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

Adjournment                                                                       

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.