CPE + Events Catalog

This comprehensive Trust & Estate Mastery Series is designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics of trust structure and document interpretation to advanced concepts like Distributable Net Income, complex trust elections, and the taxation of specialized trusts. Sign-up today and take the first step towards becoming a Trust & Estate expert!There are 9 courses remaining in the bundle. 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 $135! Note: The Trust & Estate Mastery Series webcasts are being recorded. Therefore, if you purchase the bundle, there will not be a partial refund or transfer option. You will receive the recordings from each session for informational use (no CPE). Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of the Washington legislation effective October 1, 2025. Don't miss the opportunity to master the complexities of SALT and transform your tax practice.

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-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

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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-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

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This course provides tax and accounting professionals with a comprehensive framework for transitioning from a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial, and estate planning. The course addresses both transitioning existing clients and attracting new, higher-value clients while improving efficiency, client value, and revenue stability. OSCPA has partnered with the Washington Society of CPAs for this event.

Digital assets are no longer niche—they're now a key part of personal and business portfolios. This course breaks down the core technologies behind cryptocurrency and blockchain while giving attendees the tools they need to address evolving IRS guidance, proposed FinCEN reporting, and the treatment of crypto in estates and trusts. We'll look at wallet types, transaction tracking, taxable events, and reporting obligations under current law, including the infrastructure bill's impact on brokers and exchanges. Beyond theory, this session focuses on practical planning. You'll learn how to advise clients on basis tracking, crypto-to-crypto exchanges, charitable donations of crypto, and estate transfers involving NFTs and other digital assets. This course is designed for financial professionals who need clear guidance on how to keep their clients compliant—and prepared—for what's coming next. OSCPA has partnered with the Washington Society of CPAs for this event.

Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.

Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.

Navigating tax compliance in the aftermath of an individual's passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently. In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients' estate tax responsibilities.

Navigating tax compliance in the aftermath of an individual's passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently. In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients' estate tax responsibilities.

This comprehensive course equips financial professionals with the essential knowledge and practical strategies needed to navigate the complexities of Washington's estate tax laws effectively. Dive into step-by-step guidance on preparing the Washington Estate Tax Return, ensuring compliance while optimizing tax outcomes. From understanding probate considerations to unraveling valuation complexities, this course covers it all, empowering participants to confidently handle estate matters with precision and expertise. Join us and gain the skills needed to excel in postmortem tax compliance while providing invaluable support to clients in their estate planning journey.

This comprehensive course equips financial professionals with the essential knowledge and practical strategies needed to navigate the complexities of Washington's estate tax laws effectively. Dive into step-by-step guidance on preparing the Washington Estate Tax Return, ensuring compliance while optimizing tax outcomes. From understanding probate considerations to unraveling valuation complexities, this course covers it all, empowering participants to confidently handle estate matters with precision and expertise. Join us and gain the skills needed to excel in postmortem tax compliance while providing invaluable support to clients in their estate planning journey.

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-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

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For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it's a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.

Join Greg White and George Koutelieris 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. They'll also cover the new OBBBA provisions that allow expensing of some real property (QPP). 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.

Join Greg White and George Koutelieris as they cover crucial strategies for recovering the cost of real estate including partial dispositions and removal costs. They'll also cover an efficient method for distinguishing between repairs and capitalizable expenditures. Additionally, they'll cover the role of the tax preparer in like-kind exchanges. Finally, a method to convert nondeductible interest expense into deductible interest expense. OSCPA has partnered with the Washington Society of CPAs for this event.

This deep dive into this topic will include the self-employment tax for rental properties, including lengthy coverage of the exemption for rental property and Airbnb's. We'll also cover the QBID treatment of rental real estate generally and for triple net lease property, and aggregation of rental properties. Finally, we'll cover the taxation of rental properties used for personal purposes including the "Augusta Rule" (section 280A vacation homes). OSCPA has partnered with the Washington Society of CPAs for this event.

We'll cover crucial strategies to help you maneuver through the passive activity area, including a deep dive into real estate professionals and short-term rentals. We'll cover like-kind exchange strategies and minimizing the tax burden of taxable dispositions of real estate. OSCPA has partnered with the Washington Society of CPAs for this event.

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-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

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Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax- efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. You'll examine valuation methods, transaction types, and the tools needed to guide clients through complex business decisions. We'll also cover strategies for minimizing tax exposure and preserving family wealth, including the use of trusts, partnerships, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy, this course prepares you to offer informed, creative solutions. OSCPA has partnered with the Washington Society of CPAs for this event.