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Home - OMRF News - Archives for CPA

CPA

OMRF to host virtual estate planning seminar Sept. 29

September 12, 2022

Event geared toward attorneys, CPAs, certified financial planners, trust officers

Filed Under: News Tagged With: CFP, CPA, estate attorney, estate planning, Oklahoma Medical Research Foundation, OMRF, Robert keebler

OMRF to host virtual estate planning seminar, Sept. 23

September 7, 2021

The 17th annual seminar will cover strategies to manage anticipated changes to the tax planning landscape.

Filed Under: News Tagged With: attorneys, continuing eduation, CPA, donations, estate planning, gift, law, OKC, Oklahoma City, Oklahoma Medical Research Foundation, oklahoman, OMRF, tax, wills

OMRF to host virtual estate planning seminar, Oct. 1

September 17, 2020

The 16th annual seminar will cover strategies to manage anticipated changes to the tax planning landscape.

Filed Under: Development News, News Tagged With: 1, 1st, ameritrust, Bank of Oklahoma, bok, CPA, crowe dunlevy hartzog, development, digital, estate planners, finance, financial, heritage trust, HoganTaylor, landscape, lawyer, money, oct, october, OKC, Oklahoma Medical Research Foundation, OMRF, online, planning, register, rogers and bell, simmons wealth management, trust company of oklahoma, Tulsa

OMRF to host estate-planning seminars on Sept. 18, 19

September 4, 2018

The two-day event is scheduled for Sept. 18 in Oklahoma City and Sept. 19 in Tulsa.

Filed Under: News Tagged With: 2018, attorney, bessemer trust, campus, CFP, CPA, downtown doubletree hotel, estate, estate planning seminar, financial planner, metro, newsok, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, planning, registration, steve akers, Tulsa, tulsa world

OMRF to host estate-planning seminars on Nov. 30, Dec. 1

November 13, 2017

The two-day event is scheduled for Nov. 30 in Oklahoma City and Dec. 1 in Tulsa.

Filed Under: News Tagged With: attorney, Bank of Oklahoma, baylor, bok, campus, CFP, councel, CPA, crowe & dunlevy, dallas, development, estate, estate planning, event, finance, Grant Thornton, hartzog conger cason & neville, heritage trust, highground advisors, HoganTaylor, joe hancock, materials, news, newsok, officer, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, planner, register, registration, rogers and bell, seminar, trust, Tulsa

Estate Planning Seminar Sponsors

For the past 12 years, OMRF has hosted its Estate Planning Seminar, which brings in a national speaker and offers four hours of continuing education to professionals across our state – attorneys, accountants, trust officers and financial advisors. Our generous sponsors have enabled OMRF to offer first-class education and bring together the professionals who help […]

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OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13th St.
Oklahoma City, OK 73104
(405) 271-6673
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