CPE + Events Catalog

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.

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.

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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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.

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"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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For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button. OSCPA has partnered with the Washington Society of CPAs for this event.

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This annual conference brings together industry leaders to learn, network and share ideas on how to grow and strengthen your skills to better serve your business and customers. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. A special thank you to the members of the Business Management & Advisory Serivces Project Committee for developing the 2026 conference.

This annual conference brings together industry leaders to learn, network and share ideas on how to grow and strengthen your skills to better serve your business and customers. A special thank you to the members of the Business Management & Advisory Serivces Project Committee for developing the 2026 conference.

This course provides a comprehensive overview of Schedule K-1 reporting for pass-through entities and its impact on individual income tax returns. Attendees will learn how to interpret K-1s, determine basis and loss limitations, and apply recent developments, including 2025-2026 changes to Schedules K-2 and K-3 resulting from IRS guidance and proposed legislation. Whether you're advising clients on business or investment income, this course gives you the foundation to identify common planning opportunities and compliance issues related to Schedule K-1 reporting. OSCPA has partnered with the Washington Society of CPAs for this event.

Digital assets are no longer niche—they're now a key part of personal and business portfolios. This course breaks down the core technologies behind cryptocurrency and blockchain while giving attendees the tools they need to address evolving IRS guidance, proposed FinCEN reporting, and the treatment of crypto in estates and trusts. We'll look at wallet types, transaction tracking, taxable events, and reporting obligations under current law, including the infrastructure bill's impact on brokers and exchanges. Beyond theory, this session focuses on practical planning. You'll learn how to advise clients on basis tracking, crypto-to-crypto exchanges, charitable donations of crypto, and estate transfers involving NFTs and other digital assets. This course is designed for financial professionals who need clear guidance on how to keep their clients compliant—and prepared—for what's coming next. OSCPA has partnered with the Washington Society of CPAs for this event.

Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.

Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change. This course will address many issues that are specific to Oregon, Idaho, and Washington.

Navigating tax compliance in the aftermath of an individual's passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently. In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients' estate tax responsibilities.

Navigating tax compliance in the aftermath of an individual's passing can be particularly challenging for those unfamiliar with estate tax matters. This comprehensive course provides a practical, hands-on approach to preparing the Oregon Estate Tax Return. By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently. In addition to covering the preparation of the Oregon Estate Tax Return, this course delves into postmortem estate planning considerations, probate and non-probate concerns, and other common challenges like valuation and joint tenancy. By the end of the course, participants will be equipped with the skills to manage estate tax matters efficiently, ensuring compliance and proper handling of clients' estate tax responsibilities.

New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.

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