Upcoming events

Switch to Calendar View

• OSEA Education Committee Meeting Friday August 1 2025

  • When
    08/01/2025
  •  
    9:00 AM
  • Location
    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.

  
  

  Show details
• Sooner Chapter Board Meeting

  • When
    08/14/2025
  •  
    2:00 PM

  Register

  This is the bimonthly (every other month) board meeting for the Sooner Chapter.  

  Show details
• OSEA Board Meeting August 18, 2025

  • When
    08/18/2025
  •  
    3:00 PM - 4:30 PM
  • Location
    Zoom

  Register

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

  Show details
• OSEA Virtual (Sooner) Retirement and Distributions after SECURE 1.0 and 2.0 Acts

  • When
    08/25/2025
  •  
    2:00 PM - 4:00 PM
  • Location
    Zoom Virtual
  • Spaces left
    59
  • Registered
    31 registrants

  Register

  OSEA Virtual Seminar:  

  Join us online via zoom at 2:00 pm on August 25th

  Michael Miranda CPA QKA MQPC AEP will provide a two hour CE presentation starting at 2 pm on:

  "Retirement and Distributions after SECURE 1.0 and 2.0 Acts"

  Congress has passed two massive pieces of employee benefit legislation. Both pieces of legislation may require changes in traditional retirement planning. As the cost of living has increased, inflation will play a significant role in effective tax planning. This is a great opportunity to assist clients in protecting and saving more of their retirement savings from future higher taxes.

  Join Michael as he reviews how clients can take control of future taxes, develop appropriate retirement plan distribution strategies, and how to take advantage of current inflation levels, the new tax rules, and alternative distribution strategies. Unlike the first session where Michael’s focus was on “contribution” strategies for effective retirement planning, he will now focus on “distribution” strategies in this session.

  
  

  IRS Course ID: FAHHB-T-00182-25-O

  2 CE Hours -- Federal Tax Law.

  
  

  Members and nonmembers are at no charge.

  
  

  Show details
• OSEA Board Meeting September 18, 2025

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

  Register

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

  Show details
• 2025 OSEA Northeast Annual Seminar

  • Start
    10/30/2025
  •  
    8:00 AM
  • End
    10/31/2025
  •  
    5:00 PM
  • Location
    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

  Save the Date

  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.
  

  Show details
• 2025 OSEA Oklahoma City Annual Seminar

  • Start
    11/13/2025
  •  
    8:00 AM
  • End
    11/14/2025
  •  
    5:00 PM
  • Location
    OSEA Oklahoma City Annual Seminar In Person Location: 900 N. Portland Avenue Oklahoma City, Oklahoma 73107

  Save the Date

  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.
  

  Show details
• OSEA Board Meeting November 21, 2025

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

  Register

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

  Show details
• OSEA Board Meeting December 17, 2025

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

  Register

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

  Show details