2566 | In Person Training | Update | Scheduled
Oklahoma Tax Institute
Wednesday, December 4, 2019 8:30am - Thursday, December 5, 2019 5:00pm
The Oklahoma Tax Institute is the OSCPA’s most comprehensive tax and financial planning event of the year. Featured topics include medical marijuana, 199A regulations, OTC legislation, data security, gaming taxation and much more.
Earn up to 16 hours of recommended CPE credit, including two hours of ethics. Attendees can also receive up to 16 hours of CLE (Continuing Legal Education) credit.
Bonus: Each onsite attendee will receive one free 2020 RIA Tax Handbook. Additional handbooks can be purchased for $30 each, please see options below. Handbooks will be available to pick up the day of the conference.
HOTEL ACCOMMODATIONS: Sleeping rooms are available at the River Spirit Casino Resort. Rooms are available through November 12th for a special rate of $99 per night. To make your reservation, click here or call River Spirit at (918) 299-8518 and mention you are with the Oklahoma Society of CPAs' event.
PARKING: Complimentary valet parking is available to all attendees.
Other Live Registration Options:
- To register for only Day One of the conference, click here.
- To register for only Day Two of the conference, click here.
Save time and money by not traveling. Attend the Oklahoma Tax Institute simulcast - click here to register.
The Oklahoma Tax Institute is sponsored by the OSCPA Taxation Committee.
- Ted Blodgett (view bio)
- Elizabeth Field (view bio)
- Gene Heatly (view bio)
- Chris Kuehl (view bio)
- Laura MacDonough (view bio)
- Sheppard F. Miers (view bio)
- Mark O. Neumeister (view bio)
- Charles E. Painter
- Steven M. Phelan (view bio)
- Ashley Powell (view bio)
- Tonya Rule (view bio)
- Gail R. Runnels (view bio)
- Mel Schwarz (view bio)
- Mark Sellner (view bio)
- C J. Shepard (view bio)
- Thomas A. Smith (view bio)
- Dustin Stamper (view bio)
- Jimmy J. Williams (view bio)
CPAs, financial planners, attorneys and other tax professionals needing updated information on a variety of taxation topics.
Ted Blodgett, CPA, CVA, CGMA, ABV, JD, is the Partner in charge of marketing and the firm's valuation practice at Gray, Blodgett & Company, PLLC. He devotes a substantial amount of his time consulting and planning with clients in the construction and real estate sales and development industry. Ted is very involved in business valuation work for gift and estate tax purposes, litigation and potential business sales. He provides tax and consulting advice to many of the firm's individual and small business clients. He has also assisted with loan review for financial institution clients.
Elizabeth Field, JD, is a graduate of Oklahoma State University and Washington and Lee University School of Law. She began employment with the Oklahoma Tax Commission as an Assistant General Counsel in 2008. In 2016, she became Deputy General Counsel, supervising the Protest/Litigation section of the Office of General Counsel. Field has also served as an officer of the Oklahoma Bar Association Tax Section for the past several years.
Gene Heatly, CPA is based in BDO's Dallas office. His career started in a Big Four Firm then took a several-year turn through industry. Gene specialized in state & local taxation while in industry and he specialized further in state income/franchise taxes when he returned to Big Four. He spent 13 years at a Big Four firm before joining BDO in 2010. Gene has over 25 years experience dealing with state and local tax issues.
Chris Kuehl, Ph.D., is a managing director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.
Laura MacDonough, CPA, is the managing director in Ernst & Young LLP's National Tax Department, with more than 35 years of experience in providing tax consulting services to privately held-businesses and their owners. Laura has extensive experience with the qualified small business stock rules under IRC Section 1202, including advising clients, giving presentations and authoring articles, including "Qualified Small Business Stock: An Overview and Lessons Learned," published in the July 2017 issue of the Journal of Taxation.
Sheppard F. Miers
Sheppard F. Miers, Jr., CPA, JD, LLM, is currently a shareholder in the law firm of Gable & Gotwals, a Professional Corporation, Tulsa, Okla. He practices in the areas of federal and state taxation, estate planning, qualified pension and profit-sharing plans, deferred compensation and employee benefits law.
Mark O. Neumeister
Mark Neumeister, CPA, CGMA, is the director of tax services at D.R. Payne & Associates, Inc. in Oklahoma City, where he is responsible for all aspects of the firm's tax services. An OSCPA member for more than 24 years, Neumeister has served on the OSCPA's Continuing Professional Education, Business Valuation/Forensic & Litigation Support, Small Firm Practitioners and Taxation committees.
