Conference education
CE courses
Structured programs designed for EAs, CPAs, tax preparers, and firm owners.
Teaching & Speaking
Professional education should change what the practitioner sees on Monday morning.
Courses, conference sessions, webinars, and practitioner workshops built around useful frameworks, realistic cases, and implementation—not merely slides full of rules.
Approach
Technical enough to trust. Practical enough to use.
Professional education works best when the technical rule is connected to a decision, the decision is connected to implementation, and the attendee leaves with a way to apply the idea in practice.
Owen’s teaching work focuses on tax planning, practitioner judgment, workflow, implementation, business-owner strategy, retirement-related planning, and the evolution from annual compliance to year-round advisory work.
Current course development
From Tax Preparer to Tax Advisor
Building a Repeatable Tax Planning Practice
A 100-minute CE program built around a repeatable planning lifecycle, progressive case studies, practitioner tools, implementation controls, and the shift from “What happened?” to “What should happen next?”
S corporationsRoth conversionsIRMAAReasonable compensationImplementationPractice workflow
Proposal submitted. Course status will be updated after NAEA completes its selection process.
Professional associations
Webinars
Focused sessions adaptable to NAEA, NATP, CPAacademy.org, state societies, and other professional platforms.
Firm development
Practitioner workshops
Interactive sessions centered on planning process, case review, implementation, and advisory workflow.
Written education
Companion materials
White papers, checklists, workpapers, case studies, and articles that extend the teaching beyond the live session.