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 nine 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 $135! Note: The SALT Mastery Series webcasts are being recorded. Therefore, if you purchase the bundle, there will not be a partial refund or transfer option. You will receive the recordings from each session for informational use (no CPE). 

This comprehensive Trust & Estate Mastery Series is designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics of trust structure and document interpretation to advanced concepts like Distributable Net Income, complex trust elections, and the taxation of specialized trusts. Sign-up today and take the first step towards becoming a Trust & Estate expert! The Trust & Estate Mastery Series has a total of 10 sessions. It is recommended to take Sessions 1 & 2 first before the others in the series. If you missed these two sessions, you may purchase the Informational Only (No CPE) video replays linked below. Session 1: 9/21/26 - Reading Trust Documents Session 2: 9/25/26 - Introduction to Trust Taxation There are 7 sessions remaining 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 Trust & Estate Mastery Series Bundle and save up to $105! Note: The Trust & Estate Mastery Series webcasts are being recorded. Therefore, if you purchase the bundle, there will not be a partial refund or transfer option. You will receive the recordings from each session for informational use (no CPE). Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

After purchasing this bundle, you will automatically be registered for all sessions included in the series. See dates/topics included in the series at the bottom of page. The NEW Internal Audit Series delivers three, expert-led sessions designed to help confidently navigate today’s internal audit landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply. The series is led by Elizabeth McDowell, CPA, CIA, founder of Audit Forward and a seasoned internal audit leader with more than 20 years of experience. She brings real-world insights to every session. Known as an “edutainer,” Elizabeth combines education and entertainment to make auditing concepts engaging, practical and memorable. 09/03/26 - Using AI to Audit Smarter, Not Harder! (2 hours - morning) - Webcast 10/08/26 - The Data Detective: Actionable Analytics for Internal Auditors (2 hours - morning) - Webcast 11/05/26 - Fraudsters Unmasked: Internal Audit's Role in Preventing Fraud (2 hours - morning) - Webcast There are two courses remaining 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 2026 Internal Audit Series Bundle and save up to $50! OSCPA has partnered with the Iowa Society of CPAs for this new series.

After purchasing this bundle, you will automatically be registered for the sessions included in the series (up to 8 hours CPE credit total). See dates/topics included in the series below. Artificial intelligence (AI) is no longer a future concept - it’s already reshaping the accounting profession. From automating routine tasks to enhancing data analysis, AI is changing how CPAs work and the value they deliver. New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated. AI isn’t replacing CPAs, but CPAs who understand AI will lead the way forward. Staying informed isn’t optional, it’s essential.This NEW Fall/Winter AI Series delivers four, expert-led sessions designed to help you confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply.  10/16/26 - The AI Revolution in 2026: What CPAs Should Know (2 hours - morning) - Webcast 10/23/26 - AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast 12/18/26 - Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast 12/30/26 - Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast Each course in the series is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the AI for CPAs Series - Fall/Winter Bundle and save up to $80!

Financial professionals can transform their daily workflow with this comprehensive training designed specifically for accountants and business analysts. Participants will discover how to leverage advanced Excel formulas, including VLOOKUP, XLOOKUP, dynamic arrays, and logical functions that streamline complex calculations and automate routine tasks. This practical approach focuses on real-world applications, showing professionals how to reduce hours of manual work into efficient, automated processes that minimize errors and maximize productivity. Beyond powerful formulas, participants will gain hands-on experience with pivot tables, the cornerstone of modern business reporting. The course demonstrates how to create dynamic reports, implement advanced calculations, and design intuitive data visualizations that enhance decisionmaking capabilities. Professionals will walk away with immediately applicable skills that strengthen their analytical capabilities, improve reporting efficiency, and add significant value to their organization. This course bridges the gap between basic Excel knowledge and the advanced techniques needed in today's data-driven business environment, making it an essential investment for accounting professionals seeking to enhance their technical capabilities and career growth.

