Oklahoma Tax Institute - Tulsa
16.00 Credits
Member Price $470
Non-Member Price $570
Overview
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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Rooming information to come!
Virtual Attendance: If you prefer to attend virtually, you can register for the simulcast here.
Prerequisites
None
Designed For
CPAs, financial planners, attorneys and other tax professionals needing updated information on a variety of taxation topics.
Objectives
None
Preparation
Notice
Exhibitor
Thursday, December 4
General Session
- Economic Update
Chris Kuehl, Managing Director, Armada Corporate IntelligenceChris Kuehl
Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients and business organizations around the world. He is the economic analyst for several national and international organizations.
More information to come!
Credits: 1.5 - Economics
This session is available to registrants only.
General Session
- Federal Legislative Update
Alex Parker, Tax Legislative Affairs Director, Eide Bailly
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
General Session
- S Corporation Update
Rick Klahsen, Forvis Mazars LLPRick Klahsen
Rick Klahsen, CPA has more than 30 years of tax experience, advising clients in various industries, including investor-owned public utilities, food manufacturers and distributors, health service providers, automobile original equipment manufacturers and telecommunications service providers. He previously served as regional tax director for BKD’s South Region and as tax director of the firm’s Dallas-Fort Worth-Waco practice unit. He currently serves as the tax director of Oklahoma practice unit. Rick has significant experience with federal tax due diligence and transaction structuring and is a member of BKD’s Tax Mergers & Acquisitions Steering Committee.Before joining BKD, Rick was a partner & managing director with another large, national CPA & advisory firm and had roles including tax practice leader, national leader of tax advisory and compliance and national leader of private client services.He is a member of the American Institute of CPAs and Texas Society of Certified Public Accountants and is a licensed CPA in Texas, Missouri and Minnesota, with pending application to the Oklahoma Accountancy Board for a reciprocal license. Rick has served on the Small Business Investor Alliance tax and accounting advisory committee and is a former member of the advisory board of S-Corporation Association of America (S-Corp) and has testified before a congressional subcommittee and met with members of Congress on behalf of S-Corp. He also is a current member of the Wartburg College Alumni Board and the Senior Accounting Advisory Board for the University of North Texas. Rick is a graduate of Wartburg College, Waverly, Iowa, with a B.A. degree in accounting.
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
General Session
- Partnership Tax Update
Adam Sweet, Eide Bailly - SpokaneAdam Sweet
Adam Sweet, JD, LL.M., leads pass-through entity consulting for Eide Bailly. He has extensive knowledge in partnership tax, including interpreting partnership agreements, allocation and distribution provisions and issuing compensatory equity. Adam is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships and a variety of IRS controversy matters. He also leads Eide Bailly’s Opportunity Zone working group.
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
General Session
- AI Technologies
Ashley Coffey, Founder, Coffey & Consult
More information to come!
Credits: 1 - Information Technology
This session is available to registrants only.
General Session
- Oklahoma Tax Resolution Tips
Tony Mastin, McAfee & Taft A Professional CorporationTony 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.
More information to come!
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Mix & Mingle Reception - Taxes and Tacos
Let’s taco ‘bout taxes! Whether you’ve spent the day at the Oklahoma Tax Institute or you’re just hungry for great connections (and tacos), this event is nacho average networking night. Join us on Thursday, December 4, from 5:00 – 6:30 p.m. at La Tertulia to connect with fellow OSCPA members, unwind, and enjoy some of Tulsa’s best tacos. It’s the perfect recipe for wrapping up the day - good food, great company, and conversations worth every bite. Come for the tacos, stay for the networking… and don’t miss the chance to add a little extra salsa to your professional circle!
This session is available to registrants only.
Friday, December 5
General Session
- Ethics
Ashley Plyushko, Executive Director, Oklahoma Accountancy BoardAshley Plyushko
Ashley Plyushko, CPA, is the Executive Directo of the Oklahoma Accountancy Board. Here rise to the sate board is the culmination of a career across government, both municipal and state. Graduating from Oklahoma Baptist University with a degree in history and political science, she had a brief stint at the Oklahoma House of Representatives. She then landed at the Office of Management and Enterprise Services as a budget analyst in the Statewide Budget Division. There she started her foray into state finance and her CPA journey. She achieved her goal of becoming a CPA in 2017 and moved to the City of Shawnee, Oklahoma, to work as the Assistant Finance Director. After three years and promotion to Finance Director and City Treasurer, she felt the pull of the state and returned to OMES where she served as the State Chief Financial Officer.
More information to come!
Credits: 2 - Behavioral Ethics
This session is available to registrants only.
General Session
- Oklahoma Tax Update
Tony Mastin, McAfee & Taft A Professional CorporationTony 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.
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
General Session
- Federal Income Tax Update
Bruce McGovern, VP, Assoc Dean and Professor of Law, South Texas College of LawBruce 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.
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
General Session
- OBBBA Part 1
Bruce McGovern, VP, Assoc Dean and Professor of Law, South Texas College of LawBruce 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.
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
General Session
- OBBBA Part 2
Bruce McGovern, VP, Assoc Dean and Professor of Law, South Texas College of LawBruce 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.
More information to come!
Credits: 1.5 - Taxes
This session is available to registrants only.
Non-Member Price $570
Member Price $470