It's time to celebrate with a Grand Opening and Ribbon Cutting for Central Bank of Oklahoma.  Community-oriented financial service provider. We have six full-service locations in the greater Tulsa metropolitan area, including the communities of South Oklahoma City, Owasso, Sapulpa, Stillwater and Edmond. Strong Bank. Endless Possibilities 

Ribbon Cutting Sponsor: Oklahoma City Energy FC

Human resources plays a critical role in organizational success. Reviewing your human resource practices can help avoid compliance issues, make life easier and allows you to focus on your passion and your people. An organizational audit identifies efficiencies and opportunities for growth related to recruiting, talent development, compensation, operations and exit strategy.

Learning Objectives:

• Review best practices for conducting an HR audit.
• Outline the impact of an HR operations audit.
• Discuss strategies to increase staff and recruitment opportunities.

Presenter:
Lauri Dahlberg, PHR, SHRM-CP, Human Resources Consulting Manager | Eide Bailly
Lauri has more than 30 years of experience with human resources, providing services to clients within a variety of industries. She guides clients to develop best practices and processes for recruitment, on-boarding, performance management and compensation so that they can be successful with employee retention. Lauri also performs personnel file audits and develops policies and/or employee handbooks to assist clients with compliance on the HR side of their business. With a passion for helping others understand and navigate the various HR policies and requirements, Lauri can guide your people-practices to new heights.

CPE Information
CPE Credit: 1
Field of Study: Personnel/ Human Resources
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

On October 16, if you feel the ground shake and hear a rumbling sound, don’t panic … 
it’s not an earthquake. It is just a good old-fashioned stampede through the streets of the 
oldest district in Oklahoma … Stockyards City!

The Chain Ranch Longhorns will kick off the event at 10 a.m. by parading down the street. They will begin at the Oklahoma National Stockyards archway on Exchange. They will be on display throughout the event. The longhorns will parade down Exchange again at 2:30 p.m. as they return to the Stockyards.

A chuck wagon camp will be set up where you can view demonstrations of traditional cooking. At noon, samplings of cobbler, stew, cornbread and more will be on hand.

The Rodeo Opry stage will feature live music, a square dance demonstration by the Central District Square Dance Association, and, of course, the Little Ms. and Mr. Stockyards City pageant!

A Made in Oklahoma Market will be by Little Joe's Boots on Exchange. The market will include locally made and produced items. A leather working demonstration will be held at the market.

The Kids Corral will have many fun activities for kids of all ages! Come get your picture made with some adorable alpacas and a llama.

This will be a perfect opportunity to experience all that is Stockyards City! Visit the restaurants, shops, and get pictures of the things you can only see in Stockyards!

A visit to the Rattlesnake Museum and the Horseshoeing Museum are a must. Rodeo Cinema will be airing a free movie for kids and offering free popcorn!

The entire event is family friendly. Join us on Saturday, October 16, for this year's Stockyards Stampede.

The Opportunity Zone Incentives Program allows taxpayers to defer and reduce capital gains taxes by reinvesting in a Qualified Opportunity Fund (QOF). Potential tax benefits for investing into a QOF include the deferral and partial exclusion of capital gains and the permanent exclusion from taxable income of any appreciation if the investment is held for at least 10 years. Join us for an update on the Opportunity Zone Incentives Program, including a discussion of what we are seeing in the marketplace and year-end planning considerations.

Learning Objectives:

• Review the background of the QOZ program and potential tax incentives
• Identify what we are seeing in the marketplace
• Discuss year-end planning considerations
• Identify ways to optimize the tax benefits when exiting a QOF

Presenters:
Adam Sweet, J.D., LL.M., Principal-in-Charge of Passthrough Entity Consulting | Eide Bailly
Adam has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, as well as a variety of IRS controversy matters, including IRS exams and appeals hearings. Adam is also part of Eide Bailly’s Opportunity Zone and Paycheck Protection Program working groups.

Mac Stevens, CPA, Tax Consultant | Eide Bailly
Mac has more than 30 years of public accounting and tax consulting experience with individuals, business entities and tax-exempt organizations. He has consulted extensively with financial institutions and their shareholders on income tax planning issues, acquisition strategies and regulatory matters. He spent nearly 10 years in the banking industry, which included serving as senior vice president of finance for a $7 billion bank holding company.

Our holistic planning approach to managing your wealth provides you with a better chance to achieve your personal, charitable and financial objectives than other approaches. It is more likely to be successful than by just focusing on taxes or economics. Our Wealth Transition Update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business and your family. We are currently in an ever-changing environment, and there have been recent legislative and regulatory changes that have made estate, gift and income tax planning more challenging. It's important to stay on top of these changes and modify your plan to take advantage of wealth enhancing opportunities. Join us to learn about strategies that may benefit you and potential legislation that could affect your ability to plan in the future.

Learning Objectives:

• Discuss the current legislative outlook including the potential impacts of what may be on the horizon.
• Discover how portability, higher income taxes, and higher transfer tax exemptions impact planning for the succession of your wealth.
• Review any recent changes and explore ways to adjust your planning as needed.

