2566-1  |  In Person Training  |  Update  |  Scheduled

Oklahoma Tax Institute - DAY ONE

Wednesday, December 4, 2019 8:30am - 5:00pm

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This registration is only for DAY ONE of the Oklahoma Tax Institute.

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 8 hours of recommended CPE credit. Attendees can also receive up to 8 hours of CLE (Continuing Legal Education) credit.

Bonus: Each on-site 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 the full two-day 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.

Instructors


Designed For

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


Your Price: $315.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after November 13, 2019.

Members log in and save $100.00 on this event. Not a member? join today.

Sessions

Wednesday, December 4, 2019

7:30am - 8:30am
$0.00
8:30am - 9:45am
$0.00
  • Discuss the outlook for TCJA fixes, tax cut extensions and other tax legislation.
  • Learn about the long-term outlook for tax reform.
Credits: Taxes 1.50
Instructors:
9:45am - 9:55am
$0.00
9:55am - 11:10am
$0.00
  • Become familiar with significant recent developments in the areas of individual, corporate and partnership taxation.
  • Learn about significant recent developments affecting charitable giving and tax-exempt entities.
  • Gain an understanding of significant recent developments in tax procedure and tax controversies.
Credits: Taxes 1.50
Instructors:
11:10am - 11:20am
$0.00
11:20am - 12:35pm
$0.00
  • Identify the pros and cons of aggregation.
  • Properly elect aggregation in client tax return.
Credits: Taxes 1.50
Instructors:
Select One and Only One
12:35pm - 1:35pm
$0.00

Presentation of the Rick Kells Outstanding Tax Professional Award, sponsored by the Taxation Committee.

12:35pm - 1:35pm
$0.00
1:35pm - 2:50pm
$0.00
  • Review the 2019 legislative session.
  • Address law changes that the Tax Commission administers.
  • Get an update on new laws that the Tax Commission administers.
Credits: Taxes 1.50
Instructors:
2:50pm - 3:05pm
$0.00
Select One and Only One
3:05pm - 3:55pm
$0.00
  • Learn at least three ways to easily protect your data and privacy.
  • Describe how to better secure your Office 365 account and other cloud vendors.
  • Discuss the importance of password management.
Credits: Information Technology 1
Instructors:
3:05pm - 3:55pm
$0.00
  • Discuss the types of matters that can be subject to Oklahoma Tax Commission protests.
  • Identify how CPAs can properly and timely file tax protests.
  • Gain an understanding the role of the Administrative Law Judge and Tax Commissioners.
Credits: Taxes 1
Instructors:
3:55pm - 4:10pm
$0.00
Select One and Only One
4:10pm - 5:00pm
$0.00
  • Review the Affordable Care Act and get current updates.
  • Identify common misinterpretations of the ACA.
  • Discuss the importance of identifying and documenting measurement periods.
Credits: Taxes 1
Instructors:
4:10pm - 5:00pm
$0.00
  • Explore new provisions of the Oklahoma Act.
  • Work through example calculations.
  • Consider which taxpayers may or may not benefit.
Credits: Taxes 1
5:30pm - 7:30pm
$0.00
Options
Select One and Only One
$0.00
$25.00
$50.00
$75.00
$0.00

Instructors

Elizabeth Field

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.

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.

Tonya Rule

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.

Mel Schwarz

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 Sellner

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.

Dustin Stamper

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.


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