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.

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.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.

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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.

Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice 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. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval Thank you to our 2025 Gold Sponsors: The Partners Group & Vision Capital Management              

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The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval Thank you to our 2025 Gold Sponsors: The Partners Group & Vision Capital Management              

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The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval Thank you to our 2025 Gold Sponsors: The Partners Group

More Dates

The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval Thank you to our 2025 Gold Sponsors: The Partners Group

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This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.

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.

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.

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.

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.

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.

Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this course and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this course will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This course provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable program.OSCPA has partnered with the Washington Society of CPAs for this event.