As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

IRS News Releases

IR-2026-114, September 25, 2026 — IRS Launches New Mobile App, Replacing IRS2Go

The new IRS app replaces IRS2Go and adds secure sign-in to selected Individual Online Account features: refund and amended-return status, balance information, payments and payment history, select notices and letters, transcripts, communication preferences, and IP PIN access. Existing IRS2Go users receive it through the normal app update. Business Tax Account and Tax Pro Account remain on IRS.gov only. Expect client questions, and remind clients to download only from the official app store listings, since the IRS is warning about look-alike apps.

Read more →

IR-2026-113, September 21, 2026 — IRS Wraps Up 2026 Nationwide Tax Forums With Nearly 13,000 Attendees

The five 2026 Tax Forums resolved 1,165 taxpayer cases in the Case Resolution Rooms and assisted 1,635 tax professionals with e-services, PTIN, and identity authentication issues. Sessions covered AI, digital asset information reporting, collection cases, audits, the Working Families Tax Cuts provisions (including no tax on tips and overtime), and what to expect in the 2027 filing season. Worth noting as you plan next year's CE.

Read more →

Just released: IR-2026-115, September 28, 2026 — Proposed Regulations on Installment Payments of Tax on Certain Farmland Sales

Treasury and the IRS issued proposed regulations under new Section 1062, which lets eligible sellers of qualifying farmland to qualified (actively engaged) farmers elect to pay the tax on the gain in four equal annual installments, for sales in taxable years beginning after July 4, 2025. The farmland generally must have been used for farming for substantially all of the prior 10 years and be restricted to farm use for 10 years after the sale. The proposed rules also cover partnerships, S corporations, trusts, and estates. Comments are due November 30, 2026. Highly relevant for Oklahoma agricultural clients.

Read more →

TIGTA Reports

The Treasury Inspector General for Tax Administration published five reports during the week of September 21–27, 2026. The items most relevant to practitioners are listed first.

September 21, 2026 — The Process To Resolve Identity Theft Cases Is Long, Costly, and Frustrating for Taxpayers (Report No. 2026-100-050)

TIGTA reviewed the IRS's identity theft case resolution process and found it remains lengthy and burdensome for victims. Useful context when setting client expectations on identity theft cases and when deciding whether to seek Taxpayer Advocate Service help.

Read more →

September 23, 2026 — Fiscal Year 2026 Statutory Review of Potential Fair Tax Collection Practices Violations (Report No. 2026-300-057)

TIGTA's annual required review of whether IRS employees complied with the fair tax collection practices provisions governing how the IRS communicates with taxpayers and their representatives during collection. Directly relevant to collection representation work.

Read more →

September 24, 2026 — Assessment of Artificial Intelligence Risk Management Practices (Report No. 2026-208-059)

An assessment of how the IRS manages risk in its growing use of artificial intelligence, a topic of increasing interest as AI tools reach taxpayer-facing and enforcement processes.

Read more →

Also published this week, included briefly for completeness (internal-operations reviews): The IRS's National Distribution Center Continues to Face Declining Demand (Report No. 2026-IE-R016, Sept. 21) and Improvements Were Made in Installing Card Readers but Physical Security Deficiencies Remain (Report No. 2026-200-051, Sept. 22).

Oklahoma Tax Commission & State Tax News

Current notice (as of September 29, 2026) — OTC Refund Pause Continues

The refund pause first reported on September 16 remains in place. The notice on the OkTAP home page states that the OTC has paused issuing refunds and updating account balances due to system issues at the Oklahoma State Treasurer's Office, and that the OTC is working closely with the Treasurer's Office to resolve them. No resumption date has been announced. Clients expecting state refunds, or checking account balances in OkTAP, should be told that delays and out-of-date balances are expected for now.

Read more →

Just announced: September 28, 2026 — Governor Directs Pause on Dyed Diesel Enforcement for Farm Vehicles

Governor Stitt sent a letter directing the OTC, the Department of Public Safety, and the Corporation Commission to pause enforcement of taxes, regulations, and fines related to red-dyed diesel used in farm vehicles for a requested 120-day period during harvest season. The OTC was directed to seek Dyed Diesel Fuel Penalty Relief from the IRS. The IRS has not announced that federal relief has been granted, so agricultural clients should not assume the federal penalty exposure has changed.

Read more →

Recent update: September 9, 2026 — State Treasurer's August 2026 Tax Revenue Report

August revenue totaled $1.3 billion, up $47.2 million (3.7%) from August 2025, and the 12-month total reached $18.0 billion (up 6.1%). By source for August: combined income tax $392.2 million (up 1.6%, with individual income tax up 11.6% and corporate income tax down); sales and use tax $631.0 million (up 6.1%); gross production tax $100.0 million (up 16.5%); motor vehicle tax $61.1 million (down 14.5%). The September report is expected in early October.

Read more →

Upcoming OSEA Events

OSEA Education Committee Meeting

Friday, October 9, 2026, 9:00 AM – 10:00 AM | Zoom

A regular meeting of the OSEA Education Committee. All members and associates are welcome to join and share ideas as we plan educational events for 2026 and beyond.

Register →

Annual Seminars

2026 OSEA Northeast Annual Seminar

October 29–30, 2026, 8:00 AM – 5:00 PM | Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units, in person or via Zoom. Headliners Marc J. Dombrowski, EA (financial analysis, streamlined installment agreements, offers in compromise, appeals, CDP, and transcripts) and Jane Ryder, EA, CPA (ethics, NIL income, maximizing QBI, stock options, and tax planning for businesses and rentals) will together present 15 CE units. IRS Stakeholder Liaison Mercean Lam will present on IRS CE-eligible topics, and Mike Kaufmann will present a non-CE hour on Oklahoma tax updates. Lunch is provided both days for on-site attendees. The final agenda is now posted: view the schedule.

Pricing: OSEA Members $300, Nonmembers $350. Early-bird pricing is currently in effect. Special rates of $275 (members) and $325 (nonmembers) are available to those who attended both 2025 conferences; the discount code was sent by email.

Bonus: Attend both the OKC and NE OK conferences and receive a $25 discount toward a 2027 conference.

Register →

2026 OSEA Oklahoma City Annual Seminar

November 12–13, 2026, 8:00 AM – 5:00 PM | Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110

Up to 16 CE units, in person or via Zoom. Headliners David L. Mellem, EA, and Mary Mellem, EA, will present 15 CE units covering federal tax updates, amended returns, an "Ask" session, basis rules for property received by gift, inheritance, remainder interests, and divorce, business credits, teens and taxes, ethics, and bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma tax updates, and IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple topics. Lunch is provided both days for on-site attendees. The final agenda is now posted: view the schedule.

Pricing: OSEA Members $350, Nonmembers $400. Early-bird pricing is currently in effect. Special rates of $325 (members) and $375 (nonmembers) are available to those who attended both 2025 conferences; the discount code was sent by email.

