CPE + Events Catalog

A Deep Dive into State and Local Tax TopicsUnlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $140!

OSCPA Members: Add this Not-for-Profit CPE Webcast Bundle for FREE! The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE.

Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

QuickBooks Online's (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool's available features and do not work with QuickBooks Online as efficiently and effectively as they should.This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.

Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.

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 2024 State & Local Tax Conference. Thank you to our 2024 Gold Sponsors Live Oak Bank, NW Financial Network, Paychex, and Private Practice Transitions.                             

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 Webcast Viewing Discounts Available: Businesses registering 6 or more receive a discount!  Volume Discount: for people watching individually on their own computers. Group Discount: for a group watching in your conference or training room A special thanks to the members of the State & Local Taxation Project Committee for developing the 2024 State & Local Tax Conference. Thank you to our 2024 Gold Sponsors Live Oak Bank, NW Financial Network, Paychex, and Private Practice Transitions.                             

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. Note: Date changed from originally published date of Jan. 8-9, 2025.

This 2-hour mini course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.

Remote work has changed the landscape for tax professionals and their clients, bringing new challenges and obligations. In this critical session of the SALT Mastery Series, gain insights into registration obligations across different states, including payroll tax, nexus generation, and apportionment issues for remote workers. Learn which agencies to register with and how to navigate the complexities of multi-state compliance. Additionally, ensure you avoid the risks associated with the unauthorized practice of law. This session will arm you with the knowledge to protect both your practice and your clients in the era of remote work.

Taxation specific to the real estate industry is awash with special tax laws that are complex and associated with the real estate industry. The current tax laws and regulations may determine profitability when acquiring and disposing of real property. Special tax laws have been promulgated to mitigate the tax burdens, which in turn may determine returns on investment in real property. Historically, the partnership and, more recently, the limited liability company entities are the most commonly used forms of ownership when acquiring or constructing real property. The seminar explores how partnership taxation using either type of entity applies in many areas of the real estate industry.

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.

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.

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.

2024 has seen important tax developments: Important IRS policy changes for first-time penalty abatement due to late filed tax returns. New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution. And when distributions are required in the year the IRA owner passes away. A strategy for reducing required minimum distributions. Preparing for “Taxmageddon” Strategies for reducing taxes as parts of TCJA are scheduled to expire. Important new Supreme Court cases that affect taxpayers. S corporation shareholder basis: A very taxpayer-friendly case. SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans. And new reporting rules.  Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments:• Important IRS policy changes for first-time penalty abatement due to late filed tax returns.• New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution.   o And when distributions are required in the year the IRA owner passes away.  o A strategy for reducing required minimum distributions.• Preparing for “Taxmageddon”  o Strategies for reducing taxes as parts of TCJA are scheduled to expire.• Important new Supreme Court cases that affect taxpayers. • S corporation shareholder basis: A very taxpayer-friendly case.• SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans.  o And new reporting rules. Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments:• Important IRS policy changes for first-time penalty abatement due to late filed tax returns.• New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution.   o And when distributions are required in the year the IRA owner passes away.  o A strategy for reducing required minimum distributions.• Preparing for “Taxmageddon”  o Strategies for reducing taxes as parts of TCJA are scheduled to expire.• Important new Supreme Court cases that affect taxpayers. • S corporation shareholder basis: A very taxpayer-friendly case.• SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans.  o And new reporting rules. Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments: Important IRS policy changes for first-time penalty abatement due to late filed tax returns. New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution. And when distributions are required in the year the IRA owner passes away. A strategy for reducing required minimum distributions. Preparing for “Taxmageddon” Strategies for reducing taxes as parts of TCJA are scheduled to expire. Important new Supreme Court cases that affect taxpayers. S corporation shareholder basis: A very taxpayer-friendly case. SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans. And new reporting rules.  Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

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.