CPE + Events Catalog

This is Session 10 in the Trust & Estate Mastery Series. Many trusts have been making distributions to the children of the grantors for 30-40 years. As these children pass on and assets are distributed to grandchildren, the generation skipping transfer tax comes into play. In this session you will gain a basic understanding of how this third transfer tax system works, when it applies, and what information you need in your files to correctly compute and report the tax, even if no tax is due. 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 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

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Unlock 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 have been several changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.

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 month's topic coming soon OSCPA has partnered with the Idaho Society of CPAs for this event.

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This intermediate-level course provides a focused review of complex and frequently misunderstood federal tax forms encountered in business and individual tax compliance. Participants will examine selected forms that present heightened technical complexity, increased documentation requirements, or significant penalty exposure. Emphasis is placed on reporting mechanics, computational challenges, and common compliance errors. Practical examples illustrate areas of IRS scrutiny and reinforce strategies to improve accuracy and consistency in return preparation and review.

There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.

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.

As tax laws continue to evolve, CPAs need to stay informed and proactive. The OSCPA's State & Local Tax Conference delivers the latest on legislative updates, case law, and compliance strategies for accounting professionals. Gain actionable insights from leading tax experts and build a network of peers facing similar challenges. Ensure your clients' success by mastering the complexities of state and local taxes. New Early Registration Discount Added! Register by November 24 and Save! Members: $299 (regularly $315) Nonmembers: $379 (regularly $395) Sending a team of more than five? Volume Discount pricing remains available at the published rates ($315 each for the first 5 registrations and $284 each for 6+ registrations). Discounts cannot be combined. To register your team for the volume discount, email profdev@orcpa.org with a list of names, emails, and include which event option (in-person or webcast) that each are attending. If in-person, provide choice of materials (print or electronic). We are at a new venue this year and encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. CLE-OR: Pending ApprovalCFP: Pending Approval A special thank you to the members of the State & Local Taxation Project Committee for developing the 2027 conference. Thank you Madras Accountancy, 2027 Gold Sponsor of the State & Local Tax Conference.

As tax laws continue to evolve, CPAs need to stay informed and proactive. The OSCPA's State & Local Tax Conference delivers the latest on legislative updates, case law, and compliance strategies for accounting professionals. Gain actionable insights from leading tax experts and build a network of peers facing similar challenges. Ensure your clients' success by mastering the complexities of state and local taxes. New Early Registration Discount Added! Register by November 24 and Save! Members: $299 (regularly $315) Nonmembers: $379 (regularly $395) Sending a team of more than five? Volume Discount pricing remains available at the published rates ($315 each for the first 5 registrations and $284 each for 6+ registrations). Discounts cannot be combined. To register your team for the volume discount, email profdev@orcpa.org with a list of names, emails, and include which event option (in-person or webcast) that each are attending. If in-person, provide choice of materials (print or electronic). CLE-OR: Pending ApprovalCFP: Pending Approval A special thank you to the members of the State & Local Taxation Project Committee for developing the 2027 conference. Thank you Madras Accountancy, 2026 Gold Sponsor of the State & Local Tax Conference.

U.S. individuals with foreign financial accounts and assets face complex reporting requirements and potentially severe civil penalties for noncompliance. This focused 2-hour program provides a practical overview of key international reporting obligations for individuals, including FBAR (FinCEN Form 114), FATCA reporting (Form 8938), and related information returns. Participants will review filing thresholds, definitions of foreign financial accounts and specified foreign financial assets, and common problem areas such as foreign trusts, gifts, and ownership of foreign entities. The course emphasizes penalty structures, IRS enforcement trends, and compliance strategies designed to help practitioners identify risks and guide clients in avoiding costly mistakes. Through practical examples and case-based discussion, attendees will gain clarity on when reporting is required, how forms interact, and how to minimize exposure to significant penalties.

The sheer volume of IRC provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. The review stage of preparing a return serves as a critical backstop to prevent errors in clients' returns. This case study-based course addresses common mistakes practitioners make when preparing individual tax returns; these mistakes are often missed by review staff. Participants will review four sample returns and identify both errors and areas of opportunity. They'll also discover issues that may warrant additional client information and areas of tax law that require deeper analysis.

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation. 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.

