CPE + Events Catalog

2025 OSCPA State & Local Tax Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2024 OSCPA State & Local Tax Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available January 20, 2025.

2025 OSCPA State & Local Tax Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 State & Local Tax Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available January 20, 2025.

2025 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available February 07, 2025.

The December 6, 2024 webcast on Oregon's Pass-Through Entity Elective Tax (PTE-E) (2 hours) will be recorded. Maximize deductions and minimize confusion with the Oregon Pass-Through Entity Elective Tax (PTE-E). This essential session of the SALT Mastery Series provides an overview to properly reporting on PTE-E forms and delivering accurate information to PTE owners. Dive into the interaction between PTE-E and individual returns, as well as key Federal considerations, ensuring your clients don’t miss out on valuable tax savings. Led by seasoned tax experts, this session will equip you with the knowledge and strategies to optimize PTE-E reporting and compliance. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The January 21, 2025 webcast on City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours) will be recorded. Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The January 21, 2025 webcast on Multnomah County / City of Portland Taxation Update (2 hours) will be recorded. Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The January 24, 2025 webcast on Oregon Deparment of Revenue Update (2 hours) will be recorded. Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The November 15, 2024 webcast on the Oregon Corporate Activity Tax (CAT) (2 hours) was recorded. Unlock the complexities of the Oregon Corporate Activity Tax (CAT) in this detailed session of the SALT Mastery Series. Join us for an in-depth walkthrough of CAT return completion, where you'll learn to accurately navigate apportionment and unitary group issues. Gain clarity on special rules and exclusions for certain industries, and ensure your clients are well-prepared for potential audits. Plus, explore the question of whether CAT should be included on the invoice. Led by top tax professionals, this session equips you with practical strategies to manage Oregon’s unique tax structure and enhance your expertise. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The October 30, 2024 webcast on Oregon's Pass-Through Entity Elective Tax (PTE-E) (2.5 hours) was recorded. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients—helping you avoid the pitfalls of double taxation. With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

2024 OSCPA Governmental Accounting & Auditing Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $499 The 2024 OSCPA Governmental Accounting & Auditing Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($109 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available May 29, 2024.

The December 10, 2024 webcast on Income Tax Nexus and Apportionment (2 hours) will be recorded. Stay ahead of the evolving landscape of income tax nexus and apportionment in this must-attend session of the SALT Mastery Series. Learn how to assess your client’s business activities in relation to differing state nexus and apportionment rules and uncover key distinctions between economic and physical presence nexus—especially in today’s world of technology and remote work. Explore the implications of factor presence nexus and when it becomes critical for tax compliance. Join industry-leading experts as they help you master these essential concepts to effectively guide your clients through complex multistate tax environments. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The December 20, 2024 webcast on Sales Tax: Understanding Enough to Advise Clients (2 hours) will be recorded. Ensure your clients are prepared for complex sales tax challenges in this essential session of the SALT Mastery Series. Gain a deep understanding of sales tax nexus considerations and the key factors that determine when and where tax obligations arise. Learn how to accurately assign sales to the correct jurisdictions and navigate existing exposure with strategies for voluntary disclosure. With expert guidance, you’ll leave equipped to confidently advise your clients on minimizing risks and staying compliant in the ever-evolving world of sales tax. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The January 10, 2025 webcast on Protecting Yourself & Your Clients: Understanding the Implications of Remote Work & Licensing Requirements (2 hours) will be recorded. Ensure your clients are prepared for complex sales tax challenges in this essential session of the SALT Mastery Series. Gain a deep understanding of sales tax nexus considerations and the key factors that determine when and where tax obligations arise. Learn how to accurately assign sales to the correct jurisdictions and navigate existing exposure with strategies for voluntary disclosure. With expert guidance, you’ll leave equipped to confidently advise your clients on minimizing risks and staying compliant in the ever-evolving world of sales tax. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

The November 8, 2024 webcast on Responding to State and Local Tax Notices and Audits (2 hours) was recorded. Facing state and local tax notices or audits can be daunting, but this session of the SALT Mastery Series equips you with the tools to navigate these challenges with confidence. Led by industry experts, you'll learn general strategies for effectively responding to tax notices and gain insights into coaching your clients through these complex situations. Discover essential tips, avoid common traps, and uncover opportunities for representing clients in notices, audits, and appeals. Plus, learn how to recognize and escalate widespread issues that may impact multiple clients. Join us for this in-depth session and enhance your ability to respond swiftly and successfully to SALT challenges. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

2025 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Winter Governmental Auditing & Accounting Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available February 07, 2025.

2024 OSCPA Estate & Trust Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2024 OSCPA Estate & Trust Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 26, 2024.