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!

CPAs play a key role representing taxpayers in the Magistrate Division of the Oregon Tax Court. The Magistrate Division is designed to be informal, but many taxpayers turn to CPAs to prepare and present their case. Whether you're new to the court or a seasoned representative, hear how to be most effective and get an update on the court's current procedures. Bring your questions!

Employee benefit plan audits are complex. It can be an immense challenge to follow proper procedures and maintain current compliance. Our ERISA experts will address plan documentation, compliance and the most relevant issues and topics to help you master the ERISA process.

Employee benefit plan audits are complex. It can be an immense challenge to follow proper procedures and maintain current compliance. Our ERISA experts will address plan documentation, compliance and the most relevant issues and topics to help you master the ERISA process.

CFO Series - Day 1Register for this individual day or for the full May-June series. This presentation focuses on four key roles that every financial leader shares: Staying abreast and aware of the myriad changes in GAAP accounting, the impact on the balance sheet, correctly financing the organization, and properly paying state and local taxes. We must be vigilant and current. Many seasoned executives do not properly analyze the lease-versus-buy decision. GAAP is ever-changing. What are the issues that will impact our balance sheet? The spotlight is to enhance our financial skills and accounting. Accounting is always moving forward, just as we should. Otherwise, we may be left behind. Register by May 9 and save $25. That's a savings of $125 when registering for the full series! CFO Series - Day 2: May 19, 2025- CFO Series: Enhancing Productivity - NEW! - Webcast CFO Series - Day 3: June 10, 2025- CFO Series: Doing the Right Things Right - 7 Tech & 1 [NT] - 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!

International tax is often discussed in the context of large corporations, but small and midsized businesses face unique challenges that require a different approach. This program is designed for practitioners serving small and midsized businesses, providing a practical overview of key international tax issues, risk areas, and compliance concerns. Gain the tools to identify potential pitfalls, navigate essential regulations, and ensure your clients stay compliant while optimizing their tax strategies.

A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.

National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.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.

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CFO Series - Day 2Register for this individual day or for the full May-June series. This four-topic presentation spotlights varied methods to enhance productivity, focusing on proven risk reduction strategies, ERM and insurance management. We also take an in-depth look at the true cost of quality and why quality matters. The focus is straightforward: Understanding risk and getting the most return from risk reduction with verified approaches to increase profitability, thus improving the health of the organization.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. 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 3: June 10, 2025- CFO Series: Doing the Right Things Right - 7 Tech & 1 [NT] - 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!

From essential GASB and Yellow Book updates to insightful discussion of the accounting pipeline, the 2025 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a municipality and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate. Note: In-person seats are limited so early registration is suggested. Prefer to attend via livestream webcast? Register to attend via webcast! Developed by: OSCPA members on the Governmental Accounting & Auditing Strategic Committee

From essential GASB and Yellow Book updates to insightful discussion of the accounting pipeline, the 2025 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a municipality and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate. Prefer to attend in-person at the Valley River Inn, Eugene? Register to attend in-person! Developed by: OSCPA members on the Governmental Accounting & Auditing Strategic Committee

The course will start out with a review of Oregon Administrative Rules & Oregon Revised Statutes and the Code of Professional Conduct. Then we will switch to the AICPA and address recent interpretations and proposals. The course includes a look at examples of ethics violations as well as case studies. Four hours will fly right by! Note: There will be interactive breakout sessions in this webcast. 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 update course focuses on the accounting and auditing changes that matter most to small businesses. We'll begin with an overview of the FASB's Accounting Standards Updates (ASUs) most likely to impact small business entities, followed by insights from the 2024 Private Company Council (PCC) Review and FASB's Invitation to Comment - Agenda Consultation, which will guide future standard-setting initiatives relevant to small businesses. Next, we'll explore alternative financial reporting frameworks that may offer practical solutions for small businesses seeking options beyond US GAAP. Finally, we'll shift to the auditing perspective, examining the new quality management standards that practitioners providing attest services including compilations for small business clients must implement. This session equips you with the insights and tools needed to navigate the evolving landscape of small business accounting and auditing with confidence.

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed.

If you prepare Form 1065s or have clients who receive K-1s from partnerships you will want to attend this course! The IRS is battling with some of the largest partnerships in the Country over self-employment taxes and this will have major implications for all partnerships going forward. We'll provide a broad overview of self-employment tax application for partners including LLC members and Limited Partners including up-to-the-minute changes. We will provide planning ideas on structuring to minimize self-employment tax for partners. We'll also cover the benefits of paying SE tax (an often-overlooked element of planning).

Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

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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Learn about important issues that impact your clients in farming, ranching, and agriculture!

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.

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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