CPE + Events Catalog

This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form's inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form's key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks. Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990's underlying parameters and somewhat convoluted disclosure paths. OSCPA has partnered with the Minnesota Society of CPAs for this event.

CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization. Additionally, you'll gain insight into economic trends that can affect your business and technological tools that can increase efficacy and efficiency. Topics covered include strategic planning, talent management, cash management, and sustainability. The knowledge and skills you learn will help you add value to your business and contribute to the success of your organization.OSCPA has partnered with the Washington Society of CPAs for this event.

The most effective path to success lies in making yourself indispensable to your clients. Achieving that indispensability requires a robust understanding of your client's business. You'll explore the latest developments affecting not-for-profits including FASB requirements, 0MB, and Yellow Book developments. Moreover, you'll thoroughly review updates to ethics, governmental auditing standards, and accounting for not-forprofits. By participating in this course, you'll ensure you are well-versed in current standards and best practices in not-for-profit accounting and auditing.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.OSCPA has partnered with the Idaho Society of CPAs for this event.

Remote work has changed the landscape for tax professionals and their clients, bringing new challenges and obligations. In this critical session of the SALT Mastery Series, gain insights into registration obligations across different states, including payroll tax, nexus generation, and apportionment issues for remote workers. Learn which agencies to register with and how to navigate the complexities of multi-state compliance. Additionally, ensure you avoid the risks associated with the unauthorized practice of law. This session will arm you with the knowledge to protect both your practice and your clients in the era of remote work.

"C the B A D D O G" is a handy phrase used to remember the SIX most common 990 Schedules - A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six - Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O's most sensitive lines. OSCPA has partnered with the Minnesota Society of CPAs for this event. Note: Date was changed to 9/24/25.

Advanced auditors need to be prepared for complicated issues that can occur during single audits. They also need to understand the responsibilities of planning, directing, and reporting on single audits conducted under the Uniform Guidance. This course will provide insights into key topics, including knowing the responsibilities of the auditor and the auditee in compliance audits of federal awards, evaluating whether requirements for the schedule of expenditures for federal awards have been met, and interpreting the requirements for internal controls, risk assessment, and sampling.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.OSCPA has partnered with the Idaho Society of CPAs for this event.

FASB ASC 606, Revenue from Contracts with Customers, is effective! Do you know which contracts are within the scope of the standard and when revenue should be recognized? This course answers those questions by providing a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know. Updates to this course include the latest guidance from FASB, industry-specific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition disclosure illustrations.OSCPA has partnered with the Washington Society of CPAs for this event.

This annual conference brings together industry leaders to learn, network and share ideas on how to grow and strengthen your skills to better serve your business and customers.

Tax planning for 2025 is largely based upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, that offer new planning options and challenges for businesses in 2025. There are, however, other business tax changes in 2025 that result from different pieces of tax legislation, IRS pronouncements, and court cases that need to be taken into account from a planning perspective. This program analyzes the new opportunities and challenges that these tax changes offer to businesses and their owners that impact 2025 and sometimes later years.OSCPA has partnered with the Washington Society of CPAs for this event.

Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients!

Mastering tax research doesn’t have to mean late nights and endless second-guessing. George Koutelieris and Greg White are back to show you how to harness the latest AI tools, alongside trusted tax research methods, to find answers faster, verify accuracy, and reduce risk. You’ll discover up-to-the-minute developments in ChatGPT, Blue J, RIA CoCounsel, Bloomberg AI, and Grok, plus strategies for quickly checking results and moving seamlessly into traditional sources. The result: stronger confidence in your work, more time back in your day, and the peace of mind that comes from knowing you’ve got the right answer. Register today and take the first step toward faster, safer, and more balanced tax research. OSCPA has partnered with the Washington Society of CPAs for this event.

Stay ahead of the evolving landscape of income tax nexus and apportionment in this must-attend session of the SALT Mastery Series. Learn how to assess your client's business activities in relation to differing state nexus and apportionment rules and uncover key distinctions between economic and physical presence nexus-especially in today's world of technology and remote work. Explore the implications of factor presence nexus and when it becomes critical for tax compliance. Join industry-leading experts as they help you master these essential concepts to effectively guide your clients through complex multistate tax environments.

Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance.

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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Stay in the know with this monthly tax update series, featuring Ed Zollars, CPA. Each month, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.This session is designed to equip seasoned tax professionals with the knowledge to expertly guide clients through the complex federal income tax implications of divorce and separation. This course delves into critical areas, providing a comprehensive understanding of how federal tax law intersects with state family law, particularly in community property states like Idaho. Practitioners will gain insights into proper filing statuses, property transfer rules, dependent claims, and strategies for minimizing tax burdens during marital dissolution.OSCPA has partnered with the Idaho Society of CPAs for this event.

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 2025 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 and Washington, allowing you to finally be able to attend a course geared towards your specific state.

Small businesses have many retirement plan options. The selection of the best plan helps our clients minimize taxes and secure a more comfortable retirement. We'll cover how to navigate through the options and pick the best retirement plan for each client. We'll have a discussion of relevant SECURE Act 2.0 developments including Roth SIMPLE and SEP IRA provisions which are effective now.OSCPA has partnered with the Washington Society of CPAs for this event.

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.

The intricacies of tax compliance following an individual's passing can often perplex practitioners due to the complex nature of this field. This comprehensive course equips you with a practical understanding of the nuances involved in preparing the Washington Estate Tax Return. Gain the knowledge necessary to navigate the requirements effectively and ensure compliance. Learn to address various postmortem estate planning intricacies while aligning with federal tax considerations. This course provides a thorough exploration of Washington estate tax law, guiding you through the preparation process step-by-step.

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: Pending ApprovalCLE-OR 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. Early Registration Fee: Webcast (Register by 10/17/25): $110Registration Fee: Webcast (Register after 10/17/25): $125 Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC