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.

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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.

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

Announcement 2026–11 (2026–29 I.R.B.) — July 13, 2026

The IRS issued a mid-year adjustment to the optional standard mileage rates, citing sharp increases in fuel prices since the original 2026 rates were set. For travel on or after July 1, 2026, the business rate rises to 76 cents per mile (up from 72.5 cents), and the medical/moving rate rises to 23.5 cents per mile (up from 20.5 cents). The charitable rate remains 14 cents per mile. This is the first mid-year mileage adjustment since 2022.

What it means for your practice: Clients tracking business mileage need two rates for 2026 — 72.5 cents for January–June and 76 cents for July–December. Flag this now so mileage logs and reimbursement calculations split cleanly at the July 1 date.

Read more →

No other IRS news releases were issued during this period (July 13–19), as confirmed by a double-check of the IRS Newsroom.

Oklahoma Tax Commission & State Tax News

Recent update: OTC amends gross production tax rules for orphan wells — July 9, 2026 (effective July 11, 2026)

The Oklahoma Tax Commission adopted amendments to gross production tax regulations (OAC 710:45-9-102, et al.). The rules clarify that documentation for marketing cost deductions is required only when a deduction or refund claim is made, and establish procedures for a reduced 2.5% gross production tax rate for qualifying orphan well recovery projects. The reduced rate applies for 36 months before reverting to the standard 7% rate.

What it means for your practice: Relevant for clients with oil and gas production interests, particularly those involved in orphan well recovery projects or claiming marketing cost deductions/refunds.

Read more →

Recent update: OTC amends withholding rules for pension and annuity payments — July 9, 2026 (effective July 11, 2026)

The Oklahoma Tax Commission adopted amendments to withholding tax regulations (OAC 710:90-1-13) concerning pensions, annuities, and other deferred income. Taxpayers receiving non-periodic payments may now elect withholding at the top marginal individual income tax rate plus an additional specified amount, or elect no withholding at all, using Form OK-W-4-R.

What it means for your practice: Worth flagging to clients taking non-periodic pension, annuity, or eligible rollover distributions — the withholding election on Form OK-W-4-R now has more flexibility.

Read more →

OTC social media note — July 13, 2026 (Facebook/@oktaxcommission)

A brief seasonal reminder from OTC: taxpayers who have moved can update their mailing address directly through OkTAP.

Read more →

Upcoming OSEA Events

No OSEA events are scheduled for the next 14 days.

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 via Zoom. Headliners 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 deliver 15 CE units. IRS Stakeholder Liaison Mercean Lam will present additional CE-eligible IRS topics, and Mike Kaufmann will cover Oklahoma tax updates (non-CE). Lunch provided both days for on-site attendees; virtual attendees receive the Zoom link one week prior.

Pricing: Member $300 / Nonmember $350. Early-bird pricing is currently in effect — act before it ends! (Discount codes for members/nonmembers who attended both 2025 conferences: $275 / $325.)

Bonus: Attend both the OKC and NE OK conferences and receive a $25 discount 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 via Zoom. Headliners David L Mellem, EA and Mary Mellem, EA will deliver 15 CE units covering federal tax updates, amended tax returns, an "Ask the Experts" session, basis rules for gifted/inherited/remainder-interest 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. Taxpayer Advocate Service availability is still TBD. Lunch provided both days for on-site attendees.

Pricing: Member $350 / Nonmember $400. Early-bird pricing is currently in effect — act before it ends! (Discount codes for members/nonmembers who attended both 2025 conferences: $325 / $375.)

Bonus: Attend both the OKC and NE OK 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

IR-2026-81 — July 7, 2026

The IRS and Security Summit partners launched the summer "Protect Your Clients; Protect Yourself" campaign, a five-week series covering emerging scams targeting tax professionals, core security safeguards, and identity theft reporting. Week one warns of IRS impersonation scams, misleading social media tax advice, "new client" spear-phishing schemes, and phishing for EFIN/PTIN/CAF numbers.

What it means for your practice: Review your Written Information Security Plan (WISP) now and remind staff to verify any unusual "new client" contact before opening attachments or links.

Read more →

IR-2026-82 — July 8, 2026

Treasury and the IRS issued final regulations identifying certain abusive Charitable Remainder Annuity Trust (CRAT) arrangements as listed transactions, effective July 9, 2026. The targeted structure involves transferring appreciated property to a purported CRAT, selling it, and using proceeds to buy a single premium immediate annuity while misapplying sections 72 and 664 to shelter gain.

What it means for your practice: Material advisors and participants in these specific CRAT structures must now file Form 8886 and/or Form 8918 disclosures or face penalties. If you have clients who used this strategy, review it carefully — only the described abusive pattern is captured, not ordinary CRATs.

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IR-2026-83 — July 8, 2026

The IRS announced Automatic Exemption from Penalty (AEP), a new systemic process that will replace First Time Abate. Taxpayers with a history of timely filing and paying (three prior years, or 12 consecutive quarters) will have failure-to-file, failure-to-pay, and failure-to-deposit penalties waived automatically, with no request required. AEP applies to eligible 2025 returns and 2026 quarterly returns going forward, and fully replaces First Time Abate for returns due on or after January 1, 2027.

What it means for your practice: Clients with clean compliance histories may start seeing automatic penalty relief without you having to call the IRS — but during the transition this summer, some qualifying clients may still receive penalty notices, so First Time Abate requests remain available as a backstop.

Read more →

Oklahoma Tax Commission & State Tax News

Oklahoma State Treasurer — June 2026 State Tax Revenue Report — July 8, 2026

State Treasurer Todd Russ released the June 2026 revenue report: total monthly collections of $1.6 billion, up 5.8% from June 2025. Over the trailing 12 months, Oklahoma revenues totaled $17.91 billion, up 5.9% year-over-year — the tenth consecutive month of positive rolling growth. Income tax collections were $613.1 million (up 3.2%), sales & use tax $617.4 million (up 6.0%), and gross production tax (oil & gas) $113.4 million, up a striking 27.2% year-over-year. The state's unemployment rate held at 4.1%, and the Consumer Price Index measured 4.2%.

What it means for your practice: Continued state revenue growth and strong energy-sector tax receipts are useful context when advising business clients on Oklahoma's fiscal outlook and any state-level policy discussions this year.

Read more →

OTC — Quarterly withholding reports due July 20 — July 8, 2026 (X/@oktaxcommission)

The Oklahoma Tax Commission reminded businesses that quarterly withholding reports are due July 20, and can be filed and paid online through OkTAP.

What it means for your practice: A good moment to confirm business clients have their Q2 withholding filings queued up in OkTAP ahead of the deadline.

Read more →

OTC Taxpayer Roadshow continues statewide — July 10, 2026 (X/@oktaxcommission)

OTC Executive Director Doug Linehan addressed the Guthrie Rotary Club as part of the agency's Taxpayer Roadshow, which is visiting more than 40 Oklahoma communities. Interested community groups can reach out to OTC directly to request a visit.

Read more →

Upcoming OSEA Events

OSEA Board Meeting

July 16, 2026 · 3:00 PM – 4:30 PM · Zoom

Regularly scheduled board meeting. All members and associates are welcome to attend.

Register →

OSEA Education Committee Meeting

July 17, 2026 · 9:15 AM – 10:15 AM · Zoom

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

Register →

Northeast Oklahoma Chapter Seminar: Representation in Practice

July 17, 2026 · 12:30 PM – 2:00 PM · The Big Biscuit, 5335 E 41st Street, Tulsa, OK 74135

Edward Moore, EA, presents a 1-hour CE session on taxpayer representation before the IRS, using real-world case studies covering CP2000 cases, amended return substantiation, retirement distribution issues, IRS transcripts, and effective IRS communication. IRS Course ID: FAHHB-T-00196-26-I. 1 CE Hour — Federal Tax Law. No cost; purchase your own meal at the venue.

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 via Zoom. Headliners 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 deliver 15 CE units. IRS Stakeholder Liaison Mercean Lam will present additional CE-eligible IRS topics, and Mike Kaufmann will cover Oklahoma tax updates (non-CE). Lunch provided both days for on-site attendees; virtual attendees receive the Zoom link one week prior.

Pricing: Member $300 / Nonmember $350. Early-bird pricing is currently in effect — act before it ends! (Discount codes for members/nonmembers who attended both 2025 conferences: $275 / $325.)

Bonus: Attend both the OKC and NE OK conferences and receive a $25 discount 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 via Zoom. Headliners David L Mellem, EA and Mary Mellem, EA will deliver 15 CE units covering federal tax updates, amended tax returns, an "Ask the Experts" session, basis rules for gifted/inherited/remainder-interest 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. Taxpayer Advocate Service availability is still TBD. Lunch provided both days for on-site attendees.

Pricing: Member $350 / Nonmember $400. Early-bird pricing is currently in effect — act before it ends! (Discount codes for members/nonmembers who attended both 2025 conferences: $325 / $375.)

Bonus: Attend both the OKC and NE OK 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.

