3200  |  OSCPA Live  |  October 26

OSCPA's Financial Planning Summit

Thursday, October 26, 2023 8:30am - 4:25pm

Download to calendar

This OSCPA summit will cover Financial Planning topics integral to advising clients and staying up-to-date on hot topics. Hear from local leaders with combined decades of career experience.

This in-person event is recommended for eight hours of CPE.

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

Looking to sponsor this event? Reach out to the OSCPA Partnership Team for more information.


Your Price: $370.00

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.


Thursday, October 26, 2023

8:30am - 10:10am

An overview of Estate and Business Planning.

Learning Objectives

  • Learn the basic necessity for personal estate planning to protect family legacies
  • Learn the basic corporate structure to limit personal liability associated with operating businesses
Credits: Financial Planning 2
10:25am - 12:05pm

Covers the exciting changes to SEPs, SIMPLE-IRAs and SIMPLE 401(k) plans, for both from the employer and employees perspective, the upcoming provisions businesses need to prepare for now, what is effective now or in the near future, sole proprietor 401(k) plans, Roth IRAs, Required Minimum Distributions (RMDs), RMD penalties, early withdrawal penalties, catch-up contributions, retirement plan provisions, 529 Plans, and student loan repayments.

Learning Objectives:

  • Learn what Federal laws have changed related to the Secure Act 2.0
  • Learn to better understand recent Federal tax law changes of these topics and how they may apply to you or your clients circumstances
  • Learn more about these topics to better serve your clients with expanded and up-
    to-date information.
  • Learn of any potential effective dates of Federal tax law changes of these topics.
  • Learn what is projected as future hot areas related to Federal taxes in these topics.
Credits: Taxes 2
12:50pm - 2:30pm

Discussion of current policy, policy motivations, and the implied outlook for 2024 including the regional distribution of economic activity.

Learning Objectives:

  • Discussion of current policy, policy motivations, and the implied outlook for 2024 including the regional distribution of economic activity
  • Participants will better understand the current policy environment and outlook, including the residual influence of past policy and the forthcoming lagged effects of current policy
  • Participants will be able to connect their personal expectations of future policy to an economic and market outlook, including an understanding of how economic geography is reshaping the markets they serve or invest in
Credits: Economics 2
2:45pm - 4:25pm

Learning Objectives:

  • TBD
  • TBD
  • TBD
Credits: Financial Planning 2


Russell Evans

Dr. Russell Evans serves as Partner and Chief Economist for Thorberg Collectorate, an industry-agnostic private equity firm specializing in strategic alternative investments. He also serves as President of the Collectorates Regional Economic Advisers division, providing a similar suite of chief economist services to the City of Oklahoma City and clients ranging from industry trade groups to tribes and nonprofits. As chief economist, Dr. Evans is highly regarded as an analyst and communicator. His analysis of national and regional economic performance, economic policy, and financial markets is widely respected and delivered to a broad audience through dozens of speeches annually. Dr. Evans is a regular speaker at professional gatherings in energy, finance, and construction while also presenting to investor meetings, bank board meetings, legislative briefings, Chamber of Commerce, economic development briefings, and more. As chief economist, he specializes in making complex economic principles understandable to a variety of audiences will help them to see how their strategic initiatives are impacted by the current economic context in which they operate. When not thinking about the strategic needs of his clients, Dr. Evans enjoys spending time with his wife, Amanda, and their five kids. Dr. Evans enjoys soccer, golf, and fly fishing and serves actively in his church and community.

Joshua R. Jenson

Joshua Jenson has over 25 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters. He is managing partner of Jenson & Company, CPAs, P.C., which he founded over 25 years ago. His firm is known for a boutique service approach, with a focus on tax planning and strategies. Joshua is a member of the Oklahoma Society of CPAs (OSCPA), the Oklahoma City Chapter of the OSCPA, and the American Institute of CPAs. He is a past Chairperson of the Educational Foundation and is a public speaker for the OSCPA. Joshua received the 2014 Distinguished CPA Award from the OSCPA in recognition of his involvement in the community and activism in the accounting profession. JJ the CPA has over 81,000 subscribers and over 6.6 million views on his YouTube channel "JJ THE CPA," and is heavily represented on social media, with daily postings, including daily videos released on everything dealing with money. He is licensed in Oklahoma and Texas. Joshua graduated from Abilene Christian University with an accounting degree in 1993, and is a licensed CPA in Oklahoma and Texas.

Kendall King

Kendall King, CFP®, is the founder and CEO of Castleview Wealth Advisors, a registered investment advisory firm based in Oklahoma City managing approximately $170 million for over 100 families. They specialize in working with individuals and families who have $5 million or more in net worth, with special focus on working with oil and gas professionals. Kendall is responsible for the strategic direction and vision of the firm and serves as lead advisor to a diverse group of clients. He has over 15 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics. Additionally, he possesses extensive expertise and specialized knowledge regarding IRA and retirement planning issues. Kendall is regularly featured in the Daily Oklahoman for investment, retirement, tax and estate planning topics.
Kendall received his BS in Finance with a minor in accounting from The University of Oklahoma and in 2005 attained the Certified Financial Planner ™ (CFP®) designation. He invests significant time in professional development, frequently attending conferences across the country to stay informed on best industry and client practices. Kendall is also the author of "Abundance," which is set to be released in December 2017.

Ryan Raupe

Ryan is a Senior Attorney at Evans & Davis in Edmond. Originally from Okarche, Oklahoma, he attended Oklahoma State University for his undergraduate degree in Finance. He has been working in the areas of estate planning since college and throughout law school at the University of Oklahoma and has been formally practicing for 5 years.

Register for this course