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Oklahoma Tax Institute - Tulsa

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Hyatt Regency Tulsa

100 E 2nd St
Tulsa, OK 74103

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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: Discounted room rates are available at the Hyatt Regency Tulsa Downtown for $129/night. You can book your room online here. The deadline to book a room with the discounted room rate is Monday, November 3, 2025.

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

 

Thursday, December 4

General Session

- Now What? Economy in 2026

Chris Kuehl, Managing Director, Armada Corporate Intelligence

Chris 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.

We have managed to navigate 2025 - what's next? Where are we with tariffs, interest rates, unemployment, inflation, and so on? Remember that JK Galbraith stated that there are two kinds of forecasters - those that don't know and those that don't know they don't know.

Learning Objectives:

  • Understand the current state of the economy
  • Understand the scenarios in play for the 2026 economy

Credits: 1.5 - Economics

This session is available to registrants only.

General Session

- 2025: A Consequential Year for Tax

Alex Parker, Tax Legislative Affairs Director, Eide Bailly

Alex Parker

Alex Parker, follows tax-related legislative developments in Washington, D.C. and provides analysis to Eide Bailly partners. His background is in tax and policy journalism.

Provide an overview of tax legislative developments in 2025, focusing on the overhaul in the federal tax code enacted by the One Big Beautiful Bill Act. Also provide analysis of the implications for taxpayers across the spectrum and what can be expected in the years ahead.

Learning Objectives:

  • Understand at a basic level the changes to the federal tax code enacted in 2025, as well as the background and environment which brought about those changes.
  • Appreciate how the 2025 legislative tax changes will affect all groups of corporate and individual taxpayers.

Credits: 1.5 - Taxes

This session is available to registrants only.

General Session

- A Discussion of Various S Corporation Topics

Rick Klahsen, Forvis Mazars LLP

Rick Klahsen

Rick Klahsen, CPA is the Tax Managing Director/Oklahoma City, Tulsa, Enid & Boston. Rick has more than 35 years of tax experience, advising clients in various industries, including manufacturers and distributors, health service providers, and various technology developers. He previously served as regional tax director for BKD’s (now Forvis Mazars) South Region and as tax director of the firm’s Kansas City practice unit and subsequently the Dallas-Fort Worth-Waco practice unit. He currently serves as the tax director of the Oklahoma and Boston practice units. Rick has significant experience with federal tax due diligence and transaction structuring and is one of the firm’s designated tax Mergers & Acquisitions technical reviewers.

Before joining Forvis Mazars, Rick was a partner & managing director with another large, national CPA & advisory firm and had roles including geographic tax practice leader, national leader of tax advisory & compliance and national leader of private client services.

He is a member of the American Institute of CPAs and is a licensed CPA in Oklahoma and Texas. Rick has served on the Small Business Investor Alliance tax and accounting advisory committee, is a former member of the advisory board of the S-Corporation Association of America (S-Corp AA) and has testified before a congressional subcommittee and met with members of Congress on behalf of S-corp AA. He is a former member of the Wartburg College Alumni Board and a former member of 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.

We'll take a deeper look at several tax technical and tax compliance reporting topics impacting S corporations.

Learning Objectives:

  • Enhance an understanding of several S corporation matters
  • Discuss various scenarios when taxation as an S corporation may not be advisable

Credits: 1.5 - Taxes

This session is available to registrants only.

General Session

- Navigating New Partnership Tax Laws

Adam Sweet, Eide Bailly - Spokane

Adam 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.

This presentation will cover an overview of recent changes in tax legislation and their implications for CPAs.

Learning Objectives:

  • Understand new tax laws
  • Apply changes to client scenarios
  • Identify planning opportunities

Credits: 1.5 - Taxes

This session is available to registrants only.

