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 In-Person 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.

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.

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 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! Note: Title changed on 10/14/25 and was initially advertised as: Year-End Tax Planning: Thinking Outside of the Box.

Mastering tax research doesn’t have to mean late nights and endless second-guessing. George Koutelieris and Greg White are back to show you how to harness the latest AI tools, alongside trusted tax research methods, to find answers faster, verify accuracy, and reduce risk. You’ll discover up-to-the-minute developments in ChatGPT, Blue J, RIA CoCounsel, Bloomberg AI, and Grok, plus strategies for quickly checking results and moving seamlessly into traditional sources. The result: stronger confidence in your work, more time back in your day, and the peace of mind that comes from knowing you’ve got the right answer. Register today and take the first step toward faster, safer, and more balanced tax research. OSCPA has partnered with the Washington Society of CPAs for this event.

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.

Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance.

All the ethics you need to know! Award winning and entertaining 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 examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour 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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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 to equip seasoned tax professionals with the knowledge to expertly guide clients through the complex federal income tax implications of divorce and separation. This course delves into critical areas, providing a comprehensive understanding of how federal tax law intersects with state family law, particularly in community property states like Idaho. Practitioners will gain insights into proper filing statuses, property transfer rules, dependent claims, and strategies for minimizing tax burdens during marital dissolution.OSCPA has partnered with the Idaho Society of CPAs for this event.

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 2025 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 and 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 2025 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 and Washington, allowing you to finally be able to attend a course geared towards your specific state.

Small businesses have many retirement plan options. The selection of the best plan helps our clients minimize taxes and secure a more comfortable retirement. We'll cover how to navigate through the options and pick the best retirement plan for each client. We'll have a discussion of relevant SECURE Act 2.0 developments including Roth SIMPLE and SEP IRA provisions which are effective now.OSCPA has partnered with the Washington Society of CPAs for this event.

Navigating tax compliance in the aftermath of an individual's passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently. In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients' estate tax responsibilities.

Navigating tax compliance in the aftermath of an individual's passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently. In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients' estate tax responsibilities.

The intricacies of tax compliance following an individual's passing can often perplex practitioners due to the complex nature of this field. This comprehensive course equips you with a practical understanding of the nuances involved in preparing the Washington Estate Tax Return. Gain the knowledge necessary to navigate the requirements effectively and ensure compliance. Learn to address various postmortem estate planning intricacies while aligning with federal tax considerations. This course provides a thorough exploration of Washington estate tax law, guiding you through the preparation process step-by-step.

The intricacies of tax compliance following an individual's passing can often perplex practitioners due to the complex nature of this field. This comprehensive course equips you with a practical understanding of the nuances involved in preparing the Washington Estate Tax Return. Gain the knowledge necessary to navigate the requirements effectively and ensure compliance. Learn to address various postmortem estate planning intricacies while aligning with federal tax considerations. This course provides a thorough exploration of Washington estate tax law, guiding you through the preparation process step-by-step.

Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader. This stand-alone-event is part of our 2025 CAS (Client Accounting Services) three-part series. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. These courses will help you explore this new this opportunity and be better prepared to meet client demands. The three 2-credit events in this series are: Advancing Your Role as a Business Leader - October 31 Preparing for a New Role as a Fractional CFO - What to Do - November 7 Ready to be an Effective CFO? Skills to Succeed - November 14OSCPA has partnered with the Idaho Society of CPAs for this event.

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.OSCPA has partnered with the Washington Society of CPAs for this event.

Take the leap with the OSCPA Leadership Academy - Leadership Excellence Advancing Professionals™ (LEAP™)! In today’s competitive landscape, high-quality leadership development is more crucial than ever for professional success. Our exclusive two-day program is designed to help rising star CPAs elevate their careers to new heights. With a solid foundation of technical expertise already in place, this is the perfect opportunity to refine and expand your management and leadership skills. Join us to take the next step in your journey and unlock your full potential. The OSCPA Leadership Academy is designed to be skills-based and development focused for the next generation of CPAs. Registration Deadline Extended to Friday, October 10, 2025. Attention LEAP™ alumni: As this is not the same program as in 2024, consider attending this year to continue your growth and leadership development. LEAP™ is developed by the Leadership Development Strategic Committee specifically for OSCPA Members.* Hotel Accommodations: Coming from out of town? Check out OSCPA's Hotel Discounts page and use OSCPA's corporate rate with our preferred hotel partners! Participation is limited to 20 OSCPA members* and initial registration per employer is limited to three rising stars. To place additional professionals on the wait list, contact Megan Drennen at 503-597-5475 or 800-255-1470, ext. 110. *Not a member? Join today!

Join Greg and George as they walk through strategies for purchasing real estate, including written allocation provisions. They'll also discuss how to easily and inexpensively break out the purchase price apportioned to improvements into its components: Building, land improvements and personal property. They'll take a deep dive into claiming bonus depreciation, section 179 and de minimis deductions on real estate. Additionally, how to deduct remodeling costs of rental properties and owner-occupied business real estate. You'll get practical sample documents, including cost segregation information and de minimis policies. Apportionment of purchase price to land, building, personal property and land improvement. Bonus depreciation, section 179 and de minimis expensing for real estate. Financing considerations, including whether clients should make the real property election out of section 163(j).OSCPA has partnered with the Washington Society of CPAs for this event.