Oklahoma Society of Enrolled Agents

Northeast Oklahoma Chapter Seminar: Representation in Practice

  • 07/17/2026
  • 12:30 PM - 2:00 PM
  • The Big Biscuit, 5335 E 41st Street (41st and Yale), Tulsa, OK 74135.

Registration

  • Please fill out the following information to register for the event.

    Please register each attendee separately to ensure PTINs are properly captured

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OSEA Northeast Oklahoma Chapter Event - Join us at The Big Biscuit, 12:00 noon, Friday, July 17, 2026

Edward Moore, EA, will provide a one hour CE presentation starting at 12:30 on "Representation in Practice" for a 1 hour CE event. 

This course provides a practical, case-study-based approach to taxpayer representation before the Internal Revenue Service. Using real-world examples, participants will learn how to evaluate client issues, identify deadlines, gather and analyze IRS records, conduct research, develop representation strategies, and advocate for taxpayers through the resolution process. Topics include responding to IRS notices, handling CP2000 document matching cases, substantiating positions on amended returns, resolving issues involving retirement distributions, working with IRS transcripts, researching tax authority, and communicating effectively with the IRS. Emphasis is placed on the representation workflow from initial client contact through final resolution, highlighting the investigative, analytical, and problem-solving skills necessary for successful taxpayer advocacy.

IRS Course ID:  FAHHB-T-00196-26-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, July 10.  The link for that event is HERE.

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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