From the convenience of your office or home
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Koreen Jervis, EA
NYSSEA
212-677-1132
koreen@korjetax.com
Questions about the Conference Education?
Contact Michele Eaton, EA at michele.eaton@gmail.com
Questions about this registration site?
Contact Jeff Gentner, EA at jgentner@nyssea.org
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NYSSEA/NAEA Member: $149.00
Non-Member: $199.00
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Cancel ON or before October 5, 2020 - $50.00 fee
Cancel AFTER October 5, 2020 - 50% registration fee
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Stay tuned for details about an on-demand option (with CE available for a limited time after the conference)
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We are planning our usual schedule of fun and social events - translated into our virtual world. Details will be coming soon!
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This year, the Board Elections will be done virtually (via ZOOM) at the Second Business Meeting. Say tuned for more information and link for the Business Meeting, which will be held on Thursday, October 29, 2020 at 12:45pm ET.
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Registration Deadline : October 15, 2020 - 5:00PM ET
Presidential Call to Conference
This is YOUR OFFICIAL INVITATION to our 33rd Annual Conference, and to take part in the business of your Society. Although Covid-19 necessitated our difficult decision to cancel the live conference originally planned, your Board of Directors is pleased to present the high-quality education you’ve come to expect from NYSSEA, this year in a virtual format, October 23-29, 2020. If you’ve ever wanted to attend conference but have been unable to travel to get there, now is your opportunity! Your input and participation are invaluable, and we encourage you to attend. We are proud to welcome back Thomas Gorczynski, EA, USTCP; Martin Finn, JD, LL.M, CPA/PFS; and Kathryn Morgan EA, USTCP, to our conference, and we are excited to introduce Brad Messner, EA to the NYSSEA community. In addition, we are pleased to have two of New York’s own EA’s at this year’s conference: Henry Grabkowitz, EA will offer a session on NY personal income tax returns, and Salvatore Candela, EA will host this year’s Tax Resolution Help Desk by zoom appointment. We are extremely fortunate to bring you these National-level instructors delivering outstanding education. Our Conference Committees is planning a full conference experience for you, with the emphasis on learning while having fun.
Included as part of this official Call to Conference are the registration forms and business agendas for NYSSEA’s annual meeting. Please review them carefully, noting deadline dates. Online registration and payment by credit card is preferred, but the ability to register by mail with check payment remains available.
There will be two Board of Directors Meetings; the first will be before Conference begins, and the second will follow the conference, with specific dates and times to be determined. Board meetings are open to all interested members.
This Call will serve as your Notice of the Annual Meeting under Section 6.02 of the Society’s by-laws. Agendas are below; specific dates and times to be determined.
First Business Meeting Second Business Meeting
Call to Order Call to Order
Approval of Minutes Approval of Standing Rules
Treasurer’s Report Nominating Committee - Elections
President’s / Officers' Reports Unfinished Business
Nominating Committee Report Adjournment
Nominations
All Other Reports
Adjournment
Take advantage of our low registration rates and sign up now! Join us for fantastic and timely classes, networking with collEAgues, and the NYSSEA annual meeting.
See you all online in October!
Michael E Lawrence, EA, NYSSEA President
Distinguished Conference Speakers
Click here for Speaker Bios and Course Descriptions
NYSSEA is pleased to announce the dynamic lineup of speakers for our Annual Conference. The wide range of class offerings was built from member suggestions on last year's conference survey. Speakers and CE classes include:
Martin S. Finn, JD, LL.M., CPA/PFS
Maximizing the Tax Benefits in the Purchase and Sale of a Business
Retirement Account Distribution Planning AFTER the SECURE Act and the CARES Act
Thomas A. Gorczynski, EA, USTCP
COVID-19 Relief for Individual Taxpayers
Publicly Traded Partnership (PTP) Taxation
Henry Grabkowitz, EA
Getting from Federal AGI to NY IT-201/203 AGI - A Long Strange Journey
Brad Messner, EA
Ethics - Unique Dependent Scenarios and Due Diligence
Data Security - Written Plan
Kathryn Mary Morgan, EA, USTCP
Bankruptcy and Cancellation of Debt - Part 1
Bankruptcy and Cancellation of Debt - Part 2
Salvatore P. Candela, EA
Tax Resolution Help Desk (by Zoom Appointment)
The Conference Registration Process
Before you click the Register Now button below, please click here to view and print the Class Schedule and Registration Information.
There are TWO ways you can register. By clicking the button below, you can register ONLINE, using a credit card to complete your registration through PayPal. You do not need a PayPal account to complete the online registration.
REGISTER BY MAL: If you would rather print out the Registration Packet and complete the entire process by mail, you can view and print the Registration Packet by clicking here. Please note that the ONLY method of payment for those registering via mail will be by check. CREDIT CARDS WILL NOT BE ACCEPTED WITH MAIL-IN REGISTRATIONS. PAYMENTS BY CHECK ONLY.