2566W  |  OSCPA Live  |  December 1

Oklahoma Tax Institute - Virtual

Thursday, December 1, 2022 8:00am - Friday, December 2, 2022 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.

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In-person Attendance: If you prefer to attend in-person, you can register for the live version here.

Instructors


Designed For

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


Your Price: $445.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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

Sessions

Thursday, December 1, 2022

8:00am - 9:15am
$0.00

Learning Objectives:

  • Review enacted and pending Federal tax legislation with a focus on potential application to domestic businesses and individuals 
  • Understand the political background to legislation
Credits: Taxes 1.50
Instructors:
9:25am - 10:40am
$0.00

Learning Objectives:

  • TBA
  • TBA
  • TBA
Credits: Specialized Knowledge 1.50
10:50am - 12:05pm
$0.00

Learning Objectives:

  • Learn about new tax developments affecting partnerships
  • Discuss current planning techniques for the upcoming tax season
Credits: Taxes 1.50
Instructors:
1:00pm - 2:15pm
$0.00

Learning Objectives:

  • Discuss various topics of interest related to federal income taxes
Credits: Taxes 1.50
Instructors:
2:25pm - 3:15pm
$0.00

Learning Objectives:

  • How to get information from the IRS Transcript for gambling winnings and it's limitations
  • The Session Method for Reporting Gambling Winnings
  • Required documentation of by the IRS/OTC
Credits: Taxes 1
Instructors:
3:25pm - 4:15pm
$0.00

Learning Objectives:

  • Dealing with variable production standards
  • Challenges of timeliness of reporting and tax issues
  • Discuss the challenges of taxes within grow operations
Credits: Taxes 1
Instructors:
  • Jennifer Benda

Friday, December 2, 2022

8:00am - 9:15am
$0.00

Learning Objectives:

  • Understand where we have been the last three years 
  • Learn what to expect in 2023 - the good, bad and (potentially) ugly
Credits: Economics 1.50
Instructors:
9:25am - 10:40am
$0.00

Learning Objectives:

  • Identify financial statement risk specific to cryptoassets, focusing primarily on the challenges related to ownership and valuation.
  • Understand basic internal control best practices to address the financial statement risk specific to cryptoassets.
Credits: Taxes 1.50
Instructors:
  • Allison McLeod
10:50am - 12:05pm
$0.00

Learning Objectives:

  • Explore what every employee must know about the vulnerabilities of working outside the company network, and their role in protecting the company.
  • Learn how to protect yourself, your family and your employer.
  • Understand how the bad guys get in, who their prime targets are and what to do if you've been compromised.
Credits: Information Technology 1.50
Instructors:
1:35pm - 2:50pm
$0.00

Learning Objectives:

  • Gain a better understanding of the recent developments in Oklahoma tax law including legislation, rule making, decisions of the Oklahoma Tax Commission, impact of COVID-19 and other state tax news.
  • Learn about the latest developments in Oklahoma tax law.
Credits: Taxes 1.50
Instructors:
3:05pm - 3:55pm
$0.00

Learning Objectives:

  • Learn about the discussion and presentation of recent ethics rulings by the Office of Professional Responsibility of the IRS and AICPA PEEC Rulings.
  • Explore why it is important to know the impact of ethics violations to your career.
  • Understand how to maneuver the maze of ethical regulations and principles to enjoy a rewarding carer as a CPA.
Credits: Behavioral Ethics 1
Instructors:
4:10pm - 5:00pm
$0.00

Learning Objectives:

  • Learn about the discussion and presentation of recent ethics rulings by the Office of Professional Responsibility of the IRS and AICPA PEEC Rulings.
  • Explore why it is important to know the impact of ethics violations to your career.
  • Understand how to maneuver the maze of ethical regulations and principles to enjoy a rewarding carer as a CPA.
Credits: Behavioral Ethics 1
Instructors:
Options
$40.00

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.

Eric Kehmeier

Eric Kehmeier a passion to serve businesses by improving technology, led Eric to start Broken Arrow based IBT. He has been an integral part of the company's growth since 2007 and he continues to be excited about cultivating a positive impact for his team and the community. Eric has been honored by the Tulsa Regional Chamber as the 2014 Young Entrepreneur of the year, the Broken Arrow Chamber 2014 Business Person of the year, 2012 Men of Distinction Honoree, and named a top up-and- coming professional under 40 by the Tulsa Business Journal. Under Eric's leadership, IBT was honored with an Employee's Choice Award for Tulsa's Best Places to Work, okcBIZ Best Places to Work in Oklahoma, the Better Business Bureau Excellence in Customer Service Award, and the MSPmentor 501 Global list which highlights the top 501 Managed Service Providers in the world. Eric is on the Broken Arrow Chamber of Commerce Board of Directors, the NSU College of Business and Technology Advisory Board, and he is a proud Eagle Scout.

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.

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.

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.

Jason P. Oelrich

Jason Oelrich, CPA, serves as the head of the tax department for the Eide Bailly office in Tulsa, where he leverages more than 25 years of professional experience as a CPA in public accounting and private industry to help clients maximize their success. He specializes in federal and state tax credits and incentives, having helped monetize more than $100M in federal and state tax credits. Jason assists buyers and sellers with tax planning considerations of M&A transactions, and provides tax services to public companies and closely held businesses in a variety of industries including renewable energy, real estate, telecommunications, manufacturing, construction, and automobile dealerships. He is a frequent presenter on taxation updates and investment tax credits.

Mel Schwarz

Mel Schwarz, JD, CPA, has more than 37 years of experience in the world of tax legislation in Washington, D.C., including six years spent on the staff of the Joint Committee of Taxation. He is a past chairman of the Tax Legislation Committee of the AICPA, and 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.

Adam Sweet

Adam Sweet, JD, LLM, has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, as well as a variety of IRS controversy matters, including IRS exams and appeals hearings. Adam spent five years as an IRS litigator and another three years in the national office of a Big 4 firm before joining Eide Bailly's national tax office in 2017.

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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