Oklahoma Society of Enrolled Agents

Upcoming events

    • 07/10/2026
    • 11:30 AM - 1:30 PM
    • Ted's Café Escondito Banquet Room, 68th and North May, Oklahoma City, OK 73116.
    Register

    OSEA Central Oklahoma Chapter Event - Join us at Ted's Café Escondito Banquet Room, 11:30 a.m., Friday, July 10, 2026

    Join us at 11:30 a.m. at Ted's Café Escondito Banquet Room at 68th and May in Oklahoma City for lunch and a Central Oklahoma Chapter IRS continuing education event.  There is no cost for the CE, but there is a charge of $25 to cover the food cost.  Ted's will have an enchilada bar set up for us.

    Edward Moore, EA, will provide a one hour CE presentation starting at 12:00 noon 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 for the CE but a $25 charge to cover the cost of the food.

    Note:  This same program will be presented In Tulsa on July 17th, you can register for that event HERE.

    • 07/16/2026
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

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

    • 07/17/2026
    • 9:15 AM - 10:15 AM
    • 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 2026 and beyond.


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

    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.

    • 08/17/2026
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

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

    • 09/17/2026
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

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

    • 10/29/2026
    • 8:00 AM
    • 10/30/2026
    • 5:00 PM
    • Northeastern State University - Broken Arrow, Northeastern State University Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014
    Register

    If you attend both the OKC and NE OK conferences, you will receive a $25 discount for a 2027 conference!

    Early-Bird pricing is in effect!  Act before this benefit ends!

    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 still being determined:

    Our two headliner speakers will be Marc J Dombrowski, EA  and Jane Ryder, EA CPA, who will conduct 15 continuing educational units.  Topics includes:

    Marc J Dombrowski's Topics include:  

    • Financial Analysis
    • Correct Streamlined Installment agreements
    • Offers in compromise
    • Updated standards
    • Appeals
    • CDP (Collection Due Process)
    • Transcripts

    Jane Ryder's Topics Include:

    • Ethics for Tax Practitioners
    • Name, Image & Likeness Income
    • Maximizing QBI
    • Stock Options
    • Tax Planning for Business & Rentals
    In addition, Mercean Lam (bio) IRS stakeholder liaison will talk on several IRS CE eligible 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.  Attendees will be provided the zoom link to attend one week before the event to accommodate last minute schedule changes

    • 11/12/2026
    • 8:00 AM
    • 11/13/2026
    • 5:00 PM
    • 1720 Hudiburg Drive, Midwest City, OK 73110
    Register

    If you attend both the OKC and NE OK conferences, you will receive a $25 discount for a 2027 conference!

    Early-Bird pricing is in effect!  Act before this benefit ends!

    Join us in person or online at Rose State College, 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 David L Mellem, EA and Mary Mellem, EA, (bio) who will conduct 15 continuing educational units.  Topics includes:

    • Federal Tax Updates (2 CE)
    • Amended Tax Returns (2 CE)
    • "Ask" (1 CE)
    • Basis Rules for Property Received Through Gift, Inheritance, Remainder Interests, Divorce, Etc. (2 CE)
    • Credits - Business Credits (2 CE)
    • Teens and Taxes (2 CE)
    • Ethics (2 CE)
    • Bankruptcy (2 CE)

    In addition,  Mike Kaufmann (bio) will present a non-CE eligible hour on Oklahoma Tax Updates.  IRS Stakeholder Liaison Mercean Lam (bio),  will also present on multiple tax topics a CE eligible hour

    TBD:  Taxpayer Advocate Service availability.

