As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.
Section 1: IRS News Releases
IR-2026-103, Sept. 3, 2026 — Treasury, IRS Move to End Tax-Exempt Status for Discriminatory Practices in Private Schools
Treasury and the IRS issued proposed regulations that would end federal 501(c)(3) tax-exempt status for private schools that discriminate on the basis of race, color, or national/ethnic origin in admissions, scholarships, athletics, or other programs. The rule would apply to roughly 18,000 institutions for tax years beginning on or after May 31, 2027. Worth flagging for any exempt-organization clients in private education.
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IR-2026-104, Sept. 3, 2026 — IRS Reminder: Disaster preparedness starts with tax records
As part of National Preparedness Month, the IRS urged taxpayers and businesses to safeguard tax and financial records, create electronic backups, and document valuable property before disaster strikes. A good prompt to share with clients ahead of severe weather season.
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IR-2026-105, Sept. 4, 2026 — IRS reminder: National Payroll Week is time for a paycheck checkup
Observed Sept. 7–11, the IRS used National Payroll Week to encourage workers to review W-4 withholding and employers/payroll professionals to revisit deposit, filing, and recordkeeping responsibilities. A timely nudge for clients with payroll obligations.
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IR-2026-106, Sept. 4, 2026 — Security Summit: Strengthen defenses against tax identity theft
The IRS and Security Summit partners highlighted multifactor authentication (MFA), IP PINs, and secure IRS online accounts as key identity-theft defenses. The release notes that the FTC Safeguards Rule requires tax preparation firms of any size to use MFA to protect client data — directly relevant to your firm's Written Information Security Plan (WISP) compliance.
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Section 2: Oklahoma Tax Commission & State Tax News
Sept. 4, 2026 — Oklahoma Tax Commission cuts call wait times after system modernization (GovTech)
The OTC modernized its core tax administration system, taxpayer contact center, and analytics capabilities on Amazon Web Services. Following the transformation, average taxpayer wait times fell from multiple hours to six minutes, call handling time dropped from more than 15 minutes to seven minutes, and the call abandonment rate declined from 60% to 11%. Practitioners calling the OTC on clients' behalf should notice meaningfully shorter hold times going forward.
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Section 3: Upcoming OSEA Events
Oklahoma Sooner (Virtual) Chapter Seminar — Beyond the Return: Solving IRS Issues for Your Clients, Part 2
Thursday, September 17, 2026 · 2:00 PM – 3:15 PM · Zoom
Edward Moore, EA, presents this 1-hour CE session covering IRS transcripts, IRS research tools, communicating with the IRS, appeals requests, audit reconsideration, First Time Penalty Abatement, and innocent/injured spouse relief. Prior attendance at Part 1 is helpful but not required. No cost. IRS Course ID: FAHHB-T-00198-26-O — 1 CE Hour, Federal Tax Law.
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OSEA Board Meeting
Thursday, September 17, 2026 · 3:30 PM – 4:30 PM · Zoom
This is a regularly scheduled board meeting of the Oklahoma Society of Enrolled Agents. All members and associates are welcome to attend.
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Section 4: Annual Seminars
2026 OSEA Northeast Annual Seminar
October 29–30, 2026
Location: Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014
Up to 16 CE units available, in person or via Zoom.
Headliner speakers Marc J. Dombrowski, EA, and Jane Ryder, EA, CPA, will conduct 15 CE units. Dombrowski's sessions cover financial analysis, installment agreements, offers in compromise, appeals, CDP, and transcripts; Ryder's sessions cover ethics, NIL income, QBI maximization, stock options, and tax planning for businesses and rentals. IRS Stakeholder Liaison Mercean Lam will present on several IRS CE-eligible topics, and Mike Kaufmann will give a non-CE hour on Oklahoma tax updates. Lunch is provided both days for on-site attendees; the Zoom link is sent one week before the event.
Pricing: OSEA members $300, nonmembers $350. Early-bird pricing is currently in effect.
Bonus: attend both the OKC and NE OK conferences and receive a $25 discount on a 2027 conference!
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2026 OSEA Oklahoma City Annual Seminar
November 12–13, 2026
Location: 1720 Hudiburg Drive, Midwest City, OK 73110 (Rose State College)
Up to 16 CE units available, in person or via Zoom.
Headliner speakers David L. Mellem, EA, and Mary Mellem, EA, will conduct 15 CE units covering federal tax updates, amended returns, an "Ask the Mellems" session, basis rules for property received via gift/inheritance/divorce, business credits, teens and taxes, ethics, and bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma tax updates, and IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics. Taxpayer Advocate Service availability is still TBD. Lunch is provided both days for on-site attendees; the Zoom link is sent one week before the event.
Pricing: OSEA members $350, nonmembers $400. Early-bird pricing is currently in effect.
Bonus: attend both the OKC and NE OK conferences and receive a $25 discount on a 2027 conference!
Register →
The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.
