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Moving staff up to replace a higher-level person

February 28, 2024

You need a method to retain your staff, even for a little longer, so your firm doesn't get stuck when someone leaves.

  • advisory services
  • careers
  • practice management

Black History Month Spotlight: Grace Charles

February 27, 2024

To celebrate Black History Month, we are excited to spotlight Grace Charles, an OSCPA member that embodies "paying it forward". As mentor to her peers at McDonald Jacobs, Grace redefines the workplace by centering cultural authenticity and resilience.

  • member news
  • dei

Ed Zollars - More BOI Information from Insurer

February 26, 2024

A look at: More BOI resources from CAMICO made available by NJCPA; District Court refuses to stay FBAR proceeding to await Tax Court result partially due to the age of the taxpayer; IRS announces program to go after corporate jet personal usage; The state of Arizona sues the IRS over tax status of state tax rebate.

  • tax

The accountant's economic outlook for 2024

February 22, 2024

ADP's chief economist, Nela Richardson, shares her thoughts on what's in store economically for the year ahead.

  • advisory services

Top growth areas for CPAs

February 22, 2024

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

  • advisory services
  • technology

Ed Zollars - Insurers update BOI guidance

February 19, 2024

This week we look at: Insurers updating their advice on BOI engagements; SALT cap 2023 increase bill fails on a procedural vote in the House; Jury finds taxpayer did not willfully fail to file FBAR reports; IRS takes position third party payors liable for ERC refund repayment in addition to common law employers; IRS sending out CP271 “soft letters” to those with open ERC refund claims; S corporation has a failure of 9 trusts receiving shares from decedent; Taxpayer unsuccessfully argues she only should pay taxes on social security actually received

  • tax

Return-to-office politics: 4 tips for reducing talent attrition

February 16, 2024

High-performing workers often balk at being forced back into the office, giving companies plenty to consider before mandating a return.

  • advisory services
  • careers
  • practice management

The two sides to succession plans for private businesses

February 16, 2024

Who owns the business and who is going to run it are separate — but equally important — questions.

  • advisory services
  • practice management

Ed Zollars - Are you giving bad advice on electronic filing?

February 14, 2024

This week we look at: No movement on tax bills this week - nor is final action at all likely to take place before March; E-Filing returns - good or bad idea? Two competing articles published this week; Taxpayer owes tax on IRA forfeited to government as part of criminal conviction; IRS discusses when CID voluntary disclosure program should be used instead of ERC voluntary disclosure program IRS warns about EFIN scam emails Taxpayer found to have submitted a late new refund claim rather than a revision to a timely filed informal claim

  • tax

Auditor independence threats and malpractice claims 

February 12, 2024

The AICPA Code of Professional Conduct can’t address every situation, so circumstances will arise that require CPAs to apply judgment in evaluating compliance with the provisions.

  • advisory services

Member Spotlight: Maddie Glass

February 12, 2024

As a new CPA, Maddie Glass advocates for the next generation of CPAs to embrace every opportunity that comes your way, even if it feels uncomfortable. In her time amidst her peers at Delap LLP and OSCPA, Maddie has found that the most challenging experiences become valuable lessons to share with future accountants. Congratulations to Maddie for obtaining her license while offering her community the same unwavering support she had on her journey to becoming a CPA.

  • member news

Q&A with the CFO of the Super Bowl champs

February 12, 2024

The CFO of the Kansas City Chiefs joined the JofA podcast recently to discuss enjoying the moment, not “losing your identity to the job,” and how the franchise has adapted to winning three Super Bowls since 2020.

  • business + industry
  • careers

Member Spotlight: Brooke Deering

February 05, 2024

Cheers to Brooke Deering on earning her CPA license! As she sets out on this exciting new chapter in her career, Brooke is grateful to have such a strong, supportive community at Jones & Roth PC and OSCPA. The sky is the limit, and we can not wait to see what you do next, Brooke!

  • member news

Announcing quarterly drawing to win a UWorld Accounting CPA Review course scholarship

February 01, 2024

The drawing opens February 1 and runs through March 20.

  • careers

Member Spotlight: Julie DeCourcey-Bell

December 27, 2023

Meet Julie DeCourcey-Bell of McDonald Jacobs PC, and join us in celebrating her recent accomplishment as a newly licensed CPA! As a Portland local, one of the most inspirational and joyous aspects of Julie's career is her ability to support nonprofits in the city she grew up in.

  • member news

American Indian and Alaska Native Heritage Month Spotlight: Joylyn Ankeney

November 30, 2023

In honor of American Indian and Alaska Native Heritage Month, Joylyn Ankeney encourages us to expand our definitions of professionalism wide enough to reach inclusive and unrelenting representation across cultures, "The more visibility we have to alternate ideas of what it can look like to show up as a professional the more space we create for people to join us here."

  • member news

Scholarship Spotlight: Emily (Ngan) Dinh

November 13, 2023

The 2023 recipient of the McDonald Jacobs PC scholarship and Portland State University student, Emily (Ngan) Dinh, is confident that her future career in accounting will be the key to achieving her greatest dreams.

  • educational foundation

Member Spotlight: Kayla Moore

November 06, 2023

After attending the Career Showcase this Fall, 2023 recipient of the Isler Northwest LLC Scholarship, Corban University student Kayla Moore is ready to take the CPA profession by storm.

  • member news
  • educational foundation

Member Spotlight: Hannah Krantz

November 03, 2023

When passion meets purpose, incredible things happen. Congratulations to Hannah Krantz, Corban University student and 2023 OSCPA Educational Foundation Recipient of the Dougall Conradie LLC Scholarship. As an aspiring CPA, Hannah looks forward to getting lost in the numbers so her clients can focus on what is most important to them.

  • member news
  • educational foundation

Member Spotlight: Sarah Luginbill

November 03, 2023

Congratulations to Sarah Luginbill, University of Oregon student and recipient of the PricewaterhouseCoopers LLP Scholarship. As an aspiring CPA, Sarah eagerly awaits a career where leadership and accountability are at the forefront of the profession.

  • member news
  • educational foundation