Education & Events

OSSEA Annual Conference & Convention

September 22- 24, 2019
Kalahari Resort, Sandusky, OH

OSSEA 2019 Convention Flyer (PDF)

OSSEA Annual Fall Update

November 15, 2019
Location TBA
Registration and details to come!

Monthly Meetings

We meet on the second Thursday of each month at 6:00 pm. There are no meetings in February, March and April. Each January, we offer a Federal Tax Update, and we also offer a two hour Ethics presentation annually.

Meetings are open to members and non-members alike. Additionally, attendees are provided with the opportunity to build valuable connections with other tax professionals who are facing the same local, state and federal tax issues.

Our monthly meetings are a valuable opportunity to gain expertise from seasoned experts on tax related topics. Because we are recognized by the IRS Office of Professional Responsibility as an Approved Continuing Education Provider, the education portion of our meetings qualifies for one or two hours of continuing education credit, depending on the length of the presentation.

You are welcome to bring food with you, to eat during the Networking and Business Meeting portions of the meeting, or eat prior to your arrival. No food or beverages will be served at the event.


6:00 pm – Networking
6:30 pm – Business Meeting
7:00 pm – Education

Upcoming Topics

June 13, 2019 – Three tax topics:
1) The tax aspects of Entity Choice – focusing on LLCs and S-Corporations
2) Representation – focusing on CSEDS, ASEDS, and RSEDS
3) Death and Taxes – focusing on reporting requirements and allocations

Presented by Carla Gwinn, EAF; Don Zabarsky, EAF; and Dianne May, EA

July 11, 2019 – Audits and the Cash T, presented by Angela Radic, EA

August 8, 2019 – Reconciling Client Books for Tax Returns, presented by Geri Bowman, EA, CPA, USTCP

September 12, 2019 – Tax Planning for Retirement

October 10, 2019 – Ethics

November 14, 2019 – Three Topics

December 12, 2019 – Federal Tax Update, presented by Melinda Garvin, EA

January 2020 – Federal Tax Update, con’t, in conjunction with the Columbus Tax Club


Clintonville Women’s Club
3951 N High St
Columbus, OH 43214


NAEA/OSSEA Members – $10 flat fee
Non-Members – $15 per CE