Oklahoma Society of Enrolled Agents upcoming events

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.

Central Chapter Seminar - Offers in Compromise with the Oklahoma Tax Commission (08/20/2026)

Thu, 20 Aug 2026 16:30:00 GMT

OSEA Central Oklahoma Chapter Event - Join us at Saltgrass Steak House, 11:30 a.m., Thursday, August 20, 2026

Join us at 11:30 a.m. on Thursday, August 20, 2026, at Saltgrass Steak House at I-240 and Penn in Oklahoma City for lunch and a Central Oklahoma Chapter Oklahoma Tax Commission continuing education event. The fee for the event is $25, to cover the cost of the meal and soft drink.

This is the first event of the Oklahoma Society of Enrolled Agents' new Oklahoma Tax Commission representation series. The aim of this series is to provide OSEA members and our fellow professionals with quality training in the intricacies of representing taxpayers before the Oklahoma Tax Commission.

James Adelman, EA, will provide a one hour presentation starting at 12:00 noon on "Offers in Compromise with the Oklahoma Tax Commission." Jim is Past President of the National Association of Enrolled Agents, Past President of the Oklahoma Society of Enrolled Agents, a member of the OSEA Board of Directors, and a long-time federal and state tax practitioner in Tulsa, Oklahoma.

Learn when an Oklahoma offer in compromise is appropriate and how to negotiate a settlement with the Oklahoma Tax Commission. This 1-hour event will include the authority for compromises of tax liability, eligibility requirements, financial analysis, documentation, negotiation strategies, and common pitfalls that can determine whether an offer succeeds or fails.

Cost is $25 per person attending, which will cover the meal and soft drink. There is no charge for the continuing education program itself.

We are going Old School with this presentation -- no slides, but everyone will receive a handout. Bring a highlighter!

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.

Northeast Oklahoma Chapter Seminar - Offers in Compromise with the Oklahoma Tax Commission (08/28/2026)

Fri, 28 Aug 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, August 28, 2026

Join us at 12:00 noon on Friday, August 28, 2026, at The Big Biscuit at 41st and Yale in Tulsa for lunch and a Northeast Oklahoma Chapter Oklahoma Tax Commission continuing education event.

James Adelman, EA, will provide a one hour presentation starting at 12:30 p.m. on "Offers in Compromise with the Oklahoma Tax Commission." Jim is Past President of the National Association of Enrolled Agents, Past President of the Oklahoma Society of Enrolled Agents, a member of the OSEA Board of Directors, and a long-time federal and state tax practitioner in Tulsa, Oklahoma.

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

We are going Old School with this presentation -- no slides, but everyone will receive a handout. Bring a highlighter!

OSEA Education Committee Meeting Friday Sept 4 2026 (09/04/2026)

Fri, 04 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.

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 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.

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.