CPE + Events Catalog

2026 OSCPA Business & Industry Focus Forum On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Business & Industry Focus Forum? The forum will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available November 2, 2026.

2026 OSCPA Northwest Federal Tax Conference™ On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Northwest Federal Tax Conference™? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available November 24, 2026.

2026 OSCPA Retirement & Financial Planning Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Retirement & Financial Planning Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available December 16, 2026.

Session 1 in the Trust & Estate Mastery Series on Reading Trust Documents was recorded. In this session you will learn how to create a synopsis of critical trust terms and provisions, correctly interpret mandatory and discretionary distribution language, understand how the marital deduction functions for trusts, and identify and understand the tax implications of various trust funding formulas. This course is recommended to take first before the others in the series. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

Session 2 in the Trust & Estate Mastery Series on Introduction to Trust Taxation was recorded. In this session you will learn how the conduit theory works for trusts, differentiate how trusts account for trust accounting income, distributable net income, and taxable income, and how each of these accounting methods affect trust and beneficiary taxation, understand the differences between simple, complex and grantor trusts, and when trusts are required to file tax returns. This course is recommended to take second before the others in the series. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

2027 OSCPA State & Local Tax Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2027 State & Local Tax Conference? The conference will be recorded so you can still receive the latest updates. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available January 19, 2027.

The July 28, 2026 webcast on Oregon's Pass-Through Entity Elective Tax (PTE-E) (2 hours) was recorded. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E tax program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients (and strategies to avoid double taxation). With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

2026 OSCPA Estate & Trust Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Estate & Trust Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available June 29, 2026.