CPE + Events Catalog

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.

More Dates

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.

This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.

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.

Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.

Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics. This webcast will be presented via Zoom. Webcast access information to be provided 5 business days prior.

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns.

Until recently, a percentage of organizations discounted risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in the definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. OSCPA has partnered with the Washington Society of CPAs for this event.

Revenue under FASB ASC 606 is one of the most important financial statement line items companies present to stakeholders. It is also one of the most complex standards under US GAAP Because of those two factors, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance, best practices, and ongoing case studies. Whether you are looking to improve your revenue recognition processes, better understand the accounting standards that guide recognition, or benchmark your financial statement disclosures against your peer group, this course will provide you with the information you need to apply Topic 606 at your firm and assess revenue recognition at your client. This course will review the basic Topic 606 five-step model and provide helpful case studies and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Lastly, as the standard is fully implemented and the FASB's Post-Implementation Review (PIR) Process has been completed, we will review the final Stage 3 report issued by the FASB and address its main findings and recommendations. OSCPA has partnered with the Washington Society of CPAs for this event.

This downloadable ethics exam is required to complete the CPA licensing requirement. Within 1-2 business days following registration, you will receive an email confirmation with instructions for accessing the course materials. The professional ethics exam is designed to acquaint the accounting professional with the Code of Professional Conduct and the reasoning, philosophy, and application of the Code. This course provides professionals with the means to demonstrate to the regulatory authorities an understanding of both the Principles and Rules and the rationale underlying them. Notes: The Oregon Board of Accountancy requires that applicants for initial licensure in Oregon complete this Professional Ethics: AICPA's Comprehensive Course with a score of 90 or above. Candidates do not have to pass all parts of the CPA exam before completing this ethics course. You will receive an email confirmation within 1-2 business days from the AICPA when you register for this class. The confirmation email will include instructions for accessing the course materials. AICPA link expires one year from date of purchase.

Designed to make the practitioner comfortable with "high traffic" issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

In this course, we will look at examples of how to enter payroll transactions into your accounting software using journal entries. We will cover how to record gross wages, employer tax expenses, deductions and associated cash impacts. This course is suitable for accounting staff that either enter payroll transactions manually or wants to understand how to record payroll, so they can ensure their payroll company's auto-generated journal entries are properly accounting for the entries.

This interactive, two-hour seminar will address how to make the most of the vital time immediately following your promotion into management. This includes how to quickly engage your learning curve, getting to know your boss and their expectations, building rapport with your team and the importance of securing initial small wins. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 8, 2015.

Transform your CPA practice from a routine job into a thriving business with this dynamic webinar. We'll tackle key challenges such as overcoming the pitfalls of rear-view planning, building a dream team, and transitioning from billing for time to charging for your invaluable expertise. Additionally, discover how to forge strategic partnerships that drive growth and elevate your practice. Don't miss this opportunity to revolutionize your approach and achieve unparalleled success. Sponsored by WestPac.

Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.

Delve into how you can effectively implement AI in the workplace, drawing insights from firms already utilizing these technologies. From navigating the development and implementation process to leveraging AI to reduce workloads and enhance client focus, discover how professionals are spearheading the transformation of the CPA profession. This session was originally presented and recorded at the CalCPA Members Club Summit, August 4.