CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Trust & Estate Mastery Series: Reading Trust Documents (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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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 event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Trust & Estate Mastery Series: Introduction to Trust Taxation (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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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 first before the others in the series. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Trust & Estate Mastery Series: Understanding Grantor Trusts (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn to identify the powers and circumstances that cause a trust to be classified as a grantor trust, the history and uses of grantor trusts in tax planning including the use of intentionally defective grantor trusts, and gain an understanding of the scope and operation of IRC Sections 671-679 including reversionary interests, administrative powers including the "swap" power, retained powers over income, and general powers of appointment granted to persons other than the grantor. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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IRS/Practitioners Forum - Portland
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Tigard
8.0 Credits
Member Price: $135
The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges. Lunch is included for this in-person option! We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.CPE Credit: 8 IRS CE: Pending ApprovalCLE-OR Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Early Registration Fee: (Register by 10/19/26): $135Fee will increase by $15 after 10/19. Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC
IRS/Practitioners Forum - Webcast
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Online
8.0 Credits
Member Price: $110
The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges.CPE Credit: 8 IRS CE: Pending ApprovalCLE-OR Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Early Registration Fee: (Register by 10/19/26): $110Fee will increase by $15 after 10/19. Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC
Trust & Estate Mastery Series: Understanding Trust Accounting Income (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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Trust Accounting Income used to allocate receipts and disbursement between current and remainder beneficiaries. In this session you will gain an understanding of the purpose and importance of trust accounting income which is a required statutory basis of accounting for trusts, gain a working knowledge of Oregon's Principal and Income Act (ORS 129), including the power to adjust and unitrust conversion powers, and learn to correctly compute trust accounting income. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Trust & Estate Mastery Series: Understanding Distributable Net Income (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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Distributable Net Income is used to determine how distributions to beneficiaries are taxed. In this session you will gain an understanding of the purpose and importance of distributable net income and how it is different from trust accounting income, differentiate between direct and indirect deductions, compute DNI, and apply DNI to required and discretionary distributions. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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2026 AICPA Tax School - Level 1 (4 days) - Beaverton
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Beaverton
32.0 Credits
Member Price: $990
The Ultimate Toolkit for Junior Tax Staff The 2026 AICPA Tax School Level 1 content will help you establish core skills and expand practical tax knowledge, including key issues surrounding recent changes to taxation of pension plans and IRS distributions, Medicare payroll tax, NIIT, S corporation distributions, items affecting shareholder basis, passive activity loss rules and much more. This 4-day experience includes five complete courses and covers key areas to ensure early-career tax professionals are well prepared to begin their careers and support their firms. Individual Tax Fundamentals Tax Fundamentals of LLCs and Partnerships S Corporations: Key Issues, Compliance, and Tax Strategies Capitalized Costs and Depreciation Taxation of Property Transactions IRS CE: Pending Approval We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. Register by 10/26/26 and save $250!
2026 AICPA Tax School - Level 1 (4 days) - Webcast
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Online
32.0 Credits
Member Price: $990
The Ultimate Toolkit for Junior Tax Staff The 2026 AICPA Tax School Level 1 content will help you establish core skills and expand practical tax knowledge, including key issues surrounding recent changes to taxation of pension plans and IRS distributions, Medicare payroll tax, NIIT, S corporation distributions, items affecting shareholder basis, passive activity loss rules and much more. This 4-day experience includes five complete courses and covers key areas to ensure early-career tax professionals are well prepared to begin their careers and support their firms. Individual Tax Fundamentals Tax Fundamentals of LLCs and Partnerships S Corporations: Key Issues, Compliance, and Tax Strategies Capitalized Costs and Depreciation Taxation of Property Transactions IRS CE: Pending Approval Register by 10/26/26 and save $250!
Trust & Estate Mastery Series: Treatment of Capital Gains in Trusts (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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Capital gains are generally not included in DNI and therefore are "trapped" inside the trust regardless of distributions. In this session you will learn how and when capital gains are to be included in DNI under the provisions IRS Reg 1.643(a)-3 and various methods for distributing capital gains to beneficiaries. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Trust & Estate Mastery Series: Complex Trust Elections (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn how and when to use the various tax elections available to complex trusts, including the 65 day election (663(b)), the mark-to-market election (643(e)(3)), the charitable deduction election (642(c)(1)), the estimated tax payment election (643(g)), and the QSST and ESBT elections for trusts holding S corporation stock. You will also learn how non-cash distributions and specific bequests are taxed. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Trust & Estate Mastery Series: Estate Elections and Administration (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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Estates are also taxed under Subchapter J but they are different from trusts, including revocable trusts used for estate administration. In this session you will learn about the deductions and elections that are unique to probate estates, how and when to use the IRC 645 election to treat a revocable living trust as part of an estate, accounting for income in respect of a decedent (IRD), and how to coordinate income and deductions between the final 1040, the estate tax return, and the trust income tax return. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Trust & Estate Mastery Series: Oregon's Natural Resource Credit and Exemption Programs (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn about Oregon's special estate tax reduction programs for decedent's holding natural resource property. You will learn how these two programs work and how to choose between them based on their requirements and benefits, what qualifies as natural resource property, and the reporting and recapture requirements for each program. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Pat Garverick's Federal Tax Update: Individuals (Form 1040) - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information.
Pat Garverick's Federal Tax Update: Individuals (Form 1040) - Webcast
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Online
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information.
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA.Click Here to check your account and update your information.
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) - Webcast
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Online
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA.Click Here to check your account and update your information.
Trust & Estate Mastery Series: Understanding Generation Skipping Transfer Tax (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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Many trusts have been making distributions to the children of the grantors for 30-40 years. As these children pass on and assets are distributed to grandchildren, the generation skipping transfer tax comes into play. In this session you will gain a basic understanding of how this third transfer tax system works, when it applies, and what information you need in your files to correctly compute and report the tax, even if no tax is due. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. 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 $150! IRS CE: Pending Approval
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Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers - Webcast
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Online
8.0 Credits
Member Price: $315
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.
2026 Federal Tax Update featuring Greg White & George Koutelieris - Portland
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Tigard
8.0 Credits
Member Price: $350
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If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.