CPE + Events Catalog
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Download the 2024-25 CPE Catalog (pdf)
Northwest Federal Tax Conference™ (2 days) – Webcast
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Online
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.
Introduction to Forensic Accounting (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services. OSCPA has partnered with the Washington Society of CPAs for this event.
Individual Income and Tax Compliance Annual Update (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Save time and keep current on the latest tax developments. This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates, and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
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.
U.S. GAAP: Review of New Guidance and Hot Topics – Webcast
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Online
8.0 Credits
Member Price: $310
True to its name, this course offers a review of new guidance and hot topics in accounting. The new guidance portion covers a range of topics, including pronouncements, exposure drafts, and other guidance recently issued by FASB. Concurrently, the course addresses hot topics, tackling major updates to accounting standards such as revenue recognition, credit losses, and leases, as well as key topics like fair value measurement.
How ESG Reports Can Help with Recruitment & Retention (1 hour - morning) [NT] – Webcast
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Online
1.0 Credits
Member Price: $50
We're facing a shortage of accountants and the "great resignation" is putting the employee in a position of power in deciding whether to stay with a current employer or jump to another employer. When recruiting and retaining employees, how do organizations differentiate themselves as an employer of choice? The answer: ESG reports. No, we're not talking about the big attestations reports that the SEC is requiring, but a much simpler version of the ESG report(s) that small and mid-sized organizations can use to show their commitment to the environment, the communities they are in, and making more holistic business decisions. OSCPA has partnered with the Washington Society of CPAs for this event.
Annual Update for Accountants and Auditors – Webcast Replay
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Online
8.0 Credits
Member Price: $310
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, moving to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB.
The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Not-for-profit entities have recently applied critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the challenges in not-for-profit accounting.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Washington Society of CPAs for this event.
Basis, At-Risk, Passive Activity Loss, §163(j), Excess Losses (§461(I)) and NOLs (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Do you desire to not be tripped up and held back by the passive activity loss, at-risk, basis, new excess business loss rule and newly revamped NOL limitation rules? This course will get you through the woods as unscathed as possible. And, how does the new 163(j) limit on business interest expense play in?
Oregon Ethics and New Developments (4 hours - morning) – Webcast
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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.
Winning Tax Season with Better Workflow & Capacity Management (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from "The Relentless CPA" to create your ideal workflow and optimize your capacity to delight clients with better service. OSCPA has partnered with the Washington Society of CPAs for this event.
Applying the Uniform Guidance in Your Single Audits – Webcast
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Online
8.0 Credits
Member Price: $270
Designed to provide you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act, this course examines how the Single Audit Act relates to OMB Uniform Guidance, as well as the different types of guidance and requirements found in the Uniform Guidance. The course also covers responsibilities and requirements of the auditor and the auditee, how to identify federal assistance and how to determine a nonfederal entity's major programs. Make sure your skills are up to date with the latest information in this challenging audit area.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.
Oregon & Washington Ethics 2024 (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh helps you meet the ethics requirements of two states, while learning about recent changes at the national and state level. This four-hour class satisfies the Oregon general ethics requirement and is approved by the Washington Board of Accountancy as meeting its four-hour ethics requirement.
Estate Tax and Related Estate Planning Issues in Oregon (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $169
There have been several changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.
Pat Garverick's Federal Tax Update: Individuals (Form 1040) – Beaverton
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Beaverton
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season.
Pat Garverick's Federal Tax Update: Individuals (Form 1040) – Webcast
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Online
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season.
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) – Beaverton
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Beaverton
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season.
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) – Webcast
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Online
8.0 Credits
Member Price: $315
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season.
Cryptocurrency Taxation: Nuts, Bolts, and Tax Law Updates (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
46 million Americans now own bitcoin. Yet, few tax professionals understand how to help individuals and businesses dealing with digital assets like cryptocurrency & NFTs. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets. We will also cover current developments surrounding this topic, such as the updated version of the digital assets question on Form 1040, funds locked in insolvent exchanges, the tax treatment for digital assets which have substantially impaired in value (Luna), tax notices (CP2000, Letter 6173, Letter 6174 & Letter 6174-A), and tax planning opportunities. OSCPA has partnered with the Washington Society of CPAs for this event.