CPE + Events Catalog

Free to OSCPA Members: Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2026 Professional Issues Update.

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel's Inquire tool can facilitate spreadsheet collaboration in offline environments. Don't let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.

If you have clients who own forestland, this course is for you! In this session you will learn the unique terminology associated with forestry activities, and the various tax provisions that are unique to forestry included in IRC 263A, 1221, 1231, 631(a) and (b), 1012, 1016, and 611. You will learn how to account for depletion, the tax treatment for the sale of standing timber and logs, how to deduct road building costs and reforestation, the impact of the hobby loss rules, taxation of cost share payments, filling out Form T, and how the classification of your taxpayer drives how their timber activities are taxed.

In today's ever-evolving regulatory landscape, maintaining relevance in the profession is crucial. Participants can stay up to date with the rapid developments in accounting and auditing through our comprehensive course. They'll delve into recent pronouncements, exposure drafts, and additional guidance pertinent to accounting,auditing, and review, compilation, and preparation engagements. This course will help participants navigate the complexities of these developments and assist them in identifying and implementing the latest standards and guidance from FASB, PCAOB,ARSC, and ASB. OSCPA has partnered with the Idaho Society of CPAs for this event.

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. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information.

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. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information.

By providing essential information to help train staff and manage preparation,compilation, and review engagements, this course will help participants comply with the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). This course explores the latest developments and case studies through a practice-oriented review that fosters an engaging and informative discussion among experienced participants.This practical approach enhances the learning experience, making the course educational and applicable. OSCPA has partnered with the Idaho Society of CPAs for this event.

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. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA.Click Here to check your account and update your information.

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. *IRS CE-U: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA.Click Here to check your account and update your information.

Dive into the essentials of IRAs with this course. We'll go well beyond the basics to cover crucial topics: when to convert traditional IRAs to Roth IRAs, how to minimize tax on conversion, and when clients should recharacterize IRA contributions (and how to recharacterize). We'll also discuss how to get waivers for clients who fail to take required minimum distributions and other traps in the IRA area including prohibited transactions, excess contributions, and impermissible investments. OSCPA has partnered with the Washington Society of CPAs for this event.

In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently. Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today's digital age and enhance your value as a financial professional.

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Many trusts have been making distributions to the children of the grantors for 30-40 years. As these children pass on and assets are distributed to grandchildren, the generation skipping transfer tax comes into play. In this session you will gain a basic understanding of how this third transfer tax system works, when it applies, and what information you need in your files to correctly compute and report the tax, even if no tax is due. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150!

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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.

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We will take a deep look into setting up a QuickBooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you've properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.

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Unlock 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!

What can we do when the world changes constantly This four-topic presentation spotlights various methods to enhance decision-making in a dynamic, ever-changing environment, focusing on proven and new risk reduction techniques. We also take an in-depth look at the practices that work and the ones that do not. The focus is straightforward: understanding risk and getting the most return from risk reduction with verified approaches to increase profitability, since our mission is to increase the value of the organization. This day of the CFO Series will focus on these four topics: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness Diversification: A Risky or Risk-Averse Strategy? OSCPA has partnered with the Idaho Society of CPAs for this event.

We all want to make the organization more profitable, but do we do it the best way? Many simply hack away at costs and then repeat the same unwieldy process every eighteen months. Do our internal and external customers truly understand our numbers? There is a better way to communicate financial information, so they DO understand and take the proper actions. Building an effective team always results in improved performance, talent retention and reduces costs. We also discuss the ethics of creativity - is creativity good or bad or a mixed bag? We will discuss how, and specifically what, you can do to rein in costs and get the most from what the organization already has and remains ethical. These four sessions will help you become better at controlling the right costs and becoming more successful. This day of the CFO Series will focus on these four topics: Improving Profitability the Right Way: How to Cut the Right Costs Building High-Performing Teams: Cohesive Teams Get Results Do Creative Accountants Belong in Prison? Storytelling Your Financials for Impact: Narrative Beats Numbers OSCPA has partnered with the Idaho Society of CPAs for this event.

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.

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New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.

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