Description

Oklahoma City Annual Seminar:

October 25 and October 26, 2023

Preliminary Oklahoma Society of Enrolled Agents OKC Seminar 10.23 (PDF)

Times:  
7:30 registration, 8 am to 5 pm each day
Lunch provided as part of event
Location:
Francis Tuttle Technology Center
12777 North Rockwell Ave
Oklahoma City, OK 73142
Speakers:
Allan J Reynolds, EA
Michael Miranda, CPA
Megan Killian, CAE, EVP NAEA
Mike Kaufmann, Oklahoma Tax Commission
IRS Presenter TBD
CE Provided:
15 hours of IRS Continuing Education, including 2 Ethics
1 hour of NAEA / State Continuing education.
Costs and options (OKC):
Virtual registration unavailable at the moment.
In Person Costs:
$350 OSEA / NAEA member Early Special (Ends Sept 1st)
$375 Nonmember Early Special (Ends Sept 1st)
$375 OSEA / NAEA member Regular rate
$400 Nonmember Regular rate
Electronic Materials $0.
Provided printed materials $75 surcharge.  Unavailable after October 10th

Speaker Information

Allan J. “A.J.” Reynolds, EA

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.

A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals.

A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast of Iran.

Outside of his tax practice, A.J. is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.


Michael R. Miranda CPA, QKA, AEP

Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD.  His tax practice focuses on corporate, individual, estate and gift, and tax accounting.  He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans.  As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings for clients, in addition to numerous EPCRS submissions and audits.  As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.

Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm.  Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses.  He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC).  Michael resides in Sioux Falls, SD with his wife Jeanette.


Megan Killian, CAE

Megan Killian joined as the Executive Vice President of the National Association of Enrolled Agents in January 2021. She has over 20 years of nonprofit and association experience. Most recently, Megan was Vice President of Member Relations for the Pennsylvania Institute of Certified Public Accountants where she led membership recruitment retention, and engagement; chapter relations; and pipeline and fundraising initiatives for the Pennsylvania CPA Foundation, PICPA’s charitable entity.

During her tenure at the PICPA, Megan developed significant recruitment and retention campaigns and programs. She established new member-service initiatives, including a scholarship program for CPA Exam candidates which has provided hundreds of thousands of dollars to aspiring CPAs. She worked with dozens of volunteer committees and was highly engaged with the PICPA Board of Directors as well as served on the management team that developed and executed the PICPA’s strategic initiatives. In 2017, Megan was one of the leaders in the development and launch of the Pennsylvania CPA Foundation and guided its successful fundraising campaigns, as well as its expanded student and educator programming. She was also the liaison to the Foundation’s Diversity, Equity, and Inclusion Advisory Board.

Megan earned a bachelor’s degree from Cedar Crest College in Allentown, Pa. She is a member of the American Society of Association Executives and was awarded the certified association executive (CAE) credential in 2008. She is also a 2013 graduate of the U.S. Chamber of Commerce Institute of Organizational Management. Megan also completed the Women’s Executive Leadership Program at the University of Pennsylvania’s Wharton School of Executive Education.