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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SALT Mastery Series Bundle
Multiple Events Between -
Up to 18.0 Credits
Member Price: $540
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 $150!
Trust & Estate Mastery Series Bundle
Multiple Events Between -
Up to 20.0 Credits
Member Price: $600
This comprehensive Trust & Estate Mastery Series is designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics of trust structure and document interpretation to advanced concepts like Distributable Net Income, complex trust elections, and the taxation of specialized trusts. Sign-up today and take the first step towards becoming a Trust & Estate 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 Trust & Estate Mastery Series Bundle and save up to $150!
AHI Semi-Senior Staff Training - Level II (4 days) - 20.4 Tech & 3.6 [NT] - Webcast
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Online
24.0 Credits
Member Price: $795
Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.
Trust & Estate Mastery Series: Reading Trust Documents (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn how to create a synopsis of critical trust terms and provisions, correctly interpret mandatory and discretionary distribution language, understand how the marital deduction functions for trusts, and identify and understand the tax implications of various trust funding formulas. This course is recommended to take first before the others in the series. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2
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Don Farmer's Cryptocurrency Taxation: Tracking, Reporting & IRS Enforcement (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
As IRS scrutiny of digital assets intensifies, CPAs must stay current on cryptocurrency taxation and reporting requirements. This focused 2-hour course provides a practical update on the federal income tax treatment of cryptocurrency transactions, emerging reporting rules, and current IRS enforcement initiatives. Participants will review the tax implications of common digital asset transactions, including sales, exchanges, mining, staking, hard forks, and airdrops. The program emphasizes reporting requirements, including the Form 1040 digital asset question, Form 8949 reporting, and new broker reporting developments such as Form 1099-DA. Special attention is given to audit risk factors, documentation standards, and practitioner responsibilities in an evolving regulatory environment. This session is designed to equip tax professionals with the tools needed to ensure compliance and confidently advise clients in today’s increasingly regulated digital asset landscape.
Understanding the Form 990 and its Preparation Prerequisites (2.5 hours - late morning) - Webcast
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Online
2.5 Credits
Member Price: $135
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively. OSCPA has partnered with the Minnesota Society of CPAs for this event.
Don Farmer's Demystifying Sales Tax (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $89
Join us for a focused, insightful session on sales and use tax hosted by Charli Harrell and Aldo Rodriguez, sales tax subject matter experts. This event is designed to help tax professionals confidently navigate one of the most misunderstood areas of state and local taxation. With a spotlight on 2026 updates and real-world examples, this webinar will equip you with guidance to protect your clients from sales tax surprises and stay ahead of changing laws. Whether you're advising startups or established businesses, you’ll leave with new knowledge, practical tools, and a stronger foundation in sales tax compliance.
SALT Mastery Series: Washington Legislation - Increased Rates, Taxable Services, Estate Tax Changes & More! (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of the Washington legislation effective October 1, 2025. Don't miss the opportunity to master the complexities of SALT and transform your tax practice.
Don Farmer's Tax-Exempt & International Forms (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This intermediate-level course provides a focused review of federal reporting requirements for tax-exempt organizations and selected international information returns. Participants will examine key compliance components of Form 990, including governance disclosures and unrelated business income considerations, as well as commonly encountered international reporting forms such as Forms 5471, 8865, and 8938. The course emphasizes reporting mechanics, disclosure requirements, penalty exposure, and common filing errors. Practical examples highlight areas of heightened IRS scrutiny and documentation considerations.
Don Farmer's Section 199A Deduction: Complex Ownership & Aggregation Rules (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This course addresses advanced §199A issues affecting partnerships, S corporations, and complex ownership structures. Participants will examine aggregation elections, SSTB limitations, W-2 wage and qualified property tests, and tiered entity complications. The course emphasizes practical application and documentation requirements to support the qualified business income deduction.
Trust & Estate Mastery Series: Introduction to Trust Taxation (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn how the conduit theory works for trusts, differentiate how trusts account for trust accounting income, distributable net income, and taxable income, and how each of these accounting methods affect trust and beneficiary taxation, understand the differences between simple, complex and grantor trusts, and when trusts are required to file tax returns. This course is recommended to take first before the others in the series. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2
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Trust & Estate Mastery Series: Understanding Grantor Trusts (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn to identify the powers and circumstances that cause a trust to be classified as a grantor trust, the history and uses of grantor trusts in tax planning including the use of intentionally defective grantor trusts, and gain an understanding of the scope and operation of IRC Sections 671-679 including reversionary interests, administrative powers including the "swap" power, retained powers over income, and general powers of appointment granted to persons other than the grantor. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2
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Understanding the "Most Common" Form 990 Schedules: A, B & O (2.5 hours - late morning) - Webcast
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Online
2.5 Credits
Member Price: $135
Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently. OSCPA has partnered with the Minnesota Society of CPAs for this event.
AHI Basic Staff Training - Level I (4 days) - 21.6 Tech & 2.4 [NT] - Webcast
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Online
24.0 Credits
Member Price: $795
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Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.
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Social Security: Dispelling Common Myths with Essential Truths (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $105
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For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button. OSCPA has partnered with the Washington Society of CPAs for this event.
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Understanding Schedule K-1 Using Tax Opportunities Efficiently (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $105
This course provides a comprehensive overview of Schedule K-1 reporting for pass-through entities and its impact on individual income tax returns. Attendees will learn how to interpret K-1s, determine basis and loss limitations, and apply recent developments, including 2025-2026 changes to Schedules K-2 and K-3 resulting from IRS guidance and proposed legislation. Whether you're advising clients on business or investment income, this course gives you the foundation to identify common planning opportunities and compliance issues related to Schedule K-1 reporting. OSCPA has partnered with the Washington Society of CPAs for this event.
Crypto, Blockchain and Taxes (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $105
Digital assets are no longer niche—they're now a key part of personal and business portfolios. This course breaks down the core technologies behind cryptocurrency and blockchain while giving attendees the tools they need to address evolving IRS guidance, proposed FinCEN reporting, and the treatment of crypto in estates and trusts. We'll look at wallet types, transaction tracking, taxable events, and reporting obligations under current law, including the infrastructure bill's impact on brokers and exchanges. Beyond theory, this session focuses on practical planning. You'll learn how to advise clients on basis tracking, crypto-to-crypto exchanges, charitable donations of crypto, and estate transfers involving NFTs and other digital assets. This course is designed for financial professionals who need clear guidance on how to keep their clients compliant—and prepared—for what's coming next. OSCPA has partnered with the Washington Society of CPAs for this event.
Don Farmer's Section 1202 QSBS: Qualification, Planning & Exit Strategies (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This course provides a comprehensive review of §1202 qualified small business stock (QSBS) rules, from initial qualification through exit planning. Participants will examine entity eligibility, active business requirements, holding period issues, redemptions, and multi-year sales strategies. Case studies highlight common QSBS failures and planning techniques to preserve the exclusion.
Estate Planning for 2026 & Beyond: Oregon, Idaho & Washington Issues- Beaverton
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Beaverton
8.0 Credits
Member Price: $315
Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.
Estate Planning for 2026 & Beyond: Oregon, Idaho & Washington Issues - Webcast
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Online
8.0 Credits
Member Price: $315
Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.