Skip to main content

News

Tips for using news filters: Enter a keyword or select a news topic from the categories. For Society or member news, select OSCPA news or Member news  in the categories filter. Clear filters between searches.

Becker CPA Exam Review Scholarship Drawing

May 17, 2024

Becker offers OSCPA members the chance to win a complimentary review course valued at $2,499! Only OSCPA candidate and student members are eligible, with one entry per member. The drawing runs May 1 - June 20, 2024. Winner will be notified in June.

IRS cuts PTIN fees

May 16, 2024

The Internal Revenue Service published final regulations officially lowering the fees for new Preparer Tax Identification Numbers and renewed PTINs.

  • irs
  • tax

PCAOB updates general auditor responsibilities, quality control rules

May 15, 2024

AS 1000 replaces AICPA-provided standards, and QC 1000 considers the AICPA’s new quality management standards.

  • accounting + auditing
  • aicpa

Prepare large estates for TCJA sunset now

May 15, 2024

Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast.

  • esg

Leader Spotlight: Tricia Duncan

May 14, 2024

Board member Tricia Duncan of Jones & Roth PC encourages the profession to continue to innovate in how we bring new CPAs into the profession.

  • member news

Time for a tax practice tune-up

May 14, 2024

Building on busy season's lessons learned, CPA tax preparers and their firms can turn to optimizing performance going forward.

  • tax

Ed Zollars - Changes to CAFs and process for tax pros to obtain transcripts

May 13, 2024

This week we look at: IRS gives update on final results for ERC voluntary compliance program and discusses the future; The taxpayer’s contract did not make payment contingent on the success of research; DOJ announces CPA firm barred from promoting CRAT/single premium annuity shelter; IRS provides information on CAF “under review status” and changes to requesting transcripts

  • tax

Tech roundtable: Power to the people tech

May 13, 2024

The JofA Accounting Technology Roundtable panel posits that artificial intelligence isn’t the only technology trend making waves in accounting firms and finance departments.

  • careers
  • technology

Cybersecurity in the financial sector

May 09, 2024

The financial industry is built on sensitive information. Therefore, cybersecurity in the financial sector is critical. From basic customer details such as dates of birth, addresses, and phone numbers to more specific data such as bank information, financial institutions must have top-level safeguards to secure their customers' assets.

  • accounting + auditing
  • technology

Tax strategy: A look back at the 2024 tax season

May 09, 2024

Internal Revenue Service Commissioner Danny Werfel described the 2024 tax filing season, at least from the IRS perspective, as "one of the best tax seasons."

  • tax

Forgoing marriage? Estate planning for unmarried couples

May 07, 2024

More and more couples are choosing to skip marriage, even while raising children and owning property together. The lack of legal standing, however, means estate planning requires more thought and action.

  • advisory services

Leader spotlight: Michael Lortz

May 07, 2024

Board member Michael Lortz looks forward to continuing the good work that OSCPA leaders have done in the past.

  • member news

Ed Zollars - IRS can assess penalties for failure to file form 5471 per DC Circuit

May 06, 2024

This week we look at: IRS releases Fact Sheet on disaster provisions for retirement accounts added by SECURE 2.0 Act; DC Circuit reverses Tax Court ruling that IRS does not have assessment authority for failure to file a report under IRC §6038(b) (Form 5471); Electric vehicle final regulations issued; Department of Justice begins process to move marijuana from Schedule I to Schedule III which would cause §280E to no longer limit deductions for cannabis businesses; Lack of any written records on time President/COO spent on activities or even estimate time spent on qualified research activities doomed attempt to claim a credit under IRC §41(a)

  • tax

A lifetime of learning: From the fast lane to chairing the Board

May 01, 2024

From racing in the fast lane to chairing the OSCPA Board of Directors, we're excited to share our first interview with John Hawkins, the 2024-25 Board Chair. In this interview, we'll explore John's professional journey, from his early accounting career to his current role as board chair. Delve into the key milestones, challenges, and wisdom he's gathered along the way.

  • member news
  • 2024-25 chair

New horizons: Advancing culture across generations

May 01, 2024

As the 2024-25 Chair of the Board of Directors, John Hawkins is assuming a pivotal role in a time of transformation for the accounting profession. With over 38 years of tax expertise, John is well-equipped to navigate the challenges ahead and champion growth and resilience for the Oregon CPA community. Congratulations, John!

  • member news
  • 2024-25 chair

Leader spotlight: Megan Kurz

April 30, 2024

Board member Megan Kurz shares what she's looking forward to about serving on the Board this year.

  • member news

Ed Zollars - No minimum attention required for supervisor approval of penalties per tax court

April 29, 2024

This week we look at: Final regulations issued on credit transfer provisions of the Inflation Reduction Act; Tax Court rules the law does mandate a minimum level of attention by a supervisor when approving a proposed penalty; IRS announces the end of the Direct File pilot and will announce the next steps shortly

  • tax

Firm of dreams: If you build it, they will stay

April 25, 2024

Could your people be your firm’s greatest retention asset? Five experts share why putting people first is the key to building the firm of your dreams. Reprinted courtesy of Insight, the magazine of the Illinois CPA Society.

  • practice management
  • pipeline

U.S. DOL’s final overtime rule increases salary thresholds for exempt employees

April 25, 2024

As of July 1, 2024, an estimated one million employees who are currently salaried, exempt employees in the United States could be impacted by the salary threshold change. These employees, unless there is intervention by their employer, might become eligible for overtime pay under the Fair Labor Standards Act (FLSA) after working 40 hours in a workweek. According to the U.S. Department of Labor (DOL), another estimated three million could be impacted on Jan. 1, 2025.

  • advisory services
  • careers
  • practice management

Member Spotlight: Kelly Bosch

April 23, 2024

Kelly Bosch is a proud 2nd generation Duck, and a key figure in propelling The University of Oregon Foundation forward. With her CPA expertise, passion for giving back, and deep-rooted alignment with UO's mission, Kelly is shaping a brighter future for students, faculty, and subsequent programs. Learn how her dedication and commitment to UO's mission are making a difference.

  • member news
  • government + nfp
  • celebrating dei