Bonus: Attend both the OKC and NE OK conferences and receive a $25 discount toward a 2027 conference.

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

IRS News Releases

IR-2026-110, Sept. 15, 2026 — IRS Extends Tax Relief for Farmers and Ranchers Affected by Drought

The IRS issued guidance extending tax relief to farmers and ranchers in 49 states and other regions who sold or exchanged livestock because of drought conditions, giving them more time to replace the livestock and defer any resulting gain.

What it means for your practice: If you represent agricultural clients, review whether they qualify for the extended replacement period before reporting gain from forced livestock sales.

Read more →

IR-2026-111, Sept. 16, 2026 — Security Summit Closes Summer Series with Data Security Reminder for Tax Pros

The IRS and Security Summit partners closed out their summer awareness series by urging tax professionals to stay vigilant against identity theft and to keep data security safeguards current.

What it means for your practice: A good prompt to revisit your Written Information Security Plan (WISP) and confirm safeguards are up to date ahead of filing season prep.

Read more →

IR-2026-112, Sept. 18, 2026 — IRS Warns of Tax Credit Scams Targeting the Tribal Community

The IRS warned taxpayers, tribal communities, businesses, and tax professionals about promoters selling fake "Tribal Tax Credits" that do not exist under federal law.

What it means for your practice: Be alert for clients who may have been approached about this scheme, particularly those in or near tribal communities, and be prepared to explain why the credit is not legitimate.

Read more →

TIGTA Reports

Sept. 16, 2026 — Fiscal Year 2026 Statutory Review of Compliance With Notice of Federal Tax Lien Filing Collection Due Process Procedures (Report No. 2026-300-056)

TIGTA's annual statutory review assessed whether the IRS followed required Collection Due Process procedures when filing Notices of Federal Tax Lien.

Read more →

Sept. 16, 2026 — Statutory Review of Disclosure of Collection Activity With Respect to Joint Return Filers (Report No. 2026-300-052)

This annual statutory review evaluated whether the IRS properly disclosed collection activity information to a requesting spouse on a jointly filed return, as required by law — relevant background if you handle innocent spouse or joint-liability collection cases.

Read more →

Sept. 16, 2026 — The IRS Is Making Payments Easier, but Processing Can Be Improved (Report No. 2026-108-054)

TIGTA reviewed IRS efforts to expand electronic and other payment options for taxpayers and found continued gaps in how those payments are processed internally once received.

Read more →

Sept. 16, 2026 — Existing Research Can Be Leveraged to Improve Enforcement, Customer Service, and Privacy (Report No. 2026-3S0-049)

TIGTA reviewed the IRS's use of existing internal and external research to inform enforcement priorities, taxpayer service, and privacy protections, and identified opportunities for greater use of that research.

Read more →

Sept. 16, 2026 — Additional Controls Over Noncompetitive Bridge Contracts Are Needed (Report No. 2026-200-055)

TIGTA found the IRS needs stronger controls over noncompetitive "bridge" contracts used to continue services while a new competitive contract is awarded.

Read more →

Sept. 15, 2026 — The IRS's Cybersecurity Program Was Not Effective for Fiscal Year 2026 (Report No. 2026-200-053)

TIGTA's annual FISMA evaluation found the IRS's information security program was not effective for FY 2026, raising concerns about the protection of taxpayer data the IRS holds.

Read more →

Sept. 14, 2026 — The IRS's Paperless Transition Efforts as of July 2026 (Report No. 2026-IE-R015)

TIGTA reviewed the IRS's progress moving toward paperless processing of taxpayer correspondence and forms as of July 2026.

Read more →

Oklahoma Tax Commission & State Tax News

Sept. 15, 2026 — State Treasurer Releases August 2026 Economic Outlook: Annual Revenue Reaches $18 Billion

State Treasurer Todd Russ released the August 2026 Economic Outlook Report. Rolling 12-month gross revenue reached $18 billion. Year-over-year, Gross Production Tax revenue rose 16.5%, Sales and Use Tax revenue rose 6.1%, and Income Tax revenue rose 1.6%, while Motor Vehicle Tax revenue declined 14.5%. The report also noted an uptick in August inflation (CPI +0.4%) and Oklahoma's unemployment rate at 4.3%, compared to 4.1% nationally.

What it means for your practice: Useful context for clients with business or investment interests tied to energy, retail, or motor vehicle sectors when discussing quarterly estimates and year-end planning.

Read more →

Sept. 15, 2026 — OTC Letter Ruling: SaaS Subscriptions Not Subject to Sales Tax

In a letter ruling, the Oklahoma Tax Commission determined that Software-as-a-Service (SaaS) subscriptions delivered electronically, along with associated services, are not subject to Oklahoma sales tax.

What it means for your practice: Helpful guidance for clients who sell or purchase cloud-based software subscriptions in Oklahoma.

Read more →

Sept. 15, 2026 — OTC Letter Ruling: Dietary Supplements Subject to Full Sales Tax Rate

The Oklahoma Tax Commission ruled that dietary supplements identified by a Supplement Facts panel are excluded from the state's zero-percent food exemption and remain subject to the full sales tax rate.

What it means for your practice: Relevant for retail or grocery clients who need to classify supplement sales correctly for sales tax purposes.

Read more →

Current notice (as of Sept. 21, 2026) — OkTAP Refunds and Account Balance Updates Temporarily Paused

A notice on the OkTAP homepage states that the OTC has paused the issuance of refunds and the updating of account balances due to system issues at the Oklahoma State Treasurer's Office. The OTC says it is working closely with the Treasurer's Office to resolve the issue. An exact start date for the pause has not been publicly announced.

What it means for your practice: Set client expectations that refunds and OkTAP balance updates may be delayed until the issue is resolved.

Read more →

Reported Sept. 17, 2026 — State Senate Interim Study Examines Property Tax Valuation of Affordable Housing

Sen. Avery Frix held a legislative interim study examining how affordable housing developments financed through the federal Low-Income Housing Tax Credit program are valued for Oklahoma property tax purposes, including whether rent and eligibility restrictions on these properties should factor into their taxable value. The study will inform discussion of House Bill 4305, which would create an alternative income-based valuation method for qualifying affordable rental housing.

What it means for your practice: Worth tracking if you advise clients who own or invest in LIHTC-financed rental housing in Oklahoma; a valuation methodology change could affect basis and property tax planning.

Read more →

Upcoming OSEA Events

Central Oklahoma Chapter Seminar — Oklahoma Tax Commission Statute of Limitations

Tuesday, September 22, 2026, 11:30 AM – 1:00 PM
Saltgrass Steak House, 1445 W I-240 Service Road, Oklahoma City, OK 73159

The second installment of OSEA's Oklahoma Tax Commission Representation Series, examining limitations on OTC assessments and collection actions — when they apply, and when they do not. Cost is $25 per person, covering the meal. Not eligible for IRS continuing education credit. Also offered in Tulsa on September 25.

