CPE + Events Catalog

This downloadable ethics exam is required to complete the CPA licensing requirement. Within 1-2 business days following registration, you will receive an email confirmation with instructions for accessing the course materials. The professional ethics exam is designed to acquaint the accounting professional with the Code of Professional Conduct and the reasoning, philosophy, and application of the Code. This course provides CPAs the means to demonstrate to the regulatory authorities an understanding of both the Principles and Rules and the rationale underlying them. The ethics exam should be taken only after all sections of the CPA exam have been successfully completed. Notes: The Oregon Board of Accountancy requires Uniform CPA Examination Candidates who have passed all parts of the Exam to successfully complete this ethics exam prior to licensure. You will receive an email confirmation within 1-2 business days from the AICPA when you register for this class. The confirmation email will include instructions for accessing the course materials. AICPA link expires one year from date of purchase.

Transform your CPA practice from a routine job into a thriving business with this dynamic webinar. We'll tackle key challenges such as overcoming the pitfalls of rear-view planning, building a dream team, and transitioning from billing for time to charging for your invaluable expertise. Additionally, discover how to forge strategic partnerships that drive growth and elevate your practice. Don't miss this opportunity to revolutionize your approach and achieve unparalleled success. Sponsored by WestPac.

Operating costs for vehicles used in a taxpayer's business are deductible. Thus, when taxpayers use their automobiles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Vehicle property taxes can be deducted if they are itemized on Schedule A. This course reviews personal and business use apportionment, the actual cost method, the standard mileage method and expensing. Moreover, this presentation informs practitioners about the benefits and costs of leasing versus owning and working condition fringe benefits.

Today's competitive and complex business environment requires the CPA to be a strong communicator. Attend this proactive seminar and learn how to effectively communicate your position. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including "empathy," "ego" and "needs." Summarized topics covered through a series of mini-case studies. The webcast was originally broadcast on May 3, 2017. Note: There is a minimum passing rate of 70% for this course.

Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

Globalization impacts the work of businesses, individuals and the tax professionals who advise them. As a tax professional, you need an understanding of the forms, reporting requirements, standards and regulations required for filing taxes on cryptocurrency.

Culture clash? Navigate ethical dilemmas with Red Flag Mania's Culture Dash! Empower yourself to make ethical decisions in today's complex business environment with Red Flag Mania's Culture Dash, a self-study program designed for busy professionals like you. Sharpen your moral compass and develop the critical skills to identify and overcome personal biases that can cloud your judgment through a whodunnit learning adventure. Culture Dash plunges you into realistic scenarios, where you'll: Uncover hidden biases : Learn to recognize your own biases and how they might influence your decision-making. Navigate ethical dilemmas: Tackle real-world challenges that test your ethical boundaries and hone your ability to make sound choices. Identify the perpetrator: Become a detective of ethical conduct, piecing together clues to expose unethical behavior within an organization. Red Flag Mania's Culture Dash is your self-paced guide to fostering a culture of integrity and ethical decision-making. Invest in your professional growth and become a valuable asset to any organization. Enroll today! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle !

Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined, emphasizing planning considerations. This course reviews property settlements and other transfers incident to divorce. Basis allocation, third-party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses, are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits.

This course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the "big chunks" and bring their professional knowledge up to speed.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

Fraud costs businesses and individuals over $5 trillion each year globally. Learn about a nationally recognized expert providing the latest info on fraud investigation reporting.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.

Today's competitive environment requires the CPA to be a strong negotiator. Attend this proactive webinar and learn to ask for the business and close the deal. Topics emphasize negotiation skill building, effective communications, telephone techniques and the negotiation "process." Also, cover the importance of the "human" side of negotiations including "empathy," "ego" and "needs." The webcast was originally broadcast on April 21, 2017. Note: There is a minimum passing rate of 70% for this course.

This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will wo rk through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.

Examine significant real estate tax issues and concepts, including planning and compliance topics emphasizing tax elimination or deferral. Discuss the qualified business income deduction (Sec. 199A) as it relates to real estate investments; limited discussion of opportunity zones (Sec. 1400Z-2) relating to real estate; 1031 exchanges; home sale exclusion (IRC Sec. 121); passive activities loss rules; estate planning and gifting with real estate; and California property tax issues, updated for passage of Proposition 19 affecting parent-child transfers and transfer of assessments to a new principal residence.

Identify and discuss various tax planning opportunities related to the operation of a corporate business with an S corporation election. Topics range from annual recurring planning to unusual transactions, such as stock redemptions and the sale of the corporate business.

2025 OSCPA Accounting & Auditing Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Accounting & Auditing Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 27, 2025.

2025 OSCPA Construction Industry Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Construction Industry Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available May 16, 2025.