CPE + Events Catalog
Effective Oct. 1, 2025: Washington residents will be charged state & local sales tax on OSCPA live webcast events. For more information, visit the CPE FAQs. If your residence is no longer in Washington, please update your member profile here.
Monthly Tax Update with Ed Zollars: 2025 Tax Transition - Mastering OBBBA Indv Deductions, Substantiation & IRC § 6662 Penalty Defense (2 hours) - W
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Online
2.0 Credits
Member Price: $100
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. Note: Title changed and was initially advertised as: Monthly Tax Update with Ed Zollars (2 hours - afternoon) - WebcastOSCPA has partnered with the Idaho Society of CPAs for this event.
Surgent's Making Sense of Essential OBBBA Provisions (2 hours)
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Online
2.0 Credits
Member Price: $119
See more dates
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.
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Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (2 hours)
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Online
2.0 Credits
Member Price: $119
See more dates
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.
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The One Big Beautiful Bill: 2025 tax legislation (4 hours)
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Online
4.0 Credits
Member Price: $149
See more dates
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Adapting to OBBBA Changes: A Strategic Review (2 hours)
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Online
2.0 Credits
Member Price: $119
See more dates
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond. This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.
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Surgent's Taxation of Tips and Overtime Under OBBBA (2 hours)
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Online
2.0 Credits
Member Price: $119
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Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax developments. Both employers and employees need to understand these timely changes to taxation.
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The One Big Beautiful Bill: 2025 tax legislation (4 hours)
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Online
4.0 Credits
Member Price: $149
See more dates
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040 (2 hours)
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Online
2.0 Credits
Member Price: $89
See more dates
This course provides a focused analysis of the individual and small business provisions in H.R.1, "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation - designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (4 hours)
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Online
4.0 Credits
Member Price: $199
See more dates
Many accounting and finance practitioners have had difficulty understanding and applying the One Big Beautiful Bill Act (OBBBA). Accounting and finance practitioners are still confused and challenged by many of the new and extended tax provisions that the OBBBA delivered. Mastering these crucial provisions requires multiple exposures to these challenging tax changes. This program is a four-hour review and analysis of the most important changes from the OBBBA that impact both individual and business taxpayers. This course affords accounting and finance practitioners an opportunity to gain a broader, deeper understanding of this wide-ranging set of new tax rules, to grasp what is new and what is a continuance of prior rules, and to develop deeper planning insights into the many changes that the OBBBA contains. To the extent that the Treasury has provided guidance relating to OBBBA changes, we will discuss that guidance. We will also point out areas where Treasury guidance would be useful and areas where guidance is expected.
More Dates
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.
More Dates
The One Big Beautiful Bill: 2025 tax legislation (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (4 hours)
-
Online
4.0 Credits
Member Price: $199
See more dates
Many accounting and finance practitioners have had difficulty understanding and applying the One Big Beautiful Bill Act (OBBBA). Accounting and finance practitioners are still confused and challenged by many of the new and extended tax provisions that the OBBBA delivered. Mastering these crucial provisions requires multiple exposures to these challenging tax changes. This program is a four-hour review and analysis of the most important changes from the OBBBA that impact both individual and business taxpayers. This course affords accounting and finance practitioners an opportunity to gain a broader, deeper understanding of this wide-ranging set of new tax rules, to grasp what is new and what is a continuance of prior rules, and to develop deeper planning insights into the many changes that the OBBBA contains. To the extent that the Treasury has provided guidance relating to OBBBA changes, we will discuss that guidance. We will also point out areas where Treasury guidance would be useful and areas where guidance is expected.
More Dates
The One Big Beautiful Bill: 2025 tax legislation (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Adapting to OBBBA Changes: A Strategic Review (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond. This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.
More Dates
Bonus Depreciation and Cost Segregation - OBBB Updates 25-26 (1 hour)
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Online
1.0 Credits
Member Price: $55
The rules around bonus depreciation and cost segregation have shifted again - this time under the newly enacted One Big Beautiful Bill (OBBB) - and the implications are big for tax planning and depreciation strategy. This webinar is designed to bring clarity to the evolving treatment of Qualified Improvement Property (QIP), review the current rules for bonus depreciation, and outline how cost segregation studies can be used to maximize deductions and even correct missed opportunities from prior years. We?ll cover what?s changed under OBBB, how it builds on (or overrides) previous provisions from the CARES Act and TCJA, and what it means for property owners, developers, and tax professionals going forward. This is a must-attend session if you're looking to generate accelerated losses, offset income, and reduce tax liability?fast.
R&D Tax Credit Opportunities - OBBB Updates 25-26 (1 hour)
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Online
1.0 Credits
Member Price: $55
Significant changes are here, and they're opening the floodgates for R&D tax credit refunds and catch-up deductions. With the recent passage of sweeping tax legislation, dubbed the "One Big Beautiful Bill", the landscape for claiming the Research & Development (R&D) Tax Credit has changed dramatically. This is a must-attend session for CPAs and businesses engaged in innovation, product development, engineering, software, manufacturing, and more. We'll provide a comprehensive overview of the R&D Tax Credit, from eligibility and benefit calculations to documentation strategies. More importantly, we'll discuss the critical updates under the latest law and how they unlock retroactive opportunities for taxpayers that were previously limited by cost capitalization requirements. Whether you?re advising clients or managing internal tax strategy, this session will give you the clarity and tools to help you unlock significant tax savings quickly.
Tax Incentive Opportunities - OBBB Updates 25-26 (1 hour)
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Online
1.0 Credits
Member Price: $55
The latest tax legislation has ushered in some of the most impactful changes to tax incentives in years - creating powerful new opportunities for refunds and accelerated deductions. From expanded R&D Credit refund potential to major updates in bonus depreciation, energy credits, and more, this is a critical moment for tax professionals and business owners to take action. In this must-attend webinar, our experts will break down the most significant provisions of the newly passed bill, what's changed, what it means for your clients or business, and how to take advantage of these opportunities. You'll gain a practical understanding of how to approach tax planning now that these incentives have been updated, extended, and in some cases, revived. Whether you're a CPA advising clients or a business leader optimizing your tax position, this session will deliver timely insights and clear next steps to unlock savings fast.
Surgent's Making Sense of Essential OBBBA Provisions (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.
More Dates
Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040 (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This course provides a focused analysis of the individual and small business provisions in H.R.1, "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation - designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
The One Big Beautiful Bill: 2025 tax legislation (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
