CPE + Events Catalog

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!

OSCPA Members: Add this Not-for-Profit CPE Webcast Bundle for FREE! The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE.

2024 has seen important tax developments: Important IRS policy changes for first-time penalty abatement due to late filed tax returns. New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution. And when distributions are required in the year the IRA owner passes away. A strategy for reducing required minimum distributions. Preparing for “Taxmageddon” Strategies for reducing taxes as parts of TCJA are scheduled to expire. Important new Supreme Court cases that affect taxpayers. S corporation shareholder basis: A very taxpayer-friendly case. SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans. And new reporting rules.  Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments:• Important IRS policy changes for first-time penalty abatement due to late filed tax returns.• New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution.   o And when distributions are required in the year the IRA owner passes away.  o A strategy for reducing required minimum distributions.• Preparing for “Taxmageddon”  o Strategies for reducing taxes as parts of TCJA are scheduled to expire.• Important new Supreme Court cases that affect taxpayers. • S corporation shareholder basis: A very taxpayer-friendly case.• SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans.  o And new reporting rules. Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments:• Important IRS policy changes for first-time penalty abatement due to late filed tax returns.• New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution.   o And when distributions are required in the year the IRA owner passes away.  o A strategy for reducing required minimum distributions.• Preparing for “Taxmageddon”  o Strategies for reducing taxes as parts of TCJA are scheduled to expire.• Important new Supreme Court cases that affect taxpayers. • S corporation shareholder basis: A very taxpayer-friendly case.• SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans.  o And new reporting rules. Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments: Important IRS policy changes for first-time penalty abatement due to late filed tax returns. New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution. And when distributions are required in the year the IRA owner passes away. A strategy for reducing required minimum distributions. Preparing for “Taxmageddon” Strategies for reducing taxes as parts of TCJA are scheduled to expire. Important new Supreme Court cases that affect taxpayers. S corporation shareholder basis: A very taxpayer-friendly case. SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans. And new reporting rules.  Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

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.

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.

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.

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.

Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics.

This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns.