Oklahoma Society of Enrolled Agents upcoming events

OSEA Education Committee Meeting Friday Sept 25 2026 (09/25/2026)

Fri, 25 Sep 2026 14:00:00 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 - Oklahoma Tax Commission Statute of Limitations (09/25/2026)

Fri, 25 Sep 2026 17:00:00 GMT

OSEA Northeast Oklahoma Chapter Event - Join us at The Big Biscuit, 5335 E 41st Street (41st and Yale), 12:00 p.m., Friday, September 25, 2026

Oklahoma Tax Commission Statute of Limitations

Wait ... There is no statute of limitations on Oklahoma Tax Commission collections. Right??

That is what we've been told forever. That is what we say to each other, and that is what we tell clients. And that is what the Oklahoma Tax Commission tells us, what the Tax Commission regulations say. Plus, the Oklahoma Constitution forbids it, no? So, there's no statute of limitations on Oklahoma tax collection, right?

Well, not so fast. Join us in Oklahoma City on September 22nd for the second installment of the Oklahoma Society of Enrolled Agents Oklahoma Tax Commission Representation Series. This event is hosted by the OSEA Central Oklahoma Chapter.

We will discuss the limitations on Oklahoma Tax Commission collection actions, including limitations on assessments and actions to enforce collections. We will also examine when these limitations apply and when they do not apply. This will be a very enlightening program. You may well be surprised by some of what you learn.

There is no charge for the continuing education program, but you pay for the meal of your choice at the restaurant.

Note: Due to IRS rules, this program is not eligible for IRS continuing education credit. The Oklahoma Society of Enrolled Agents offers this program to our members and colleagues as a public service in light of the value of the topic.

Note: This program is also being offered in person in Oklahoma City on Tuesday, September 22, 2026. To register for the Oklahoma City program, click here.

Oklahoma Sooner (Virtual) Chapter Seminar: Representation in Practice (10/19/2026)

Mon, 19 Oct 2026 19:00:00 GMT

OSEA Oklahoma Sooner (Virtual) Chapter Event - Join us at 2:00 pm Central time October 17, 2026

Edward Moore, EA, will provide a one hour CE presentation starting at 2:00 pm 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-O.

1 CE Hour -- Federal Tax Law.

No cost for this event but please support us by considering registering for our major Oklahoma seminars (both available by zoom) in Oklahoma City and Northeast Oklahoma.

Free Gleim Webinar: Understanding the One Big Beautiful Bill Act Tax Changes (10/23/2026)

Fri, 23 Oct 2026 16:00:00 GMT

Free Webinar: Understanding the One Big Beautiful Bill Act Tax Changes

The One Big Beautiful Bill Act (OBBBA) made some of the most significant changes to the tax code in years, and many of them are already showing up in our clients’ questions and on their returns. The new deductions for tips and overtime, the additional deduction for seniors, the higher SALT cap, the enhanced Child Tax Credit, and the new Trump Accounts are just a few examples.

Gleim, the official provider of EA study materials for the Oklahoma Society of Enrolled Agents, is offering a free webinar with Sonia Singh, CPA, who will walk through the key OBBBA tax provisions: what changed, why it matters, and where the most important changes are. The session was built for CPA Exam candidates preparing for the REG and TCP sections, since OBBBA became testable on July 1, 2026. The content is just as useful for Enrolled Agents. The law doesn’t change based on the credential behind your name.

This session may be a good fit if you are:

An EA who wants a clear, organized overview of the OBBBA changes before the 2027 filing season
Studying for the Special Enrollment Examination (SEE) or mentoring someone who is
Training seasonal preparers or staff who need a solid foundation on the new law

Date: Friday, October 23, 2026

Time: 11:00 AM Central (12:00 PM Eastern)

Presenter: Sonia Singh, CPA (Gleim)

Cost: Free

Registration is handled directly through Gleim. When you register, you agree to receive information from Gleim about their exam review products. CE credit is not listed for this session. Feel free to share this with colleagues, staff, or anyone in your office who could use a clear walkthrough of the new law.

Gleim is the official provider of EA study materials for the Oklahoma Society of Enrolled Agents. This webinar is presented and hosted by Gleim, and OSEA is pleased to share it as a resource for the Oklahoma EA community.

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.