Oklahoma Society of Enrolled Agents

Upcoming events

    • 09/12/2025
    • 9:00 AM
    • Zoom
    Register

    This is a regular meeting of the OSEA Education Committee.  All members and associates are welcome to join and provide input as we plan our educational events for 2025 and beyond.


    • 09/12/2025
    • 11:30 AM - 1:30 PM
    • Ted's Café Escondito Banquet Room, 68th and North May, Oklahoma City, OK 73116.
    Register

    OSEA Central Oklahoma Chapter Event - Join us at Ted's Café Escondito Banquet Room, 11:30 a.m., Friday, Sept 12, 2025

    Join us at 11:30 a.m. at Ted's Café Escondito Banquet Room at 68th and May in Oklahoma City for lunch and a Central Oklahoma Chapter IRS continuing education event.  There is no cost for the CE, but there is a charge of $25 to cover the food cost.  Ted's will have an enchilada bar set up for us.

    Edward Moore, EA, will provide a one hour CE presentation starting at 12:00 noon on "Beyond the Return: Solving IRS Issues for Your Clients, Part 1" for a 1 hour CE event. 

    Join us for an engaging and informative presentation tailored for Enrolled Agents and tax preparation professionals. This session will explore key aspects of interacting with the IRS, including:

    • Understanding the roles and functions of various IRS employees you may encounter.

    • Clarifying the levels of authority and authorization required for effective communication.

    • Navigating different types of IRS transcripts and their applications.

    • Exploring best practices for communicating with the IRS through various channels.

    • Leveraging available tools to streamline processes and enhance client outcomes.

    This presentation will provide practical insights and actionable guidance to help you meet your clients' compliance needs with confidence. Designed to benefit both newer Enrolled Agents and tax firm staff, this session offers a solid foundation for understanding IRS interactions.

    Stay tuned for Part 2 of this topic, which will build on these concepts at a future event. We look forward to sharing valuable strategies to support your professional success!

    IRS Course ID:  FAHHB-T-00184-25-I.

    1 CE Hour -- Federal Tax Law.

    No cost for the CE but a $25 charge to cover the cost of the food.

    Note:  This same program will be presented In Tulsa on September 19, you can register for that event HERE.

    • 09/18/2025
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

    This is a regularly scheduled board meeting of the Oklahoma Society of Enrolled Agents.  All members and associates are welcome to attend.

    • 09/19/2025
    • 12:00 PM - 2:00 PM
    • The Big Biscuit, 5335 E 41st Street (41st and Yale), Tulsa, OK 74135.
    Register

    OSEA Northeast Oklahoma Chapter Event - Join us at The Big Biscuit, 12:00 noon, Wednesday, September 19, 2025

    Edward Moore, EA, will provide a one hour CE presentation starting at 12:30 on "Beyond the Return: Solving IRS Issues for Your Clients, Part 1" for a 1 hour CE event. 

    Join us for an engaging and informative presentation tailored for Enrolled Agents and tax preparation professionals. This session will explore key aspects of interacting with the IRS, including:

    • Understanding the roles and functions of various IRS employees you may encounter.

    • Clarifying the levels of authority and authorization required for effective communication.

    • Navigating different types of IRS transcripts and their applications.

    • Exploring best practices for communicating with the IRS through various channels.

    • Leveraging available tools to streamline processes and enhance client outcomes.

    This presentation will provide practical insights and actionable guidance to help you meet your clients' compliance needs with confidence. Designed to benefit both newer Enrolled Agents and tax firm staff, this session offers a solid foundation for understanding IRS interactions.

    Stay tuned for Part 2 of this topic, which will build on these concepts at a future event. We look forward to sharing valuable strategies to support your professional success!

    IRS Course ID:  FAHHB-T-00184-25-I.

    1 CE Hour -- Federal Tax Law.

    No cost but please purchase your own meal from the venue.

    Note:  This same presentation will be presented by the Central Oklahoma Chapter on Friday, September 12.  The link for that event is HERE.

    • 10/30/2025
    • 8:00 AM
    • 10/31/2025
    • 5:00 PM
    • Northeastern State University - Broken Arrow, Northeastern State University Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014, Business and Technology Building, Room BATB 225
    Register

    Registration now available!  Special Pricing through Sept 19, 2025!

    If you attend both the OKC and NE OK conferences, you will receive a $25 discount for a 2026 conference!

