New OrSEA 


Monday May 24, 2021 to Friday May 28, 2021

10:00 to 11:40 and noon to 1:40 PDT Tuesday through Friday

 1:00 to 3:00 PDT Monday


This is an online event. 

 via Zoom



Ira Rosenberg, EA 
Oregon Society of Enrolled Agents 

2021 Annual Conference


May 24 - May 28, 2021

Please note that all times are Pacific Daylight Saving Times

Note: Classes are actually 10 am to 11:40 am and Noon to 1:40 pm.

May 24 – Monday

10:00 AM – 1:00 PM        Board meeting
1:00 PM - 3:00 PM Roundtable discussion on Practice Management ( no CPE)

May 25 – Tuesday
Frank Degen - 4 hours

10:00 - Noon - Tax Law Research in the IRM 
Noon - 2:00 - Internal Revenue Code – Questions from the Field    

May 26 – Wednesday

Frank Degen - 4 hours
10:00 - Noon - Form 1040 and the Supreme Court
Noon - 2:00 - Substantial Authority (ethics credit)
May 27 – Thursday

Knox Wimberly - 4 hours
10:00 - Noon - Federal Tax Updates
Noon - 2:00 - Federal Tax Updates
May 28 – Friday

Mary and David Mellem - 4 hours
10:00 - Noon - NOL's
Noon - 2:00 - Inhertited Property

Sponsor #:  B6U61  

Members Full Registration                                                                    $150


Non-Members                                                                                         $200


Register Now!

July 22nd


Frank Degen EA, USTCP 

Frank Degen, EA is a self employed practitioner in Setauket (Long Island), New York. He has a Bachelors degree in mathematics from Iona College and a Masters degree from Johns Hopkins University. He became an Enrolled Agent in 1984.

Frank is a fellow of the National Tax Practice Institute. He is also a non-attorney admitted to practice in the United States Tax Court.

Frank served two terms as President of the National Association of Enrolled Agents (NAEA). His first term was during the 2005-2006 year; his second term was during the 2012-2013 year. He served as NAEA GRC Chair for 4 years (2006-2010). He also previously served two terms as an NAEA Director. He was a three term president of the New York State Society of Enrolled Agents (NYSSEA) and was awarded the NYSSEA Founders Award in 1999. He is the only NAEA member to have received five NAEA Awards: the Excellence in Public Awareness Award (2001), the EA Mentor Award (2004), the prestigious Founders Award (2006), the Advocacy Award (2013) and the Excellence in Education Award (2018).

He has been quoted extensively in publications such as The Wall Street Journal, Business Week, US News and World Report, USA Today and Kiplingers. He has done many radio interviews for NAEA (including repeated interviews with MarketPlace Money on National Public Radio), is a four-time panelist on TaxTalkToday and has appeared on the NBC Nightly News. He has testified on behalf of NAEA before the IRS Oversight Board, the Senate Finance Committee and the House Ways & Means Oversight Sub-Committee. He was chosen three times by Accounting Today to its “Top 100” list. He served a three year term on the Internal Revenue Service Advisory Council (IRSAC) and was Chair in 2009.

He has spoken on tax issues on the national, state and local levels including 22 NAEA Affiliates and has given numerous presentations at the IRS Nationwide Tax Forum.


Knox Wimberly EA 

L. Knox Wimberly is an Enrolled Agent. Knox is considered one of America's Tax Experts having taught practitioners all over the country.

Knox’s areas of expertise include the taxation ofclergy, cryptocurrency, cannabis, foreign earnedincome, estates (especially on the 1041 fiduciaryreturn), S corporations, and trusts. His practice also includes tax resolution and he is a Fellow of the National Tax Practice Institute.

In addition to his personal practice, Knox most recently served as the Chief Tax Officer for Happy Tax, Opportunity Tax,,, and

Knox is currently the CEO of Taxaroo (

Oregon Association of Tax Consultants









David L. & Mary R. Mellem EA -

David and Mary prepare approximately 1,300 tax returns for individuals, corporations, partnerships, estates, and trusts. 2021 represents David’s 43rd year and Mary’s 37th year of income tax preparation. They are the partners of Ashwaubenon Tax Professionals.

In addition to teaching tax seminars and preparing tax returns, David and Mary provide research/consulting services for Federal tax matters and ghost write full or partial tax returns when fellow tax professionals get stumped.

David and Mary are tax references for many sources including and Green Bay area TV stations. Mary has been a guest on Wisconsin Public Radio several times. They have been quoted in various newspapers around the country and have published articles in NATP’s Tax Practitioner Journal and NAEA’s EAJournal. David and Mary have both been guest panelists on the TaxTalkToday show sponsored by NAEA. Mary has also been a guest on the Larry Meiller Show on Wisconsin Public Radio several times over the past three tax seasons to answer call-in questions from the listening audience and is scheduled to appear again this season.

They are both members of NATP, NAEA and Fellows of NTPI. They have served on various NAEA committees. David is a past editor of the NAEA EAJournal and has served on the NAEA Education Committee and NAEA Education Foundation. Mary has written the Client Newsletters for the NAEA Journal for several years, and has served on the Public Relations Committee and the NAEA Education Foundation.

Ashwaubenon Tax Professionals
2140 Holmgren Way
Green Bay, WI 54304

FAX 920-496-9111