This course provides a comprehensive review of §1202 qualified small business stock (QSBS) rules, from initial qualification through exit planning. Participants will examine entity eligibility, active business requirements, holding period issues, redemptions, and multi-year sales strategies. Case studies highlight common QSBS failures and planning techniques to preserve the exclusion.

Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.

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.

This course compares the tax consequences of stock and asset transactions from both buyer and seller perspectives. Participants will analyze basis step-ups, depreciation implications, allocation rules, and elections under §§338 and 336(e). Case studies illustrate negotiation considerations and after-tax outcomes.

New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.

This comprehensive course equips financial professionals with the essential knowledge and practical strategies needed to navigate the complexities of Washington's estate tax laws effectively. Dive into step-by-step guidance on preparing the Washington Estate Tax Return, ensuring compliance while optimizing tax outcomes. From understanding probate considerations to unraveling valuation complexities, this course covers it all, empowering participants to confidently handle estate matters with precision and expertise. Join us and gain the skills needed to excel in postmortem tax compliance while providing invaluable support to clients in their estate planning journey.

This two-hour advanced CPE course provides experienced Certified Public Accountants (CPAs) with a rigorous, technical analysis of civil tax penalty regimes under the Internal Revenue Code (IRC), Treasury Regulations, IRS administrative relief mechanisms, and judicial defenses. Tax professionals will explore the operational, procedural, and strategic implications of the IRS's landmark transition from the manual, post-assessment First Time Abate (FTA) administrative waiver to the pre-assessment, systemic Automatic Exemption from Penalty (AEP) program. The program delivers advanced insights into calculating delinquency penalties, navigating concurrent failure-to-file and failure-to-pay assessments, and applying statutory stacking reduction offsets. Participants will analyze accuracy-related penalties under Section 6662, including entity-specific substantial understatement thresholds for individuals, S corporations, and C corporations. Finally, practitioners will master affirmative defense strategies, from evaluating positions against the return reporting confidence hierarchy to documenting reasonable cause defenses under landmark judicial doctrines like Boyle and Neonatology, and asserting crucial procedural protections such as the written supervisory approval requirement under Section 6751(b)(1). OSCPA has partnered with the Idaho Society of CPAs for this event.

More Dates

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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.

More Dates

Excel is the default program for many financial professionals-and highly effective-if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid. Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants, and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs, and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs. The course will include cases to promote understanding of the rules. OSCPA has partnered with the Washington Society of CPAs for this event.

Whether you are a seasoned executive or a young staff professional, you are involved with tasks that can make or break the organization. Raising financing is the single most important duty of leadership, especially for those in finance. We will show you how to raise capital efficiently, detailing a proven process. Strategy is vital, but most organizations do a poor job of implementing their strategy. A great strategy that was poorly implemented is pointless. Are we getting the most out of our talent? Do we really understand which clients are valuable and which are not? Are we retaining our top talent and getting the most from their contributions? There is a right way and a wrong way. These skills are invaluable and indispensable. Please join us to enhance your vital skills! This day of the CFO Series will focus on these four topics: Raising Capital: How to Execute the Leaders' Most Crucial Responsibility Accounting for People: Workforce Trends and Talent to Add Value Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients Activate and Execute Your Strategy: Turn Planning into Results OSCPA has partnered with the Idaho Society of CPAs for this event.

Sales of partnership interests can trigger unexpected ordinary income when “hot assets” under IRC §751 are involved. Many practitioners focus on capital gain treatment under IRC §741, only to discover that unrealized receivables and inventory items require recharacterization of a portion of the gain as ordinary income. This focused 2-hour program provides a practical and technical review of IRC §751 and its application to partnership interest sales and certain distributions. Participants will examine the definition of hot assets, the mechanics of ordinary income recharacterization, and the calculation of a partner’s share of unrealized receivables and inventory. The course also addresses common pitfalls, planning considerations, and documentation strategies to avoid costly surprises for clients. Through examples and case-based discussion, attendees will gain clarity on how to identify §751 property, compute the ordinary income component of a sale, and properly report partnership interest transactions.

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations. OSCPA has partnered with the Washington Society of CPAs for this event.