Friday, October 19, 2018 at 3:00 PM EDT
Monday, October 22, 2018 at 1:00 PM EDT

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Gideon Putnam Hotel 
24 Gideon Putnam Rd
Saratoga Springs, NY 12866

Driving Directions 


Sign up now to take advantage of the early bird rates. Remember to make your hotel reservations by September 26, 2018. The Gideon Putnam will not guarantee room availability after this date. 

All room reservations must be done by phone. Online reservation is not available.

Call The Gideon Putnam reservation line at:

            Toll Free: 1.866.746.1077

            Group Code: 9N93A9

            Event Name: NYSSEA Conference 2018                   - NYS Society of Enrolled Agents.

One night’s deposit of $189.84 will be charged to your credit card at the time you make your reservation and is refundable if cancelled within 3 days prior to your arrival.

Click here to visit the Gideon-Putnam website

Questions about the  Conference or Hotel Registration?

Contact Conference Registration Chair:

Koreen Jervis, EA 
Business phone: 212-677-1132
FAX: 646-390-1455  
Cellphone: 917-797-6610  
Email: koreen@korjetax.com

Professional Photo Opportunity

     The NYSSEA Board has made arrangements to have a professional photographer available during the Sunday evening events (October 21 from 5:30PM - 7:00PM), to take professional digital images for the NYSSEA Board and any other interested conference attendees. 
The fee for this opportunity is $25.00, payable in advance ONLY, as availability is limited. See the Conference Registration Form to make your advance payment. These professional business images can be used on any printed or digital materials.  Digital Images will be emailed to you within 3 weeks.

Conference Cancellation Fees:

Cancel ON or BEFORE Friday, October 5, 2018 - $50.00

Cancel AFTER Friday, October 5, 2018 -
1/2 of total registration fee


NYSSEA 31st Annual Conference - 2018 

Presidential Call to Conference

This is YOUR OFFICIAL INVITATION to our 31th Annual Conference and to take part in the business of your Society.  Your Board of Directors has selected October 19th thru the 22nd at the Gideon Putnam Hotel in Saratoga Springs, NY as our 2018 conference site.   Your input and participation are invaluable, and we encourage you to attend.  We are proud to welcome back Kevin Huston, EA, USTCP, Thomas Gorczynski, EA, USTCP and Steve Ingraham, IRS Senior Stakeholder Liaison as well as our very own Sal Candela to this year's conference, and we are excited to introduce our attendees to Karen Tenenbaum, Esq., CPA & Dario Arezzo, Esq.  We are extremely fortunate to bring you these National-level instructors delivering outstanding education. Bob Kerr who is back with NAEA will also be in attendance and we are happy to welcome him to our conference. Our conference committees have planned a fully filled weekend for you with the emphasis on learning while having fun. The 2017 attendees loved our new venue but asked for more time to enjoy what Saratoga Springs has to offer. The committee responded by adding a Friday afternoon class and early dismissal on Saturday.  A Round Table Discussion and Business Card Exchange will be held Saturday afternoon for those wishing to stay on premises and interested in participating. You will have the opportunity to sign up for this event later.  Additionally, Karen Tenenbaum, Esq., CPA will provide an opportunity to discuss your client issues Saturday from 9 a.m. – 4 p.m. Please come prepared with your cases.

Included as part of this official Call to Conference are the registration forms (conference and class), business agendas for the meetings and hotel registration information and rates.  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. Your tax book as usual will be given to you when you check in at conference. We are however, offering you the opportunity to receive an electronic copy. Please indicate your preference on the registration form.   

We will continue to have our annual Silent Auction, to be held throughout the weekend. Please bring an item to donate to the auction.  Previous bestsellers include: wine or spirits, chocolate or other sweets, homemade gifts, gift certificates, etc. We would like to see all items bid on, so please consider the type of items you are donating. Only the items with the highest bids will be announced. All others will be posted. 

There will be two Board of Directors Meetings; the first will be Friday at 2:00 p.m. and the second meeting will be Monday at 1:00 p.m.  Board meetings are open to all interested members.  At the end of the Board Meeting, we invite all attendees to our Friday evening NYSSEA Welcome Reception & Buffet starting at 7 p.m. This will be your opportunity to reconnect with long-time friends and associates and introduce yourselves to our first-time attendees! A Formal Banquet Reception is planned for Sunday evening with entertainment provided. You will not want to miss this event so please plan on attending the full conference.

This Call will serve as your Notice of the Annual Meeting under Section 6.02 of the Society’s by-laws.  The Annual Meeting is held during lunch on Saturday.  The agenda appears below:

   First Business Meeting                                                  Second Business Meeting

Saturday, October 20, 2018                                              Sunday, October 21, 2018

                Lunch                                                                                      Lunch

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


All Other Reports


Hotel information is attached for Gideon Putnam.   The block rate is guaranteed until September  26th so don’t wait to reserve!  Buffet breakfast, lunch and the Installation Banquet are included with your full-paid conference registration!

Take advantage of the “Early Bird” rates and sign up now!. Join us for fantastic and timely classes, networking with collEAgues, and the NYSSEA annual meeting.  It’s a no-brainer! 

See you all at Gideon Putnam!




Distinguished Conference Speakers

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:

 Kevin C Huston, EA, USTCP

Overview of TCJA and Sec 199A

 Ethics Jeopardy

 Basics of Basis

 Karen Tenenbaum, Esq., LL.M., CPA 

 NYS Residency and Tax Issues of Snowbirds


 Thomas A Gorczynski, EA, USTCP

 Overview of TCJA and Sec 199A


 Tax Planning Strategies with IRA's

 Salvatore Candela, EA 

 Getting to the Bottom Line: Form 433

 Form 433:  Aggressive Strategies for Taxpayers with Assets


 Dario Arezzo, Esq., LL.M.

 Keys to the K-1

 Intermediate Agricultural Taxation

 NYS Tax Update

 Steve Ingraham,  

IRS Senior Stakeholder Liaison

 IRS Update 



To view and print the complete CE Class Schedule, click here.


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.  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 or check to complete your registration after choosing your classes and other conference options. If you are paying by check, be sure to mail the check, along with a copy of your confirmation email to Koreen Jervis, EA.  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 Now!

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.


Questions about the Conference Education?  Contact Michele Eaton, EA at michele.eaton@gmail.com

Questions about Hotel Registration?  Contact Koreen Jervis, EA at koreen@korjetax.com

Questions about using this registration site?  Contact Jeff Gentner, EA at jgentner@nyssea.org