Friday, October 28, 2022 at 3:00 PM EDT
Monday, October 31, 2022 at 12:00 PM EDT

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Turning Stone Resort Casino 
5218 Patrick Rd
Verona, NY 13478

Driving Directions


Turning Stone Resort Casino

Hotel Reservations MUST be made online.  The Hotel will only guarantee our room rate until September 28, 2022.

Group Code:  HBNEA22

Password: guest

Rate from $169.00/night

Click here to complete your hotel reservation.

Conference Cancellation Fees:

Cancel ON or BEFORE Monday, October 3, 2022 - $50.00 fee

Cancel AFTER Monday, October 3, 2022 -
1/2 of total registration fee

NO refunds after Monday, October 17, 2022.

Questions about the Conference or Hotel? Contact Conference Registration Chair: 

Koreen Jervis, EA 

Duty of Care*

We’re facilitating measures that will ensure optimal health and sanitary conditions in all environments where in-person interaction takes place. 

*We are continually following the COVID-19 pandemic, and these requirements will be updated as needed.   

Please bring an item to donate to the auction.  Previous bestsellers include: wine or spirits, chocolate or other sweets, homemade gifts, gift certificates, etc.

Conference Book - Digital


Your Conference Book will be available to you as a PDF.  A link will be sent to you several days prior to the conference with instructions on how to download. 


35th Anniversary Celebration Party

Saturday, October 29th at the Shenendoah Club House at Turning Stone - 6:00pm - 9:30pm

Price:  $20.00 includes a dinner buffet and Live DJ.  There will be a cash bar.

Click here for 35th Anniversary Celebration Party Flyer

Special Bonus Treat- NYSSEA Got Talent - show off your musical, dance, or theater talent!  To sign up for NYSSEA Got Talent, by contacting Michele Eaton at michele.eaton@gmail.com or call her at 914-633-0758

Special New Buddy Pricing for
co-workers and tax colleagues

Once you register, NYSSEA is offering SPECIAL PRICING for any co-worker or tax colleague to join you at the conference.

SPECIAL PRICING:  $475 for the Full Conference

To be eligible for this SPECIAL PRICING your co-worker or tax colleague:
  1. Must not have previously attended a NYSSEA Annual Conference, OR has not attended a NYSSEA Annual Conference in the past 4 years.
  2. When REGISTERING for the conference, they must include YOUR NAME as the Referring Attendee. (there is a space on the online registration form)
Just forward this email to them
 for details and registration.


NYSSEA 35th Annual Conference - 2022 

Presidential Call to Conference

It’s my great pleasure to extend YOUR OFFICIAL INVITATION to our 35th Annual Conference, and to participate in the business of our Society, October 28-31, 2022. Your Board of Directors is pleased to present the high-quality education you’ve come to expect from NYSSEA. We welcome Katrina Haynes, CPA, Phyllis Jo Kubey, EA CFP, and Frank Lin EA CPA to our conference as first-time speakers, and we welcome back Frank Degen, EA, USTCP, Henry Grabkowitz, EA, Robert Kerr, EA, Brad Messner, MBA, CBSA, EA, Matt Metras, EA, and Sherrill Trovato, EA, USTCP. Salvatore Candela, EA will host this year’s Tax Resolution Help Desk and our friends from NYSDTF will be with us on Sunday. ADP, one of our GOLD SPONSORS, will present a session on The Secure Act, and NAEA’s EVP Megan Killian, CAE joins us as our keynote speaker. We are extremely fortunate to bring you these well-known and respected instructors delivering outstanding education. Our Conference Committee 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.    

We will conduct two Board of Directors Meetings; the first will be before Conference begins, and the second will follow the conference, with specific dates and times announced when finalized.  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 Election Announcement

President’s/Officers’ Reports                                           Unfinished Business

Nominating Committee Report/Nominations                   Adjournment

All Other Reports


Take advantage of the “Early Bird” rates, extended until September 26th, and sign up now!  Join us for fantastic and timely classes, much-missed networking with collEAgues, and the NYSSEA annual meeting.

I look forward to seeing you all at Turning Stone in October!

Phyllis Jo Kubey, EA CFP

NYSSEA President

Distinguished Conference Speakers

NYSSEA is pleased to announce the dynamic lineup of speakers for our Annual Conference. 

Phyllis Jo Kubey, EA, CFP

Ethics in the Real Tax World (Panel Discussion)

Sherrill Trovato, EA, USTCP

Ethics in the Real Tax World (Panel Discussion)

After the Audit - Preparing for an Appeal/Tax Court Petition (with Frank Degen, EA, USTCP)

Engagement Letters

Frank Degen, EA, USTCP

Defending Schedule C Items on Form 1040

After the Audit - Preparing for an Appeal/Tax Court Petition (with Sherrill Trovato, EA, USTCP)

Frank Lin, EA, CPA

Inventory & COGS

Employing Family Members vs Non-Family Members

Advanced S-Corp/Partnerships

Bob Kerr, EA

Ethics in the Real Tax World (Panel Discussion)

Your Record-Challenged Client

IRS Update: recent tax developments and why tax practitioners should care

Brad Messner, EA

Schedule E and Beyond!

Entity Selection:  From Tears of Pain to Tears of Joy

Katrina Haynes, CPA

Foreign Pensions & Annuities

Foreign Tax Credit for Individuals

FBAR & FATCA Reporting

Henry Grabkowitz, EA

PTET Update

Matt Metras, EA

Day Traders

Crypto Update

The Conference Registration Process

Before you click the Register Now button below, please click here to view and print the Class Schedule, Class Descriptions, and Speaker Bios packet It will help you make the correct selections for the conference.

This year there are TWO ways you can register.  By clicking the button below, you can register ONLINE, using a credit card to complete your registration after choosing your classes and other conference options.  Please note that credit card payments will be made through PayPal but you do NOT have to have a PayPal account to complete your transaction.

REGISTER BY MAIL: 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.  PAYMENT BY CHECK ONLY.