2566-2  |  In Person Training  |  Update  |  Scheduled

Oklahoma Tax Institute DAY TWO

Thursday, December 5, 2019 8:30am - 5:00pm

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

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

Earn up to 8 hours of recommended CPE credit, including two hours of ethics. Attendees can also receive up to 8 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 the full two-day conference, click here.
  • To register for only Day One 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 14, 2019.

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

Sessions

Thursday, December 5, 2019

7:30am - 8:30am
$0.00
8:30am - 9:45am
$0.00
  • Understand the current economic situation as well as the future alternatives.
  • Understand the connection between politics and economics.
Credits: Economics 1.50
Instructors:
9:45am - 9:55am
$0.00
9:55am - 11:10am
$0.00
  • Gain a better understanding of the estate tax and its implications on a client's estate.
  • Learn more about the gift tax and its implications on a client's estate.
  • Identify areas where proper estate planning can prevent clients from paying taxes.
Credits: Financial Planning 1.50
11:10am - 11:20am
$0.00
11:20am - 12:35pm
$0.00
  • Understand the general rules relating to QSBS: what is QSBS and what are the tax benefits of stock qualifying as QSBS.
  • Learn how to determine if stock is QSBS, and what are key issues that need to be considered.
  • Discuss what planning opportunities may be available for the QSBS exclusion.
Credits: Taxes 1.50
Instructors:
Select One and Only One
12:35pm - 1:35pm
$0.00
12:35pm - 1:35pm
$0.00
12:35pm - 1:35pm
$0.00
1:35pm - 2:50pm
$0.00
  • Learn how to assess and minimize the risk in taking on medical marijuana clients
  • Discuss tax considerations and implications for medical marijuana businesses
Credits: Taxes 1.50
Instructors:
2:50pm - 3:05pm
$0.00
Select One and Only One
3:05pm - 3:55pm
$0.00
  • Ensure basic understanding of opportunity zone rules and differences from Section 1031 Exchanges; identification of necessary investment levels.
  • Exploration of multi-level investment by opportunity funds; necessity of development of a substantive trade or business within a Zone--it's not just a real estate play.
Credits: Taxes 1
Instructors:
3:05pm - 3:55pm
$0.00
  • Discover appropriate conduct when confronted with an ethical situation.
  • Learn the procedures necessary to avoid the circumstances that can create ethical conflicts.

    This session is recommended to fulfill one hour of Oklahoma ethics CPE. (Part 1 of 2)

Credits: Behavioral Ethics 1
Instructors:
3:05pm - 3:55pm
$0.00
  • Gain an understanding of the impact of Wayfair on state income tax reporting.
  • Learn about reporting responsibility for sales tax.
  • Identify how to handle compliance issues in this new world.
Credits: Taxes 1
Instructors:
3:55pm - 4:10pm
$0.00
Select One and Only One
4:10pm - 5:00pm
$0.00
Learn about reporting for the session method Discuss the effects gaming has on the Oklahoma itemized deduction limitation
Credits: Taxes 1
4:10pm - 5:00pm
$0.00
  • Learn the basic structure of the Texas franchise tax.
  • Discuss the impact of the latest court cases on the Texas franchise tax.
  • Identify the nature of recent legislative changes to the Texas franchise tax.
Credits: Taxes 1
Instructors:
4:10pm - 5:00pm
$0.00
  • Discover appropriate conduct when confronted with an ethical situation.
  • Learn the procedures necessary to avoid the circumstances that can create ethical conflicts.

    This session is recommended to fulfill one hour of Oklahoma ethics CPE. (Part 2 of 2)

Credits: Behavioral Ethics 1
Instructors:
Options
Select One and Only One
$0.00
$25.00
$50.00
$75.00
$0.00

Instructors

Ted Blodgett

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.

Gene Heatly

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

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

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.

Ashley Powell

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.

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.

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.

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.


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