CPE + Events Catalog
Download the 2024-25 CPE Catalog (pdf)
SALT Mastery Series Bundle
Multiple Events Between -
Up to 20.5 Credits
Member Price: $550
A Deep Dive into State and Local Tax TopicsUnlock the secrets of effective state and local tax strategies with our comprehensive SALT 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 advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! There are 10 courses 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 SALT Mastery Series bundle and save up to $140!
Not-for-Profit Knowledge Network: Bundle - Webcast
Multiple Events Between -
Up to 5.0 Credits
OSCPA Members: Add this Not-for-Profit CPE Webcast Bundle for FREE! The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE.
Guide and Update to Compilations, Reviews, and Preparations (4 hours - late morning) – Webcast
-
Online
4.0 Credits
Member Price: $175
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements. OSCPA has partnered with the Washington Society of CPAs for this event.
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
-
Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including case studies.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Cutting Edge Tax Strategies for Real Estate – Webcast
-
Online
8.0 Credits
Member Price: $310
Join Greg White and George Koutelieris, CPAs, as they walk through strategies for purchasing real estate, passive activity rules (including the exceptions for real estate professionals and short-term rentals), the self-employment tax exception for rental real estate, partial disposition losses, converting nondeductible interest expense to deductible interest expense, and like-kind exchanges. They will also cover how to break out the purchase price apportioned to improvements into its components: building, land improvements, and personal property. Finally, they will cover common issues with Airbnb properties and take a deep dive into claiming bonus depreciation, Section 179 and de minimis deductions on real estate.Don't miss this chance to get an in-depth look at the changes in real estate taxation so you can advise real estate investors and developers with confidence.
K2's Securing Your Data – Practical Tools for Protecting Information (4 hours - late morning) – Webcast
-
Online
4.0 Credits
Member Price: $195
Security is not optional, and yesterday's security techniques do not minimize today's threats. Therefore, now is the time to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, are costly - they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you risk attempting to manage today's threats using yesterday's techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today's security threats.
Implementing the New Quality Management Standards: Time to Get to Work (4 hours - morning) - NEW! - Webcast
-
Online
4.0 Credits
Member Price: $200
The Statement on Quality Management Nos. 1 and 2 mandates that any firm involved in SSARS, SAS, or SSAE engagements must develop and implement a system of quality management (SQM) by December 15, 2025—a deadline that's approaching fast. The SQM will replace the current quality control system that underpins peer reviews. The AICPA is growing increasingly concerned about the slow progress firms are making in developing their SQM, with many not even aware of the SQMS requirements!This seminar will take a dive deep into the eight components of an SQM, providing practical examples of how to apply them in real-world situations. Gain a solid foundation to start building your firm's SQM and explore the AICPA's guidance specifically tailored for sole practitioners and smaller firms. And the best part? The seminar is led by someone who’s in the same boat as practitioners—actively applying these requirements in their own practice. Join us for four hours of crucial and engaging learning! OSCPA has partnered with the Iowa Society of CPAs for this webcast.
SALT Mastery Series: Oregon's Pass-Through Entity Elective Tax (PTE-E) (2.5 hours - morning) - Webcast
-
Online
2.5 Credits
Member Price: $69
Unlock the intricacies of Oregon’s Pass-Through Entity Elective Tax (PTE-E) and how it fits into the broader landscape of PTE-E programs nationwide. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients—helping you avoid the pitfalls of double taxation. With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients.
Estate Planning for 2024 & Beyond: Oregon & Washington Issues - Beaverton
-
Beaverton
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
Estate Planning for 2024 & Beyond: Oregon & Washington Issues – Webcast
-
Online
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
IRS/Practitioners Forum – Portland
-
Tigard
8.0 Credits
Member Price: $150
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!CPE Credit: 8 *IRS CE-T (Tax Matters): 7*IRS CE-U (Tax Update): 1CLE-OR Credit: 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. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: In-person (Register by 10/11/24): $135Registration Fee: In-person (Register after 10/11/24): $150 Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC Thank you to our 2024 sponsor Paychex.
IRS/Practitioners Forum – Webcast
-
Online
8.0 Credits
Member Price: $125
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-T (Tax Matters): 7*IRS CE-U (Tax Update): 1CLE-OR Credit: 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. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: Webcast (Register by 10/11/24): $110Registration Fee: Webcast (Register after 10/11/24): $125 Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC Thank you to our 2024 sponsor Paychex.
The Complete Guide to Oregon Death Taxation – Beaverton
-
Beaverton
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Complete Guide to Oregon Death Taxation – Webcast
-
Online
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Bottom Line on the New Lease Accounting Requirements (4 hours - late morning) – Webcast
-
Online
4.0 Credits
Member Price: $175
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this major standard. By centering on the core principles of this significant standard, we provide clarity on essential topics such as the identification, recognition, measurement, presentation, and disclosure requirements for leases. Engaging case studies are incorporated throughout the course to illustrate the application of the standard. Additionally, this course explores the lessee accounting model, shedding light on lease classification, amortization of the right-of-use asset, and the calculation of interest on the lease liability. This course also examines the accounting model for lessors, addressing key considerations such as profit recognition and the assessment of collectability. OSCPA has partnered with the Washington Society of CPAs for this event.
Multistate Income Tax – Webcast
-
Online
8.0 Credits
Member Price: $270
Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. OSCPA has partnered with the Washington Society of CPAs for this event.
Financial & Retirement Planning Conference – Beaverton
-
Beaverton
8.0 Credits
Member Price: $310
Financial and retirement planning has become a greater part of the CPA career than ever before, and our Financial & Retirement Planning Conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in financial and retirement planning.CFP: Pending ApprovalCLE-OR: Pending Approval
Financial & Retirement Planning Conference – Webcast
-
Online
8.0 Credits
Member Price: $310
Financial and retirement planning has become a greater part of the CPA career than ever before, and our Financial & Retirement Planning Conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in financial and retirement planning.CFP: Pending ApprovalCLE-OR: Pending Approval
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Webcast
-
Online
4.0 Credits
Member Price: $185
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Internal Control Fundamentals (2 hours - morning) – Webcast
-
Online
2.0 Credits
Member Price: $95
AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Washington Society of CPAs for this event.