CPE + Events Catalog

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This session was recorded at the Advisor Personal Financial Planning Conference , and is to help keep you on top of recent developments and the top 5 ways to fund your retirement.

Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

Led by tax controversy expert Melissa Wiley, this course equips tax professionals with key strategies for navigating IRS audits, collections, and appeals. Participants will learn to respond effectively to audits, resolve tax debts, and leverage appeals options like Fast Track Appeals and Post-Appeals Mediation. The course also covers criminal tax risks, taxpayer rights, and litigation strategies, ensuring professionals can advocate for clients and challenge IRS assessments confidently. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

2027 OSCPA State & Local Tax Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2027 OSCPA State & Local Tax Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available January 19, 2027.

2027 OSCPA State & Local Tax Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2027 State & Local Tax Conference? The conference will be recorded so you can still receive the latest updates. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available January 19, 2027.

This session provides an overview of Xspouse and how it compares to DissoMaster for support calculations in divorce matters. Attendees will learn practical do's and don'ts, common pitfalls, and key takeaways. Topics covered include an overview of Xspouse, the key differences between Xspouse and DissoMaster, important takeaways, and the do's and don'ts associated with their use. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

The July 28, 2026 webcast on Oregon's Pass-Through Entity Elective Tax (PTE-E) (2 hours) was recorded. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E tax program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients (and strategies to avoid double taxation). With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

2026 OSCPA Estate & Trust Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA Estate & Trust Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 29, 2026.

2026 OSCPA Estate & Trust Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Estate & Trust Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available June 29, 2026.

2026 OSCPA Farming, Ranching & Agribusiness Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA Farming, Ranching & Agribusiness Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 12, 2026.

2026 OSCPA Farming, Ranching & Agribusiness Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Farming, Ranching & Agribusiness Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available June 12, 2026.