All Day
Ongoing

Retirement Certificate Program

The Retirement Certificate Program offers to those who take it a well-rounded view of retirement options, associated tax issues, and consideration for maximizing financial success. Attendees will have the opportunity to learn how various retirement funding options are taxed and integrated.

OSEA Annual Tax Seminar – Oklahoma City event

Event Title: OSEA Annual Tax Seminar - Oklahoma City event Date of Event: October 25th through October 26th, 2023 Event Start and End Times: 8:00 am to 5 pm each day Event Type: In-Person Conference Speaker(s): Allan J Reynolds, EA; Michael Miranda, CPA; Megan Killian, CAE, EVP NAEA; Mike Kaufmann, Oklahoma Tax Commission; IRS Presenter TBD Description: The Oklahoma Society of Enrolled Agents presents their 2 day annual seminar in Read More >

New York State Society of Enrolled Agents – The Corporate Transparency Act

Event Title: The Corporate Transparency Act Date of Event: Wednesday, October 25, 2023 Event Start and End Times: 6:30PM - 8:30PM ET Event Type: Virtual Webinar Speaker(s): John Sheeley, EA Description: This program presents to tax professionals the Corporate Transparency Act (CTA) through the FinCen guidance issued on March 24, 2023. The program reviews: the legislative and legal history leading to the creation of the CTA; who must report under Read More >