Register →

Circular 230 (Oklahoma Sooner Virtual Chapter)

Thursday, September 24, 2026, 11:00 AM – 1:30 PM Central
Zoom (Virtual)

Attorney Angela Holland of the IRS Office of Professional Responsibility presents an introduction to Circular 230 and OPR enforcement of practice standards before the IRS. 1 CE Hour – Ethics. IRS Course ID: FAHHB-E-00199-26-O. Free for OSEA members and colleagues.

Register →

Northeast Oklahoma Chapter Seminar — Oklahoma Tax Commission Statute of Limitations

Friday, September 25, 2026, 12:00 PM – 2:00 PM
The Big Biscuit, 5335 E 41st Street, Tulsa, OK 74135

The Tulsa presentation of OSEA's Oklahoma Tax Commission Representation Series on statute of limitations for OTC assessments and collections. No charge for the CE program; attendees pay for their own meal. Not eligible for IRS continuing education credit. Also offered in Oklahoma City on September 22.

Register →

Annual Seminars

2026 OSEA Northeast Annual Seminar — October 29–30, 2026

Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units available, attend in person or via Zoom (link provided one week prior). Headliners Marc J Dombrowski, EA (financial analysis, streamlined installment agreements, offers in compromise, appeals, CDP, transcripts) and Jane Ryder, EA, CPA (ethics for tax practitioners, name/image/likeness income, maximizing QBI, stock options, tax planning for business and rentals) will present 15 CE hours. IRS stakeholder liaison Mercean Lam will cover additional IRS CE-eligible topics, and Mike Kaufmann will present a non-CE hour on Oklahoma tax updates. Lunch provided both days for on-site attendees.

Pricing: OSEA Member – $300 | Nonmember – $350 (special early pricing of $275 member / $325 nonmember available to those who attended both 2025 conferences, via discount code). Early-bird pricing is currently in effect.

Bonus: Attend both the OKC and Northeast Oklahoma conferences and receive a $25 discount toward a 2027 conference!

Register →

2026 OSEA Oklahoma City Annual Seminar — November 12–13, 2026

Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110

Up to 16 CE units available, attend in person or via Zoom (link provided one week prior). Headliners David L Mellem, EA and Mary Mellem, EA will present 15 CE hours covering Federal Tax Updates, Amended Tax Returns, an interactive "Ask" session, Basis Rules for Property Received Through Gift/Inheritance/Divorce, Business Credits, Teens and Taxes, Ethics, and Bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma tax updates, and IRS stakeholder liaison Mercean Lam will present a CE-eligible hour on multiple tax topics. Lunch provided both days for on-site attendees.

Pricing: OSEA Member – $350 | Nonmember – $400 (special pricing of $325 member / $375 nonmember available to those who attended both 2025 conferences, via discount code). Early-bird pricing is currently in effect.

Bonus: Attend both the OKC and Northeast Oklahoma conferences and receive a $25 discount toward a 2027 conference!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

Recent Tax News Updates for Enrolled Agents (September 7–13, 2026)

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

IRS News Releases

IR-2026-107, September 8, 2026 — IRS accepting applicants for 2027 Compliance Assurance Process

The IRS announced the opening of the application period for the 2027 Compliance Assurance Process (CAP) program for corporations. Applications will be accepted until October 30, 2026, with acceptance notifications going out in February 2027.

What it means for practice: If you work with large corporate clients (assets of $10 million or more, publicly traded or meeting specific financial reporting requirements), this is a real-time issue resolution program worth flagging before the October 30 deadline.

Read more →

IR-2026-108, September 8, 2026 — IRS issues notice on 45Z Clean Fuel Production Tax Credit to support domestic biofuel production and American agriculture

The IRS issued Notice 2026-53, providing the 2026 emissions rate table used to calculate the Section 45Z Clean Fuels Production Tax Credit, along with guidance on manure-derived fuels and regenerative agricultural practices.

What it means for practice: Clients in agriculture, ranching, or fuel production who claim the Clean Fuels Production Credit should review the updated emissions rate tables and transition rules before finalizing 2026 filings.

Read more →

IR-2026-109, September 10, 2026 — IRS reminder: Direct Pay offers free, easy way to pay taxes

The IRS reminded taxpayers with bank accounts that Direct Pay offers a free, secure way to pay federal taxes directly from a checking or savings account, with no registration required.

What it means for practice: A handy reminder for clients making balance due, estimated, extension, or amended return payments — Direct Pay allows scheduling up to 365 days in advance and payments up to $10 million.

Read more →

Oklahoma Tax Commission & State Tax News

September 9, 2026 — OTC announces new local sales, use, and lodging tax rates effective October 2026

The Oklahoma Tax Commission's September 2026 sales and use tax distribution report (cities received $223.7 million; counties received $42.3 million) also announced new local rate changes taking effect in October 2026: a new 10% lodging tax in Bristow, a 3% sales/use tax in Laverne, a 5% sales/use tax in Salina, a new 4% sales/use tax in Selah, and a 3.5% sales/use tax in Wellston.

What it means for practice: Update your rate tables for clients doing business in these localities ahead of the October effective date.

Read more →

September 9, 2026 — Oklahoma State Treasurer's August 2026 Tax Revenue Report: 12-month revenue reaches $18.0 billion

State Treasurer Todd Russ released the August 2026 State Tax Revenue Report, showing Oklahoma's 12-month revenue total reached $18.0 billion, up $1.3 billion (6.1%) year-over-year — the 12th consecutive month of growth. Gross production tax revenue rose 16.5% for the month; combined sales and use tax rose 6.1% year-over-year; individual income tax increased 11.6% for the month while corporate income tax declined.

What it means for practice: Useful context for business clients on the state's continued revenue growth and the ongoing strength of the energy sector.

Read more →

Recent update: On September 9, 2026, the Oklahoma Tax Commission also reminded practitioners and taxpayers that the OTC Taxpayer Resource Center in downtown Oklahoma City remains open Monday–Friday, 7:30 a.m.–4:30 p.m., for in-person assistance and appointments.

Upcoming OSEA Events

Oklahoma Sooner (Virtual) Chapter Seminar — Beyond the Return: Solving IRS Issues for Your Clients, Part 2

September 17, 2026, 2:00 PM – 3:15 PM | Online (Zoom)

Edward Moore, EA, presents a 1-hour CE session on obtaining transcripts, IRS research tools, communicating with the IRS, appeals requests, audit reconsideration, First Time Penalty Abatement, and Innocent/Injured Spouse relief. This is a continuation of Part 1, though prior attendance is not required. No cost. IRS Course ID: FAHHB-T-00198-26-O — 1 CE Hour, Federal Tax Law.

Register →

OSEA Board Meeting

September 17, 2026, 3:30 PM – 4:30 PM | Zoom

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

Register →

Central Oklahoma Chapter Seminar — Oklahoma Tax Commission Statute of Limitations

September 22, 2026, 11:30 AM – 1:00 PM | Saltgrass Steak House, 1445 W I-240 Service Road, Oklahoma City, OK 73159

The second installment of OSEA's Oklahoma Tax Commission Representation Series, examining limitations on OTC collection actions, assessments, and enforcement — and when those limitations do and do not apply. Cost is $25 per person (covers meal and soft drink); no charge for the CE program itself. Note: not eligible for IRS CE credit. Also offered in Tulsa on September 25.

Register →

Circular 230

September 24, 2026, 11:00 AM – 1:30 PM | Zoom (Virtual)

Attorney Angela Holland of the IRS Office of Professional Responsibility presents an introduction to Circular 230 and enforcement of regulations governing practice before the IRS, including eligibility, duties, standards for tax opinions, and disciplinary procedures. Free of charge. IRS Course ID: FAHHB-E-00199-26-O — 1 CE Hour, Ethics.

Register →

Northeast Oklahoma Chapter Seminar — Oklahoma Tax Commission Statute of Limitations

September 25, 2026, 12:00 PM – 2:00 PM | The Big Biscuit, 5335 E 41st Street, Tulsa, OK 74135

The same OTC Representation Series program on collection statute limitations, offered in person in Tulsa. No charge for the CE program; attendees pay for their own meal. Note: not eligible for IRS CE credit. Also offered in Oklahoma City on September 22.

Register →

Annual Seminars

2026 OSEA Northeast Annual Seminar

October 29–30, 2026, 8:00 AM – 5:00 PM

Location: Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

CE: Up to 16 CE units; available in person or online via Zoom (link provided one week before the event)

Speakers: Headliners Marc J Dombrowski, EA (financial analysis, streamlined installment agreements, offers in compromise, appeals, and Collection Due Process) and Jane Ryder, EA, CPA (ethics for tax practitioners, NIL income, maximizing QBI, stock options, and tax planning for business and rentals) will together present 15 CE units. IRS Stakeholder Liaison Mercean Lam will present on several IRS CE-eligible topics, and Mike Kaufmann will present a non-CE hour on Oklahoma Tax Updates.

Pricing: Member $300 / Nonmember $350. Early-bird pricing is in effect. Members and nonmembers who attended both the 2025 OKC and NE Oklahoma events qualify for special pricing of $275 (member) / $325 (nonmember) with a discount code.

Bonus: Attend both the OKC and NE Oklahoma conferences and receive a $25 discount on a 2027 conference!

Register →

2026 OSEA Oklahoma City Annual Seminar

November 12–13, 2026, 8:00 AM – 5:00 PM

Location: 1720 Hudiburg Drive, Midwest City, OK 73110 (Rose State College)

CE: Up to 16 CE units; available in person or online

Speakers: Headliners David L Mellem, EA and Mary Mellem, EA will present 15 CE units covering Federal Tax Updates, Amended Tax Returns, an "Ask" session, Basis Rules for Property, Business Credits, Teens and Taxes, Ethics, and Bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma Tax Updates, and IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics.

Pricing: Member $350 / Nonmember $400. Early-bird pricing is in effect. Members and nonmembers who attended both 2025 events qualify for special pricing of $325 (member) / $375 (nonmember) with a discount code.

Bonus: Attend both the OKC and NE Oklahoma conferences and receive a $25 discount on a 2027 conference!

Register →

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

Section 1: IRS News Releases

IR-2026-103, Sept. 3, 2026 — Treasury, IRS Move to End Tax-Exempt Status for Discriminatory Practices in Private Schools

Treasury and the IRS issued proposed regulations that would end federal 501(c)(3) tax-exempt status for private schools that discriminate on the basis of race, color, or national/ethnic origin in admissions, scholarships, athletics, or other programs. The rule would apply to roughly 18,000 institutions for tax years beginning on or after May 31, 2027. Worth flagging for any exempt-organization clients in private education.

Read more →

IR-2026-104, Sept. 3, 2026 — IRS Reminder: Disaster preparedness starts with tax records

As part of National Preparedness Month, the IRS urged taxpayers and businesses to safeguard tax and financial records, create electronic backups, and document valuable property before disaster strikes. A good prompt to share with clients ahead of severe weather season.

Read more →

IR-2026-105, Sept. 4, 2026 — IRS reminder: National Payroll Week is time for a paycheck checkup

Observed Sept. 7–11, the IRS used National Payroll Week to encourage workers to review W-4 withholding and employers/payroll professionals to revisit deposit, filing, and recordkeeping responsibilities. A timely nudge for clients with payroll obligations.

Read more →

IR-2026-106, Sept. 4, 2026 — Security Summit: Strengthen defenses against tax identity theft

The IRS and Security Summit partners highlighted multifactor authentication (MFA), IP PINs, and secure IRS online accounts as key identity-theft defenses. The release notes that the FTC Safeguards Rule requires tax preparation firms of any size to use MFA to protect client data — directly relevant to your firm's Written Information Security Plan (WISP) compliance.

Read more →

Section 2: Oklahoma Tax Commission & State Tax News

Sept. 4, 2026 — Oklahoma Tax Commission cuts call wait times after system modernization (GovTech)

The OTC modernized its core tax administration system, taxpayer contact center, and analytics capabilities on Amazon Web Services. Following the transformation, average taxpayer wait times fell from multiple hours to six minutes, call handling time dropped from more than 15 minutes to seven minutes, and the call abandonment rate declined from 60% to 11%. Practitioners calling the OTC on clients' behalf should notice meaningfully shorter hold times going forward.

Read more →

Section 3: Upcoming OSEA Events

Oklahoma Sooner (Virtual) Chapter Seminar — Beyond the Return: Solving IRS Issues for Your Clients, Part 2

Thursday, September 17, 2026 · 2:00 PM – 3:15 PM · Zoom

Edward Moore, EA, presents this 1-hour CE session covering IRS transcripts, IRS research tools, communicating with the IRS, appeals requests, audit reconsideration, First Time Penalty Abatement, and innocent/injured spouse relief. Prior attendance at Part 1 is helpful but not required. No cost. IRS Course ID: FAHHB-T-00198-26-O — 1 CE Hour, Federal Tax Law.

Register →

OSEA Board Meeting

Thursday, September 17, 2026 · 3:30 PM – 4:30 PM · Zoom

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

Register →

Section 4: Annual Seminars

2026 OSEA Northeast Annual Seminar

October 29–30, 2026

Location: Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units available, in person or via Zoom.

Headliner speakers Marc J. Dombrowski, EA, and Jane Ryder, EA, CPA, will conduct 15 CE units. Dombrowski's sessions cover financial analysis, installment agreements, offers in compromise, appeals, CDP, and transcripts; Ryder's sessions cover ethics, NIL income, QBI maximization, stock options, and tax planning for businesses and rentals. IRS Stakeholder Liaison Mercean Lam will present on several IRS CE-eligible topics, and Mike Kaufmann will give a non-CE hour on Oklahoma tax updates. Lunch is provided both days for on-site attendees; the Zoom link is sent one week before the event.

Pricing: OSEA members $300, nonmembers $350. Early-bird pricing is currently in effect.

Bonus: attend both the OKC and NE OK conferences and receive a $25 discount on a 2027 conference!

Register →

2026 OSEA Oklahoma City Annual Seminar

November 12–13, 2026

Location: 1720 Hudiburg Drive, Midwest City, OK 73110 (Rose State College)

Up to 16 CE units available, in person or via Zoom.

Headliner speakers David L. Mellem, EA, and Mary Mellem, EA, will conduct 15 CE units covering federal tax updates, amended returns, an "Ask the Mellems" session, basis rules for property received via gift/inheritance/divorce, business credits, teens and taxes, ethics, and bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma tax updates, and IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics. Taxpayer Advocate Service availability is still TBD. Lunch is provided both days for on-site attendees; the Zoom link is sent one week before the event.

Pricing: OSEA members $350, nonmembers $400. Early-bird pricing is currently in effect.

Bonus: attend both the OKC and NE OK conferences and receive a $25 discount on a 2027 conference!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

Section 1: IRS News Releases

IR-2026-99, Aug. 24, 2026 — IRS reminder: Information return e-file system transitioning to a new platform

The IRS reminded filers who currently use the Filing Information Returns Electronically (FIRE) system to prepare for its retirement and the transition to IRIS before the 2027 filing season. Practices that file 1099s and other information returns should begin migrating clients to IRIS now to avoid a last-minute scramble.

Read more →

IR-2026-100, Aug. 25, 2026 — IRS CEO meets with tax professionals at NY tax forum

IRS Chief Executive Officer Frank J. Bisignano met with New York-area stakeholders at the IRS Nationwide Tax Forum, part of ongoing efforts to engage with taxpayers and their representatives. A continued signal that practitioner engagement remains a priority at the national level.

Read more →

IR-2026-101, Aug. 26, 2026 — IRS reminder: Extension filers can use IRS Free File this summer

The IRS encouraged taxpayers who requested an extension to file their 2025 return as soon as possible rather than waiting until the Oct. 15 deadline, noting that IRS Free File remains available. A useful resource to share with extension clients who have straightforward returns.

Read more →

IR-2026-102, Aug. 28, 2026 — IRS online services spotlight: Taxpayers can get more done online

The IRS highlighted its growing set of IRS.gov online tools that help taxpayers quickly and securely handle common tax tasks. Worth reviewing with clients to reduce phone and mail wait times.

Read more →

Section 2: Oklahoma Tax Commission & State Tax News

Aug. 24, 2026 — Oklahoma Tax Commission (X/@oktaxcommission)

In a back-to-school themed post, the OTC noted that tax dollars help fund the Teachers' Retirement System, supporting educators after they leave the classroom.

View post →

Aug. 25, 2026 — Voters reject State Question 844 (Oklahoma Voice)

Oklahoma voters resoundingly rejected State Question 844, which would have given the Legislature authority to pay local governments and school districts less than 100% reimbursement for property tax revenue lost to the state's five-year manufacturing tax exemption. The current constitutional requirement of full reimbursement remains in place — directly relevant for practitioners advising manufacturing or industrial clients, and for any client work touching county ad valorem assessments tied to the exemption program.

Read more →

Aug. 26, 2026 — Oklahoma Tax Commission (X/@oktaxcommission)

The Commission reminded the public that its Help Center answers questions on income taxes, exemptions, business taxes, and collections, and shared the Help Center link along with an assistance email (taxinquiries@tax.ok.gov).

View post →

Aug. 28, 2026 — Oklahoma Tax Commission (X/@oktaxcommission)

The OTC posted a hiring announcement inviting applicants to join its team, linking to open positions on the state jobs portal. Worth noting for staff or clients exploring state government roles.

View post →

Section 3: Upcoming OSEA Events

OSEA Education Committee Meeting

Friday, September 4, 2026 · 9:00 AM – 10:00 AM · Zoom

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.

Register →

Section 4: Annual Seminars

2026 OSEA Northeast Annual Seminar

October 29–30, 2026

Location: Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units available, in person or via Zoom.

Headliner speakers Marc J. Dombrowski, EA, and Jane Ryder, EA, CPA, will conduct 15 CE units. Dombrowski's sessions cover financial analysis, installment agreements, offers in compromise, appeals, CDP, and transcripts; Ryder's sessions cover ethics, NIL income, QBI maximization, stock options, and tax planning for businesses and rentals. IRS Stakeholder Liaison Mercean Lam will present on several IRS CE-eligible topics, and Mike Kaufmann will give a non-CE hour on Oklahoma tax updates. Lunch is provided both days for on-site attendees; the Zoom link is sent one week before the event.

Pricing: OSEA members $300, nonmembers $350. Early-bird pricing is currently in effect.

Bonus: attend both the OKC and NE OK conferences and receive a $25 discount on a 2027 conference!

Register →

2026 OSEA Oklahoma City Annual Seminar

November 12–13, 2026

Location: 1720 Hudiburg Drive, Midwest City, OK 73110 (Rose State College)

Up to 16 CE units available, in person or via Zoom.

Headliner speakers David L. Mellem, EA, and Mary Mellem, EA, will conduct 15 CE units covering federal tax updates, amended returns, an "Ask the Mellems" session, basis rules for property received via gift, inheritance, or divorce, business credits, teens and taxes, ethics, and bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma tax updates, and IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics. Taxpayer Advocate Service availability is still TBD. Lunch is provided both days for on-site attendees; the Zoom link is sent one week before the event.

Pricing: OSEA members $350, nonmembers $400. Early-bird pricing is currently in effect.

Bonus: attend both the OKC and NE OK conferences and receive a $25 discount on a 2027 conference!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

1. IRS News Releases

IR-2026-92, Aug. 18, 2026 — IRS, Security Summit remind tax pros they need a Written Information Security Plan

The IRS and Security Summit partners reminded tax professionals that federal law (the Gramm-Leach-Bliley Act) requires firms to maintain a Written Information Security Plan (WISP) to protect client data, and pointed to IRS Publication 5708 as a template.

What it means for practice: If your firm has not documented and tested a WISP, this is a compliance gap the IRS is actively highlighting – now is a good time to review or create one.

Read more →

IR-2026-93, Aug. 19, 2026 — Treasury, IRS propose rules to protect refundable tax credits from abuse by illegal aliens

Treasury and the IRS issued proposed regulations clarifying eligibility requirements for taxpayer-funded refundable individual income tax credits.

What it means for practice: Preparers claiming refundable credits (EITC, CTC, etc.) for clients should watch for updated eligibility documentation requirements once these regulations are finalized.

Read more →

IR-2026-94, Aug. 19, 2026 — IRS updates FAQs about the limitation on the deduction for business interest expense

The IRS refreshed its frequently asked questions covering the Section 163(j) business interest expense limitation.

What it means for practice: If you prepare returns for clients with significant business debt, review the updated FAQs before finalizing interest expense calculations.

Read more →

IR-2026-95, Aug. 19, 2026 — IRS establishes Office of Conservation Easements and transitions settlement process

The IRS announced a new Office of Conservation Easements to address the specialized tax, valuation, contractual, and procedural issues these easements present.

What it means for practice: Practitioners with clients involved in conservation or historic preservation easement transactions, including pending settlements, should note this new dedicated office as a point of contact.

Read more →

IR-2026-96, Aug. 20, 2026 — Treasury, IRS issue proposed regulations on eligible investments for Trump Accounts

Treasury and the IRS issued proposed regulations on eligible investments for Trump Accounts, a new type of traditional IRA created under the Working Families Tax Cuts.

What it means for practice: If clients are asking about opening Trump Accounts, these proposed regulations define what investments will qualify – useful for early client guidance.

Read more →

IR-2026-97, Aug. 20, 2026 — IRS launches digitally authenticated Tax Compliance Report

The IRS announced a new digitally authenticated Tax Compliance Report, available on demand through IRS Individual Online Account, that taxpayers can use when applying for a job, loan, or government benefit requiring proof of tax compliance.

What it means for practice: This gives clients a faster, self-service alternative to requesting compliance verification through your office or a transcript request.

Read more →

IR-2026-98, Aug. 21, 2026 — Interest rates remain the same for the fourth quarter of 2026

The IRS announced that interest rates on underpayments and overpayments will remain unchanged for the calendar quarter beginning Oct. 1, 2026.

What it means for practice: No adjustment needed to your Q4 interest calculations for installment agreements, refunds, or balance-due notices.

Read more →

2. Oklahoma Tax Commission & State Tax News

Aug. 18, 2026 — Oklahoma State Treasurer: July Economic Outlook Shows Continued Growth as Oklahoma Economy Cools

State Treasurer Todd Russ released the July 2026 Economic Outlook Report. Gross Production Tax revenue declined compared to July 2025, though the rolling 12-month trend continued to show growth. Manufacturing activity kept expanding, but hiring remained cautious. Oklahoma's unemployment rate ticked up slightly to 4.2%, and inflation showed more moderate growth (CPI up 0.1% in July, PCE inflation easing to 3.7% year-over-year). Average WTI crude reached $80.46 in July with rig counts rising to 50.

What it means for practice: Useful talking points for clients asking about the broader Oklahoma economy, particularly energy-sector and small-business clients tracking gross production tax trends and hiring conditions.

Read more →

Aug. 18, 2026 — State Question 844: Property Tax Reimbursement Reform on the August 25 Ballot

State Question 844, appearing on Oklahoma ballots Tuesday, Aug. 25, 2026, would amend the state constitution so the Legislature is no longer required to reimburse counties, cities, and school districts for ad valorem revenue lost when new or expanding manufacturing facilities use the state's five-year property tax exemption. Educators have raised concerns about the potential impact on school funding.

What it means for practice: Clients with manufacturing or ad valorem exemption interests, as well as those advising school districts or municipalities, should watch the outcome of this vote closely – it directly affects how these exemptions are funded going forward.

Read more →

Aug. 21, 2026 — Oklahoma Tax Commission Hiring Announcement

The OTC posted on X announcing new job openings and directing applicants to the state jobs portal.

What it means for practice: Worth a mention if you have staff or colleagues interested in state tax administration roles.

Read more →

3. Upcoming OSEA Events

Northeast Oklahoma Chapter Seminar — Offers in Compromise with the Oklahoma Tax Commission

Friday, August 28, 2026, 12:00 PM – 2:00 PM (presentation begins 12:30 PM)
The Big Biscuit, 5335 E 41st Street (41st and Yale), Tulsa, OK 74135

James Adelman, EA — Past President of both NAEA and OSEA — kicks off OSEA's new Oklahoma Tax Commission representation series with a session on negotiating offers in compromise with the OTC, covering eligibility, financial analysis, documentation, and negotiation strategy. No charge for the program; attendees pay for their own meal. Note: this program is not eligible for IRS CE credit.

Register →

OSEA Education Committee Meeting

Friday, September 4, 2026, 9:00 AM – 10:00 AM
Zoom

A regular meeting of the OSEA Education Committee. All members and associates are welcome to join and help plan educational events for 2026 and beyond.

Register →

4. Annual Seminars

2026 OSEA Northeast Annual Seminar — October 29–30, 2026

Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units available, in-person or online via Zoom (link provided one week before the event).

Headliners Marc J Dombrowski, EA and Jane Ryder, EA CPA, will deliver 15 CE hours combined. Dombrowski covers financial analysis, streamlined installment agreements, offers in compromise, appeals, and Collection Due Process; Ryder covers ethics, Name/Image/Likeness income, maximizing QBI, stock options, and tax planning for businesses and rentals. IRS Stakeholder Liaison Mercean Lam will present CE-eligible IRS topics, and Mike Kaufmann will present a non-CE hour on Oklahoma tax updates. Lunch is provided both days for on-site attendees.

Pricing: OSEA members $300, nonmembers $350. Early-bird pricing is in effect – act before it ends! (Members/nonmembers who attended both 2025 conferences may qualify for special discounted rates via a code sent by email.)

Attend both the OKC and NE OK conferences and save $25 on a 2027 event!

Register →

2026 OSEA Oklahoma City Annual Seminar — November 12–13, 2026

Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110

Up to 16 CE units available, in-person or online.

Headliners David L Mellem, EA and Mary Mellem, EA, will deliver 15 CE hours covering Federal Tax Updates, Amended Tax Returns, an "Ask" session, Basis Rules for Property Received Through Gift/Inheritance/Divorce, Business Credits, Teens and Taxes, Ethics, and Bankruptcy. Mike Kaufmann will present a non-CE hour on Oklahoma tax updates, and IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics. Taxpayer Advocate Service availability is still TBD. Lunch is provided both days for on-site attendees.

Pricing: OSEA members $350, nonmembers $400. Early-bird pricing is in effect – act before it ends! (Members/nonmembers who attended both 2025 conferences may qualify for special discounted rates via a code sent by email.)

Attend both the OKC and NE OK conferences and save $25 on a 2027 event!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

1. IRS News Releases

IR-2026-90, August 11, 2026 — Treasury, IRS Issue Proposed Regulations on Employer Contributions to Trump Accounts

The Treasury Department and IRS issued proposed regulations providing guidance to employers that choose to make contributions to Trump Accounts for employees or their dependents.

What it means for your practice: If any business clients are considering offering Trump Account contributions as an employee benefit, these proposed regulations outline the compliance framework they will need to follow.

Read more →

IR-2026-91, August 12, 2026 — Treasury, IRS Issue Guidance on Rollovers Between Retirement Plans and IRAs

Treasury and the IRS provided guidance to simplify and standardize the rollover process by issuing sample forms for direct rollovers to or from a retirement plan, as required under SECURE 2.0 Act section 324.

