CPE + Events Catalog
Effective Oct. 1, 2025: Washington residents will be charged state & local sales tax on OSCPA live webcast events. For more information, visit the CPE FAQs. If your residence is no longer in Washington, please update your member profile here.
Tax Planning for Small Businesses - Tax Staff Essentials (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $195
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? Updated with the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows you what strategies are best for your clients. We use a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities due to the latest tax legislation, including SECURE 2.0 and related regulations, as well as IRS guidance.
SALT Mastery Series: Washington B&O and Sales Tax Including Focus on Investment Income (2 hours - morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Navigating Washington’s unique Business & Occupation (B&O) Tax and Sales Tax can be complex, especially when it comes to investment income. This session will provide a deep dive into Washington’s tax structure, key compliance considerations, and strategies to manage tax liabilities effectively. Gain insights into taxability of investment income, exemptions, deductions, and audit risks to ensure your clients remain compliant while optimizing tax outcomes. Whether you work with corporations, pass-through entities, or individuals, this session will equip you with the knowledge to tackle Washington’s tax challenges with confidence!
Navigating the AI Frontier: Part 4 - Ethical AI Practices for CPAs: Ensuring Responsible Use (2 hours - morning) [NT] - Webcast
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Online
2.0 Credits
Member Price: $89
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. 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.
IRAs: What You Need to Know about Contributions, Conversions and Distributions (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $105
Dive into the essentials of IRAs with this course. We'll go well beyond the basics to cover crucial topics: when to convert traditional IRAs to Roth IRAs, how to minimize tax on conversion, and when clients should recharacterize IRA contributions (and how to recharacterize). We'll also discuss how to get waivers for clients who fail to take required minimum distributions and other traps in the IRA area including prohibited transactions, excess contributions, and impermissible investments.OSCPA has partnered with the Washington Society of CPAs for this event.
What Tax Practitioners Need to Know About Medicare (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $105
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.OSCPA has partnered with the Washington Society of CPAs for this event.
Monthly Tax Update with Ed Zollars (2 hours - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $100
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.
State & Local Tax Conference - Portland
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Portland
8.0 Credits
Member Price: $315
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 thanks to the members of the State & Local Taxation Project Committee for developing the 2026 State & Local Tax Conference.
State & Local Tax Conference - Webcast
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Online
8.0 Credits
Member Price: $315
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 thanks to the members of the State & Local Taxation Project Committee for developing the 2026 State & Local Tax Conference.
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.
Estate Tax and Related Estate Planning Issues in Oregon (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $179
There have been several changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law - Webcast
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Online
8.0 Credits
Member Price: $315
Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
2025 Federal Tax Update featuring Greg White & George Koutelieris - Portland
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Tigard
8.0 Credits
Member Price: $320
See more dates
The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval
More Dates
2025 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $320
See more dates
The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval
More Dates
2025 Federal Tax Update featuring Greg White & George Koutelieris - Eugene
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Eugene
8.0 Credits
Member Price: $320
See more dates
The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval
More Dates
2025 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $320
See more dates
The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval
More Dates
Pat Garverick's Hands-On Tax Return Workshop: Individuals (Form 1040) (2 days) - Webcast
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Online
16.0 Credits
Member Price: $535
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.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $69
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: $69
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 - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $69
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics.
Winter Governmental Auditing & Accounting Conference - Webcast
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Online
8.0 Credits
Member Price: $315
This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.