Steven M. Phelan
Steven M. Phelan, CPA, CITP, manages an accounting practice based in Oklahoma City. Areas of practice include taxation, accounting, business advisory and technology consulting services. He received his Bachelor of Accountancy degree from the University of Oklahoma and holds several vendor-specific software certifications.
Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. He has written many technology related articles for state and national publications and was a frequent contributor to CPA Practice Advisor where he reviewed tax and accounting related software solutions.
Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the AICPA. Through the OSCPA, he has served on the board of directors and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, recognizing innovation, professional dedication and community commitment.
Ashley Powel, JD, is an associate with Hartzog Conger Cason & Neville in Oklahoma City. She graduated from the OU College of Law in 2013, with highest honors.
Tonya Rule, CPA, has more than 18 years of public accounting experience providing tax and consulting services to individuals and businesses. She works with clients in various industries including health care, transportation, retail and personal service. Rule leads the health care reform initiative for Eide Bailly and serves as a thought leader related to the Affordable Care Act. She also regularly presents workshops and writes articles on health care reform and tax planning tips and strategies.
Gail R. Runnels
Gail R. Runnels, Esq., CPA, LLB, LLM, has been an attorney and CPA in private practice with Holliman, Langholz & Runnels, P.C since 1961. Runnels specializes in corporate law and taxation, mergers and acquisitions, corporate operation problems and opportunities, real estate and estate planning. He is a a member of the Tulsa Tax Club and a lifetime member of the Oklahoma Society of CPAs.
Mel Schwarz, JD, CPA, is a partner in Grant Thornton’s national tax office and the firm’s director of tax legislative affairs. He has more than 35 years of federal income tax experience in Washington, D.C., including six years on the staff of the Joint Committee on Taxation. Schwarz is a frequent speaker on technical and legislative matters before accounting, legal and industry groups, including the tax section of the American Bar Association, the AICPA and the tax committees of the Tax Executives Institute and the Financial Executives Institute.
Mark A. Sellner, CPA, JD, LLM, consults with other CPAs and their clients on business and executive tax matters, including partnerships and S corporation taxation and the tax consequences of buying or selling a business. He has Big Four CPA firm and public company corporate tax deparment experience. Sellner has served as the director of graduate studies in taxation at the University of Minnesota and completed a four-year term on the Minnesota Board of Accountancy.
C J. Shepard
C. Janese Shepard, CPA, CGMA, is a partner with Gray, Blodgett & Company, PLLC in Norman. She works extensively on tax planning and consulting with small businesses, individuals and nonprofit organizations.
Thomas A. Smith
Thomas A. Smith, CPA, is the partner in charge of state and local taxes for BDO USA's Southwest Practice. Smith has more than 20 years of tax experience. He earned a bachelor's degree from Northeastern Oklahoma State University in 1990. Smith's career began in Tulsa as an auditor for the Texas Comptroller of Public Accounts, where he conducted sales and use as well as severance tax audits throughout Oklahoma and Kansas. While working for the state he also conducted numerous training classes and testified as an expert witness for Texas. In July 2014, Smith joined BDO as their partner in charge of state and local tax for the southwest United States.
Dustin Stamper is a managing director in Grant Thornton's Washington National Tax Office. Dustin leads the firm's Tax Legislative Affairs Practice and is responsible for monitoring tax legislative and regulatory activity. He provides outlooks and updates on the latest developments, prepares technical analyses for the practice and clients, communicates with legislative and administrative staff on firm priorities, and regularly speaks on webcasts and at events.
Jimmy J. Williams
Jimmy J. Williams, CPA/PFS, CFP®, is the CEO/president of Compass Capital Management, LLC, in McAlester and an industry leader in the financial planning professions. He is a sought-after speaker providing ethics, financial planning, tax-efficient retirement planning strategies and tax planning to groups up to 1,500. Williams is involved in the future of the accounting profession, serving as the chairman of the AICPA National Accreditation Commission, the past treasurer for the AICPA Foundation, a board of directors member for the AICPA and many other committees. He is a past chairman for the OSCPA, a 2007 Oklahoma Accounting Hall of Fame Inductee and a 2008 Public Service Award recipient. He currently chairs the OSCPA's Bylaws Committee.