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Scholarship Spotlight: Ryan Glasheen

September 19, 2024

Fueled by a commitment to helping his community not just survive but thrive, Ryan Glasheen, 2024 John & Catherine Knox Accounting Scholarship recipient, views professional success as "building a relationship where people know they’re in good hands".

  • educational foundation

Using ChatGPT-4o with Excel

September 19, 2024

Kelly Williams thought ChatGPT versions 3.5 and 4 were impressive. Then she tried ChatGPT-4o and was blown away. Learn about this powerful tool — and ways CPAs can use it — in this Tech Q&A article.

  • technology

Taxation of influencers: Gifts with strings attached?

September 18, 2024

Individuals promoting retail brands to their online audience may need to report taxable compensation for any benefit received.

  • tax

Wealth migration and change of domicile

September 18, 2024

Taxpayers joining an exodus from higher-taxed states should understand the challenges of reestablishing their tax residency.

  • tax

Member Spotlight: Jake Yan

September 17, 2024

In order to excel as a CPA, 2024 John & Catherine Knox Accounting Scholarship recipient and University of Oregon student Jake Yan aims to lead with care and integrity for his clients.

  • member news
  • educational foundation

Member Spotlight: Brayden Lewton

September 13, 2024

In all aspects of his life, 2024 Fluence PC Scholarship recipient and George Fox University student Brayden Lewton strives to exemplify integrity, reliability, and professionalism.

  • member news
  • educational foundation

AICPA, NASBA propose a new pathway to CPA licensure

September 12, 2024

The AICPA and the National Association of State Boards of Accountancy (NASBA) are seeking input on a proposed competency-based experience model for CPA licensure.

  • aicpa
  • careers
  • pipeline

Member Spotlight: Jacelyn Lim

September 11, 2024

Jacelyn Lim, a 2024 Deloitte LLP Scholarship recipient from The OSCPA Educational Foundation, is an aspiring CPA studying at Portland State University. With a passion for financial analysis, she is dedicated to helping businesses optimize their finances and supporting individuals with financial challenges.

  • member news
  • educational foundation

How academia is tackling the accounting talent shortage

September 10, 2024

College and university programs are offering second-chance test taking, expanded curricula, extra help for at-risk students, and peer-to-peer learning. The results so far are encouraging.

  • careers
  • pipeline

QM is approaching faster than you think — get ready

September 10, 2024

Tips to catch up on implementing new quality management standards that firms offering audit and accounting services need to put into practice.

  • accounting + auditing

Ed Zollars - More BOI report issues

September 09, 2024

This week we look at: Additional BOI clarifications from online discussions regarding a CPA firm’s reporting obligations and confusions about reporting by entities that don’t register with a state for formation but which do file tax returns

  • tax

Member Spotlight: Alondra Ruiz Contreras

September 09, 2024

University of Portland student and 2024 Perkins & Co Scholarship recipient, Alondra Ruiz Contreras, shares a generational passion for accounting, inspired by her family's legacy. Following her mother and brother's footsteps, she embodies success through positivity and care for her community.

  • member news
  • educational foundation

What happens if you file your BOI report late with FinCEN?

September 09, 2024

Missing a deadline can be stressful, especially when it involves something as important as the Beneficial Ownership Information (BOI) report. If you’ve just realized that you’ve missed your BOI filing deadline with FinCEN, you’re not alone.

  • boi

Member Spotlight: Kajsa Merz

September 06, 2024

Kajsa Merz, a 2024 SingerLewak LLP Scholarship recipient and Oregon State University student, attributes her accounting success to her parents' hard work. Beyond her professional goals, Kajsa finds joy in traveling to expand her horizons.

  • member news
  • educational foundation

A day with a CPA: Natalie Heacock

September 05, 2024

What is a CPA? Follow a day in the life of Natalie Heacock, President & CFO of Patrick Lumber Company, as she balances strategic meetings, soccer practices, and unexpected challenges—all while strengthening family bonds and fostering industry connections.

  • member news

September is National Preparedness Month; taxpayers encouraged to prepare for natural disasters

September 05, 2024

September is designated as National Preparedness Month. Now is a good time to create or review emergency preparedness plans for surviving natural disasters.

  • irs/dor
  • advisory services

Member Spotlight: Ciera Johnson

September 04, 2024

Recipient of the Jones & Roth PC Scholarship from The OSCPA Educational Foundation, Ciera Johnson expresses gratitude to her mentors at Oregon State University who believed in her potential even when she struggled to see it herself.

  • member news
  • educational foundation

Tax pros: Know the potential signs of a data breach

September 04, 2024

The IRS and the Security Summit partners continue to see identity thieves targeting tax professionals in hopes of gaining valuable client tax information. Tax professionals should contact the IRS immediately when there's an identity theft issue.

  • irs/dor
  • tax

Ed Zollars - BOI review time

September 03, 2024

This week we look at: DOJ has scheduled a December 2 hearing on the proposed rule to reschedule marijuana; BOI reporting confusions that keep coming up as questions in online discussions - time to review

  • boi

Scholarship Spotlight: Jackson Gielish

September 03, 2024

As an aspiring CPA and Bushnell University student, Jackson Gielish, a 2024 OSCPA Educational Foundation Scholarship recipient, seeks to foster strong client relationships through the foundation of trust.

  • educational foundation