CPE + Events Catalog

In the ever-evolving field of estate planning, addressing complex issues that arise after a client's death is essential. Postmortem estate planning plays a critical role in managing key elements like the decedent's estate tax return, final income tax return, estate income tax return, and heirs' financial planning. This course provides practitioners with the tools and insights necessary to navigate after-death planning issues and efficiently handle the administration of a decedent's estate. Participants will gain a comprehensive understanding of crucial topics such as alternative valuation dates, QTIP elections, basis complexities, and income tax issues. Through this course, professionals will be equipped to provide strategic postmortem planning advice, optimizing benefits for the estate and its beneficiaries.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!

While the pace of FASB's standard-setting has slowed in recent years, the standards that have been issued will be impactful for many organizations. This course will begin with a review of standards effective in 2025 for public, private, and nonprofit organizations. From there, we'll explore upcoming standards, FASB exposure drafts, and ongoing projects to ensure you're prepared for what's next in financial reporting. The second half of the course will shift focus to developments at the AICPA. From quality management to ethics standards and the talent pipeline, there's no shortage of activity. We'll start with a detailed look at the quality management standards effective this year and their impact on firms, including changes to the Peer Review Program. Next, we'll cover essential ethics standards and the latest SSARS updates. We'll also examine common deficiencies in employee benefit plan (EBP) audits and discuss the initiatives of the National Pipeline Advisory Group.

Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance.

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.OSCPA has partnered with the Idaho Society of CPAs for this event.

The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included several provisions that allow taxpayers to revisit projects completed in earlier, more profitable years, and generate even more value. In this course, we will explore the impact of these important laws on commercial real estate owners and delve into what Accounting and Financial Professionals need to know. We'll also examine these opportunities to "turn back the clock," including the retroactive correction of QIP's recovery period and the option to revoke electing-out of the business interest limitation. Finally, we will review other strategies that are crucial parts of a comprehensive tax plan this year and will discuss a strategic hierarchy for employing those strategies most successfully. Relevant Rev. Procs. and multiple real-life case studies will be reviewed.OSCPA has partnered with the Washington Society of CPAs for this event.

The sheer mass of Internal Revenue Code 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 that are often missed by review staff. Learners 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 about areas of tax law that require deeper analysis.OSCPA has partnered with the Washington Society of CPAs for this event.

All the ethics you need to know! Award winning and entertaining discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

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Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance.

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?

Multistate taxation has never been more relevant. This course helps you skillfully navigate the maze of corporate tax codes across jurisdictions, focusing on interstate activity and nexus, allocation and apportionment, and key court cases. By spotlighting updates on the latest state tax reforms, this course will help you 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.

Free to OSCPA Members: Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2025 Professional Issues Update.

Free to OSCPA Members: Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2025 Professional Issues Update.

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.

Award winning discussion leader Mark Hugh helps you meet the ethics requirements of two states, while learning about recent changes at the national and state level. This four-hour class satisfies the Oregon general ethics requirement and is approved by the Washington Board of Accountancy as meeting its four-hour ethics requirement.

Maximize deductions and minimize confusion with the Oregon Pass-Through Entity Elective Tax (PTE-E). This essential session of the SALT Mastery Series provides an overview to properly reporting on PTE-E forms and delivering accurate information to PTE owners. Dive into the interaction between PTE-E and individual returns, as well as key Federal considerations, ensuring your clients don't miss out on valuable tax savings. Led by seasoned tax experts, this session will equip you with the knowledge and strategies to optimize PTE-E reporting and compliance.

With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. *IRS CE-U (Tax Update): 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.

With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. *IRS CE-U (Tax Update): 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.

With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. *IRS CE-U (Tax Update): 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.

With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. *IRS CE-U (Tax Update): 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.