2566  |  OSCPA Live  |  November 30

Oklahoma Tax Institute

Thursday, November 30, 2023 8:00am - Friday, December 1, 2023 4:15pm

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The Oklahoma Tax Institute is the OSCPA's most comprehensive tax and financial planning event of the year.

Earn up to 16 hours of recommended CPE credit, including two hours of ethics. Attendees can also receive up to 16 hours of CLE credit.

The Oklahoma Tax Institute is sponsored by the OSCPA Taxation Committee.


Room Reservations: Discounted room rates are available at the Stoney Creek Hotel and Conference Center for $124/night. You can book your room online or by calling the hotel directly at 918-416-8100 Option #3, Group Cod: 1123OKTAX. The deadline to book a room with the discounted room rate is Monday, October 30, 2023.

Virtual Attendance: If you prefer to attend virtually, you can register for the simulcast here.

Please Note: The OSCPA has updated our Transfer Policy for in-person events. Find more information here.




Designed For

CPAs, financial planners, attorneys and other tax professionals needing updated information on a variety of taxation topics.

This event is currently not available for registration. If you have any questions, please give us a call at 405-841-3800 or email us at cpe@oscpa.com.


John Cox

John Cox, is an tax manager within BDO's Business Incentives Group. I have 5+ years of experience working with credits and incentives including energy credits under the Inflation Reduction Act, research and development tax credits, employee retention credits, Section 174, and other various tax planning items.

Conrad Davis

Conrad Davis, CPA has more than 34 years of experience providing tax compliance and consulting services to closely-held businesses and their owners in the food and food production-related businesses. He works closely with his clients to understand their business and goals. He coordinates with Crowe auditors to provide tax services effectively and efficiently to jointly served clients. He serves on a number of state society and AICPA committees addressing tax and regulatory issues.

Kyle Hendrickson

Kyle Hendrickson, CISSP has been in Information Technology leadership roles for the past two decades, spending the last 15 years leading Cybersecurity Teams and providing strategic guidance for C-Suites. During this time, he built multiple IT and Cybersecurity groups from the ground up – creating the vision and enabling the resources to keep important data and systems safe and secure. Most recently he was responsible for building the cyber defense capability at a regional financial institution focused on improving visibility to all systems while reducing the attack surface of the organization.

Tamara Kotzker

Tamara Kotzker is a tax attorney with Holland & Hart LLP, Denver who focuses on tax controversy. She began her career as a trial attorney in the IRS Office of Chief Counsel. After thirteen years as a trial attorney, she became an Associate Area Counsel in the Denver, CO office and oversaw a team of trial attorneys. She earned an LL.M. in Taxation at the Georgetown University Law Center, a J.D., magna cum laude, at St. Thomas University College of Law, and a B.B.A. in Finance at the University of Texas at Arlington. Prior to departing from IRS Office of Chief Counsel, she earned an I.R.S. Office of Chief Counsel, SB/SE, Litigation Award in 2010 and I.R.S. Office of Chief Counsel, Cube Awards for her participation in litigation of national significance.

Chris Kuehl

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.Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years - teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies. He is the co-author of The Flagship and the Strategic Intelligence System - both publications from Armada.

Tony Mastin

Tony Mastin, JD, is widely considered a leading authority on tax policy and state and local tax issues. He focuses his practice on advising individuals, high net-worth families, tax-exempt organizations, and businesses of all sizes on planning matters involving state and local taxation (SALT), including sales and use taxes, multi-state taxation, SALT controversy work, and federal income taxation. Tony joined McAfee & Taft in 2019 following his retirement from the Oklahoma Tax Commission after 35 years of service, including 12 years in which he served as its executive director. Over the course of his career at the OTC, he also served as an attorney in the General Counsel's office, deputy director of the Motor Vehicle Division, deputy director of the Business Tax Division, and director of the Tax Policy and Research Division. As executive director from 2007 – 2019, he was responsible for managing the day-to-day operations of the agency, serving as its legislative liaison, and assisting in the proposal, drafting, review and analysis of tax legislation. On the national level, Tony played an active role in the Streamlined Sales Tax Project (SSTP), a nationwide effort by state and local governments and the private sector to simplify and modernize sales and use tax collection and administration. That effort led to the development and implementation of the Streamlined Sales and Use Tax Agreement. Upon initiation of the SSTP in 2000, Tony served as the Oklahoma delegate for the project's State and Local Advisory Council (SLAC) and was a member of its steering committee, served as scribe on the original drafting committee, and was also a member of the Compliance Review and Interpretations Committee and the Issue Resolution Committee. In 2017, The Federation of Tax Administrators honored Tony with the Harley T. Duncan Award for his sustained and significant service to state tax administrators.

