CPE Catalog & Events

More details coming soon!

Accounting Profession Update Economic Update Oregon Board of Accountancy Update Oregon Legislative Update

Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date (e.g., American Rescue Plan Act, SECURE Act, CARES Act and COVID-related Tax Relief Act, Taxpayer Certainty & Disaster Relief Act and Tax Cuts & Jobs Act) Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations, Section 163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Look at any changes to the Form 1040 and other related schedules and forms  

Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date (e.g., American Rescue Plan Act, SECURE Act, CARES Act and COVID-related Tax Relief Act, Taxpayer Certainty & Disaster Relief Act and Tax Cuts & Jobs Act) Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Section 461(l) business loss limitations, Section 163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms

Oregon budget law  Resources available  Auditing budget compliance  Specific minimum standards sections  Governmental reporting problems  GAAP versus law conflicts

Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements An overview of virtual currency, including recent developments The Independent Contractor vs. Employee Conundrum continues State of the IRS Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Overview of the economics and tax consequences of crowdfunding campaigns  The Centralized Audit Regime Selected Practice and Reporting Issues: What's new? A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Choice of entity issues Partnership Agreements - qualified income offset and unlimited deficit restoration clauses Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under Section 1031 State and local taxes: pass-through entity workarounds Carried interest Accounting method reform Special basis adjustments, including comprehensive examples Impact of the net investment income tax on the owners of pass-through entities Review of the most important business tax cases, revenue rulings, PLRs, etc. 

The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity for members to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE. More details coming soon!

The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity for members to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE. More details coming soon!

The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity for members to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE. More details coming soon!

Day One - Tuesday, May 2: Strategic Leadership Forum Professional Issues UpdateAnoop Mehta, CPA, CGMA, 2022-23 AICPA Board of Directors Chair, Hampton, VirginiaTake this opportunity to meet AICPA Chair Anoop Mehta as he shares valuable insights, trending national topics, and perspective on the profession. Unpacking the CVI-Core Values Index (TM): A Strategy to Build a Leader's SuperpowerSteven Fulmer, Steven Fulmer Inc., Portland, OregonWhen we wipe away the behavioral, contextual, and habitual circumstances that are typically used to define who we are, we find a truer understanding of our deepest, unwavering core values and begin to discover how we experience, engage with, and respond to the people and world around us - and why. This knowledge leads to stronger relationships in every area of life, professionally with our clients and teams, and personally with our family & friends. This understanding leads to effective problem solving, better communication, higher levels of accountability, and the tools to achieve one's highest and greatest contributions for themselves and those around them. Leadership encompasses the ability to meet people where they are, rather than where you wished they were, so together you can reach a mutually desirable objective. This is the gift of the CVI. People are not tools, so let's dive into a strategy for honoring their unique and dynamic value so we can achieve higher levels of leadership, satisfaction, joy, and accomplishment. Tuesday Evening Social, Dinner & Gathering: "Around the World"OSCPA leaders, their guests and general registrants are invited to enjoy an evening social and dinner. Afterwards, join your colleagues for a high energy evening of fun!  Day Two - Wednesday, May 3: Strategic Leadership Forum & Annual Meeting Reflections and Q&A for Tuesday's Session: A Strategy to Build a Leader's SuperpowerSteven Fulmer, Steven Fulmer Inc., Portland, OregonSteven will conclude with reflections and Q&A from Tuesday to build upon each leader's superpower. 2022-23 OSCPA Year in ReviewGeoffrey T. Dougall, CPA, 2022-23 OSCPA Chair of the Board, Dougall Conradie LLC, Portland, ORGeoff will provide highlights from his year as chair of the board. A View from Legislative Policy and Bill Review (Non-Tax & Tax) & What is the OCPA/LAC?Selene L. Sullivan, CPA, PFS, OSCPA Legislative Policy Chair, AICPA Council Member, and 2020-21 OSCPA Chair of the Board, Principle Accounting PC, Eugene, OregonSelene will share how the OSCPA plays an important role in serving as a resource to various legislative committees and lawmakers on behalf of members of the Oregon Society of CPAs. She will also share how the Oregon Certified Public Accountant/Legislative Action Committee (OCPA/LAC) works in cooperation with the Society. Selene will also provide an overview of how OCPA/LAC fundraising activities support legislative focus on behalf of members of the Oregon Society of CPAs. A Legislative View from SalemNicole Palmateer Hazelbaker, OSCPA Legislative Counsel, Bravio Communications, Salem, OregonRob Douglas, OSCPA Legislative Counsel, RPD Company, Salem, OregonOSCPA Legislative Counsel will provide an overview of issues of importance from the 2023 Oregon Legislative Session. OSCPA UpdateSherri L.D. McPherson, IOM, CAE, OSCPA President/CEO, Oregon Society of CPAs, Beaverton, OregonSherri will share an overview of OSCPA activities. Invited Volunteer Leaders Registration Fee: Complimentary for volunteer leaders: includes all programs, CPE credit, meals and activities. Guest Registration Fee: View below for guest registration options and fees.  General Registrant Registration Fee: View below for options and fees. Registration Instructions:  Select your attendance options and "Add-Ons" (if applicable) below.   If bringing a guest, click "Add Guest."  Enter name and select the guest attendance options.  Click "Add to Cart."  In cart, make sure to click "Complete Free Checkout." If you have successfully registered you will receive a confirmation email within 24 hours.   Dress code: Casual resort attire (including denim jeans) is appropriate for all Strategic Leadership Forum & Annual Meeting events and activities. Questions? Please contact Michael McCullough; 503-597-5479 / 800-255-1470, ext. 119.