When

Friday, October 25, 2019 at 5:00 PM EDT
-to-
Monday, October 28, 2019 at 1:00 PM EDT

Add to Calendar

______________________________________________

Where

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

 
Driving Directions 

HOTEL REGISTRATION INFORMATION

Sign up now to take advantage of the early bird rates. Remember to make your hotel reservations by September 20, 2019. The Gideon Putnam will not guarantee room availability after this date. 

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

Room Rate:  $169.00/night

Call The Gideon Putnam reservation line at:

            Toll Free: 1.866.746.1077

            Group Code: 9nb87a

            Event Name: NYSSEA Conference 2019                   - 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 27 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 4, 2019 - $50.00 fee

Cancel AFTER Friday, October 4, 2019 -
1/2 of total registration fee

PLEASE NOTE:  By popular demand, the Conference CE Book will be available as a PDF download at least 7 days prior to the conference.You will receive an email and a link so that you can download the book prior to the conference.  Hard Copy CE Books are still available for $25.00, if ordered when registering.  CE Books will also be available for purchase at conference for $40.00 each.

QUESTIONS?

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

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

NYSSEA 32nd Annual Conference - 2019 

Presidential Call to Conference

This is YOUR OFFICIAL INVITATION to our 32nd Annual Conference and to take part in the business of your Society.  Your Board of Directors has selected October 25th thru the 28th at the Gideon Putnam Hotel in Saratoga Springs, NY as our 2019 conference site.   Your input and participation are invaluable, and we encourage you to attend.  We are proud to welcome back Frank Degen, EA, USTCP, Sherrill Trovato, MBA, MST, EA, USTCP and Steve Ingraham, IRS Senior Stakeholder Liaison as well as another of our own Marc Dombrowski, EA to this year's conference.  We are also excited to bring both Martin Finn, JD, LL.M, CPA/PFS  and Kathryn Morgan EA, USTCP, to our conference.  We are extremely fortunate to bring you these National-level instructors delivering outstanding education. Bob Kerr, EA 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.  Friday afternoon class and early dismissal on Saturday was so well received last year that the Conference committee has decided to repeat it again this year.  Additionally, Marc Dombrowski, EA will provide an opportunity to discuss your client issues Saturday from 9 a.m. – 4 p.m. at the Tax Resolution Help Desk, and NYSDTF will offer a NY-specific Tax Resolution Help Desk on Sunday from 9 a.m. – 4 pm.   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.   In changing with the times, your tax book will be in electronic form this year. We are however, offering you the opportunity to purchase a printed 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 7:30 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 26, 2019                                              Sunday, October 27, 2019

                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

Nominations

All Other Reports

Adjournment

Hotel information is attached for Gideon Putnam.   The block rate is guaranteed until September 20th 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. 

See you all at Gideon Putnam!

Michael E Lawrence, EA

NYSSEA PRESIDENT

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:

   

Kathryn Mary Morgan, EA, USTCP

The Sharing Economy - Airbnb and Temporary Housing, TCJA Update, Residential Rentals: Money Pit or Hidden Gem

 

Sherrill Trovato, MBA, MST, EA, USTCP

Ethics in the Real World, Tax Court Introduction, Sample Tax Court

 

Martin Finn, JD, LL.M., CPA/PFS

Estates and Trusts: Fiduciary Income Tax Issues, Tax Compliance Issues for the Elderly

 

Francis X. Degen, EA, USTCP

Sample Tax Court Case, TaxPrep/Tax Rep - Judicial Rules & Doctrines

  

Marc Dombrowski, EA

IRS Correspondence:  Action and Reaction

Steve Ingraham, Senior Stakeholder Liaison, IRS

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.