Andrew Mattson

Andy Mattson, CPA is a Tax Partner with Moss Adams. He is the Chair of CalCPA's Commitee on Taxation. He has been an appointed member of AICPA Committees and Task Forces for over 20 years. He chairs the AICPA's Beneficial Ownership Information Reporting Task Force.

Bruce A. McGovern

Bruce McGovern, JD, LLM, is a member of the faculty at South Texas College of Law Houston, where he also serves as director of the school's Low Income Taxpayer Clinic. Previously, he served for many years as the school's vice president and associate dean for academic administration. He received his undergraduate degree from Columbia University, his law degree from Fordham University School of Law, and an LL.M. in Taxation from the University of Florida Levin College of Law, where he taught as a visiting faculty member before joining the faculty at South Texas College of Law Houston. Professor McGovern is a member of the Council of the State Bar of Texas Tax Section, a former chair of the Houston Bar Association Section of Taxation, and a fellow of the American College of Tax Counsel.

Lisa McKinney

Lisa McKinney, CPA, practiced in public accounting for nine years in Birmingham and Memphis. She specialized in tax consulting and planning with extensive client experience in the real estate industry and partnership tax issues. Ms. McKinney joined The University of Alabama Culverhouse School of Accountancy as a full-time faculty member in 2001 and has taught undergraduate level courses in taxation and financial accounting for the last 21 years. Primary courses of instruction include Introduction to Financing Accounting, Individual Taxation, and Business Entity Taxation.

McKinney is director of The Culverhouse School of Accountancy LIFT community outreach and experiential learning program. This initiative utilizes University students to teach free computer, financial, and career classes to adults, veterans, seniors, and teens in under-served communities. The program utilized over 600 volunteers and leaders in the Fall 2022 semester, teaching over 35 classes each week throughout West and Central Alabama. During the pandemic, LIFT continued to provide classes virtually. Through the LIFT program, students work with food banks in west Birmingham and Selma to help them with volunteer management, inventory management systems, accounting, and warehouse organization.

McKinney also provides tax training for many small to mid-sized accounting firms in the Southeast, as well as nonprofit organizations. Over the past five years, McKinney and LIFT have partnered with The Central Alabama Redevelopment Alliance to build an accelerator to support underrepresented micro-businesses in Alabama. University students are utilized in this capacity to provide accounting and other business services to both for-profit and non-profit businesses.

Logan Monson

Logan Monson is an eperienced Tax Manager within BDO's Business Incentives Group. He has 7+ years of experience working with renewable credits and incentives including energy credits under the Inflation Reduction Act, research and development tax credits, employee retention credits, Section 174, and other various tax planning items.

Mel Schwarz

Melbert E. (Mel) Schwarz – Mel is a Director - Tax Legislative Affairs for Eide Bailly. He has over 39 years of experience in the world of tax legislation in Washington, D.C., including 6 years spent on the staff of the Joint Committee of Taxation. He specializes in the implementation of recently enacted legislation with a focus on business credits and incentives. During his time with the Joint Committee on Taxation, he participated in the development of numerous incentive provisions, including advanced energy and research credit legislation. He is a past chairman of the Tax Legislation Committee of the AICPA and a former member of its Tax Executive Committee. He received his B.A. from SMU, his J.D. from the University of Michigan, and his Masters in Professional Accounting from the University of Texas.

Jimmy J. Williams

Jimmy J. Williams, CPA/PFS, CFP®, is the founder of Compass Capital Management and a widely regarded speaker for national corporations and professional associations in the financial industry. He has worked with thousands of growth-minded business professionals to gain more confidence, growth and freedom in their financial and personal lives. With a Master's degree from The University of Tulsa in Tax Law and over 30 years of experience his insights are regularly featured in highly recognized outlets like The Journal of Financial Planning. He has served as the President and founding board member of local, state and national associations and has been named as one of the Top 40 CPAs You Should Know in a Recession by CPA Magazine. As a speaker, he can help any business professional with overcoming the complacency of coasting through life by default to experience transformation and developing a strategic and financial plan for living life by design.

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