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Oklahoma Tax Institute SIMULCAST

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

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With 18 sessions dedicated to the most up-to-date tax topics and issues, 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.

To receive CPE credit: Attendees will need to track keywords that show up on the bottom of the screen, approximately every 15 minutes. At the end of the simulcast, enter the keywords into the form below the video and click Submit.

In-Person Registration Options:

  • To register for both days of the Oklahoma Tax Institute, click here.
  • To register for only Day One of the conference, click here. 
  • To register for only Day Two of the conference, click here. 

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: $415.00

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

8:30am - 9:45am
$0.00
  • Describe the outlook for TCJA fixes, tax cut extensions and other tax legislation.
  • Explain the long-term outlook for tax reform.
Credits: Taxes 1.50
Instructors:
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:
11:20am - 12:35pm
$0.00
  • Identify the pros and cons of aggregation.
  • Properly elect aggregation in client tax return.
Credits: Taxes 1.50
Instructors:
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:
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:
Select One and Only One
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
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:

Thursday, December 5, 2019

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:
9:55am - 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
11:20am - 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:
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:
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:
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
  • 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:
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:
Options
Select One and Only One
$35.00
$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.

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.

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.

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 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.

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.

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

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.

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

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.


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