CPE + Events Catalog

This intermediate-level course provides a focused review of federal reporting requirements related to foreign trusts and accounting method changes. Participants will examine filing obligations associated with Forms 3520 and 3520-A, including ownership, distribution, and reporting triggers. The course also addresses accounting method change procedures, including Form 3115 filing requirements, automatic versus nonautomatic changes, and §481(a) adjustments. Emphasis is placed on reporting mechanics, penalty exposure, procedural compliance, and common filing errors. Practical examples illustrate documentation considerations and IRS scrutiny areas.

Small businesses have many retirement plan options. The selection of the best plan helps our clients minimize taxes and secure a more comfortable retirement. We'll cover how to navigate through the options and pick the best retirement plan for each client. We'll have a discussion of relevant SECURE Act 2.0 developments including Roth SIMPLE and SEP IRA provisions which are effective now. OSCPA has partnered with the Washington Society of CPAs for this event.

The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges. Lunch is included for this in-person option! We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.CPE Credit: 8 IRS CE: Pending ApprovalCLE-OR 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. Early Registration Fee: (Register by 10/19/26): $135Fee will increase by $15 after 10/19. Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC

The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges.CPE Credit: 8 IRS CE: Pending ApprovalCLE-OR 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. Early Registration Fee: (Register by 10/19/26): $110Fee will increase by $15 after 10/19. Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC

In today's digital landscape, data loss can be catastrophic - whether it's your personal photos, critical business documents, or enterprise-level databases. Organizations and individuals face numerous threats including ransomware, hardware failures, natural disasters, and human error. The implementation of a robust backup strategy isn't just an IT consideration - it's a fundamental business requirement. Understanding the various backup methodologies, from local storage to cloud solutions, and knowing how to implement them effectively can mean the difference between quick recovery and devastating loss. Don't wait until disaster strikes to realize the importance of a comprehensive backup strategy. This course provides you with practical, actionable knowledge about modern backup solutions, from personal cloud storage to enterprise-level systems. You'll learn how to evaluate and implement various backup technologies, create effective retention policies, and ensure your data remains secure and accessible when you need it most. Join us to develop the skills needed to protect your digital assets and ensure business continuity in an increasingly complex technological landscape.

Trust Accounting Income used to allocate receipts and disbursement between current and remainder beneficiaries. In this session you will gain an understanding of the purpose and importance of trust accounting income which is a required statutory basis of accounting for trusts, gain a working knowledge of Oregon's Principal and Income Act (ORS 129), including the power to adjust and unitrust conversion powers, and learn to correctly compute trust accounting income. 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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For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it's a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.

Join Greg White and George Koutelieris as they walk through strategies for purchasing real estate, including written allocation provisions. They'll also discuss how to easily and inexpensively break out the purchase price apportioned to improvements into its components: Building, land improvements and personal property. They'll take a deep dive into claiming bonus depreciation, section 179 and de minimis deductions on real estate. They'll also cover the new OBBBA provisions that allow expensing of some real property (QPP). Additionally, how to deduct remodeling costs of rental properties and owner-occupied business real estate. You'll get practical sample documents, including cost segregation information and de minimis policies. Apportionment of purchase price to land, building, personal property and land improvement. Bonus depreciation, section 179 and de minimis expensing for real estate. Financing considerations, including whether clients should make the real property election out of section 163(j). OSCPA has partnered with the Washington Society of CPAs for this event.

Take the leap with the OSCPA Leadership Academy - Leadership Excellence Advancing Professionals™ (LEAP™)! Leadership isn’t built over time alone—it’s developed through the right skills, at the right moment.This year, the OSCPA Leadership Academy has been reimagined into a high-impact, one-day experience designed to deliver focused, practical leadership development for rising star CPAs. At the center of the 2026 program is a powerful keynote session: Crucial Conversations® – Tools for Talking When Stakes Are High, led by Donna Salter. You’ll gain proven strategies to navigate high-stakes discussions, manage conflict with confidence, and communicate effectively when it matters most.Designed for emerging leaders, LEAP™ helps you move beyond technical expertise to strengthen the leadership and communication skills that set top professionals apart. If you’re ready to lead conversations, influence outcomes, and elevate your impact—this is your next step. New in 2026: Streamlined one-day format for maximum impact and flexibility Focused training on real-world leadership and communication skills Immediate, actionable tools you can apply the next day LEAP™ alumni: This is not the same program you attended before. With a refreshed format and new content, 2026 offers a valuable opportunity to continue building your leadership skillset. Registration Deadline: Friday, October 23, 2026. LEAP™ is developed by the Leadership Development Strategic Committee specifically for OSCPA Members.* Hotel Accommodations: Coming from out of town? Check out OSCPA's Discounts & Services for Individuals page and use OSCPA's corporate rate with our preferred hotel partners! Participation is limited to 20 OSCPA members* and initial registration per employer is limited to three rising stars. To place additional professionals on the wait list, contact Rachel at 503-597-5477 or 800-255-1470, ext. 115. *Not a member? Join today!

Join Greg White and George Koutelieris as they cover crucial strategies for recovering the cost of real estate including partial dispositions and removal costs. They'll also cover an efficient method for distinguishing between repairs and capitalizable expenditures. Additionally, they'll cover the role of the tax preparer in like-kind exchanges. Finally, a method to convert nondeductible interest expense into deductible interest expense. OSCPA has partnered with the Washington Society of CPAs for this event.

Audit defense can be overwhelming, especially when state and federal authorities request extensive documentation. This session will equip you with practical strategies to navigate audit requests, determine what's truly necessary, and protect your clients from unnecessary burdens. Learn from industry specialists how to respond effectively, minimize risk, and ensure compliance while maintaining efficiency. Don't let excessive document demands derail your audit defense—master the process with confidence!

Are you ready to pass the CPA Exam? Have you studied enough? Are you focusing on the right material? There’s only one way to find out – give it a try!  OSCPA members are invited to participate in Surgent CPA Review's live 4-hour mock CPA Exam workshop. This unique opportunity will allow you to experience what it is like to sit for any CPA Exam section as you immerse yourself in questions pulled from the actual CPA Exam Blueprints. Plus, you will leave the session with your own personalized ReadySCORE™ (an accurate measurement of your actual exam score) plus a detailed report showing your areas of strength and weakness for that section. Can't make this mock exam date? Questions? Please contact Membership; 503-641-7200 / 800-255-1470, ext. 4. Program facilitated by:

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This webcast is part of a new three-part 2026 Internal Audit Series. You may purchase individually, or save up to $75 when purchasing the bundle (see below). The series is led by Elizabeth McDowell, CPA, CIA, founder of Audit Forward and a seasoned internal audit leader with more than 20 years of experience. She brings real-world insights to every session. Known as an “edutainer,” Elizabeth combines education and entertainment to make auditing concepts engaging, practical and memorable.OSCPA has partnered with the Iowa Society of CPAs for this new series. 

This deep dive into this topic will include the self-employment tax for rental properties, including lengthy coverage of the exemption for rental property and Airbnb's. We'll also cover the QBID treatment of rental real estate generally and for triple net lease property, and aggregation of rental properties. Finally, we'll cover the taxation of rental properties used for personal purposes including the "Augusta Rule" (section 280A vacation homes). OSCPA has partnered with the Washington Society of CPAs for this event.

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications small businesses use. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. In this session, you will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. While many believe that QuickBooks-based organizations will forever face weak internal control structures, participating in this session will teach you how QuickBooks-based businesses can benefit from strong internal controls.

What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price. OSCPA has partnered with the Washington Society of CPAs for this event.

We'll cover crucial strategies to help you maneuver through the passive activity area, including a deep dive into real estate professionals and short-term rentals. We'll cover like-kind exchange strategies and minimizing the tax burden of taxable dispositions of real estate. OSCPA has partnered with the Washington Society of CPAs for this event.

Distributable Net Income is used to determine how distributions to beneficiaries are taxed. In this session you will gain an understanding of the purpose and importance of distributable net income and how it is different from trust accounting income, differentiate between direct and indirect deductions, compute DNI, and apply DNI to required and discretionary distributions. 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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Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions. OSCPA has partnered with the Washington Society of CPAs for this event.

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. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. 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. A special thank you to the members of the Northwest Federal Tax Conference™ Project Committee for developing the 2026 conference.