    Special Alert!  No Price Increase from last year!

    Join us in person or online at North Eastern State University, where you will be able to earn up to 16 CE units from various engaging speakers.

    Schedule of events is TBD

    Our two headliner speakers will be Randy Adams, EA, MSA (Bio) and Melinda Garvin, EA (Bio), who will conduct 15 continuing educational units.  

    Randy Adams's Topics include:  

    • The Workhorse Form 4797 - Reporting Sales (2 CE)
    • A How-To for Completing Estate and Trust Returns (2 CE)
    • Interactive Ethics: Preparing Your Office for the Unexpected (2 CE)
    • SEHI, HSA & LTC Insurance Reporting (1 CE)

    Melinda Garvin's Topics Include:

    • Client Interviews Done Right (2 CE)
    • S Corporations (2 CE)
    • Closing S Corporations (1 CE)
    • Federal Tax Updates (2 CE)
    • SE Tax: What you Probably Don't Know But Should (1 CE)
    In addition, Mercean Lam (bio) from IRS will presented 1 CE on IRS topics and Mike Kaufmann (bio) will present a non-CE eligible hour on Oklahoma Tax Updates.

    Lunch is provided both days to on-site attendees.  Virtual (Zoom) attendees will be provided the link to attend one week before the event.

    • 11/13/2025
    • 8:00 AM
    • 11/14/2025
    • 5:00 PM
    • OSU-OKC Student Center top floor: 900 N. Portland Avenue Oklahoma City, Oklahoma 73107
    Register

    Registration now available!  Special Pricing through October 3rd, 2025!

    If you attend both the OKC and NE OK conferences, you will receive a $25 discount for a 2026 conference!

    Special Alert!  No Price Increase from last year!

    Join us in person or online at Oklahoma State University - Oklahoma City, where you will be able to earn up to 16 CE units from various engaging speakers.

    Schedule of events is TBD

    Our two headliner speakers will be Francis X. Degen, EA, USTCP (Bio) and Jane Ryder, EA CPA (Bio), who will conduct 15 continuing educational units.  Topics includes:

    Francis X Degen, EA USTCP:

    • Questions from the Field Volume Two (2 Hours)
    • What is Gross Income? (2 Hours)
    • A Walk Through Subtitle F (2 Hours)
    • Last Quarter Update (1 hour)

    Jane Ryder, EA CPA:

    • Introduction to Partnerships (1 Hour)
    • Advanced Partnerships (2 Hours)
    • Partnerships & LLC's, Dissolutions and Closing Balance Sheets (2 Hours)
    • Tax Matters for Lawsuits and Legal Settlements (1 Hour)
    • Ethics for Tax:  Circular 230 & Helping Clients with Expenses (2 Hours Ethics)

    In addition, Mercean Lam (bio) from IRS will presented 1 CE on IRS topics and Mike Kaufmann (bio) will present a non-CE eligible hour on Oklahoma Tax Updates.

    The Taxpayer Advocate Service will also be providing us with a short presentation, along with offering their in-person case resolution services during the event.  Bring your documentation and POA to have their help with your client's tough case.  

    Lunch is provided both days to on-site attendees.  Virtual (Zoom) attendees will be provided the link to attend one week before the event.

    • 11/21/2025
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

    This is a regularly scheduled board meeting of the Oklahoma Society of Enrolled Agents.  All members and associates are welcome to attend.

    • 12/17/2025
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

    This is a regularly scheduled board meeting of the Oklahoma Society of Enrolled Agents.  All members and associates are welcome to attend.

