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.
Crucial Real Estate Taxation Insights Part 1 (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $105
Join Greg and George as they walk through strategies for purchasing real estate, including written allocation provisions. They'll also discuss how to easily and inexpensively break out the purchase price apportioned to improvements into its components: Building, land improvements and personal property. They'll take a deep dive into claiming bonus depreciation, section 179 and de minimis deductions on real estate. Additionally, how to deduct remodeling costs of rental properties and owner-occupied business real estate. You'll get practical sample documents, including cost segregation information and de minimis policies. Apportionment of purchase price to land, building, personal property and land improvement. Bonus depreciation, section 179 and de minimis expensing for real estate. Financing considerations, including whether clients should make the real property election out of section 163(j).OSCPA has partnered with the Washington Society of CPAs for this event.
CAS – Preparing for a New Fractional CFO Role: What to Do? (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $100
The planning process to become a fractional CFO is complex and essential, with many considerations. First, should you become a fractional CFO? Do you want to work with an established entity or hang out your own shingle? What are the pros and cons of the alternatives? What are the steps to take? Making sound decisions is not easy. Can you provide the skills and services that smaller organizations need? Many who attempt to become a fractional CFO fail. Learn from their mistakes! This stand-alone-event is part of our 2025 CAS (Client Accounting Services) three-part series. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. These courses will help you explore this new this opportunity and be better prepared to meet client demands. The three 2-credit events in this series are: Advancing Your Role as a Business Leader - October 31 Preparing for a New Role as a Fractional CFO - What to Do - November 7 Ready to be an Effective CFO? Skills to Succeed - November 14OSCPA has partnered with the Idaho Society of CPAs for this event.
CAS – Ready to be an Effective CFO? Skills to Succeed [NT] (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $100
With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective. This stand-alone-event is part of our 2025 CAS (Client Accounting Services) three-part series. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. These courses will help you explore this new this opportunity and be better prepared to meet client demands. The three 2-credit events in this series are: Advancing Your Role as a Business Leader - October 31 Preparing for a New Role as a Fractional CFO - What to Do - November 7 Ready to be an Effective CFO? Skills to Succeed - November 14OSCPA has partnered with the Idaho Society of CPAs for this event.
Monthly Tax Update with Ed Zollars: AI in Modern Tax Practice: Opportunity Obligation, and Application (2 hours - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $100
This course explores the impact of Artificial Intelligence on the tax profession, detailing its capacity for dramatic efficiency gains, the fundamental shift it brings to the professional's value proposition, and its potential to disrupt traditional business models. It distinguishes between high-risk/high-return general-purpose AI and secure, source-grounded AI, highlighting critical concerns like "hallucinations" and data privacy. Participants will examine comprehensive professional obligations under IRS Circular 230, the AICPA Code of Professional Conduct, and federal laws, underscoring the imperative for rigorous due diligence in AI tool selection and use. The program includes practical demonstrations of using Google Gemini and ChatGPT for complex conceptual research with advanced prompting techniques, including the use of Gemini Deep Research and NotebookLM for secure, source-grounded analysis of sensitive documents like court opinions, illustrating how to move from raw data to actionable insights with verifiable citations.OSCPA has partnered with the Idaho Society of CPAs for this event. Note: Title changed and was initially advertised as: "Monthly Tax Update with Ed Zollars (2 hours - afternoon) - Webcast"
Depreciation Rules for Bonus and Section 179 Expensing (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $105
The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included several provisions that allow taxpayers to revisit projects completed in earlier, more profitable years, and generate even more value. In this course, we will explore the impact of these important laws on commercial real estate owners and delve into what Accounting and Financial Professionals need to know. We'll also examine these opportunities to "turn back the clock," including the retroactive correction of QIP's recovery period and the option to revoke electing-out of the business interest limitation. Finally, we will review other strategies that are crucial parts of a comprehensive tax plan this year and will discuss a strategic hierarchy for employing those strategies most successfully. Relevant Rev. Procs. and multiple real-life case studies will be reviewed.OSCPA has partnered with the Washington Society of CPAs for this event.
Employer's Handbook: Healthcare, Retirement, and Fringe Benefit Tax Issues (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $185
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.OSCPA has partnered with the Washington Society of CPAs for this event.
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 (Tax Update): 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 (Tax Update): 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.
Tax Planning for Small Businesses - Tax Staff Essentials (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $195
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? Updated with the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows you what strategies are best for your clients. We use a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities due to the latest tax legislation, including SECURE 2.0 and related regulations, as well as IRS guidance.
SALT Mastery Series: Washington B&O and Sales Tax Including Focus on Investment Income (2 hours - morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Navigating Washington’s unique Business & Occupation (B&O) Tax and Sales Tax can be complex, especially when it comes to investment income. This session will provide a deep dive into Washington’s tax structure, key compliance considerations, and strategies to manage tax liabilities effectively. Gain insights into taxability of investment income, exemptions, deductions, and audit risks to ensure your clients remain compliant while optimizing tax outcomes. Whether you work with corporations, pass-through entities, or individuals, this session will equip you with the knowledge to tackle Washington’s tax challenges with confidence!
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $69
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.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $105
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.
AI for CPAs - How it Works and How to Apply it (4 hours)
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Online
4.0 Credits
Member Price: $149
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Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. 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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Annual Update for Controllers and Finance Managers: Driving Business Value (7 hours)
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Online
7.0 Credits
Member Price: $320
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CFOs, controllers and finance managers often play a key role in driving value within an organization. Explore best practices tailored to help enhance your impact.
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AICPA's Annual Federal Tax Update
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Online
8.0 Credits
Member Price: $349
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All-new material updates tax practitioners on the most pressing tax matters affecting business entities, individuals, estates and trusts, and more.
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Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Online
8.0 Credits
Member Price: $279
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The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions. 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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Ethics: IRS Criminal Investigations: Key Lessons for Accountants (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety. The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more. By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines. Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line. 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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How AI Is Automating Internal Control (4 hours)
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Online
4.0 Credits
Member Price: $149
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The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. 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 Marijuana: A Generalized Business Viewpoint (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.
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Key Tax Issues Facing Business & Industry (4 hours)
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Online
4.0 Credits
Member Price: $129
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This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.