When

Friday, October 23, 2020 at 10:30 AM EDT
-to-
Thursday, October 29, 2020 at 4:00 PM EDT

___________________________________________

Where

From the convenience of your office or home 

___________________________________________

Questions?

Conference Contact

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

___________________________________________

 

NYSSEA/NAEA Member: $149.00

Non-Member: $199.00

 _____________________________________

Conference Cancellation Fees:

 

Cancel ON or before October 5, 2020 - $50.00 fee

Cancel AFTER October 5, 2020 - 50% registration fee

___________________________________________

 

Can't make the LIVE Event?

Stay tuned for details about an on-demand option (with CE available for a limited time after the conference)

___________________________________________

 

Where's the Fun Stuff?

We are planning our usual schedule of fun and social events - translated into our virtual world.  Details will be coming soon!

____________________________________________

 

Annual NYSSEA Board Elections

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.

____________________________________________

 

NYSSEA 33rd Annual Conference - 2020 

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.