General Session

- AI & Accounting: Practical, Ethical, and Efficient Ways CPAs Can Leverage Artificial Intelligence

Ashley Coffey, Founder, Coffey & Consult

Ashley Coffey

Ashley Coffey is the CEO of Coffey & Consult, Oklahoma’s premier human-centered technology consulting firm, helping businesses onfidently navigate and integrate emerging technologies into their operations. With more than 15 years of cross-sector experience spanning public, private, and nonprofit industries, Ashley is a recognized leader in future-facing technologies including AI, XR (VR/AR), and spatial computing.

A sought-after speaker and educator, Ashley has delivered over 100+ talks since 2018 on stages including TEDx, SXSW, and Harvard where she bridges the gap between complex innovation and real-world business impact. She was named to The Journal Record’s Power List of Innovative Women in 2022 and continues to champion women in technology, leadership, and entrepreneurship.

As host of both the “Coffey & Code” and “AI News You Should Know About” podcasts, Ashley leads conversations that make technology accessible, human, and transformative. Whether guiding a boardroom through AI strategy or speaking to a room full of changemakers, she’s driven by one mission: to empower people and organizations to thrive in the digital era-without losing the human element.

Ashley is on a mission to build the Silicon “Prairie” in the heartland of Oklahoma - one innovative solution at a time.

Artificial intelligence isn't replacing accountants - it's redefining what efficient, informed, and future-ready accounting looks like. In this session, we will demystify how AI is being used across professional services and financial analysis, including real-world examples of how CPAs are saving time, improving accuracy, and navigating compliance. Attendees will learn what AI can (and cannot) do, where to start without overhauling systems, and how to adopt tools like ChatGPT and Microsoft Copilot responsibly within data privacy and professional standards. Whether you're skeptical, curious, or already experimenting, this session will give you tangible, ethical, and practical ways to bring AI into your daily work.

Learning Objectives:

  • Identify how AI technologies (such as Microsoft Copilot, ChatGPT, and embedded tools in accounting platforms) can be integrated into existing workflows to save time, reduce errors, and support decision-making in tax and accounting contexts.
  • Evaluate ethical, security, and compliance considerations for using AI in client data handling, report generation, and financial analysis to ensure responsible and secure adoption.
  • Explain the difference between generative AI, predictive AI, and automation-and how each applies to financial services.
  • Assess common myths about AI in accounting versus its current, regulated capabilities.
  • Apply simple prompt engineering techniques to create audit-ready reports, client letters, and research summaries more efficiently.
  • Develop a framework for identifying which AI tools are appropriate under Oklahoma and federal data privacy guidelines for professional services.

Credits: 1 - Information Technology

This session is available to registrants only.

General Session

- Oklahoma Tax Resolution Tips

Tony Mastin, McAfee & Taft A Professional Corporation

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.

Procedures and tips in resolution disputes with the Oklahoma Tax Commission.

Learning Objectives:

  • Be informed of required procedures in disputing actions at the Tax Commission
  • How to communicate with OTC auditors and legal staff

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

- Blind Trust

Ashley Plyushko, Executive Director, Oklahoma Accountancy Board

Ashley 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.

Blind Trust: What the Murdaugh fraud case and the Wells Fargo scandal show us about how trust can be weaponized and turn a culture sour.

Learning Objectives:

  • Learn about the Alex Murdaugh financial crimes case and the Wells Fargo Customer account scandal.
  • Learn how trust can be weaponized and create ethical dilemmas for those called to show professional skepticism.
  • Learn how norms which appear healthy can inadvertently encourage unethical actions.

Credits: 2 - Behavioral Ethics

This session is available to registrants only.

General Session

- 2025 Oklahoma Tax Legislative Summary

Tony Mastin, McAfee & Taft A Professional Corporation

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.

This presentation will provide a summary of recent Oklahoma legislative amendments to the Tax Code and rules enacted by Oklahoma Tax Commission.

Learning Objectives:

  • Be informed on recent legislation
  • Be informed on recent rulemaking actions of the Tax Commission


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 Law

Bruce 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 Law

Bruce 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 Law

Bruce 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