Past events

08/29/2025 OSEA Education Committee Meeting Friday August 29 2025
08/25/2025 OSEA Virtual (Sooner) Retirement and Distributions after SECURE 1.0 and 2.0 Acts
08/20/2025 Northeast Oklahoma Chapter Seminar - Foreign Tax Credit for Individuals
08/19/2025 Central Oklahoma Chapter Seminar - Foreign Tax Credit for Individuals
08/18/2025 OSEA Board Meeting August 18, 2025
08/14/2025 Sooner Chapter Board Meeting
08/01/2025 OSEA Education Committee Meeting Friday August 1 2025
07/18/2025 OSEA Board Meeting July 18, 2025
07/10/2025 OSEA Education Committee Meeting Thursday July 10, 2025
06/30/2025 Central Oklahoma Chapter Seminar - Revisiting Retirement Rules
06/27/2025 Northeast Oklahoma Chapter Seminar - Revisiting Retirement Rules
06/19/2025 OSEA Board Meeting June 19, 2025
06/12/2025 OSEA Education Committee Meeting Thursday June 12, 2025
05/22/2025 Central Chapter Seminar - Gambling Wins & Losses - Do's & Dont's
05/20/2025 OSEA Board Meeting May 20, 2025
05/20/2025 Northeast Chapter Seminar - Gambling Wins & Losses - Do's and Don'ts
05/15/2025 Sooner (Virtual) OSEA Chapter organizational meeting
05/08/2025 OSEA Education Committee Meeting May 8, 2025
05/01/2025 OSEA Education Committee Meeting May 1, 2025
04/21/2025 OSEA Board Meeting April 21, 2025
04/17/2025 OSEA Education Committee Meeting April 17, 2025
03/19/2025 OSEA Board Meeting March 19, 2025
02/21/2025 OSEA Board Meeting Feb 21, 2025
01/24/2025 OKC Chapter Seminar - Filing Information returns and processing electronic payments with the IRS
01/22/2025 IRS Oklahoma Practitioner Liaison meeting
01/16/2025 OSEA Board Meeting 1/16/25
01/14/2025 ENCORE: OSEA Virtual Seminar - Filing Information returns and processing electronic payments with the IRS
01/10/2025 OSEA Education Meeting
01/03/2025 Education Committee Meeting
12/27/2024 OSEA Virtual Seminar - Filing Information returns and processing electronic payments with the IRS
12/20/2024 OSEA Board Meeting 12/20/24
12/17/2024 Northeast Chapter Seminar - Filing Information returns and processing electronic payments with the IRS
12/12/2024 Special OSEA Education Meting 12/12/2024
12/06/2024 OSEA Education Meeting
11/22/2024 November 2024 OSEA Board Meeting
11/22/2024 OSEA Education Meeting
11/14/2024 OSEA Northeast Annual Seminar
11/05/2024 OSEA Virtual Seminar - Artificial Intelligence: Practical Applications for the Tax Professional, with Kenneth Portera
10/29/2024 OSEA OKC Annual Seminar
10/25/2024 OSEA Education Committee Meeting
10/11/2024 OSEA Education Regular meeting 10/11/24
10/02/2024 OSEA Virtual Seminar - Assisting you in writing your WISP (Written Information Security Plan) with Bill Nemeth
09/27/2024 September 2024 OSEA Board Meeting
09/27/2024 OSEA Education Regular meeting 9/27/24
09/26/2024 OSEA Virtual Seminar - Foreign Earned Income Exclusion
09/24/2024 Northeast Chapter Seminar - Foreign Earned Income Exclusion
09/17/2024 OKC Chapter Seminar - Foreign Earned Income Exclusion
09/13/2024 OSEA Education Regular meeting 9/13/24
08/30/2024 OSEA Education Regular meeting 8/30/24
08/23/2024 Rescheduled August 2024 OSEA Board Meeting
08/22/2024 OSEA Member Special Meeting called by OSEA President
08/19/2024 OSEA Member Town Hall called by OSEA President
08/09/2024 OSEA Education Regular meeting 8/9/24
08/07/2024 Virtual Webinar : Corporate Transparency Act (A. J. Reynolds)
08/05/2024 August 2024 OSEA Board Meeting
07/30/2024 Virtual Seminar - 2024 Topics related to Stakeholder liaison meeting
07/26/2024 OSEA Education Regular meeting 7/26
07/25/2024 NE OK Chapter Seminar - 2024 Topics related to Stakeholder liaison meeting
07/23/2024 OKC Chapter Seminar - 2024 Topics related to Stakeholder liaison meeting
07/14/2024 NAEA 2024 Tax Summit Live Stream Annual Meeting
07/10/2024 OSEA Education Special meeting
07/02/2024 July OSEA Board Meeting
06/28/2024 OSEA Education Comittee Meeting June 28 9:00 am
06/18/2024 IRS Virtual Practitioner Liaison Meeting
06/07/2024 OSEA Board Meeting

Copyright reserved by the Oklahoma Society of Enrolled Agents.  The Oklahoma Society of Enrolled Agents is a state affiliate of the National Association of Enrolled Agents (naea.org)
Oklahoma Society of Enrolled Agents is a 501(c)6 non-profit organization.

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