CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
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Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers - Webcast
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Online
8.0 Credits
Member Price: $315
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation. 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.
Don Farmer's Top 10 S Corporation Return Issues & How to Avoid Them (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
S corporation tax returns present recurring technical and compliance challenges that can expose shareholders and practitioners to costly errors. From basis limitations and shareholder distributions to reasonable compensation and built-in gains tax, small missteps can result in significant tax adjustments, penalties, and IRS scrutiny. This focused 2-hour program examines the ten most common S corporation return issues encountered by practitioners and provides practical guidance on how to identify, prevent, and correct them. Participants will review shareholder basis calculations, loss limitations, compensation requirements, eligibility rules, and reporting pitfalls frequently identified during IRS examinations. Through real-world examples and case-based discussion, attendees will gain actionable strategies to improve accuracy, strengthen documentation, and reduce audit risk in S corporation engagements.
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law - Webcast
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Online
8.0 Credits
Member Price: $315
Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
2026 Federal Tax Update featuring Greg White & George Koutelieris - Tigard
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Tigard
8.0 Credits
Member Price: $350
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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies. Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $350
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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies. Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Eugene
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Eugene
8.0 Credits
Member Price: $350
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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies. Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $350
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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies. Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8
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Oregon Ethics and New Developments (4 hours - morning) - Live Webcast Replay
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Online
4.0 Credits
Member Price: $185
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All the ethics you need to know! Award winning and entertaining 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 examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
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Pat Garverick's Hands-On Tax Return Workshop: Individuals (Form 1040) (2 days) - Webcast
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Online
16.0 Credits
Member Price: $599
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.
Don Farmer's Reasonable Cause Penalty Abatement: What Actually Works (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This course focuses on practical strategies for obtaining IRS penalty abatement based on reasonable causes. Participants will review statutory standards, IRS administrative guidance, and real-world success factors. Emphasis is placed on documentation, narrative development, and distinguishing reasonable cause from first-time abatement.
Winter Governmental Auditing & Accounting Conference - Webcast
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Online
8.0 Credits
Member Price: $315
This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
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: $75
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.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics. This webcast will be presented via Zoom. Webcast access information to be provided 5 business days prior.
Pat Garverick's Hands-On Tax Return Workshop: S Corporations (Form 1120S) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.
Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.
Pat Garverick's Hands-On Tax Return Workshop: Partnership & LLCs (Form 1065) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns.
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.
2026/27 Yellow Book Update (1 hour)
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Online
1.0 Credits
Member Price: $55
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Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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AI Lessons Learned for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.