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: 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"
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.
The One Big Beautiful Bill: 2025 tax legislation (4 hours)
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Online
4.0 Credits
Member Price: $149
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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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H.R. 1's Hidden Gems: Planning Essentials Beyond the Headlines (1 hour)
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Online
1.0 Credits
Member Price: $69
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This hidden gems session will spotlight lesser-known provisions of H.R. 1, also known as OBBBA, that advisers may overlook but that carry important planning implications for clients. It will cover changes to: Health savings accounts 529 education savings accounts Student loans Dependent care assistance plans Revised 1099 reporting thresholds This session will also cover other key updates that may get missed.
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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.
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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.
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Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040 (2 hours)
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Online
2.0 Credits
Member Price: $89
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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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Who, When & Why It Matters: Navigating H.R. 1 Timeline & Impacts (1 hour)
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Online
1.0 Credits
Member Price: $69
Kick off the Tax and PFP MasterClass series with a high-level look at H.R. 1, commonly known as OBBBA, and what it means for tax professionals and financial planners. Annette Nellen, CPA, Esq., will break down the complex rollout of OBBBA's effective dates, including: What's already in effect What's coming soon How the timeline affects your planning priorities Then, Mark Gallegos, CPA, MST, will cover the effect on key taxpayer groups, including: Wage earners Business owners High-net-worth individuals Retirees Multistate filers Cross-border households This strategic session gives you a roadmap to the law's phased rollout and helps you guide clients through tax reform with confidence.
Strategic Income Management for Client Success (1.5 hours)
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Online
1.5 Credits
Member Price: $89
The H.R. 1 tax bill introduced a range of provisions with varying income thresholds and phaseouts. Our expert CPA/PFS panel will break down these changes and share tactical guidance for applying them with clients. Understand how to manage these phaseouts, both above and below the line, and how to pair them with strategies like Roth conversions and QCDs. This information can help set you apart as a CPA financial planner.
Post H.R. 1 Charitable and Trust Planning Strategies (2 hours)
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Online
2.0 Credits
Member Price: $99
H.R. 1, commonly referred to as OBBBA, made sweeping changes to tax law. The indirect planning implications are significant for both income and estate planning. This webinar assumes attendees are already familiar with the basic H.R. 1 changes and builds on that foundation with a discussion of how and when to use non-grantor trusts in post-H.R. 1 planning, especially in charitable strategies. With the high exemption now permanent, estate planning will shift from minimizing estate taxes to using trusts to reduce income taxes. Non-grantor trusts will play a central role in that shift.
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.
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Rethinking Estate Planning After H.R. 1 for CPAs and Advisers (1.5 hours)
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Online
1.5 Credits
Member Price: $89
This webcast will focus on appropriate planning under H.R. 1, commonly known as OBBBA, for moderately wealthy and high-net-worth clients. We'll cover planning for spouses and business owners, including recent key cases, as well as life insurance strategies. The session will also address the shift from traditional estate tax planning to estate, trust, and gift techniques that focus on income tax basis planning, which is now relevant for a broader range of clients.
Surgent's Taxation of Tips and Overtime Under OBBBA (2 hours)
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Online
2.0 Credits
Member Price: $119
See more dates
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.
More Dates
H.R. 1's Hidden Gems: Planning Essentials Beyond the Headlines (1 hour)
-
Online
1.0 Credits
Member Price: $69
See more dates
This hidden gems session will spotlight lesser-known provisions of H.R. 1, also known as OBBBA, that advisers may overlook but that carry important planning implications for clients. It will cover changes to: Health savings accounts 529 education savings accounts Student loans Dependent care assistance plans Revised 1099 reporting thresholds This session will also cover other key updates that may get missed.
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
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 Taxation of Tips and Overtime Under OBBBA (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
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.
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
Surgent's Taxation of Tips and Overtime Under OBBBA (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
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.
More Dates
