CPE + Events Catalog

Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.

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This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft's Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools. This session will teach you practical applications of today's AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is "must-see CPE," and you should plan to participate in this class today.

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This intermediate half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will obtain a brief overview of the basics followed by an intermediate dive into a variety of pertinent topics. Learn about economic nexus issues, nexus study/voluntary disclosure as well as pass-through ownership & nexus. The U.S. Supreme Court nexus decision in Wayfair will also be addressed. Additionally, you will learn about Public Law 86-272, cloud computing, reporting an RAR, IRS & state communications, unclaimed property, state updates, City of Portland, Multnomah County & Metro and Oregon, California, and Washington. This is a companion to the four-hour "Oregon and State & Local Taxation - The Basics" program and may be taken in conjunction with or as an independent program.

This intermediate half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will obtain a brief overview of the basics followed by an intermediate dive into a variety of pertinent topics. Learn about economic nexus issues, nexus study/voluntary disclosure as well as pass-through ownership & nexus. The U.S. Supreme Court nexus decision in Wayfair will also be addressed. Additionally, you will learn about Public Law 86-272, cloud computing, reporting an RAR, IRS & state communications, unclaimed property, state updates, City of Portland, Multnomah County & Metro and Oregon, California, and Washington. This is a companion to the four-hour "Oregon and State & Local Taxation - The Basics" program and may be taken in conjunction with or as an independent program.

Learn about a variety of current issues that are impacting the forest products industry.

With the explosion of technology over the past thirty years, one fair question is, "what are the ethical considerations and impacts related to this technology?" Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about "techno ethics" and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session in which you will ever participate.

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The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.

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The construction industry stands out in its need to adhere to diverse accounting standards. This course explores the essential knowledge required for success in construction accounting, and the key issues influencing this field. You'll discover the implications of recent developments for yourself, your business, or your clients. In addition, you'll examine the relationship between contractors and sureties. Given the construction industry's significant and ever-expanding share of the economy, staying up to date with the latest accounting updates in this sector is critical. Note: This course does not address FASB ASC 606, Revenue from Contracts with Customers, or FASB ASC 842, Leases. The AICPA offers a companion course that focuses on revenue and lease accounting for construction contractors.OSCPA has partnered with the Washington Society of CPAs for this event.

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This course includes an analysis of all the relevant authoritative pronouncements that a CPA must understand in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. Participants who take this course will enjoy a smooth sailing in their peer reviews guaranteed! The new Quality Management Standards that replace the Quality Control Standards will be discussed! Don't miss this chance to elevate your skills and stay ahead of the curve. Walter Haig's Preparation, Compilation, and Review Standards Update is not just an event; it's an investment in your professional success!

This course includes an analysis of all the relevant authoritative pronouncements that a CPA must understand in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. Participants who take this course will enjoy a smooth sailing in their peer reviews guaranteed! The new Quality Management Standards that replace the Quality Control Standards will be discussed! Don't miss this chance to elevate your skills and stay ahead of the curve. Walter Haig's Preparation, Compilation, and Review Standards Update is not just an event; it's an investment in your professional success!

Unlock the intricacies of Oregon's Pass-Through Entity Elective Tax (PTE-E) and how it fits into the broader landscape of PTE-E programs nationwide. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients-helping you avoid the pitfalls of double taxation. With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients.

In the world of "Big Data," virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in auditing, where internal and external auditors increasingly turn to data analytics to identify situations requiring follow-up and investigation. Those who understand how to use various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time. In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft's Power BI application. If you're seeking to improve your skills in the field of data analytics, this session is the one for you!

Every year brings new challenges and opportunities for businesses navigating tax compliance and entity structuring. This course focuses on the tax implications of complex transactions and how tax professionals can guide business clients in structuring entities efficiently. Participants will explore tax-advantageous entity structures, related party issues, and loss limitations while ensuring compliance with tax laws. Additionally, the course will cover key considerations such as accounting methods and insolvency guidelines, equipping tax professionals with the knowledge needed to provide strategic tax planning advice.

This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards and the new SAS 145 risk assessment requirements. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed!

This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards and the new SAS 145 risk assessment requirements. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed!

"C the B A D D O G" is a handy phrase used to remember the SIX most common 990 Schedules - A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six - Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O's most sensitive lines. OSCPA has partnered with the Minnesota Society of CPAs for this event.

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With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features - some new and some legacy - to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel's FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

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The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant.