CPE + Events Catalog

Join us for a focused, insightful session on sales and use tax hosted by Charli Harrell and Aldo Rodriguez, sales tax subject matter experts. This event is designed to help tax professionals confidently navigate one of the most misunderstood areas of state and local taxation. With a spotlight on 2026 updates and real-world examples, this webinar will equip you with guidance to protect your clients from sales tax surprises and stay ahead of changing laws. Whether you're advising startups or established businesses, you’ll leave with new knowledge, practical tools, and a stronger foundation in sales tax compliance.

Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of the Washington legislation effective October 1, 2025. Don't miss the opportunity to master the complexities of SALT and transform your tax practice.

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Office 2021, and Office 2024 Microsoft continues to pack new features into the popular spreadsheet tool. More recent Excel versions offer enhanced data analysis tools, new functions, and improved collaboration opportunities. For those who know about these new features and apply them, exciting opportunities for improved productivity await. So, take advantage of this opportunity to learn how to use Excel's best new features! Summary Description Microsoft continues to add new features to Excel at a breakneck pace. Dynamic Arrays, XLOOKUP, Power Query, and collaboration and commenting tools can improve productivity and efficiency. Learn about these features - and others - in this session.

This intermediate-level course provides a focused review of federal reporting requirements for tax-exempt organizations and selected international information returns. Participants will examine key compliance components of Form 990, including governance disclosures and unrelated business income considerations, as well as commonly encountered international reporting forms such as Forms 5471, 8865, and 8938. The course emphasizes reporting mechanics, disclosure requirements, penalty exposure, and common filing errors. Practical examples highlight areas of heightened IRS scrutiny and documentation considerations.

The most effective path to success lies in being indispensable to clients. Achieving that indispensability requires a robust understanding of the client. Participants will explore the latest developments affecting not-for-profit entities, including FASB requirements, OMB Uniform Guidance, and Yellow Book developments. Moreover, they will thoroughly review updates to ethics, governmental auditing standards, and accounting for not-for-profit entities. After taking this course, participants will be well-versed in current standards and best practices in not-for-profit accounting and auditing. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Idaho Society of CPAs for this event.

This course addresses advanced §199A issues affecting partnerships, S corporations, and complex ownership structures. Participants will examine aggregation elections, SSTB limitations, W-2 wage and qualified property tests, and tiered entity complications. The course emphasizes practical application and documentation requirements to support the qualified business income deduction.

In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.

Designed to provide participants with the knowledge to be more efficient and effective at planning and performing audits, this course will help ensure skills are up to date with the latest information in this challenging audit area. Participants will examine how the Single Audit Act relates to OMB Uniform Guidance and explore the different types of guidance and requirements found in the Uniform Guidance. Additionally, participants will learn the responsibilities and requirements of the auditor and the auditee, how to identify federal assistance, and how to determine a nonfederal entity's major programs. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Idaho Society of CPAs for this event.

In this session you will learn how the conduit theory works for trusts, differentiate how trusts account for trust accounting income, distributable net income, and taxable income, and how each of these accounting methods affect trust and beneficiary taxation, understand the differences between simple, complex and grantor trusts, and when trusts are required to file tax returns. This course is recommended to take first before the others in the series. 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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In this session you will learn to identify the powers and circumstances that cause a trust to be classified as a grantor trust, the history and uses of grantor trusts in tax planning including the use of intentionally defective grantor trusts, and gain an understanding of the scope and operation of IRC Sections 671-679 including reversionary interests, administrative powers including the "swap" power, retained powers over income, and general powers of appointment granted to persons other than the grantor. 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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Technology continues to expand at an exponential rate, creating many opportunities for you to improve your company's efficiencies and lower your operating costs. Firms across the nation are quickly realizing the need to adopt these new technologies or risk being left behind. This presentation introduces the Cloud, one of the fastest-growing trends in Internet technology. It takes a deep dive into the major components, deployment methods, service providers, and applications. It aims to help attendees have a good working knowledge of how the Cloud and Internet work so they can better implement these technologies in their organizations. This essential course explores the use of how the Cloud can be used inside your organization and the benefits and risks of moving to the Cloud. The course discusses the differences between the different levels of cloud technology, applications vs. thin clients, the role of mobile apps, and different types of Internet connections. Finally, many examples of actions your office can take to move to the cloud are explored, outlining the risks and benefits of these actions.

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Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently. OSCPA has partnered with the Minnesota Society of CPAs for this event.

Transform your daily Excel workflows and eliminate hours of manual data processing with powerful automation techniques designed for business professionals. This comprehensive course reveals the full potential of Excel Tables and Power Query, showing participants how to turn complex data challenges into streamlined, automated solutions. Business professionals will discover how to leverage seven key table functions that dramatically reduce formatting time, eliminate formula errors, and create dynamic reports that update automatically. Organizations today need efficient ways to handle increasing amounts of data from multiple sources. This course demonstrates how Power Query serves as the ultimate tool for extracting, transforming, and loading data into Excel with minimal effort. Participants will develop practical skills to automate repetitive tasks, create robust data models, and build reliable reporting systems that save hours of work each week. These time-tested techniques have helped countless professionals reduce their manual data entry by up to 80%, allowing them to focus on higher-value analysis and decision-making activities.

Transform business operations and reduce manual workload through powerful automation tools and strategies. This comprehensive course reveals how organizations can leverage QuickBooks Online Advanced's automation features for both workflow and advanced reporting, alongside integration platforms like Zapier and Microsoft Power Automate. Participants will discover practical solutions for automating bills, payments, invoices, scheduled reports, and vendor management while learning to implement custom workflows that streamline daily operations and enhance productivity. Business leaders and accounting professionals will gain hands-on experience with automation tools that revolutionize reporting processes and stakeholder communication. The course combines QuickBooks Online Advanced's native capabilities with broader integration strategies, demonstrating how to utilize Integration Platform as a Service (iPaaS) solutions and third-party tools to create seamless connections between accounting systems and other business applications. Participants will walk away with actionable strategies to reduce manual data entry, minimize errors, and create more efficient processes that save both time and resources. This practical approach to automation empowers organizations to scale operations without increasing overhead costs.

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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.

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! OSCPA has partnered with the Washington Society of CPAs for this event.

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places where businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. OSCPA has partnered with the Washington Society of CPAs for this event.

AI is reshaping audit, tax, and finance. This update surveys what's real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.

"It's the little things that matter." We are so busy that we sometimes fail to do the fundamental duties as well as we should. How can we get more out of every audit, reduce the pressure, and streamline the process? What lessons can we learn from diabolical and brazen fraud activities? We need to re-examine our internal controls so they will be effective today and will scale to remain effective in the future. Even the Statement of Cash Flows can be made much more effective - we will show you how. These 'little things' can and do have an outsized impact. We will review today's best practices. We can all learn from the mistakes made by others so we will be even more efficient. This day of the CFO Series will focus on these four topics: Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with Confidence Internal Controls That Matter: Protection with Simple, Smart, and Scalable Practices Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better Decisions Amazingly Crazy Fraud Cases - Fraud So Wild It Shouldn't Be Real OSCPA has partnered with the Idaho Society of CPAs for this event.

Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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