Oklahoma Society of Enrolled Agents upcoming events

Central Oklahoma Chapter Seminar: Representation in Practice (07/10/2026)

Fri, 10 Jul 2026 16:30:00 GMT

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.

OSEA Board Meeting July 16, 2026 (07/16/2026)

Thu, 16 Jul 2026 20:00:00 GMT

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

OSEA Education Committee Meeting Friday July 17 2026 (07/17/2026)

Fri, 17 Jul 2026 14:15:00 GMT

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.

Northeast Oklahoma Chapter Seminar: Representation in Practice (07/17/2026)

Fri, 17 Jul 2026 17:30:00 GMT

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.

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.

OSEA Board Meeting August 17, 2026 (08/17/2026)

Mon, 17 Aug 2026 20:00:00 GMT

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

OSEA Board Meeting September 17, 2026 (09/17/2026)

Thu, 17 Sep 2026 20:00:00 GMT

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

2026 OSEA Northeast Annual Seminar (10/29/2026)

Thu, 29 Oct 2026 13:00:00 GMT

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

2026 OSEA Oklahoma City Annual Seminar (11/12/2026)

Thu, 12 Nov 2026 14:00:00 GMT

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.

OSEA Board Meeting November 20, 2026 (11/20/2026)

Fri, 20 Nov 2026 21:00:00 GMT

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

OSEA Board Meeting December 17, 2026 (12/17/2026)

Thu, 17 Dec 2026 21:00:00 GMT

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