What it means for your practice: The new sample forms should make it easier to document and verify direct rollovers for clients moving funds between employer plans and IRAs — worth reviewing before the next rollover season.

Read more →

2. Oklahoma Tax Commission & State Tax News

August 10, 2026 — OTC Publishes August 2026 Sales & Use Tax Collections and October Rate Changes

The OTC's August 2026 Sales & Use Tax report shows cities received approximately $217.9 million in sales tax distributions (up from the prior year) and counties received about $39.9 million. The report also announced local rate changes effective October 2026, including a new 10% lodging tax in Bristow, a 3% sales/use tax in Laverne, 5% in Salina, a new 4% in Selah, and 3.5% in Wellston.

What it means for your practice: Update client point-of-sale and payroll systems ahead of the October rate changes if they operate in these municipalities.

Read more →

August 11, 2026 — OTC Clarifies Vehicle Weight Standard for Clean-Burning Fuel Credit

The Oklahoma Tax Commission ruled that a vehicle's manufacturer-listed Gross Vehicle Weight Rating (GVWR) — not its actual loaded weight — determines the applicable credit tier and maximum credit under the Credit for Investment in a Clean-Burning Motor Vehicle Fuel Property (68 O.S. Section 2357.22).

What it means for your practice: When calculating this credit for clients, use the GVWR shown on the federal certification label rather than an estimated loaded weight to determine the correct credit tier.

Read more →

August 13, 2026 — Parental Choice Tax Credit Cap Increase Takes Effect

HB 3705's increase to the Parental Choice Tax Credit program cap — raising authorized credits by $25 million to a total of $275 million for the 2026-2027 school year — became effective this week.

What it means for your practice: Clients applying for the credit through OkTAP for the 2026-2027 school year have additional program capacity available compared to last year.

Read more →

Recent update (August 7, 2026) — State Treasurer Releases July 2026 Tax Revenue Report

State Treasurer Todd Russ reported total July 2026 revenue of $1.5 billion, up 2.6% from July 2025. Over the trailing 12 months, Oklahoma revenues totaled $17.95 billion, up 5.8% year-over-year. Sales and use tax collections rose 8.5% year-over-year, and annual gross production (oil & gas) tax revenue rose 8.3% to $1.1 billion.

What it means for your practice: Continued growth in sales, income, and gross production tax collections signals a stable state revenue picture — useful context when advising business clients on state tax exposure.

Read more →

3. Upcoming OSEA Events

Central Chapter Seminar — Offers in Compromise with the Oklahoma Tax Commission

Thursday, August 20, 2026, 11:30 AM – 1:00 PM
Saltgrass Steak House, 1445 W I-240 Service Road, Oklahoma City, OK 73159

James Adelman, EA (Past President, NAEA and OSEA) presents a 1-hour session on when an Oklahoma offer in compromise is appropriate and how to negotiate a settlement with the OTC, including eligibility, financial analysis, documentation, and negotiation strategy. Cost is $25 to cover lunch. Note: due to IRS rules, this program is not eligible for IRS CE credit.

Register →

Northeast Oklahoma Chapter Seminar — Offers in Compromise with the Oklahoma Tax Commission

Friday, August 28, 2026, 12:00 PM – 2:00 PM
The Big Biscuit, 5335 E 41st Street, Tulsa, OK 74135

James Adelman, EA presents the same 1-hour session on Oklahoma offers in compromise. No charge for the CE program; attendees pay for their own meal. Note: due to IRS rules, this program is not eligible for IRS CE credit.

Register →

4. Annual Seminars

2026 OSEA Northeast Annual Seminar — October 29–30, 2026

Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units available, in person or online via Zoom. Headliners Marc J Dombrowski, EA and Jane Ryder, EA, CPA lead 15 CE hours covering collections topics (financial analysis, installment agreements, offers in compromise, appeals, CDP, transcripts) and Jane Ryder's sessions on ethics, NIL income, QBI, stock options, and tax planning for business and rentals. IRS Stakeholder Liaison Mercean Lam and Mike Kaufmann (Oklahoma Tax Updates, non-CE) round out the agenda. Lunch provided both days on-site.

Pricing: Member $300 / Nonmember $350. Early-bird pricing is in effect — act before this benefit ends. (Discounted returning-attendee rates of $275 member / $325 nonmember are available by code to those who attended both 2025 conferences.)

Bonus: Attend both the OKC and NE OK conferences and save $25 on a 2027 event!

Register →

2026 OSEA Oklahoma City Annual Seminar — November 12–13, 2026

Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110

Up to 16 CE units available, in person or online. Headliners David L Mellem, EA and Mary Mellem, EA lead 15 CE hours covering Federal Tax Updates, Amended Tax Returns, Basis Rules, Business Credits, Teens and Taxes, Ethics, and Bankruptcy. IRS Stakeholder Liaison Mercean Lam presents a CE-eligible hour and Mike Kaufmann presents a non-CE hour on Oklahoma Tax Updates. Taxpayer Advocate Service availability TBD. Lunch provided both days on-site.

Pricing: Member $350 / Nonmember $400. Early-bird pricing is in effect — act before this benefit ends. (Discounted returning-attendee rates of $325 member / $375 nonmember are available by code to those who attended both 2025 conferences.)

Bonus: Attend both the OKC and NE OK conferences and save $25 on a 2027 event!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

IRS News Releases

IR-2026-84 — July 28, 2026

IRS Recognizes National Whistleblower Day with $8 Billion Recovered Since 2007

The IRS highlighted National Whistleblower Day (observed July 30) and the role whistleblowers play in exposing fraud and strengthening tax compliance. Since 2007, whistleblower information has led to more than $8 billion recovered and over $1.4 billion paid in awards. The IRS also noted a new digital Form 211 and a centralized online fraud-reporting tool at IRS.gov/submitatip.

What it means for your practice: If a client asks about reporting suspected tax fraud or wonders whether a whistleblower claim could apply to a business dispute, the digital Form 211 process is now faster to point them to.

Read more →

Oklahoma Tax Commission & State Tax News

Oklahoma Sales Tax Holiday — announced July 31, 2026 (event dates: August 7–9, 2026)

The OTC confirmed via its official channels that Oklahoma's annual sales tax holiday runs 12:01 a.m. Friday, August 7 through midnight Sunday, August 9, 2026. Clothing and footwear items priced under $100 are exempt from state and local sales tax; accessories, athletic/protective footwear, and school supplies do not qualify.

What it means for your practice: Clients who operate retail businesses should be reminded that participation in the holiday is mandatory, not optional, for qualifying items — a good time to check point-of-sale tax settings.

Read more →

Recent update: Oklahoma State Treasurer — June 2026 Tax Revenue Report (published July 8, 2026)

State Treasurer Todd Russ reported total June 2026 revenue of $1.6 billion, up 5.8% year-over-year. Fiscal Year 2026 revenue totaled $17.91 billion, up 5.9% (about $989.9 million) over FY2025. Sales and use tax collections were $617.4 million (up 6.0%), income tax was $613.1 million (up 3.2%), and gross production (oil and gas) tax was $113.4 million (up 27.2%).

