Oklahoma Society of Enrolled Agents upcoming events

OSEA Education Committee Meeting Friday August 7 2026 (08/07/2026)

Fri, 07 Aug 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.

Oklahoma Sooner (virtual) Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 1 (08/12/2026)

Wed, 12 Aug 2026 19:00:00 GMT

OSEA Sooner (Virtual) Chapter Event - Join us via Zoom, 2:00 pm Central timezone, Wednesday August 12th, 2026

Edward Moore, EA, will provide a one hour CE presentation starting at 2:00 p.m. on "Beyond the Return: Solving IRS Issues for Your Clients, Part 1" for a 1 hour CE event.

Join us for an engaging and informative presentation tailored for Enrolled Agents and tax preparation professionals. This session will explore key aspects of interacting with the IRS, including:

Understanding the roles and functions of various IRS employees you may encounter.
Clarifying the levels of authority and authorization required for effective communication.
Navigating different types of IRS transcripts and their applications.
Exploring best practices for communicating with the IRS through various channels.
Leveraging available tools to streamline processes and enhance client outcomes.

This presentation will provide practical insights and actionable guidance to help you meet your clients' compliance needs with confidence. Designed to benefit both newer Enrolled Agents and tax firm staff, this session offers a solid foundation for understanding IRS interactions.

Stay tuned for Part 2 of this topic on September 18th, which will build on these concepts. You may register for that webinar HERE. We look forward to sharing valuable strategies to support your professional success!

IRS Course ID: FAHHB-T-00197-26-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.

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.

Oklahoma Sooner (Virtual) Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 2 (09/17/2026)

Thu, 17 Sep 2026 19:00:00 GMT

OSEA Sooner (Virtual) Chapter Event - Join us via Zoom at 2:00 pm

Edward Moore, EA, will provide a one hour CE presentation starting at 2:00 p.m. on "Beyond the Return: Solving IRS Issues for Your Clients, Part 2" for a 1 hour CE event.

Join us for an engaging and informative presentation tailored for Enrolled Agents and tax preparation professionals. This session will explore key aspects of interacting with the IRS, including:

Understanding how to obtain transcripts
IRS research tools
Communicating with the IRS
Appeals requests
Audit reconsideration
First Time Penalty Abatement
Innocent and Injured Spouse relief

This is a continuation of part 1, however prior attendance while helpful is NOT required. Part 1 registration is HERE if you wish to attend that part. We look forward to sharing valuable strategies to support your professional success!

IRS Course ID: FAHHB-T-00198-26-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.

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.

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.

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.