CPE + Events Catalog
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Download the 2024-25 CPE Catalog (pdf)
Bottles, Brews & Buds Conference 2024 (4 hours - afternoon) – Webcast
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Online
4.0 Credits
Member Price: $239
Are you passionate about wine and spirits? Do you love accounting for ale? Are you intrigued by cannabis? Join us for a unique learning experience that will help you shape your practice in these booming sectors. Learn from our top-notch instructors who will share the latest insights and trends in lively sessions with a regional twist. Discover the exciting opportunities that await you in accounting.Update: This event format has changed from 8 hours to 4 hours. You will see a new lower fee from originally advertised. This event is a collaborative production of Alaska, Colorado, Idaho, Montana, Oregon, and Washington State Societies.
Forensic Accounting: Fraud Investigations – Webcast
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Online
8.0 Credits
Member Price: $270
Forensic accounting has been a rapidly growing part of the accounting profession for some time. The rapid expansion of technology, growth in various sectors of business and industry, and the rise and increase in complexity of white-collar crimes contribute to this growth. A diverse range of clients as well as cases involving all types of fraud make this an attractive profession, and one that is always in high demand. This course is designed to elevate your expertise and skills, regardless of whether you come from an audit background, work in the public sector, or are aspiring to become a forensic accountant. This comprehensive course will equip you with the fundamental knowledge needed to identify, investigate, and effectively communicate your findings. As an added resource, you will receive a copy of the AICPA's Forensic & Litigation Service's Forensic Accounting - Fraud Investigations practice aid, serving as valuable guidance for future reference. OSCPA has partnered with the Washington Society of CPAs for this event.
Business & Industry Conference – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
Learn about the hot issues impacting members in business and industry.
Business & Industry Conference – Webcast
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Online
8.0 Credits
Member Price: $310
Learn about the hot issues impacting members in business and industry.
Year-End Tax Planning: Thinking Outside the Box (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2023-24 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients!
Guide and Update to Compilations, Reviews, and Preparations (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements. OSCPA has partnered with the Washington Society of CPAs for this event.
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including case studies.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Cutting Edge Tax Strategies for Real Estate – Webcast
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Online
8.0 Credits
Member Price: $310
Join Greg White and George Koutelieris, CPAs, as they walk through strategies for purchasing real estate, passive activity rules (including the exceptions for real estate professionals and short-term rentals), the self-employment tax exception for rental real estate, partial disposition losses, converting nondeductible interest expense to deductible interest expense, and like-kind exchanges. They will also cover how to break out the purchase price apportioned to improvements into its components: building, land improvements, and personal property. Finally, they will cover common issues with Airbnb properties and take a deep dive into claiming bonus depreciation, Section 179 and de minimis deductions on real estate.Don't miss this chance to get an in-depth look at the changes in real estate taxation so you can advise real estate investors and developers with confidence.
Oregon's Pass-Through Entity Elective Tax (PTE-E) (2.5 hours - morning) – Webcast
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Online
2.5 Credits
Member Price: $69
Join experienced local practitioners for a deep dive into the Oregon Pass-Through Entity Elective Tax ("PTE-E"). This will include background on the program, changes from 2023 to 2024, and how to advise clients on the PTE-E and other pass-through elective state taxes. The course will include an overview of the PTE-E program, forthcoming potential changes from the Oregon Department of Revenue and Oregon Legislature, and how the PTE-E can interact with similar laws in other states. We will also include a survey of programs currently available in other states throughout the country, with a focus on what Oregon practitioners and businesses should know. Practitioners will offer their perspectives on planning for the PTE-E and other SALT workaround programs, how this practically applies to client situations, and insight into planning opportunities and pitfalls.
Estate Planning for 2024 & Beyond: Oregon & Washington Issues - Beaverton
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Beaverton
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
Estate Planning for 2024 & Beyond: Oregon & Washington Issues – Webcast
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Online
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
The Complete Guide to Oregon Death Taxation – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Complete Guide to Oregon Death Taxation – Webcast
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Online
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Bottom Line on the New Lease Accounting Requirements (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this major standard. By centering on the core principles of this significant standard, we provide clarity on essential topics such as the identification, recognition, measurement, presentation, and disclosure requirements for leases. Engaging case studies are incorporated throughout the course to illustrate the application of the standard. Additionally, this course explores the lessee accounting model, shedding light on lease classification, amortization of the right-of-use asset, and the calculation of interest on the lease liability. This course also examines the accounting model for lessors, addressing key considerations such as profit recognition and the assessment of collectability. OSCPA has partnered with the Washington Society of CPAs for this event.
Multistate Income Tax – Webcast
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Online
8.0 Credits
Member Price: $270
Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. OSCPA has partnered with the Washington Society of CPAs for this event.
Financial & Retirement Planning Conference – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
The need for effective financial and retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of financial and retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.CFP: Pending ApprovalCLE-OR: Pending Approval
Financial & Retirement Planning Conference – Webcast
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Online
8.0 Credits
Member Price: $310
The need for effective financial and retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of financial and retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.CFP: Pending ApprovalCLE-OR: Pending Approval
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $185
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Internal Control Fundamentals (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Washington Society of CPAs for this event.
Northwest Federal Tax Conference™ (2 days) – Beaverton
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Beaverton
16.0 Credits
Member Price: $535
Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax Conference™! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. CLE-OR Credit: Pending ApprovalIRS CE: Pending Approval Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.