Oklahoma Society of Enrolled Agents

OSEA OKC Annual Seminar

  • 10/29/2024
  • 8:00 AM
  • 10/30/2024
  • 5:00 PM
  • Francis Tuttle Technology Center (Room D1750) 12777 N Rockwell Ave Oklahoma City, OK 73142

Registration

(depends on selected options)

Base fee:
  • OSEA Member Rate - Applicable to an OSEA member who is in good standing.

    Requires logging into website to purchase

    EARLY BIRD SPECIAL $350 Through Sept 15
  • General registration for a non-OSEA Member

    EARLY BIRD SPECIAL $400 through September 15th

Registration is closed

Breaking News!  Register for both the Oklahoma City and Northeast Oklahoma seminars and get $25 off an annual conference next year!

Join us in person or Online at the OSEA Oklahoma City Annual Seminar at the Francis Tuttle Technology center, Room D1750, where you will be able to earn up to 16 CE units from various engaging speakers.

Current schedule of events is here:  OSEA OKC Agenda

Our two headliner speakers will be Randy Adams, EA, MSA (Bio) and Melinda Garvin, EA (Bio), who will conduct 15 continuing educational units in the following topics:  

  • The Workhorse Form 4797-Reporting Sales (2 CE)
  • Complications with Residential Rentals (1 CE)
  • Completing Tax Exempt Returns-Form 990 (2 CE)
  • Farm Rental Property (1 CE)
  • Interactive Ethics (2 CE Ethics)
  • A Pitfall or Plus? Life Estates (2 CE)
  • Estate Planning mistakes (1 CE)
  • Form 3115-Missed, More, Messed Up Depreciation (1 CE)
  • Federal Tax Law Updates (2 CE - Update Hours)
  • Partnerships:  Filling in the Knowledge Gaps (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.

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.  

Oklahoma's only Low Income Taxpayer Clinic (LITC) director Brette Gollihare will also be in attendance to discuss volunteer opportunities with the LITC along with the client referral process.  

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

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Oklahoma Society of Enrolled Agents is a 501(c)6 non-profit organization.

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