CPE + Events Catalog
Download the 2024-25 CPE Catalog (pdf)
Oregon's Pass-Through Entity Elective Tax (PTE-E) (2.5 hours - morning) – Webcast
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Online
2.5 Credits
Member Price: $69
Join experienced local practitioners for a deep dive into the Oregon Pass-Through Entity Elective Tax ("PTE-E"). This will include background on the program, changes from 2023 to 2024, and how to advise clients on the PTE-E and other pass-through elective state taxes. The course will include an overview of the PTE-E program, forthcoming potential changes from the Oregon Department of Revenue and Oregon Legislature, and how the PTE-E can interact with similar laws in other states. We will also include a survey of programs currently available in other states throughout the country, with a focus on what Oregon practitioners and businesses should know. Practitioners will offer their perspectives on planning for the PTE-E and other SALT workaround programs, how this practically applies to client situations, and insight into planning opportunities and pitfalls.
K2's Technology Update (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2's Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals. In this session, you will learn about significant issues such as: Hardware trends, Software innovations, Communication and collaboration tools, Security issues and solutions, Key products to consider for implementation, and Unusual and emerging technologies you may have missed.If you're taking just one technology-focused training session this year, this should be it!
Estate Planning for 2024 & Beyond: Oregon & Washington Issues - Beaverton
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Beaverton
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
Estate Planning for 2024 & Beyond: Oregon & Washington Issues – Webcast
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Online
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
IRS/Practitioners Forum – Portland
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Tigard
8.0 Credits
Member Price: $150
This unique program will provide you with an update and review of current issues from both perspectives of the IRS and Practitioners, as well as an opportunity to interact with IRS representatives. It will provide cutting-edge tools to assist clients with IRS issues.CPE Credit: 8 *IRS CE: Pending ApprovalCLE-OR Credit: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: In-person (Register by 10/11/24): $135 / Registration fee: In-person (Register after 10/11/24): $150 Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC Thank you to our 2024 sponsor Paychex.
IRS/Practitioners Forum – Webcast
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Online
8.0 Credits
Member Price: $125
This unique program will provide you with an update and review of current issues from both perspectives of the IRS and Practitioners, as well as an opportunity to interact with IRS representatives. It will provide cutting-edge tools to assist clients with IRS issues.CPE Credit: 8 *IRS CE: Pending ApprovalCLE-OR Credit: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: In-person (Register by 10/11/24): $135 / Registration fee: In-person (Register after 10/11/24): $150 Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC
The Complete Guide to Oregon Death Taxation – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Complete Guide to Oregon Death Taxation – Webcast
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Online
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Bottom Line on the New Lease Accounting Requirements (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this major standard. By centering on the core principles of this significant standard, we provide clarity on essential topics such as the identification, recognition, measurement, presentation, and disclosure requirements for leases. Engaging case studies are incorporated throughout the course to illustrate the application of the standard. Additionally, this course explores the lessee accounting model, shedding light on lease classification, amortization of the right-of-use asset, and the calculation of interest on the lease liability. This course also examines the accounting model for lessors, addressing key considerations such as profit recognition and the assessment of collectability. OSCPA has partnered with the Washington Society of CPAs for this event.
Multistate Income Tax – Webcast
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Online
8.0 Credits
Member Price: $270
Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. OSCPA has partnered with the Washington Society of CPAs for this event.
Financial & Retirement Planning Conference – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
The need for effective financial and retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of financial and retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.CFP: Pending ApprovalCLE-OR: Pending Approval
Financial & Retirement Planning Conference – Webcast
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Online
8.0 Credits
Member Price: $310
The need for effective financial and retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of financial and retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.CFP: Pending ApprovalCLE-OR: Pending Approval
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $185
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Internal Control Fundamentals (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Washington Society of CPAs for this event.
Northwest Federal Tax Conference™ (2 days) – Beaverton
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Beaverton
16.0 Credits
Member Price: $535
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: Pending Approval 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.
Northwest Federal Tax Conference™ (2 days) – Webcast
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Online
16.0 Credits
Member Price: $535
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: Pending Approval 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.
Introduction to Forensic Accounting (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services. OSCPA has partnered with the Washington Society of CPAs for this event.
Individual Income and Tax Compliance Annual Update (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Save time and keep current on the latest tax developments. This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates, and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.
K2's Working Remotely – The New Normal (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a "win-win" for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.This session will teach you today's best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?