CPE + Events Catalog

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. 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.

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.

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

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.

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.

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.

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.

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.

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.

Designed to make the practitioner comfortable with "high traffic" issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

In this course, we will look at examples of how to enter payroll transactions into your accounting software using journal entries. We will cover how to record gross wages, employer tax expenses, deductions and associated cash impacts. This course is suitable for accounting staff that either enter payroll transactions manually or wants to understand how to record payroll, so they can ensure their payroll company's auto-generated journal entries are properly accounting for the entries.

In this session we'll explore intelligence and asset search methods that can be used to further investigations and assist in recoveries. We'll discuss various sources of publicly available information, how to identify and verify relevant information, and examples of how this information can be applied in traditional forensic accounting matters. This session was recorded on March 19, 4 at the 4 Fraud & Forensic Accounting Virtual Conference.

We'll make the case that all professionals-and leaders in particular-must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.

While tax reform provisions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.

For decades, scholars searched for a connection between a corporation's current performance with respect to sustainability and the future returns of its stock. In 2016, Khan, Serafeim, and Yoon published an apparent breakthrough in this quest: guidance on materiality from the Sustainability Accounting Standards Board allowed the construction of corporate sustainability scales that reliably predicted stock returns. Their finding had an immediate and broad impact, but it remains, in its authors' own words, just ``first evidence.'' Here, we further explore the relationship between material sustainability and stock returns by performing a ``model uncertainty analysis.'' We reproduce the original estimate but conclude that it is a statistical artifact. We then use machine learning to explore the practicality of employing historical associations to determine which aspects of sustainability are material to investors. We conclude that, for one popular source of data on corporate sustainability, accurate guidance on materiality may be difficult to achieve.

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.