CPE Catalog & Events
Walter Haig's Preparation, Compilation, and Review Standards Update: The Best SSARS Seminar for Practitioners - NEW! - In-Person
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Beaverton
8.0 Credits
Member Price: $320
Analysis of the “Preparation of Financial Statements” standards as amended by SSARS 26 with detailed implementation guidance. Analysis of the “Compilation” standards as amended by SSARS 26 with implementation guidance. Analysis of the “Review” standards as amended by SSARS 26 with detailed implementation guidance. Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
State & Local Tax Conference
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Portland
8.0 Credits
Member Price: $305
Discover new tax developments at the state and local level. Important issues that impact you and your clients will be discussed! More details coming soon! OSCPA is pleased to welcome OAIA members. Registration information is below: Click "Add to Cart" Select member option (OAIA Member, OSCPA Member or Other) Select materials option (paperless or hard copy (print)) Click "Checkout" OAIA Members - in cart, top right "Promotion Code" box: Enter the "MEMRATE" promo code. This will apply the member rate. Login (or create a guest account) to complete checkout If you have successfully registered, you will receive a confirmation within 24 hours
Pat Garverick's Hands-On Tax Return Workshop: Individuals (Form 1040) (2 days)
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Beaverton
16.0 Credits
Member Price: $535
Topics include: Extensive review of the individual income tax laws with an emphasis on any new legislative changes Dissecting the Form W-2, 1099s and Schedule K-1s Form 8995 - Qualified Business Income (QBI) deduction Schedule A - allowable itemized deductions and phase-out rules Schedule B - interest and dividend income Schedule C and F - trade or business income and deductions Form 4562 - depreciation and amortization including Section 179 Schedule D - sale of capital assets and personal residences Form 4797 - sale of trade or business property including the ordinary income recapture rules under Section 1245 and Section 1250 Schedule E - rentals, passive activities, and flow through entities Other gross income items including alimony, state and local refunds, IRA and pension distributions, unemployment compensation and social security benefits Adjustments to gross income including IRAs, SEPs, student loan interest and self-employed health insurance Calculate regular tax liability (Schedule D), alternative minimum tax (AMT) (Form 6251) and self-employment tax (Schedule SE) Overview of selected income tax credits (e.g., child tax credit, child and dependent care expense credit and the education credits)
2023 Federal Tax Update featuring Greg White & George Koutelieris - Portland
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Portland
8.0 Credits
Member Price: $320
Important new case from the Supreme Court on foreign bank account penalties. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Crucial legislative developments like the SECURE Act 2.0, including newly available Roth contributions to SEP-IRAs and SIMPLE IRAs. We will also cover changes to required minimum distributions. New administrative releases including revenue rulings, revenue procedures and notices.
2023 Federal Tax Update featuring Greg White & George Koutelieris - Eugene
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Eugene
8.0 Credits
Member Price: $320
Important new case from the Supreme Court on foreign bank account penalties. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Crucial legislative developments like the SECURE Act 2.0, including newly available Roth contributions to SEP-IRAs and SIMPLE IRAs. We will also cover changes to required minimum distributions. New administrative releases including revenue rulings, revenue procedures and notices.
Not-for-Profit Knowledge Network: Form 990 Refresher (1 hour - morning) - Beaverton
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Beaverton
1.0 Credits
More details coming soon!
2023 OSCPA Professional Issues Update (4 hours - morning) - 3 Tech & 1 [NT] - Beaverton
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Beaverton
4.0 Credits
Member Price: $59
Accounting Profession Update Economic Update Oregon Board of Accountancy Update Oregon Legislative Update
Pat Garverick's Federal Tax Update: Individuals (Form 1040) - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
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
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
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
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law
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Beaverton
8.0 Credits
Member Price: $305
Oregon budget law Resources available Auditing budget compliance Specific minimum standards sections Governmental reporting problems GAAP versus law conflicts
The Best Individual Income Tax Update Course by Surgent
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Beaverton
8.0 Credits
Member Price: $315
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
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Beaverton
8.0 Credits
Member Price: $315
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.
Not-for-Profit Knowledge Network: SAS/Risk Assessment (1 hour - morning) - Beaverton
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Beaverton
1.0 Credits
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!
Not-for-Profit Knowledge Network: Peer Review Panel (1 hour - morning) - Beaverton
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Beaverton
1.0 Credits
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!
Not-for-Profit Knowledge Network: AI & ChatGPT (1 hour - morning) - Beaverton
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Beaverton
1.0 Credits
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!
2024 OSCPA Strategic Leadership Forum & Annual Meeting (1 1/2 days) [NT]
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Newport
9.0 Credits
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.