CPE + Events Catalog

A Deep Dive into State and Local Tax TopicsUnlock 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 are nine courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $105! Note: The SALT Mastery Series webcasts are being recorded. Therefore, if you purchase the bundle, there will not be a partial refund or transfer option. You will receive the recordings from each session for informational use (no CPE). 

This comprehensive Trust & Estate Mastery Series is designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics of trust structure and document interpretation to advanced concepts like Distributable Net Income, complex trust elections, and the taxation of specialized trusts. Sign-up today and take the first step towards becoming a Trust & Estate expert! The Trust & Estate Mastery Series has a total of 10 sessions. It is recommended to take Sessions 1 & 2 first before the others in the series. If you missed these two sessions, you may purchase the Informational Only (No CPE) video replays linked below. Session 1: 9/21/26 - Reading Trust Documents Session 2: 9/25/26 - Introduction to Trust Taxation There are 7 sessions remaining in the bundle. 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 $105! Note: The Trust & Estate Mastery Series webcasts are being recorded. Therefore, if you purchase the bundle, there will not be a partial refund or transfer option. You will receive the recordings from each session for informational use (no CPE). Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.

This is Session 4 in the Trust & Estate Mastery Series. Trust Accounting Income used to allocate receipts and disbursement between current and remainder beneficiaries. In this session you will gain an understanding of the purpose and importance of trust accounting income which is a required statutory basis of accounting for trusts, gain a working knowledge of Oregon's Principal and Income Act (ORS 129), including the power to adjust and unitrust conversion powers, and learn to correctly compute trust accounting income. 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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For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it's a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.

Join Greg White and George Koutelieris as they walk through strategies for purchasing real estate, including written allocation provisions. They'll also discuss how to easily and inexpensively break out the purchase price apportioned to improvements into its components: Building, land improvements and personal property. They'll take a deep dive into claiming bonus depreciation, section 179 and de minimis deductions on real estate. They'll also cover the new OBBBA provisions that allow expensing of some real property (QPP). Additionally, how to deduct remodeling costs of rental properties and owner-occupied business real estate. You'll get practical sample documents, including cost segregation information and de minimis policies. Apportionment of purchase price to land, building, personal property and land improvement. Bonus depreciation, section 179 and de minimis expensing for real estate. Financing considerations, including whether clients should make the real property election out of section 163(j). OSCPA has partnered with the Washington Society of CPAs for this event.

Join Greg White and George Koutelieris as they cover crucial strategies for recovering the cost of real estate including partial dispositions and removal costs. They'll also cover an efficient method for distinguishing between repairs and capitalizable expenditures. Additionally, they'll cover the role of the tax preparer in like-kind exchanges. Finally, a method to convert nondeductible interest expense into deductible interest expense. OSCPA has partnered with the Washington Society of CPAs for this event.

Audit defense can be overwhelming, especially when state and federal authorities request extensive documentation. This session will equip you with practical strategies to navigate audit requests, determine what's truly necessary, and protect your clients from unnecessary burdens. Learn from industry specialists how to respond effectively, minimize risk, and ensure compliance while maintaining efficiency. Don't let excessive document demands derail your audit defense—master the process with confidence!

This deep dive into this topic will include the self-employment tax for rental properties, including lengthy coverage of the exemption for rental property and Airbnb's. We'll also cover the QBID treatment of rental real estate generally and for triple net lease property, and aggregation of rental properties. Finally, we'll cover the taxation of rental properties used for personal purposes including the "Augusta Rule" (section 280A vacation homes). OSCPA has partnered with the Washington Society of CPAs for this event.

This is Session 5 in the Trust & Estate Mastery Series. Distributable Net Income is used to determine how distributions to beneficiaries are taxed. In this session you will gain an understanding of the purpose and importance of distributable net income and how it is different from trust accounting income, differentiate between direct and indirect deductions, compute DNI, and apply DNI to required and discretionary distributions. 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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Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax Conference! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. We 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 Credit: Pending ApprovalIRS CE-T: 14IRS CE-U: 2 Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org. A special thank you to the members of the Northwest Federal Tax Conference™ Project Committee for developing the 2026 conference. Thank you Paychex, 2026 Gold Sponsor of the Northwest Federal Tax Conference.™

Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax Conference! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. CLE-OR Credit: Pending ApprovalIRS CE-T: 14IRS CE-U: 2 Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org. A special thank you to the members of the Northwest Federal Tax Conference™ Project Committee for developing the 2026 conference.

Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax- efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. You'll examine valuation methods, transaction types, and the tools needed to guide clients through complex business decisions. We'll also cover strategies for minimizing tax exposure and preserving family wealth, including the use of trusts, partnerships, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy, this course prepares you to offer informed, creative solutions. OSCPA has partnered with the Washington Society of CPAs for this event.

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in the area of nexus. Learn how nexus requirements have changed and where the state laws may be heading in the future. OSCPA has partnered with the Washington Society of CPAs for this event.

The Ultimate Toolkit for Junior Tax Staff The 2026 AICPA Tax School Level 1 content will help you establish core skills and expand practical tax knowledge, including key issues surrounding recent changes to taxation of pension plans and IRS distributions, Medicare payroll tax, NIIT, S corporation distributions, items affecting shareholder basis, passive activity loss rules and much more. This 4-day experience includes five complete courses and covers key areas to ensure early-career tax professionals are well prepared to begin their careers and support their firms. Individual Tax Fundamentals Tax Fundamentals of LLCs and Partnerships S Corporations: Key Issues, Compliance, and Tax Strategies Capitalized Costs and Depreciation Taxation of Property Transactions IRS CE: Pending Approval We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. Register by 10/26/26 and save $250!

The Ultimate Toolkit for Junior Tax Staff The 2026 AICPA Tax School Level 1 content will help you establish core skills and expand practical tax knowledge, including key issues surrounding recent changes to taxation of pension plans and IRS distributions, Medicare payroll tax, NIIT, S corporation distributions, items affecting shareholder basis, passive activity loss rules and much more. This 4-day experience includes five complete courses and covers key areas to ensure early-career tax professionals are well prepared to begin their careers and support their firms. Individual Tax Fundamentals Tax Fundamentals of LLCs and Partnerships S Corporations: Key Issues, Compliance, and Tax Strategies Capitalized Costs and Depreciation Taxation of Property Transactions IRS CE: Pending Approval Register by 10/26/26 and save $250!

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. OSCPA has partnered with the Washington Society of CPAs for this event.

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements. OSCPA has partnered with the Washington Society of CPAs for this event.

Stay ahead of the evolving landscape of income tax nexus and apportionment in this must-attend session of the SALT Mastery Series. Learn how to assess your client's business activities in relation to differing state nexus and apportionment rules and uncover key distinctions between economic and physical presence nexus-especially in today's world of technology and remote work. Explore the implications of factor presence nexus and when it becomes critical for tax compliance. Join industry-leading experts as they help you master these essential concepts to effectively guide your clients through complex multistate tax environments.

IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated. OSCPA has partnered with the Washington Society of CPAs for this event.

This two-credit-hour CPE session gives experienced CPAs and tax practitioners a practitioner-focused, litigation-tested framework for applying the passive activity loss rules of IRC Section 469. The course walks through the statutory mechanics that segregate active, passive, and portfolio income; the seven material participation tests under Temporary Treasury Regulation Section 1.469-5T(a) and the evidentiary standards courts have used to reject unsubstantiated participation logs; the two-pronged test for qualifying as a real estate professional under Section 469(c)(7); the activity aggregation election under Treasury Regulation Section 1.469-9(g) and late-election relief under Revenue Procedure 2011-34; and the interaction of these rules with the 3.8% Net Investment Income Tax under Section 1411. Drawing on recent case law involving failed real estate professional claims and rejected time logs, the course closes with a practical framework for assessing accuracy-related penalty exposure under Section 6662 and assembling audit-ready documentation. Practitioners who advise clients with rental real estate, closely held businesses, or other loss-generating passive investments will come away with a concrete checklist for classifying income, substantiating participation, and defending return positions on audit. OSCPA has partnered with the Idaho Society of CPAs for this event.

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