OSEA Events

2019 NE Oklahoma Seminar Nov 14-15 Tulsa Ok.

Northeastern State University – Broken Arrow Campus
3100 E. New Orleans St.
Broken Arrow, OK 74014.

Cost:  $200.00 or $220.00 w/Lunch

Speakers and Topics are provided below:

Speakers: Frank Degen and Jeffrey Schneider

Jeffrey A. Schneider, EA, CTRS, ACT-E, NTPI Fellow

Jeffrey A. Schneider, EA, CTRS, NTPI Fellow, ACT-E is the principal in SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, FL.  He has been in the field of taxation since 1979 and became an Enrolled Agent in 2005 and became a Certified Tax Resolution Specialist designation by the American Society of Tax Problem Solvers in 2015.  He received a certification in college planning in 2007, and became a Certified Divorce Financial Analysts in 2004.   In October, 2018, he earned the Advanced Crypto Tax-Expert (ACT-E) designation from the Crypto Tax Academy.

Jeffrey has been in the field of taxation for over thirty-five years working for multi-national companies and has been in private practice full time since 1999.  He’s been a member of National Association of Enrolled Agents (NAEA), the Florida Society of Enrolled Agents (FSEA), American Society of Tax Problem Solvers (ASTPS) and the National Association of Tax Practitioners (NATP).  He is a past president of the Florida Society of Enrolled Agents (2013/2014) and is a former President of the Treasure Coast (2013/2015) and Palm Beach Chapters (2009/2010 & 2010/2011) of the FSEA.  He was a two term member of NAEA’s National Board of Directors (2014-2016 & 2016-2018).

He was the 2016 & 2017 NAEA Awards Committee Chair, a founding member of the NAEA Implementation Task Force on Education (commonly known as Educating America), co-chair of the NAEA Membership Committee, a member of the 2015/2016 NTPI Planning Committee and a past five term Chair of the FSEA Education Committee.

He recently won the 2018 Top Practitioner award from the American Society of Tax Problem Solvers.  He was the 2014 NAEA in Education Award winner and the 2014 Mentor of the Year and 2015, 2016, 2018 Excellence in Education Award given by the FSEA.

Jeffrey attained a Bachelor’s of Science Degree in Finance & Economics from the College of Staten Island and a Master’s of Science in Taxation from Long Island University. He was an Adjunct Professor at Palm Beach State College teaching individual and business taxes.

He has been a featured author for the NAEA EA Journal, Treasure Coast Business Journal, the National Association of Tax Professionals, and is still sought out by various freelance writers for other publications.

Jeffrey has spoken before members of the NAEA/FSEA at many organizational events and at most of the FSEA individual chapter meetings. He has presented before other tax professionals. He was a discussion leader for NTPI and a Level One Instructor.  He has presented at local expos and organizations on various tax & business topics.  He has provided workshops on college planning and on the tax and financial issues and its impact on divorce.

Schneider is also the author of two books, “Now What? I Got a Tax Notice from the IRS.  Help!” and “Now What? The IRS is Taking Everything I own. Help! ”.

And most recently, Jeffrey was honored to be selected to the Internal Revenue Service Advisory Council for 2018-2020, a three year term.

He is married to Ali, and has two children. Jeff and Ali reside in Port St. Lucie, FL and are “pseudo empty-nesters” where they take care of their 15 year old Yorkie, Boodah.



Frank Degen, EA

Frank Degen, EA is a self employed practitioner in Setauket (Long Island), New York. He has a Bachelors degree in mathematics from Iona College and a Masters degree from Johns Hopkins University. He became an Enrolled Agent in 1984.

Frank is a fellow of the National Tax Practice Institute. He is also a non-attorney admitted to practice in the United States Tax Court.

Frank served two terms as President of the National Association of Enrolled Agents (NAEA). His first term was during the 2005-2006 year; his second term was during the 2012-2013 year. He served as NAEA GRC Chair for 4 years (2006-2010). He also previously served two terms as an NAEA Director. He was a three term president of the New York State Society of Enrolled Agents (NYSSEA) and was awarded the NYSSEA Founders Award in 1999. He is the only NAEA member to have received 5 NAEA Awards: the Excellence in Public Awareness Award (2001), the EA Mentor Award (2004), the prestigious Founders Award (2006), the Advocacy Award (2013) and the Excellence in Education Award (2018).

He has been quoted extensively in publications such as The Wall Street Journal, Business Week, US News and World Report, USA Today and Kiplingers. He has done many radio interviews for NAEA (including repeated interviews with MarketPlace Money on National Public Radio), is a four-time panelist on TaxTalkToday and has appeared on the NBC Nightly News. He has testified on behalf of NAEA before the IRS Oversight Board, the Senate Finance Committee and the House Ways & Means Oversight Sub-Committee. He was chosen three times by Accounting Today to its “Top 100” list. He served a three year term on the Internal Revenue Service Advisory Council (IRSAC) and was Chair in 2009.

He has spoken on tax issues on the national, state and local levels including 22 NAEA Affiliates and has given numerous presentations at the IRS Nationwide Tax Forum.


2019 NE Oklahoma Seminar Nov 14-15 Tulsa Ok.2019-11-21T02:06:45+00:00

2019 Central Oklahoma Seminar October 31-Nov 1, 2019

The Oklahoma City Seminar was a great success!
Thank you for everyone attending!

Francis Tuttle Rockwell Campus-Oklahoma City.

Speakers: Robert McKenzie and Alan Pinck


Agenda – Day One – Thursday October 31st, 2019 (pdf)

Agenda – Day Two – Friday November 1st, 2019 (pdf)

Robert E. McKenzie

Robert E. McKenzie is a partner of the law firm of Saul Ewing Arnstein & Lehr LLP in Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies.

Mr. McKenzie has lectured extensively on the subject of taxation. He has presented courses before thousands of CPA’s, attorneys and enrolled agents nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News.

Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Since entering private practice, he has dedicated a major portion of his time to representation before the IRS.

From 2009 to 2011, Mr. McKenzie was a member of the IRS Advisory Council, which advises IRS management. He has been selected as a Fellow of the American College of Tax Counsel and serves as its President. He was council director of the ABA Tax Section (1998-2001). He was vice chair of the ABA Tax Section (2003-2005). Mr. McKenzie is past chairman of the Employment Tax Committee, past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past chairman of the Chicago Bar Association Federal Tax Committee. He was dean of the National Tax Practice Institute (1998-2002).

List of Topics for Robert McKenzie

  • Avoiding Ethical Violations-Robert McKenzie EA, JD  – FAHHB-T 00108-19-I
  • Penalty Games: Reducing IRS Penalties-Robert McKenzie EA, JD – FAHHB-T 00106-19-I
  • Gambling and Taxes: The Price of Winning-Robert McKenzie EA, JD – FAHHB T 00103-19-I
  • Non-Filer Representation-Robert McKenzie EA, JD  – FAHHB-T 00104-19-I

Alan Pinck, EA

Alan Pinck is an Enrolled Agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan is currently chair of the NAEA Education Committee. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!


List of Topics for Alan Pinck

  • Inside Basis Outside Basis, Does It Really Matter-Alan Pinck EA – FAHHB-T 00110-19-I
  • Sale of a Business and Asset Allocation-Alan Pinck EA – FAHHB-T 00109-19-I
  • Representation, Preparation Perspiration-Alan Pinck EA – FAHHB-E 00107-19-I
  • Advanced Case Studies-Alan Pinck EA  – FAHHB-T 00105-19-I

2019 Central Oklahoma Seminar October 31-Nov 1, 20192019-11-04T16:37:37+00:00

Thinking of a career on tax preparation or representation?

The Enrolled Agent credential is the only credential issued by the IRS that allows unlimited representation rights.  To become an Enrolled Agent, a Candidate must pass a rigorous battery of tests.

You can prepare for the testing by attending the Special Enrollment Exam preparation courses offered by  North Eastern State University in Broken Arrow Oklahoma.

Click here for more information.  Classes beginning soon.

Thinking of a career on tax preparation or representation?2019-08-12T16:28:30+00:00