CPE + Events Catalog
2026-27 OSCPA-Select CPE Courses Now Available!
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
Year-End Tax Planning: Thinking Outside the Box (4 hours)
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Online
4.0 Credits
Member Price: $129
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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 2022-23 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! **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Business Losses: Going Backward and Forward (2 hours)
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Online
2.0 Credits
Member Price: $79
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The TCJA made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of these changes. This course will address the revised rules for deducting business losses and discuss planning ideas and potential pitfalls. **Please Note: If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Business Tax Update for Industry (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations (4 hours)
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Online
4.0 Credits
Member Price: $129
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As part of the Tax Cuts and Jobs Act (TCJA), IRC § 199A was added. This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of “experience” utilizing IRC § 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code. The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC § 199A as well as an understanding of the IRC § 199A regulations. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Individual Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
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A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (4 hours)
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Online
4.0 Credits
Member Price: $129
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This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Allison McLeod's Federal Tax Updates for Business Entities (8 hours)
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Online
8.0 Credits
Member Price: $225
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The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Taxation of Judgements and Settlements (2.4 hours)
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Online
2.4 Credits
Member Price: $79
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In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Allison McLeod's Federal Tax Updates for Individuals (8 hours)
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Online
8.0 Credits
Member Price: $225
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Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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The One Big Beautiful Bill: 2025 tax legislation (4 hours)
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Online
4.0 Credits
Member Price: $149
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The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Monthly Federal Tax Updates - April 2026 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Treasury Circular 230 for EAs and Other Tax Preparers (2.2 hours)
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Online
2.2 Credits
Member Price: $79
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Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Cryptocurrency Transactions: Navigating Federal Tax Rules (1 hour)
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Online
1.0 Credits
Member Price: $29
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As cryptocurrencies like Bitcoin, Ethereum, and others become more popular, tax authorities around the world are working to create regulations for their use and transactions. This session will address cryptocurrency tax issues and their complexities and challenges that individuals and businesses face when dealing with the taxation of digital currencies. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Business Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course addresses the most recent legislative developments impacting business taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Navigating Tax Court for Non-Lawyers 25-26 (2 hours)
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Online
2.0 Credits
Member Price: $99
The final step in a tax controversy is Tax Court. Over 70% of all Tax Court cases are filed by taxpayers representing themselves. Most of these "pro se" taxpayers have a non-lawyer assisting them. There can be significant advantages to filing a Tax Court case to resolve a dispute. This class will explore these strategic uses of the Tax Court process and provide a basic understanding of navigating your client through the case.
Partnership Essentials: Tax Basis Capital Accounts (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Navigating IRS Authorizations: Form 2848 & Form 8821 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Social Security: Dispelling Common Myths with Essential Truths (2 hours)
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Online
2.0 Credits
Member Price: $119
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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.
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Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (3 hours)
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Online
3.0 Credits
Member Price: $149
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Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses. NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.
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Individual Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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