Presenter:
Ava Archibald, EA, Principal-in-Charge of Wealth Transition Services | Eide Bailly
Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning. Ava provides estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. She assisted clients with the development and execution of their estate plan and advised clients on establishing lifetime gifting strategies such as the use of GRATs, IDGTs, charitable trusts, family partnership and sales to grantor trusts. Ava also presents in educational workshops and seminars on estate, gift and fiduciary tax and wealth transition opportunities.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Update
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

It's time to celebrate with a Ribbon Cutting & Open House for Wolf Insurance Agency. Join us as we welcome them to the Chamber and the business community. Enjoy networking, light refreshments, and door prizes!

Ribbon Cutting Sponsor: Oklahoma City Energy FC

If you are constructing or renovating energy efficient commercial building property (EECBP) or residential property, there are tax credits and deductions you may be eligible to receive—and the benefits may even be getting better.

The Section 179D energy efficiency deduction is available to building owners or tenants paying for qualifying improvements. The deduction is worth up to $1.80 per square foot. In addition, the “designer” of government owned EECBP is eligible for the deduction. A designer creates the technical specifications for installation of the EECBP. This could include architects, engineers and contractors.

The 45L is an energy efficient home tax credit. Eligible builders may qualify for up to a $2,000 per unit tax credit for the construction or renovation of energy efficient residential properties.

If the Biden Tax Budget gets approved, the 179D deduction could increase to $3 per square foot and the 45L credit could increase to $2,500 and be extended an additional five years.

Learning Objectives:

• Outline qualification and benefits of 179D and 45L
• Review process to obtaining 179D and 45L
• Discuss anticipated changes coming from the Biden Tax Budget

Life changes quickly, a financial advisor can help set the course for success. We know that thinking about finances can be overwhelming. Having a financial plan can mean the difference between imagining your dream or living it. A financial planning team can help you understand what you have, what it's worth and where you can go. During this webinar, our team will outline how we work with clients to create a financial plan and investment strategies to help organize and grow their wealth.

Learning Objectives:

• Outline current financial planning strategies.
• Review current market trends.
• Identify retirement planning strategies to grow and preserve your wealth.

Presenter:
Brad Kelley, Principal-in-Charge of Financial Services | Eide Bailly
Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principal-in-Charge of Financial Services, Brad has cultivated a team of investment advisors managing over $1 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that the best team of professionals is in place to handle your complex needs.

CPE Information
CPE Credit: 1
Field of Study: Finance
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

As your business grows internationally, it is important to consider available tax incentives. During this webinar, we will explore two tax incentives available to exporters, IC-DISC and FDII. The Interest Charge Domestic International Sales Corporation, more commonly known as the IC-DISC, is an export incentive available for U.S. manufacturers, distributors, growers, and producers, as well as engineering and architectural service providers on foreign projects. The IC-DISC allows certain U.S. businesses to reduce their overall tax liability through a commission mechanism. Profitable businesses with at least $1 million of revenue from an exported product or service that is made primarily in the U.S. are prime candidates. Join us to learn more about this export incentive and how you can determine your eligibility. Foreign Derived Intangible Income (FDII) is a tax incentive available to C corporations that export goods or services. We will discuss what exports qualify for this benefit and how the benefit works. 

Learning Objectives:

• Discuss the IC-DISC and who qualifies
• Identify how this incentive could benefit your business
• Review FDII and how it impacts your situation 

Presenters:
Chris Stroh, JD, LL.M, International Tax Manager | Eide Bailly
Christopher has more than 11 years of experience working with clients in the international tax area at multiple professional service firms. He has assisted clients in a variety of cross-border issues and has specific knowledge of global transfer pricing and various tax credits. Christopher also has experience with U.S. federal and state tax returns, as well as U.S. and local-country business law, including treaty analysis.

Mark Griswold, CPA, International Tax Senior Manager | Eide Bailly
Mark has more than 15 years of public accounting experience providing tax consulting and compliance services. He works in a variety of industries, including international taxation, real estate, manufacturing and professional services. Mark has a significant background with S corporations and Limited Liability Companies, as well as thorough experience with IC-DISCs, including compliance and commission calculations.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

From Boys to Men. THE MIDTOWN MEN reunites Stars From The Original Cast of Broadway’s Jersey Boys, making them the first vocal group ever formed by the principal cast of a high-profile Broadway show. After sharing the stage for over a thousand performances, Tony® Award winner Christian Hoff, Michael Longoria, Daniel Reichard and Tony® Award nominee J. Robert Spencer decided to take their signature sound and chemistry to audiences everywhere, bringing to life their favorite 1960s hits.

The New York Times says, “Sidling up to the microphone, the singers had the air of the Rat Pack, Motown and a nightclub act rolled into one,” while the New York Daily News proclaims, “The Midtown Men sound as crisp as their Rat Pack-inspired suits. Their voices blend together so flawlessly on stage.” After a recent performance with the Oklahoma City Philharmonic, The Oklahoman praised the Midtown Men for “a joyous and nostalgic trip through the music of the 1960s with terrific orchestral charts,” adding, “this high-spirited evening kicked the audience’s adrenaline into overdrive."

*Not affiliated with, not a performance of Jersey Boys