approved by the Washington Board of Accountancy as meeting its four-hour ethics requirement.
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Common Yellow Book & Single Audit Deficiencies (4 hours - morning) - Webcast Replay
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Online
4.0 Credits
Member Price: $195
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Estate Tax and Related Estate Planning Issues in Oregon (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $179
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There have been several changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.
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Real Estate Conference - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending Approval
Real Estate Conference - Webcast
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Online
8.0 Credits
Member Price: $315
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending Approval
Addressing Common Documentation Deficiencies (2 hours - late morning) - Webcast Replay
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Online
2.0 Credits
Member Price: $95
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $195
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In recent years, not-for-profits have applied critical new standards related to contributions of nonfinancial assets, leases, and more. However, with all the focus on the new stuff, have we forgotten any of the old stuff? FASB ASC 958 has a great deal to say about various accounting and reporting issues in the form of its implementation guidance and illustrations. Not knowing this guidance can result in lost time and erroneous applications of GAAP. In this course, we will review some of the most critical illustrative not-for-profit guidance issued by the FASB.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Audits of State and Local Governments / Governmental Accounting and Financial Reporting Standards - Webcast
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Online
8.0 Credits
Member Price: $315
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. The course will use the AICPA Audit and Accounting Guide for State and Local Governments as the source material. Participants will be expected to have a copy of the guide to use during the training. While not required, it will be helpful for participants to have reviewed the layout and topics included in the guide. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
2025 Mid-Year Tax Update (4 hours - afternoon) - Webcast
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Online
4.0 Credits
Member Price: $195
While you were taking tax season head on and recovering from it, guess what happened? Over 100 court cases, 200 IRS IRB developments (including regs), 500 IRS rulings and other goodies came down. What did you miss? More than you might think. We've knocked it down for you. Give us four hours. We'll get you caught up. This built-from-scratch seminar delivers up-to-the-day changes in federal tax law. The course, delivered at a brisk pace and with humor, is designed to meet the needs of the tax planner and return preparer by identifying and responsibly exploring recent important tax developments.
What's Changing in A&A for Governmental Entities (4 hours - morning) - NEW! - Webcast Replay
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Online
4.0 Credits
Member Price: $195
This course provides a comprehensive overview of key changes affecting governmental financial reporting and Single Audit engagements. We'll begin by examining the impact of GASB Statements 101-104 on financial reporting, followed by a detailed review of updates to the 2024 Uniform Guidance and the 2025 Compliance Supplement. Finally, we'll explore emerging developments and other critical factors shaping Single Audits. Stay ahead of the curve with insights to help you adapt to these evolving standards.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas - Webcast
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Online
8.0 Credits
Member Price: $315
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.
Financial Planning Concepts and Techniques: Beyond the Basics (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $185
Financial planning extends beyond the basics, covering a wide range of areas that go beyond the traditional expertise of CPAs. This comprehensive course provides practitioners with an in-depth understanding of essential advanced issues and techniques within financial planning. By transcending foundational knowledge, participants will be equipped to offer more sophisticated and holistic financial planning services to their clients. This course covers key topics such as risk management, insurance requisites, asset protection, and required minimum distribution rules. Participants will gain valuable insights into helping clients navigate these complex areas, allowing them to avoid common financial planning missteps and optimize their strategies.OSCPA has partnered with the Washington Society of CPAs for this event.
CFO Series: Doing the Right Things Right - 7 Tech & 1 [NT] - NEW! - Webcast
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Online
8.0 Credits
Member Price: $315
CFO Series - Day 3Register for this individual day or for the full May-June series. We are so busy that we sometimes fail to do the simple things as we should. We know that simple things are not always simple, and they may have a significant impact. We should not take certain topics for granted, e.g., ethics, governance, internal audit, and incentive compensation plans. We will review these four topics, concentrating on today's best practices in governance, internal audit, and incentive plans. Learn from the numerous ethical mistakes made by others. Internal audit can be a profit center. What are best practices in governance? The cost of `not doing it right' can be enormous, and we discuss proven tactics to help you and your colleagues do it right - the first time. Register by May 9 and save $25. That's a savings of $125 when registering for the full series! CFO Series - Day 1: May 15, 2025- CFO Series: Minding the GAAP - NEW! - Webcast CFO Series - Day 2: May 19, 2025- CFO Series: Enhancing Productivity - NEW! - Webcast CFO Series - Day 4: June 16, 2025- CFO Series: Preparing for Trouble - 7 Tech & 1 [NT] - NEW! - Webcast CFO Series - Day 5: June 20, 2025- CFO Series: Leading and Reporting - 2 Tech & 6 [NT] - NEW! - Webcast Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!
2025 AICPA Tax School - Level 1 (4 days) - Webcast
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Online
32.0 Credits
Member Price: $1240
The Ultimate Toolkit for Junior Tax Staff The 2025 AICPA Tax School - Level 1 content will help you establish core skills and expand practical tax knowledge, including key issues surrounding recent changes to taxation of pension plans and IRS distributions, Medicare payroll tax, NIIT, S corporation distributions, items affecting shareholder basis, passive activity loss rules and much more. This 4-day experience includes 5 complete courses and covers key areas to ensure the newest members of the tax force are well prepared to begin their careers and support their firms. Individual Tax Fundamentals Tax Fundamentals of LLCs and Partnerships S Corporations: Key Issues, Compliance, and Tax Strategies Capitalized Costs and Depreciation Taxation of Property Transactions IRS CE: Approved OSCPA has partnered with the Idaho Society of CPAs for this event.
Understanding the Form 990 and its Preparation Prerequisites (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $99
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This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form's inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form's key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks. Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990's underlying parameters and somewhat convoluted disclosure paths. OSCPA has partnered with the Minnesota Society of CPAs for this event.
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IRS Tax Examinations and Hot Issues (4 hours - afternoon) - Webcast
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Online
4.0 Credits
Member Price: $195
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The Inflation Reduction Act increased the IRS budget. As a result, the IRS continues to replenish its audit workforce. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more than ever, Accounting, Tax and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.