Oklahoma Society of Enrolled Agents Recent Tax News Updates for Enrolled Agents June 29–July 5, 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. Section 1: IRS News Releases IR-2026-80  |  June 29, 2026 Treasury, IRS Provide Gift Tax Safe Harbor for Trump Account Contributions The Treasury Department and IRS issued Revenue Procedure 2026-25, providing a gift tax reporting safe harbor for certain contributions to "Trump Accounts" — the tax-advantaged savings vehicles for children under 18 created under Section 530A by the Working Families Tax Cuts (One, Big, Beautiful Bill). Under the safe harbor, qualifying cash contributions made before the beneficiary turns 18, up to the annual gift tax exclusion amount ($19,000 for 2026), are treated as completed present-interest gifts and do not trigger a Form 709 filing requirement. What this means for your practice: Clients contributing to a Trump Account on behalf of a minor generally will not need to file Form 709 for those contributions, provided the contribution is the donor's only reportable gift to that beneficiary for the year, stays within the annual exclusion, and no gift tax return is otherwise required. Confirm all safe-harbor requirements are met before advising a client to skip the filing. Read more → Section 2: Oklahoma Tax Commission & State Tax News No new OTC press releases, OkTAP outage or maintenance notices, legislative signings, or Oklahoma State Treasurer revenue report were published during the June 29 – July 5, 2026 coverage window. Section 3: Upcoming OSEA Events Central Oklahoma Chapter Seminar: Representation in Practice Date: Friday, July 10, 2026  |  11:30 AM – 1:30 PM Location: Ted's Café Escondito Banquet Room, 68th & May, Oklahoma City, OK 73116 Join us for lunch (enchilada bar) and a 1-hour CE presentation by Edward Moore, EA, on "Representation in Practice" — a case-study-based look at taxpayer representation before the IRS, covering CP2000 cases, IRS transcripts, amended returns, and the representation workflow from client intake through resolution. No cost for the CE; $25 covers the food. IRS Course ID: FAHHB-T-00196-26-I. 1 CE Hour, Federal Tax Law. (The same program repeats in Tulsa on July 17 — see below.) Register → OSEA Board Meeting Date: Thursday, July 16, 2026  |  3:00 – 4:30 PM Location: Zoom (virtual) Regularly scheduled board meeting of the Oklahoma Society of Enrolled Agents. All members and associates are welcome to attend. Register → OSEA Education Committee Meeting Date: Friday, July 17, 2026  |  9:15 – 10:15 AM Location: Zoom (virtual) Regular meeting of the OSEA Education Committee. All members and associates are welcome to join and help plan our 2026 educational events and beyond. Register → Northeast Oklahoma Chapter Seminar: Representation in Practice Date: Friday, July 17, 2026  |  12:30 – 2:00 PM Location: The Big Biscuit, 5335 E 41st Street (41st & Yale), Tulsa, OK 74135 Edward Moore, EA, presents the same 1-hour "Representation in Practice" CE session offered in Oklahoma City on July 10. No cost for the CE; attendees purchase their own meal from the venue. IRS Course ID: FAHHB-T-00196-26-I. 1 CE Hour, Federal Tax Law. Register → Section 4: 2026 Annual Seminars Both 2026 OSEA Annual Seminars are open for registration with early-bird pricing in effect. Attend both conferences and earn a $25 discount toward a 2027 event! 2026 OSEA Northeast Annual Seminar Dates: October 29–30, 2026  |  8:00 AM – 5:00 PM each day Location: Northeastern State University Broken Arrow, 3100 New Orleans Street, Broken Arrow, OK 74014 CE: Up to 16 CE units  |  In-person and virtual attendance available Headliner Speakers: Marc J Dombrowski, EA — IRS collection and representation (Financial Analysis, Streamlined Installment Agreements, Offers in Compromise, Appeals, CDP, Transcripts) Jane Ryder, EA CPA — Tax planning and practice (Ethics, Name/Image/Likeness Income, QBI Maximization, Stock Options, Tax Planning for Business & Rentals) Mercean Lam, IRS Stakeholder Liaison — multiple IRS CE-eligible topics Mike Kaufmann — Oklahoma Tax Updates (non-CE) Pricing (Early-Bird): Members $300  |  Nonmembers $350 Prior-year attendees who attended both 2025 conferences may qualify for special loyalty pricing ($275 member / $325 nonmember) — check your email for a discount code. Register → 2026 OSEA Oklahoma City Annual Seminar Dates: November 12–13, 2026  |  8:00 AM – 5:00 PM each day Location: Rose State College, 1720 Hudiburg Drive, Midwest City, OK 73110 CE: Up to 16 CE units  |  In-person and virtual attendance available Headliner Speakers: David L Mellem, EA & Mary Mellem, EA — 15 CE hours covering Federal Tax Updates, Amended Returns, an "Ask" session, Basis Rules (Gift/Inheritance/Remainder Interests/Divorce), Business Credits, Teens and Taxes, Ethics, and Bankruptcy Mercean Lam, IRS Stakeholder Liaison — a CE-eligible hour on multiple tax topics Mike Kaufmann — Oklahoma Tax Updates (non-CE) Taxpayer Advocate Service — availability TBD Pricing (Early-Bird): Members $350  |  Nonmembers $400 Prior-year attendees who attended both 2025 conferences may qualify for special loyalty pricing ($325 member / $375 nonmember) — check your email for a discount code. 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. Oklahoma Society of Enrolled Agents  |  501(c)(6) Non-Profit Organization EAOK.org