S corporation tax returns present recurring technical and compliance challenges that can expose shareholders and practitioners to costly errors. From basis limitations and shareholder distributions to reasonable compensation and built-in gains tax, small missteps can result in significant tax adjustments, penalties, and IRS scrutiny. This focused 2-hour program examines the ten most common S corporation return issues encountered by practitioners and provides practical guidance on how to identify, prevent, and correct them. Participants will review shareholder basis calculations, loss limitations, compensation requirements, eligibility rules, and reporting pitfalls frequently identified during IRS examinations. Through real-world examples and case-based discussion, attendees will gain actionable strategies to improve accuracy, strengthen documentation, and reduce audit risk in S corporation engagements.

Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies.  Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8 New Early Registration Discount Added! Register by December 2 and Save! Members: $333 (regularly $350) Nonmembers: $413 (regularly $430) Sending a team of more than five? Volume Discount pricing remains available at the published rates ($350 each for the first 5 registrations and $315 each for 6+ registrations). Discounts cannot be combined. To register your team for the volume discount, email profdev@orcpa.org with a list of names, emails, and include which event option (in-person or webcast) that each are attending. If in-person, provide choice of materials (print or electronic).  Thank you to Madras Accountancy, 2027 Gold Sponsor of the Federal Tax Update.

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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies.  Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation.  IRS CE-U (Tax Update): 8 New Early Registration Discount Added! Register by December 2 and Save! Members: $333 (regularly $350) Nonmembers: $413 (regularly $430) Sending a team of more than five? Volume Discount pricing remains available at the published rates ($350 each for the first 5 registrations and $315 each for 6+ registrations). Discounts cannot be combined. To register your team for the volume discount, email profdev@orcpa.org with a list of names, emails, and include which event option (in-person or webcast) that each are attending. If in-person, provide choice of materials (print or electronic).  Thank you to Madras Accountancy, 2027 Gold Sponsor of the Federal Tax Update.

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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies.  Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8 New Early Registration Discount Added! Register by December 2 and Save! Members: $333 (regularly $350) Nonmembers: $413 (regularly $430) Sending a team of more than five? Volume Discount pricing remains available at the published rates ($350 each for the first 5 registrations and $315 each for 6+ registrations). Discounts cannot be combined. To register your team for the volume discount, email profdev@orcpa.org with a list of names, emails, and include which event option (in-person or webcast) that each are attending. If in-person, provide choice of materials (print or electronic).  Thank you to Madras Accountancy, 2027 Gold Sponsor of the Federal Tax Update.

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Join tax experts Greg White and George Koutelieris as they walk you through a fast-paced update with in-depth coverage of new developments that you need to know. This Federal Tax Update covers major 2026 developments affecting individual and business taxpayers. Key Takeaways Individual Tax Developments: Participants will review changes to first-time penalty abatement, the validity of individual-return extensions when estimated tax is inadequate, qualified opportunity fund deferred-gain calculations required for some clients on December 31, 2026, charitable contribution credits and limits, inflation adjustments, car-loan interest deductions, and the use of AI in IRS audit reports. Business Tax Developments: The update addresses 2026 changes to the section 199A QBID, IRS guidance on the One Big Beautiful Bill Act, an S corporation reasonable-compensation dispute, self-employment tax treatment for limited partners and LLC members, and IRS challenges to cost-segregation studies.  Practical Client Guidance: Key takeaways include applying the revised penalty-abatement rule, evaluating Wall Street tax-savings programs and their costs, explaining the effect of 2026 QBID changes, rebutting IRS positions on cost-segregation reports, and understanding recent developments involving pass-through self-employment tax and S corporation compensation. IRS CE-U (Tax Update): 8 New Early Registration Discount Added! Register by December 2 and Save! Members: $333 (regularly $350) Nonmembers: $413 (regularly $430) Sending a team of more than five? Volume Discount pricing remains available at the published rates ($350 each for the first 5 registrations and $315 each for 6+ registrations). Discounts cannot be combined. To register your team for the volume discount, email profdev@orcpa.org with a list of names, emails, and include which event option (in-person or webcast) that each are attending. If in-person, provide choice of materials (print or electronic). Thank you to Madras Accountancy, 2027 Gold Sponsor of the Federal Tax Update.

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This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.

This course focuses on practical strategies for obtaining IRS penalty abatement based on reasonable causes. Participants will review statutory standards, IRS administrative guidance, and real-world success factors. Emphasis is placed on documentation, narrative development, and distinguishing reasonable cause from first-time abatement.

Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.