CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
Oregon Ethics and New Developments (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $185
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All the ethics you need to know! Award winning and entertaining discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
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K2's Tech Tips and Tricks for Excellent Video Conferences (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $95
As working remotely becomes the new normal, virtual meetings are now the norm. How do you put your best foot forward and make sure your space and tech are up to the challenge. We will show you some of our favorite tech to make you stand out. From the best cameras and microphones for outstanding quality to using a green screen and making custom backgrounds, there are many ways to look and sound your best.
Trust & Estate Mastery Series: Estate Elections and Administration (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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Estates are also taxed under Subchapter J but they are different from trusts, including revocable trusts used for estate administration. In this session you will learn about the deductions and elections that are unique to probate estates, how and when to use the IRC 645 election to treat a revocable living trust as part of an estate, accounting for income in respect of a decedent (IRD), and how to coordinate income and deductions between the final 1040, the estate tax return, and the trust income tax return. 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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Trust & Estate Mastery Series: Oregon's Natural Resource Credit and Exemption Programs (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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In this session you will learn about Oregon's special estate tax reduction programs for decedent's holding natural resource property. You will learn how these two programs work and how to choose between them based on their requirements and benefits, what qualifies as natural resource property, and the reporting and recapture requirements for each program. 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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Don Farmer's Loss Limitations: §461(l), Basis, At-Risk & PAL Coordination (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $89
This course provides a comprehensive framework for navigating the multiple loss limitation regimes applicable to business and investment activities. Participants will learn the correct sequencing and coordination of basis, at-risk, passive activity, and excess business loss rules. The course emphasizes compliance accuracy and planning strategies to maximize allowable losses.
Tax Planning for Small Businesses (4 hours - late morning) - Webcast
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Online
4.0 Credits
Member Price: $185
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? Updated with the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows you what strategies are best for your clients. We use a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities due to the latest tax legislation, including SECURE 2.0 and related regulations, as well as IRS guidance. OSCPA has partnered with the Idaho Society of CPAs for this event.
2026 OSCPA Professional Issues Update (4 hours - morning) - 3 Tech & 1 [NT] - Beaverton
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Beaverton
4.0 Credits
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. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.
2026 OSCPA Professional Issues Update (4 hours - morning) - 3 Tech & 1 [NT] - Webcast
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Online
4.0 Credits
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.
K2's Supercharging your Spreadsheet Collaboration (2 hours - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $95
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.
Understanding Timber Taxation (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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.
Annual Update for Accountants and Auditors - Webcast
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Online
8.0 Credits
Member Price: $310
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.
Pat Garverick's Federal Tax Update: Individuals (Form 1040) - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
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.
Pat Garverick's Federal Tax Update: Individuals (Form 1040) - Webcast
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Online
8.0 Credits
Member Price: $315
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.
Annual Update and Practice Issues for Preparation, Compilation and Review Engagements - Webcast
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Online
8.0 Credits
Member Price: $310
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.
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) - Beaverton
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Beaverton
8.0 Credits
Member Price: $315
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.
Pat Garverick's Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) - Webcast
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Online
8.0 Credits
Member Price: $315
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.
IRAs: What You Need to Know about Contributions, Conversions and Distributions (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $105
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.
K2’s Database Basics for Financial Professionals (4 hours - late morning) - Webcast
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Online
4.0 Credits
Member Price: $195
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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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Trust & Estate Mastery Series: Understanding Generation Skipping Transfer Tax (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
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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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Oregon & Washington Ethics 2026 (4 hours - morning) - Webcast
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Online
4.0 Credits
Member Price: $185
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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.