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.
State & Local Tax Conference - Tigard
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Tigard
8.0 Credits
Member Price: $299
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.
State & Local Tax Conference - Webcast
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Online
8.0 Credits
Member Price: $299
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.
Don Farmer's Basics of Foreign Reporting for Individuals: How to Avoid Large Penalties (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
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.
Reviewing Individual Tax Returns: What Are You Missing? (4 hours - afternoon) - Webcast
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Online
4.0 Credits
Member Price: $195
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.
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers - Webcast
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Online
8.0 Credits
Member Price: $315
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.
Don Farmer's Top 10 S Corporation Return Issues & How to Avoid Them (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
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.
2026 Federal Tax Update featuring Greg White & George Koutelieris - Tigard
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Tigard
8.0 Credits
Member Price: $333
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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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2026 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $333
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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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2026 Federal Tax Update featuring Greg White & George Koutelieris - Eugene
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Eugene
8.0 Credits
Member Price: $333
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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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2026 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $333
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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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Pat Garverick's Hands-On Tax Return Workshop: Individuals (Form 1040) (2 days) - Webcast
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Online
16.0 Credits
Member Price: $599
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.
Don Farmer's Reasonable Cause Penalty Abatement: What Actually Works (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
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.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $75
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.
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics. This webcast will be presented via Zoom. Webcast access information to be provided 5 business days prior.
Pat Garverick's Hands-On Tax Return Workshop: S Corporations (Form 1120S) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.
Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.
Pat Garverick's Hands-On Tax Return Workshop: Partnership & LLCs (Form 1065) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns.
What If Your Client Didn't Take Reasonable Compensation (1 hour)
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Online
1.0 Credits
Member Price: $55
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Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. 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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Business Tax Update: OBBA and Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
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A discussion of the latest tax developments impacting business 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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