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

    • 11/20/2026
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

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

    • 12/17/2026
    • 3:00 PM - 4:30 PM
    • Zoom
    Register

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

Past events

06/18/2026 OSEA Board Meeting June 18, 2026
06/18/2026 Sooner Chapter Webinar - Recovering COVID Era Penalties and Interest: The Kwong v. United States Case
06/12/2026 OSEA Education Committee Meeting Friday June 12 2026
05/20/2026 OSEA Board Meeting May 20, 2026
05/15/2026 OSEA Education Committee Meeting Friday May 15 2026
05/14/2026 Northeast Oklahoma Chapter Seminar - Recovering COVID Era Penalties and Interest: The Kwong v. United States Case
05/11/2026 Central Oklahoma Chapter Seminar - Recovering COVID Era Penalties and Interest: The Kwong v. United States Case
04/24/2026 OSEA Education Committee Meeting Friday April 24 2026
04/21/2026 OSEA Board Meeting April 21, 2026
04/17/2026 OSEA Education Committee Meeting Friday April 17 2026
03/19/2026 OSEA Board Meeting March 19, 2026
02/23/2026 OSEA Board Meeting February 23, 2026
01/16/2026 OSEA Board Meeting January 16, 2026
01/09/2026 OSEA Education Committee Meeting Friday Jan 9, 2026
12/17/2025 OSEA Board Meeting December 17, 2025
12/16/2025 OSEA Virtual (Sooner) Event: “An Act to Provide for Reconciliation pursuant to Title II of H. Con. Res. 14” aka The One Big Beautiful Bill or OB3: [2-hour CPE]
12/12/2025 OSEA Education Committee Meeting Friday December 12, 2025
11/25/2025 OSEA Education Committee Meeting Tuesday November 25 2025
11/21/2025 OSEA Board Meeting November 21, 2025
11/13/2025 2025 OSEA Oklahoma City Annual Seminar
10/30/2025 2025 OSEA Northeast Annual Seminar
10/24/2025 Northeast Oklahoma Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 2
10/23/2025 OSEA Education Committee Meeting Thursday October 23 2025
10/17/2025 Central Oklahoma Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 2
10/10/2025 OSEA Education Committee Meeting Friday October 10 2025
09/26/2025 OSEA Education Committee Meeting Friday Sept 26 2025
09/19/2025 Northeast Oklahoma Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 1
09/18/2025 OSEA Board Meeting September 18, 2025
09/12/2025 Central Oklahoma Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 1
09/12/2025 OSEA Education Committee Meeting Friday Sept 12 2025
08/29/2025 OSEA Education Committee Meeting Friday August 29 2025
08/20/2025 Northeast Oklahoma Chapter Seminar - Foreign Tax Credit for Individuals
08/19/2025 Central Oklahoma Chapter Seminar - Foreign Tax Credit for Individuals
08/18/2025 OSEA Board Meeting August 18, 2025
08/18/2025 OSEA Virtual (Sooner)
08/14/2025 Sooner Chapter Board Meeting
08/01/2025 OSEA Education Committee Meeting Friday August 1 2025
07/18/2025 OSEA Board Meeting July 18, 2025
07/10/2025 OSEA Education Committee Meeting Thursday July 10, 2025
06/30/2025 Central Oklahoma Chapter Seminar - Revisiting Retirement Rules
06/27/2025 Northeast Oklahoma Chapter Seminar - Revisiting Retirement Rules
06/19/2025 OSEA Board Meeting June 19, 2025
06/12/2025 OSEA Education Committee Meeting Thursday June 12, 2025
05/22/2025 Central Chapter Seminar - Gambling Wins & Losses - Do's & Dont's
05/20/2025 OSEA Board Meeting May 20, 2025
05/20/2025 Northeast Chapter Seminar - Gambling Wins & Losses - Do's and Don'ts
05/15/2025 Sooner (Virtual) OSEA Chapter organizational meeting
05/08/2025 OSEA Education Committee Meeting May 8, 2025
05/01/2025 OSEA Education Committee Meeting May 1, 2025
04/21/2025 OSEA Board Meeting April 21, 2025
04/17/2025 OSEA Education Committee Meeting April 17, 2025
03/19/2025 OSEA Board Meeting March 19, 2025
02/21/2025 OSEA Board Meeting Feb 21, 2025
01/24/2025 OKC Chapter Seminar - Filing Information returns and processing electronic payments with the IRS
01/22/2025 IRS Oklahoma Practitioner Liaison meeting
01/16/2025 OSEA Board Meeting 1/16/25
01/14/2025 ENCORE: OSEA Virtual Seminar - Filing Information returns and processing electronic payments with the IRS
01/10/2025 OSEA Education Meeting
01/03/2025 Education Committee Meeting
12/27/2024 OSEA Virtual Seminar - Filing Information returns and processing electronic payments with the IRS
12/20/2024 OSEA Board Meeting 12/20/24
12/17/2024 Northeast Chapter Seminar - Filing Information returns and processing electronic payments with the IRS
12/12/2024 Special OSEA Education Meting 12/12/2024
12/06/2024 OSEA Education Meeting
11/22/2024 November 2024 OSEA Board Meeting
11/22/2024 OSEA Education Meeting
11/14/2024 OSEA Northeast Annual Seminar
11/05/2024 OSEA Virtual Seminar - Artificial Intelligence: Practical Applications for the Tax Professional, with Kenneth Portera
10/29/2024 OSEA OKC Annual Seminar
10/25/2024 OSEA Education Committee Meeting
10/11/2024 OSEA Education Regular meeting 10/11/24
10/02/2024 OSEA Virtual Seminar - Assisting you in writing your WISP (Written Information Security Plan) with Bill Nemeth
09/27/2024 September 2024 OSEA Board Meeting
09/27/2024 OSEA Education Regular meeting 9/27/24
09/26/2024 OSEA Virtual Seminar - Foreign Earned Income Exclusion
09/24/2024 Northeast Chapter Seminar - Foreign Earned Income Exclusion
09/17/2024 OKC Chapter Seminar - Foreign Earned Income Exclusion
09/13/2024 OSEA Education Regular meeting 9/13/24
08/30/2024 OSEA Education Regular meeting 8/30/24
08/23/2024 Rescheduled August 2024 OSEA Board Meeting
08/22/2024 OSEA Member Special Meeting called by OSEA President
08/19/2024 OSEA Member Town Hall called by OSEA President
08/09/2024 OSEA Education Regular meeting 8/9/24
08/07/2024 Virtual Webinar : Corporate Transparency Act (A. J. Reynolds)
08/05/2024 August 2024 OSEA Board Meeting
07/30/2024 Virtual Seminar - 2024 Topics related to Stakeholder liaison meeting
07/26/2024 OSEA Education Regular meeting 7/26
07/25/2024 NE OK Chapter Seminar - 2024 Topics related to Stakeholder liaison meeting
07/23/2024 OKC Chapter Seminar - 2024 Topics related to Stakeholder liaison meeting
07/14/2024 NAEA 2024 Tax Summit Live Stream Annual Meeting
07/10/2024 OSEA Education Special meeting
07/02/2024 July OSEA Board Meeting
06/28/2024 OSEA Education Comittee Meeting June 28 9:00 am
06/18/2024 IRS Virtual Practitioner Liaison Meeting
06/07/2024 OSEA Board Meeting

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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