What it means for your practice: Continued growth in sales, income, and gross production tax collections is a useful data point when advising business clients on the state's overall revenue and economic trend.

Read more →

Upcoming OSEA Events

OSEA Education Committee Meeting

Friday, August 7, 2026, 9:00–10:00 AM — Zoom

A regular meeting of the OSEA Education Committee. All members and associates are welcome to join and provide input as the committee plans educational events for 2026 and beyond.

Register →

Oklahoma Sooner (Virtual) Chapter Seminar — Beyond the Return: Solving IRS Issues for Your Clients, Part 1

Wednesday, August 12, 2026, 2:00–3:30 PM Central — Online (Zoom)

Edward Moore, EA presents a 1-hour CE session on interacting with the IRS, including the roles of IRS employees, authorization requirements, transcript types, and best practices for IRS communication. No cost. IRS Course ID: FAHHB-T-00197-26-O (1 CE Hour, Federal Tax Law).

Register →

OSEA Board Meeting

Monday, August 17, 2026, 3:00–4:30 PM — Zoom

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

Register →

Annual Seminars

2026 OSEA Northeast Annual Seminar — October 29–30, 2026

Location: Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

CE: Up to 16 CE units available; attend in person or via Zoom

Speakers: Headliners Marc J Dombrowski, EA and Jane Ryder, EA, CPA lead 15 CE units covering financial analysis, installment agreements, offers in compromise, appeals, CDP, and transcripts (Dombrowski), plus ethics, NIL income, QBI, stock options, and tax planning for business and rentals (Ryder). IRS Stakeholder Liaison Mercean Lam will present on several IRS CE-eligible topics, and Mike Kaufmann will give a non-CE hour on Oklahoma tax updates.

Pricing: Early-bird pricing is in effect. Member $300 / Nonmember $350 (standard early-bird rates); reduced rates are available by discount code for members and nonmembers who attended both 2025 conferences.

Bonus: Attend both the OKC and NE Oklahoma conferences and receive a $25 discount on a 2027 event!

Register →

2026 OSEA Oklahoma City Annual Seminar — November 12–13, 2026

Location: Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110

CE: Up to 16 CE units available; attend in person or via Zoom

Speakers: Headliners David L Mellem, EA and Mary Mellem, EA lead 15 CE units covering federal tax updates, amended returns, an "Ask" session, basis rules, business credits, teens and taxes, ethics, and bankruptcy. IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics, and Mike Kaufmann will give a non-CE hour on Oklahoma tax updates. Taxpayer Advocate Service availability is still TBD.

Pricing: Early-bird pricing is in effect. Member $350 / Nonmember $400 (standard early-bird rates); reduced rates are available by discount code for members and nonmembers who attended both 2025 conferences.

Bonus: Attend both the OKC and NE Oklahoma conferences and receive a $25 discount on a 2027 event!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.

As enrolled agents assisting clients with federal and state tax matters, staying informed on the latest IRS and Oklahoma Tax Commission (OTC) developments is crucial. Below is a curated summary of press releases and news items from the past week, including key highlights relevant to your practice, along with direct links to the source materials.

IRS News Releases

No IRS news releases were issued during this period, as confirmed by a double-check of the IRS Newsroom.

Happening today: 2026 NAEA Annual Meeting (livestreamed)

The National Association of Enrolled Agents' Annual Meeting is today, July 28, 2026 – a great opportunity for a look back at the past year, key updates, and what's ahead for enrolled agents. The event is available via livestream for members who can't attend in person. Register now if you'd like to join.

Register →

Oklahoma Tax Commission & State Tax News

July 20, 2026: Sales tax filing deadline reminder

The OTC posted on X reminding Oklahoma businesses that sales tax filings were due that day, directing taxpayers to file via OkTAP to avoid last-minute issues.

What it means for practice: A good prompt to confirm clients on quarterly or semi-annual sales tax filing schedules met the July 20 deadline, or to help them resolve any late filings promptly.

Read more →

Other OTC updates this week

On X, the OTC also recognized its Q2 "All-Star" employees for dedication and service (July 23) and posted a hiring announcement for open positions in its Audit Division, linking to current openings on the state jobs site (July 24). No OkTAP outage or maintenance notices, legislative updates, or additional taxpayer alerts were posted during the period.

July 23 post →  |  July 24 post →

Upcoming OSEA Events

OSEA Education Committee Meeting

Friday, August 7, 2026 | 9:00 AM – 10:00 AM | Zoom

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.

Register →

Annual Seminars

2026 OSEA Northeast Annual Seminar

October 29–30, 2026 | Northeastern State University – Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014

Up to 16 CE units available, in person or online via Zoom (Zoom link provided one week before the event). Headliner speakers Marc J. Dombrowski, EA (financial analysis, streamlined installment agreements, offers in compromise, appeals, CDP, transcripts) and Jane Ryder, EA, CPA (ethics, NIL income, maximizing QBI, stock options, tax planning for business & rentals) will together present 15 CE hours. IRS Stakeholder Liaison Mercean Lam will present CE-eligible IRS topics, and Mike Kaufmann will present a non-CE hour on Oklahoma tax updates. Lunch provided both days for on-site attendees.

Pricing: OSEA members $300 / nonmembers $350 (early-bird pricing currently in effect). Members and nonmembers who attended both the 2025 OKC and NE conferences may qualify for discounted rates ($275 member / $325 nonmember) – contact osea.webmaster@gmail.com to verify eligibility.

Bonus: Attend both the OKC and NE Oklahoma conferences and save $25 on a 2027 conference!

Register →

2026 OSEA Oklahoma City Annual Seminar

November 12–13, 2026 | Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110

Up to 16 CE units available, in person or online (link provided one week before the event). Headliner speakers David L. Mellem, EA, and Mary Mellem, EA, will present 15 CE hours covering federal tax updates, amended returns, an "Ask" session, basis rules for gifted/inherited/remainder-interest/divorce property, business credits, teens and taxes, ethics, and bankruptcy. IRS Stakeholder Liaison Mercean Lam will present a CE-eligible hour on multiple tax topics, and Mike Kaufmann will present a non-CE hour on Oklahoma tax updates. Taxpayer Advocate Service availability TBD. Lunch provided both days for on-site attendees.

Pricing: OSEA members $350 / nonmembers $400 (early-bird pricing currently in effect). Members and nonmembers who attended both the 2025 OKC and NE conferences may qualify for discounted rates ($325 member / $375 nonmember) – contact osea.webmaster@gmail.com to verify eligibility.

Bonus: Attend both the OKC and NE Oklahoma conferences and save $25 on a 2027 conference!

Register →

The Oklahoma Society of Enrolled Agents (OSEA) is a professional organization dedicated to representing and supporting enrolled agents in Oklahoma through education, advocacy, and networking opportunities. Visit us at EAOK.org for more information and resources.